24 March 2023day!https://www.livingintheair.org/2022/11/eckhart-tolle.html?m=1There's a book that has just come out which I haven't read and it's entitled " in the beginning there was War"How true is that! I've been looking at some videos on YouTube about history and all it is is the history of war and Conflict forever, it's been going on since the beginning of time, we've never really had peace ... Pax Romana maybe.But where does that quote come from? it comes from the New Testament. it's either Genesis or John or both saying that "in the beginning...
Friday, 24 March 2023
Thursday, 23 March 2023
DIRECT LINE INSURANCE
23 March 2023
Price: 143.90Obvious to most that financial stocks are in trouble becuse their quality balance sheets are getting a clawing from angry interest rate tigers. It is a bit facile to say liabilities don't match assets, yet it is true that long-dated guilts may have to be sold at below par to meet demands from depositors. Would you call this a liquidity issue? Or is it LDI? - Liability-Driven Investment strategy misfired?I pity...
Monday, 20 March 2023
THE MANUFACTURE OF CONSENT
20 March 2023You might ask why the media sensors the truth about the war in Ukraine and you might ask how the truth is censored. This article mainly explores the second question. As to the Why the truth is censored, we live in an information age and this is a war by information, or by defamation. If you consider all the sacrifices the public has made in order for the West to win this war, then it is necessary to keep them on board, at the expense of the truth, because otherwise the West's political system will begin to lose support and legigimacy,...
Wednesday, 15 March 2023
SV BANK - V.2
15 March 2023SIilicon Valley Bank bought long-dated US treasuries with its customers deposits. This is recommended practise, it should a safe,no-risk investment, no one would expect the US government to default. It bought when interest rates were at historic lows. But the Fed has increased interest rates since then, in order to combat inflation, and the price of these bonds has fallen, taking SVB with it.1. The trouble is the banks' customers were tech startups with big loans and small revenues.Then rising loan int charges and many of these still-low-revenue...
SILICON VALLEY BANK - ANOTHER LEHMAN MOMENT? OR BUY THIS DIP?
14 March 2023
No. Not another Lehman moment. The system is safe though you wouldn't think so from the world reaction to the collapse of a relatively small bank. The Fed had to step in to save a run on the bank. Here's the story.It seems that the bank was lending money to the Startup VC tech industry (... and also to the California wine industry curiously, the vineyards) and one of the conditions for a start-up fledgling company being...
Saturday, 11 March 2023
THE ROAD TO A NEW WORLD ORDER
10 March 2023
It is a really complicated lineup, global international relations. After the last war, America formalised its Order. An rules-based international foundational Order consists of three things. First, there is a set of fundamental values - Liberalism in this case Second, a set of rules and the institutions to enforce them. Third, this is backed by a reserve trading currency and a military. The purpose of the American...
Thursday, 2 March 2023
WAR AND OUR UNIVERSAL CONNECTION
2 March 2023
Crimea has been Russian since 1783. Potemkin built it for Catherine the Great and populated it. Before that it was an Ottoman outpost. But originally, it was probably Minoan or Mycean.It's been Russian for 350 years.Sebastopol is home to the Russian navy. In geopolitics, Crimea is of literally vital importance to all Russia.This war is aimed at taking away Russia's access to the Black Sea, containing weakening and changing...
