Edward Dowd
Contrarian and sometimes lead steer. Remember to think for yourself. The Matrix is real. Imagine a world where “Logic is an Enemy & Truth is a Menace.”
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Kanal yaratilgan sanaSep 16, 2021
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May 28, 2024"Edward Dowd" guruhidagi so'nggi postlar
23.04.202503:15
Signal vs Noise: Our 35 minute analysis of our note “The impact of US trade tariffs”
https://phinancetechnologies.com/Phitech_resources.htm#Podcast_SignalVersusNoise
https://phinancetechnologies.com/Phitech_resources.htm#Podcast_SignalVersusNoise
19.04.202517:56
Growth in cancer treatment expenditures has slowed to asymptote at a novel 1.8% growth rate since late 2023.
The pre-2020 growth rate was 0.22%.
These figures are adjusted for medical services inflation and cancer drug price escalations.
The pre-2020 growth rate was 0.22%.
These figures are adjusted for medical services inflation and cancer drug price escalations.
19.04.202511:50
Breaking News!🚨: Trump faces his biggest obstacle to date with his historic Tariffs…
Thanos is extremely upset about the excessively high tariffs imposed on infinity stones from other countries. He is signaling retaliation.
Thanos is extremely upset about the excessively high tariffs imposed on infinity stones from other countries. He is signaling retaliation.
16.04.202520:48
Goldman Sachs chart of US population growth. 2025 is their estimate based on Trump immigration policies.
Demographics is destiny and given persistent excess mortality of 5-10% this will be a deflationary headwind.
Demographics is destiny and given persistent excess mortality of 5-10% this will be a deflationary headwind.
15.04.202518:21
There is no shortage of clueless people in this world.
15.04.202507:06
15.04.202507:06
Our analysis of “The impact of trade tariffs” linked below:
We review our thoughts on the impacts on financial assets, different global regions and inflation.
Regarding inflation we believe “The impact of trade tariffs is akin to a tax hike and will likely lead to lower velocity of money in the short term, resulting in a deflationary pressure. As prices for some goods and services will surely increase, particularly on the short term, overall prices won’t if there is no increases in the money supply.”
We review our thoughts on the impacts on financial assets, different global regions and inflation.
Regarding inflation we believe “The impact of trade tariffs is akin to a tax hike and will likely lead to lower velocity of money in the short term, resulting in a deflationary pressure. As prices for some goods and services will surely increase, particularly on the short term, overall prices won’t if there is no increases in the money supply.”
15.04.202506:04
No Boarding Pass, No Privacy: The New Face of Travel - THREAD 🧵
1/
Big changes are coming to global air travel.
The UN’s aviation body (ICAO) plans to eliminate boarding passes, check-ins, and even physical passports—replacing them with facial recognition and digital credentials.
Roll-out expected within 3 years.
>>
1/
Big changes are coming to global air travel.
The UN’s aviation body (ICAO) plans to eliminate boarding passes, check-ins, and even physical passports—replacing them with facial recognition and digital credentials.
Roll-out expected within 3 years.
>>
15.04.202505:02
During GFC when they instituted the ban on short selling the financial stocks in the US there was a massive short squeeze. One portfolio manager down the hall bought back the financials basically at the top of the squeeze. I asked him why he did that and he naively thought the dirty short sellers were to blame. I said to him short sellers provide liquidity when they cover to take profits. So now it’s just selling and no buying. He didn’t get it. I didn’t need to read this after the fact paper to get this.
The bank stocks went bid-less for a while after this idiocy.
The bank stocks went bid-less for a while after this idiocy.
15.04.202505:02
As we roll through time in 25 & 26 we might see short selling bans again. Punchline: they don’t work.
How the Australian Ban on Short Selling During the GFC Affected Market Quality and Volatility by Thomas Henker, Julia Henker, Uwe Helmes :: SSRN https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1970711
How the Australian Ban on Short Selling During the GFC Affected Market Quality and Volatility by Thomas Henker, Julia Henker, Uwe Helmes :: SSRN https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1970711
15.04.202505:01
Another DOGE success: NY Fed found that expectations for growth in government debt dropped by 0.4% to 4.6%, the lowest on record.
