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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Arran Yuan who wrote (148363)	5/7/2019 9:03:12 PM
From: TobagoJack	1 Recommendation Recommended By Arran Yuan Respond to of 217917

debt is cumulative, netting new draw-downs against old payables GDP is a flow, of annual goods and services through the system oiled by the debt suppose one's income is 100 per annum, and one's debt level is 100, against one's asset of 200 in the following year, suppose one's asset grew by whatever means to 500 (200 new acquisition and 100 capital gains + the original 200), and one's debt went to 200 total (with the incremental 100 going towards the purchase of 200 of new assets), but one's income ONLY goes to 120 (100 original active income plus 20 on low return on asset of 500), now ... drum roll ..., even as income grew by 20% one's debt:income went from 100:100 to 200:120, ala so what?! we must instead balance flow against flow and balance against balance china debt is in the vast majority domestic debt, and if we were to compare interest income vs interest expense, it would be essentially 1:1 this idyllic state is untrue of many nations, and especially with large foreign debt encumbered nations for example, team Japan can support a lot more debt irrespective of what its debt to GDP is, as long as we are talking about domestic savers lending to domestic entities the interesting number also includes the amount of new / incremental debt and share of GDP necessary to pay net (interest income less interest expense) interest, flow against flow this interest flow against flow comparison works to the detriment of societies with large foreign / external debt balance and even so, must take into consideration of external credit income on earlier generation accumulated FDI debt flow, etc etc

To: Arran Yuan who wrote (148363)	5/8/2019 4:15:04 PM
From: TobagoJack	1 Recommendation Recommended By Arran Yuan Respond to of 217917

good for the economy of somebody zerohedge.com Trump Bans Trade In Iranian Metals, Seeking To Crush Economy Are we perhaps finally getting some clarity on where the latest US blustering on Iran is actually headed? On the one year anniversary of the Trump administration pulling out of the Iran nuclear deal (JCPOA), the president issued new statements affirming the deal is "broken beyond repair" and placed new sanctions on Iran's industrial metals sector. The newly announced sanctions seeks to prevent countries from importing Iranian iron, steel, aluminum, and copper exports, targeting a sector that makes up 10% of Iran's export economy. Yet simultaneously, White House special envoy for Iran Brian Hook stressed to reporters that the US is not seeking war with Iran, but it remains that "any Iranian attack against the United States or allies will be met with force." Image source: APTrump himself noted that he looks forward to "one day working on a new Iran pact," which suggests the White House's "maximum pressure" campaign is aimed at intimidating Iran into submission toward better nuclear deal terms. The White House statement said, "The United States will aggressively enforce its sanctions, and those who continue to engage in sanctionable activity involving Iran will face severe consequences." Toward this end, other nations have been put "on notice that allowing Iranian steel and other metals into your ports will no longer be tolerated," according to the statement. The statement justified its increasingly toughening sanctions on because "the regime continues to engage in destructive and destabilizing activities," including maintaining "its nuclear ambitions and continues to develop its ballistic missile capabilities and support terrorism". But new sanctions, including ending the waiver program which allowed up to eight countries to purchase Iranian crude, as well as threats - including this week's supposed deployment of a carrier and bomber strike group (it was pre-scheduled but "moved up" after Bolton's claim of immediate threats facing US troops in the Middle East) - don't appear to be working. Iran this week notified European officials it would likely stop complying with parts of the JCPOA commitments, warning that the other signatories they have 60 days to implement their obligations, or else research on enriching uranium would move forward.

To: Arran Yuan who wrote (148363)	5/11/2019 7:31:19 PM
From: TobagoJack	1 Recommendation Recommended By Arran Yuan Respond to of 217917

folks regularly fail to see all issues from several perspective, for example ... On 11 May 2019, at 4:57 PM, J wrote: Not good for USA should it not recognise freedom Hong Kong as special. On 11 May 2019, at 4:43 PM, M wrote: The key is the US not treating Hong Kong as "just another city in China." HK would be in trouble if the US decided to treat Hong Kong as part of China vis a vis the Hong Kong Policy Act. Carrie Lam's extradition proposal certainly isn't giving it any help. China is claiming that the US has no right to interfere. Fine - then Hong Kong is treated no different than the rest of China. Not good for Hong Kong if they want to go that route. harbourtimes.com M