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


To: Joseph Silent who wrote (148710)5/22/2019 11:32:31 PM
From: TobagoJack  Read Replies (1) | Respond to of 217860
 
I think a few theories, conjectures, contentions, guesses, and suppositions are about to be tested

(1) Apple w/ market cap of 900B may close 29% of toppling revenue, and therefore a good part of profit and growth, w/ all that entailed. I say may because as long as Apples are made in China would be sold in China. Whether folks in China buy or not is an open question. I do not believe the team China authorities would go after Foxxconn, because Mr Gou is Mr Gou of KMT, and KMT is of Taiwan. All very delicate, until not. Am wondering how much of Foxxconn debt is from non-China banks, an important number.

(2) Global hardware industry may suffer a cardiac event, and all that would mean to downstream goods, services, and accompanying software

(3) Global cooperation stops for just about any and everything, as the continental economies take care off own and the banana / dependent states fend for selves

(4) The light shall likely be switched off in the party room, and all kinds of goings on should happen that couldn't when the lights were on

(5) Governments would need to control as much as can, and ... well ... am suspicious about what could happen to authorised / sanctioned gold trading, never mind about what must happen to crypto anything

(6) Some very large companies may die, but die last, and certain flavours of startups should wilt soon enough

(7) Some national telecoms shall blackout until not all around the planet

(8) All the innards already embedded in products, be they planes or autos, now all suspect

Nothing priced-in.

Dispassionately, and academically, all very exciting. Real world experience should also be exciting. For those forced to ride out the storm unable to sell / hedge, maybe too exciting. For those looking for break in the market, the pace is too slow.

2019 / 2020, 2026 / 2032



To: Joseph Silent who wrote (148710)5/22/2019 11:36:23 PM
From: TobagoJack  Read Replies (1) | Respond to of 217860
 
just for example, the below cited problem / issue should go by the way side, trumped by a larger, more all-encompassing, and overarching probable / issue, that refining requires certain amount of rare earth elements

zerohedge.com

Luongo: Sanctions Are A Bitch – US Refiners Importing Russian Oil Like Mad Authored by Tom Luongo,

It’s a headline so funny I literally ruined a keyboard spitting out my coffee yesterday.



Working off a stub from Bloomberg, Sputnik took a lot of joy in amping up the irony.

The market needs to be fed. And refiners will buy whoever has the best cargo at the best price. It is only politicians who don’t understand that you can’t dictate to the markets.

Now refiners in the U.S. have been under pressure with rising oil prices but Russian oil isn’t brought in to supply the tight gasoline market. Russian Urals grade is considered heavy-sour which is better for refining into diesel and other heavier grades.



Source: Bloomberg

And it is being sent right to the refineries that normally process Venezuela’s very heavy crude (PADD 3 – Gulf Coast).



Don’t think for a second that this is some kind of Trumpian quid pro quo or anything. That he promised Putin a few ducats to look the other way in Venezuela. I know stupid libs of the Young Turk variety will think this. So will the Q-tards in the MAGA crowd.

But, no. This is simply normal market action that a bunch of clueless morons in D.C. can’t control. Refiners need feedstock to refine or they go out of business.

Russian Urals regularly trades at a discount to Brent crude because there is no good benchmark for it. Remember, both West Texas Intermediate and Brent are light-sweet grades.

Only the Dubai and Shanghai oil futures exchanges list contracts for deliveries of heavy sour.

So, it’s no surprise to me to see it being a direct substitute for Venezuelan crude while the U.S. embargoes it.

If the Russians gain the market share lost by Venezuela while, at the same time, providing the financial infrastructure — payment clearing, insurance, etc. — for Venezuela to sell their oil to other markets, like India, what, in the end is the net effect of all this sanctioning and war-mongering?

Nothing, of course. But you can’t tell that to insane authoritarians like John Bolton. These are men who can only think in terms of primary effects and overly-discount the market’s ability to overcome obstacles. And so, they get frustrated by secondary effects, like the simple substitution of Russian oil for Venezuelan oil by domestic refiners.

Wait a couple more months and you’ll see Ted Cruz (R – Exxon/Mobil) introduce new sanctions via CAATSA against the Russian shipping companies bringing the oil to the Gulf Coast as a matter of ‘national security.’

He’ll be joined by Lindsay Graham and the rest of the braying Repuglican jackals and it’ll be used to force Trump to cave on some other issue of the day.

You can’t reason with insane people. And the longer they are in power the more they force sane people to act stupidly to do rational business. We’ll see more stories like this as Trump’s war on markets continues until he either breaks them or they break him.

* * *

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To: Joseph Silent who wrote (148710)5/23/2019 9:52:03 PM
From: TobagoJack  Read Replies (1) | Respond to of 217860
 
something under the sun ...

zerohedge.com

Vicious Cycle: The Pentagon Creates Tech Giants & Then Buys Their Services Authored by TJ Coles via Counterpunch.org,

The US Department of Defense’s bloated budget, along with CIA venture capital, helped to create tech giants, including Amazon, Apple, Facebook, Google and PayPal. The government then contracts those companies to help its military and intelligence operations. In doing so, it makes the tech giants even bigger.



In recent years, the traditional banking, energy and industrial Fortune 500 companies have been losing ground to tech giants like Apple and Facebook. But the technology on which they rely emerged from the taxpayer-funded research and development of bygone decades. The internet started as ARPANET, an invention of Honeywell-Raytheon working under a Department of Defense (DoD) contract. The same satellites that enable modern internet communications also enable US jets to bomb their enemies, as does the GPS that enables online retailers to deliver products with pinpoint accuracy. Apple’s touchscreen technology originated as a US Air Force tool. The same drones that record breath-taking video are modified versions of Reapers and Predators.