15.04.202503:23
Excess mortality during and after the COVID-19 emergency in Japan: a two-stage interrupted time-series design | BMJ Public Health
https://bmjpublichealth.bmj.com/content/3/1/e002357
https://bmjpublichealth.bmj.com/content/3/1/e002357
14.04.202504:53
A blast from the past.
In 2022, the NYTs reported that the CDC admited that they were hiding "CRITICAL" data regarding the jab and hospitalizations. Finally, the Trump administration at least knows "who" at CDC was responsible - now we need to know exactly "what" data has been hidden and why.
Then formal charges must be brought against those responsible. We have laws regarding informed consent, tampering with clinical trials data, and even manslaughter.
The government needs to use those laws so the perpetrators can be brought to justice.
In 2022, the NYTs reported that the CDC admited that they were hiding "CRITICAL" data regarding the jab and hospitalizations. Finally, the Trump administration at least knows "who" at CDC was responsible - now we need to know exactly "what" data has been hidden and why.
Then formal charges must be brought against those responsible. We have laws regarding informed consent, tampering with clinical trials data, and even manslaughter.
The government needs to use those laws so the perpetrators can be brought to justice.
13.04.202511:53
OB/GYN: “The miscarriage rate was 80 percent in the Pfizer trials. They knew that.”
Dr. Kimberly Biss, who has been involved in thousands of pregnancies, saw miscarriage rates rise “by 100 percent” year-to-year after the COVID shots.
What’s even more terrifying is that birth rates are dropping worldwide and correlate closely with vaccination rates.
For example, Igor Chudov previously reported that in Hungary, the top 5 LEAST vaccinated counties only saw an average drop in birth rates of 4.66%, whereas the top 5 MOST vaccinated counties saw a 15.20% decrease in birth rates.
The problem is so bad that the European Union is missing over a million new babies that were expected to be born.
Dr. Kimberly Biss, who has been involved in thousands of pregnancies, saw miscarriage rates rise “by 100 percent” year-to-year after the COVID shots.
What’s even more terrifying is that birth rates are dropping worldwide and correlate closely with vaccination rates.
For example, Igor Chudov previously reported that in Hungary, the top 5 LEAST vaccinated counties only saw an average drop in birth rates of 4.66%, whereas the top 5 MOST vaccinated counties saw a 15.20% decrease in birth rates.
The problem is so bad that the European Union is missing over a million new babies that were expected to be born.
11.04.202518:21
In 2020 when we were hearing that they were going to use a novel experimental gene technology for Covid I remember thinking “That sounds like a very bad idea.”
Naively then I thought who is going to take that? Who wants to mess with that?
I underestimated the deliberate propaganda campaign to sell it as a vaccine. It’s not a vaccine so much so the CDC had to change the definition of the term vaccine.
Naively then I thought who is going to take that? Who wants to mess with that?
I underestimated the deliberate propaganda campaign to sell it as a vaccine. It’s not a vaccine so much so the CDC had to change the definition of the term vaccine.
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27.01.202523:59
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21.63%ER19.01.202517:55
399.93%ERR15.04.202518:21
There is no shortage of clueless people in this world.
Repost qilingan:
Dr. Aseem Malhotra
30.03.202519:02
‘Despite mounting evidence of mRNA vaccine-related harms, Marks remained steadfast in dismissing these concerns as “misinformation.”
He repeatedly pointed to the Vaccine Adverse Event Reporting System (VAERS) as proof of rigorous safety monitoring, yet failed to improve its efficiency.
He authorised Covid-19 mRNA vaccines for young people without testing for meaningful clinical outcomes—basing the decision on immunobridging data of antibody titres, which even he admitted was a poor correlate of protection against Covid.
