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oracle

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Everything posted by oracle

  1. extreme liquidity looking for a home. it's even visible in consumer goods. money is ultimately being debased so purchases less.the very defenition of inflation. going by kondratieff wave the powers that be have stimulated yet more "misallocation of capital" phase,when we should have been in the speculation of real resources phase(ie resource supply crunches,war etc etc).It will ultimately end in tears for those who: 1)do not hold a position in real resources 2)do not hold a position in a sector/company that cannot make better use of existing resources. you can make a point for crypto/defi going great guns like 1990's nasdaq..My take on BTC right now is basically at the top of elliot wave iii of v,so due a correction,but will go higher after the correction...is also being used as arbitrage to restrict PM's progress......after that we get a big correction in crypto in favour of PM's(cup and handle in PM's is already forming waiting for the bunk-up....maybe by crypto exchange hacking ,internet outage or some other catalyst) if it can be proven to save time/money making transactions,or stake a claim with patent apps etc(going from paper filled to real time tigital timestamp is a protector of IP,and for companies this is certainly a big moneyspinner)
  2. some creative wizardy from the chancellor,and an opportunity to do one-upmanship on the SNP. sturgeon's £500 NHS bonus has really gone down like a lead balloon,most people are thinking "are you taking the mick??" so SUNAK announces the fiscal year 2021/2022 essential worker tax holiday!!!! furloughed employees really can't complain, the essential workers have been slogging throughout,a lot of them also on pay freezes etc, so it would certainly be a more appropriate "thankyou for keeping the country going...now keep it going some more by having some more of your own money back to spend"
  3. the solution is simple. no need to change tax thresholds at all,just get rid of taper relief!!!😄
  4. ultimately when we get into the era of driverless cars etc, the amount of data that will be needed to keep an eye on them safety-wise is huge.Low frequency unfortunately doesn't cut it in this instance.It's a trade off, All this data has to be absolutely real time too, so you will get networks of roadside sensors ,and onboard in cars. when you say objects, it tends to be stuff like metal and concrete structures that mmw has a problem with .all RF can go through human tissue,but there is an increased risk of cell ionisation the higher the frequency goes(as is the case with sunburn/cancer and UVA/UVB)
  5. for the record(as an industry i'm familiar with) there are 3 types of 5G. sub 6GHz(COMMERCIAL TELECOM IN THE MAIN) 28GHz mm wave 39GHz mm wave it's the last two people are worried about,as it stands the scope for these bands is very limited, the overwhelming majority of 5G will be at sub 6GHz.it's not completely safe, but far,far safer than mm wave....rest assured that the wifi and mobile manufacturers do actually safety test devices and infrastructure for emissions.......I know, I have been to one of the testing facilities(in a working capacity) that calculates SAR values for devices and seen it in action.
  6. funnily enough euro telecom companies are doing quite well because of trumps ban on hwawei, a lot of stuff that was shifted to china 10 years ago because of cost has now found themselves fallen foul of IP theft and defence implications...needless to say they are bringing A LOT of stuff back in house. on top of that you have the telecom networks having to play catch up on infrastructure building because they underinvested in 4g(after being stung by 3g spectrum auctions),and now everyone wants massive amounts of data the likes of O2,vodafone,EE,BT,Virgin etc can't cope with. covid being the catalyst that made everyone want to webinar,remote work,stream, cloud game etc etc..
  7. not going to happen, as lockdown 1.0 was merely a training exercise. this time around I strongly suspect lockdown 2.0 will show everybody the REAL reason for lockdown(and will be at least partially backed by military) war is brewing!!!!..always happens about 18 months or so after a deflationary event...and the coming one is likely to be rather unpopular,hence the requirement for some beefed up police state/quasi martial law. airlines and cruise ships not being used for tourism(no P and O cruises until mid-late 2021 apparently)....they will come in handy as troop deployment,hospital ships won't they??