Tax-funded DoD research is the backbone of the modern, hi-tech economy. But these technologies are dual-use. The companies that many of us take for granted–including Amazon, Apple, Facebook, Google, Microsoft and PayPal–are connected indirectly and sometimes very directly to the US military-intelligence complex.

A recent report by Open the Government, a bipartisan advocate of transparency, reveals the extent of Amazon’s contracts with the Pentagon. Founded in 1994 by Jeff Bezos, the company is now valuedat $1 trillion, giving Bezos a personal fortune of $131 billion. Open the Government’s report notes that much of the US government “now runs on Amazon,” so much so that the tech giant is opening a branch near Washington, DC. Services provided by Amazon include cloud contracts, machine learning and biometric data systems. But more than this, Amazon is set to enjoy a lucrative Pentagon IT contract under the $10bn, Joint Enterprise Defense Infrastructure program, or JEDI. The Pentagon says that it hopes Amazon technology will “support lethality and enhanced operational efficiency.”

The report reveals what it can, but much is protected from public scrutiny under the twin veils of national security and corporate secrecy. For instance, all prospective host cities for Amazon’s second headquarters were asked to sign non-disclosure agreements.

But it doesn’t end there. According to the report, Amazon supplied surveillance and facial Rekognition software to the police and FBI, and it has pitched the reportedly inaccurate and race/gender-biasedtechnology to the Department of Homeland Security for its counter-immigration operations. Ten percent of the subsidiary Amazon Web Services’ profits come from government contracts. Departments include the State Department, NASA, Food and Drug Administration and the Centers for Disease Control and Prevention. In 2013, Amazon won a $600m Commercial Cloud Services (C2S) contract with the CIA. C2S will enable deep learning and data fingerprinting. Amazon’s second headquarters will be built in Virginia, the CIA’s home-state. Despite repeated requests, the company refuses to disclose how its personal devices, like Amazon Echo, connect with the CIA.

But Amazon is just the tip of the iceberg.

According to one thorough research article: In the mid-90s, future Google founders Larry Page and Sergey Brin used indirect Pentagon and other government funding to develop web crawlers and page ranking applications. Around the same time, the CIA, Directorate of Intelligence and National Security Agency–under the auspices of the National Science Foundation–funded the Massive Data Digital Systems (MDDS) program. A publication by Sergey Brin acknowledges that he received funding from the MDDS program. According to Professor Bhavani Thuraisingham, who worked on the project, “The intelligence community … essentially provided Brin seed-funding, which was supplemented by many other sources, including the private sector.” The Query Flocks part of Google’s patented PageRank system was developed as part of the MDDS program. Two entrepreneurs, Andreas Bechtolsheim (who set up Sun Microsystems) and David Cheriton, both of whom had previously received Pentagon money, were early investors in Google.

Like Bezos, Brin and Page became billionaires.

The Pentagon’s Project Maven (or Algorithmic Warfare Cross-Function Team) was launched in 2017 as a machine-learning application to help drones differentiate humans from objects. Technology and staff were provided by Google, many of whom quit in protest after it was revealed that the project had targeted Iraqis and Syrians for death.

In 1999, the CIA established a venture capital firm, Peleus; later In-Q-Tel. One of In-Q-Tel’s companies was the mapping firm Keyhole, bought by Google in the mid-2000s and developed into Google Earth. Within a few years, military personnel were using Google Earth to target sites in Afghanistan. In 2005, In-Q-Tel invested $2.2m in Google. In 2010, the CIA and Google both invested in Recorded Futures, a social media tracking company.

Another billionaire, Peter Thiel, created both PayPal and Palantir. With $2m of In-Q-Tel investment, Palantir was launched in 2004 and provided data analysis for the CIA in Afghanistan and Iraq. Recently, it was tested in New Orleans as part of local law enforcement’s “predictive policing” program. Palantir creates digital webs of citizens whose personal data are gleaned from various sources. Palantir’s webs show police images of alleged, potential, future suspects along with captions such as, “Colleague of…,” “Lives with…,” “Owner of…,” “Sibling of…,” and “Lover of…”. Palantir is also used by US immigration authorities. For all the accusations of Russian meddling in both the US elections and Brexit referendum in the UK, mainstream Western media have underplayed Palantir employees’ role in working with Facebook to create psychographic profiles of potential voters.

These and other examples show that in addition to trying to shape the world in the interests of American elites, the Pentagon’s ulterior motive is to fund hi-tech industry to stimulate new economies. That same hi-technology, which exists in a so-called system of “free enterprise,” not only creates monopolies, it does so with taxpayer money. Spied on and manipulated by the technologies they fund, the public, as consumers, then pay for services provided by those tech giants. Talk about a vicious cycle…




To: Joseph Silent who wrote (148710)4/19/2020 1:15:31 AM
From: TobagoJack  Respond to of 217860
 
RE <<Bass has teamed up with Bannon and Gaffney in the CPD to

whip up the national rhetoric and war on China everything. Gaffney went right from Islamophobia to Sinophobia because he had nothing else to do. Bannon never did have anything worthwhile to do. Kyle would like the US army and all of policy behind his trading.

Where do these people come from, and just who funds them? Are they (CPD) being taken seriously?

How can people hope to get a real education in such matters and gain a true understanding of anything today?
>>

Am guessing, perhaps only by watch & brief real time, and even then it is near impossible to learn anything other than what we believe we already know.