Marks also blurred the line between regulation and promotion, featuring in FDA videos advocating for vaccines—an act far outside the agency’s regulatory remit’
https://blog.maryannedemasi.com/p/fdas-top-vaccine-chief-peter-marks
He repeatedly pointed to the Vaccine Adverse Event Reporting System (VAERS) as proof of rigorous safety monitoring, yet failed to improve its efficiency.
He authorised Covid-19 mRNA vaccines for young people without testing for meaningful clinical outcomes—basing the decision on immunobridging data of antibody titres, which even he admitted was a poor correlate of protection against Covid.
Marks also blurred the line between regulation and promotion, featuring in FDA videos advocating for vaccines—an act far outside the agency’s regulatory remit’
https://blog.maryannedemasi.com/p/fdas-top-vaccine-chief-peter-marks
19.04.202511:50
Breaking News!🚨: Trump faces his biggest obstacle to date with his historic Tariffs…
Thanos is extremely upset about the excessively high tariffs imposed on infinity stones from other countries. He is signaling retaliation.
Thanos is extremely upset about the excessively high tariffs imposed on infinity stones from other countries. He is signaling retaliation.
13.04.202511:53
OB/GYN: “The miscarriage rate was 80 percent in the Pfizer trials. They knew that.”
Dr. Kimberly Biss, who has been involved in thousands of pregnancies, saw miscarriage rates rise “by 100 percent” year-to-year after the COVID shots.
What’s even more terrifying is that birth rates are dropping worldwide and correlate closely with vaccination rates.
For example, Igor Chudov previously reported that in Hungary, the top 5 LEAST vaccinated counties only saw an average drop in birth rates of 4.66%, whereas the top 5 MOST vaccinated counties saw a 15.20% decrease in birth rates.
The problem is so bad that the European Union is missing over a million new babies that were expected to be born.
Dr. Kimberly Biss, who has been involved in thousands of pregnancies, saw miscarriage rates rise “by 100 percent” year-to-year after the COVID shots.
What’s even more terrifying is that birth rates are dropping worldwide and correlate closely with vaccination rates.
For example, Igor Chudov previously reported that in Hungary, the top 5 LEAST vaccinated counties only saw an average drop in birth rates of 4.66%, whereas the top 5 MOST vaccinated counties saw a 15.20% decrease in birth rates.
The problem is so bad that the European Union is missing over a million new babies that were expected to be born.
03.04.202503:23
Mary Tally Bowden on Tucker’s platform.
Tucker seems horrified that 9 million children under 12, including babies, have gotten the most recent version of the Covid mRNA shots.
Tucker seems horrified that 9 million children under 12, including babies, have gotten the most recent version of the Covid mRNA shots.
27.03.202503:19
Simply put this is the problem.
15.04.202506:04
No Boarding Pass, No Privacy: The New Face of Travel - THREAD 🧵
1/
Big changes are coming to global air travel.
The UN’s aviation body (ICAO) plans to eliminate boarding passes, check-ins, and even physical passports—replacing them with facial recognition and digital credentials.
Roll-out expected within 3 years.
>>
1/
Big changes are coming to global air travel.
The UN’s aviation body (ICAO) plans to eliminate boarding passes, check-ins, and even physical passports—replacing them with facial recognition and digital credentials.
Roll-out expected within 3 years.
>>
03.04.202513:17
“Man emerges from Time Capsule after five years and spouts gibberish!”
16.04.202520:48
Goldman Sachs chart of US population growth. 2025 is their estimate based on Trump immigration policies.
Demographics is destiny and given persistent excess mortality of 5-10% this will be a deflationary headwind.
Demographics is destiny and given persistent excess mortality of 5-10% this will be a deflationary headwind.
23.04.202503:15
Signal vs Noise: Our 35 minute analysis of our note “The impact of US trade tariffs”
https://phinancetechnologies.com/Phitech_resources.htm#Podcast_SignalVersusNoise
https://phinancetechnologies.com/Phitech_resources.htm#Podcast_SignalVersusNoise
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