As one commentator put it on the late night European Bloomberg show "Its now all about tariffs and politics!" For those of you who have been following the posts on this site you know that we believe this is the case regarding the importance of politics far more than the markets ever want to really … Continue reading Tariffs and Politics as the Key to Market Valuations
Author: emeryd
Dangerous Escalation of Ukrainian Conflict
I have written in earlier posts about the dangers of the US allowing Ukraine to use advanced US ATACMS missiles to attack in Russian territory. Well that has now occurred and Russia has formally and very publicly changed its nuclear doctrine to include such a use as a legitimate reason to use its nuclear arsenal … Continue reading Dangerous Escalation of Ukrainian Conflict
The dangerous tight rope walk of proxy wars
In a recent post I mentioned the thesis that in some sense World War 3 had already begun and that this time unlike earlier world wars seen last century it would occur with the superpowers using proxies to battle for hegemony on the world stage. Anyone considering the current Ukraine war and Middle East conflict … Continue reading The dangerous tight rope walk of proxy wars
The Problem of Energy for Complex Societies and the Risk of the Transition to Clean Energy Done Prematurely Causing Societal Collapse
There is a serious danger that if we try to speed up too much the transition to clean energy we will have societal collapse. The results could be even much worse than climate change itself, which is saying a lot. I think it's important in a site like this to discuss higher level macro-political topics … Continue reading The Problem of Energy for Complex Societies and the Risk of the Transition to Clean Energy Done Prematurely Causing Societal Collapse
The Inner Secret of Stock Market Crashes: Political Narrative, the HardcoreTrader’s Attitude, and Market Dislocation
This post is opinion only. See full disclaimer below. What exactly is the deeper secret of stock market crashes? There's a lot of dimensions to the investing markets, some obvious and others much more hidden. Lots of things going on at the same time. Lots of investing styles. Lots of different areas of the market … Continue reading The Inner Secret of Stock Market Crashes: Political Narrative, the HardcoreTrader’s Attitude, and Market Dislocation
The Key Trading Elements Fama’s Efficient Market Hypothesis Leaves Out
Eugene Fama's Efficient Market Hypothesis (EMH) has much that is of value in the theory. In fact, given the way most people invest in the markets, it is more or less the case. He himself acknowledges, and higher-level people usually do with such things, that there is a certain slippage in his theory---i.e. it's a … Continue reading The Key Trading Elements Fama’s Efficient Market Hypothesis Leaves Out
Impossible Contradictions: You can have clean energy or AI but you can’t have both
There's plenty of good reasons to like certain aspects of both AI and clean energy. Clean energy promises a less polluted planet, especially from emissions, and to help mitigate the dangers of global warming. AI promises significant increases in productivity and efficiency along with potentially a wider access to important information. I am certainly in … Continue reading Impossible Contradictions: You can have clean energy or AI but you can’t have both
A Few Thoughts on Francois Roddier’s “The Thermodynamics of Evolution”
Since this site is dedicated to higher level analysis of Macropolitical Markets we will occasionally comment and point the reader to interesting works in such fields as psychology, physics, philosophy, and cosmology among other areas. This may seem quite far afield from what one might expect in a site trying to teach key concepts for … Continue reading A Few Thoughts on Francois Roddier’s “The Thermodynamics of Evolution”