  8. i think thats a bit harsh. look at the date the acceleration in cases restarted,and that's about a week after the kids went back to school. not rocket science, managing a class full of hyperactive 5 year olds is like herding cats. classrooms have always been germ factories, as soon as one pupil went down with measles,chickenpox ,nits etc etc ,the whole bloody class got it in pretty quick order.Covid is no exception.
  9. a lot of folks in the same boat i suspect, i would anticipate a good number of such employees to be getting "a reduction in hours" rishi's under a bit of pressure for sure,he knows that a pay cut and a job for most people will be more tolerable than mass layoffs,unemployment,increased crime ,exacerbated rioting etc down the line. it'll be a case of people moaning a lot and drawing their horns in spending wise than people completely blowing their top and taking to the streets(well in smaller numbers than would otherwise be the case)
  10. I think that may be ultimately what he's aiming at. there are some highly skilled individuals where for an employer the cost of training would be huge,the talent pool limited,and even the duration of training when acquiring a new member would be measured in months rather than weeks before fully proficient.For those sort of companies it makes sense to retain as many existing staff on pro rata(with gov top up),rather than incur the risks and costs of sacking and then rehiring unknown personnel some months down the line when business looks a bit more rosy.
  11. yes it's about a 5:1 job loss v job gain at the moment.Amazon,tesco et all are hiring like mad for delivery drivers etc,but the leisure sector is right up the creek. some of the guys with transferrable skills like airline engineers are doing quite well due to increased demand for maintenance crew for said delivery vans etc, but rail is not great..it's being backed up by government money,but I do envisage a round of lightening up on staff in that sector too(less frequenct services, less guards etc) some other sectors(like mine) are actually doing pretty well all things considered.With the mooning of work-from-home,remote conferencing etc the telecoms sector had got to a point where the bandwidth was being saturated,investment in 4G was hobbled by respective governments screwing the telco's over for spectrum, and now with 5g,and much more WFH,Cloud , virtual work,and kids under house arrest playing streaming video games all day going on ,they have to dip into their pockets and invest in upgrades..not small sums either.
  12. my other junior/midcap miners are taking a bit of a loss,but i had priced in a 10-15% stop loss from my original purchase price. I'm very much of the opionion this will be a "buy the dip" slot,so a nice entry point to bag an extra few cheap miners before the real bull run starts.
  13. looks like my forecast of $1750 gold and a gold:silver ratio back around 80:1 is holding to form that lovely looking cup and handle
  14. indirect taxation is being increased to keep interest rates low.
  15. this is ultimately the problem with mass immigration,people will settle in communities where they feel their own culture,and also to that extent speak mostly in native dialect. us brits are just as gulity on that front vis a vis benidorm etc. I'm of the belief that if you choose to live somewhere then you should be speaking,reading and writing the language,end of story. I have a relative who has lived in holland for many,many years after moving there(well staying on after being posted in the army nearby).His kids were brought up to speak dutch as the primary language- with english being used between the parents initially to converse privately without the kids understanding! the kids are all fluent in both english and dutch(and german),but dutch has been instilled from birth as the lingua franca.
  16. if covid has taught any lessons it's that the world at large is overdependent on interdependece.
  17. I'm not against all immigration, but we do have a right to have proper guidelines as to the type of people we will accept,and the right of repatriation for those that seriously break the rules. So I am broadly in favour of a points system,and also broadly in favour of Ms Patel's noises to remove those who are deemed a risk,or engaged in criminal activity...I want to see much more robust enforcement of this though,not just noises.
  18. moving around for a better life is not supposed to be a one way transaction though,those moving need to be in a position and be willing to give something in return, for mutual benefit. That seems to have been lost somewhere. Back in the 50's and 60's there were plenty who turned up and worked as municipal staff,builders and industrial personnel,nurses etc. What we have now is whole communities of folks who are welfare sponging ,pickpocketing or standing around in town squares drinking their native equivalent of special brew.We do not owe such a living at all,whereas the polish construction guys etc at least have a shout that they have provided something in return(albeit at some expense to the local construction guys).
  19. PS before I got the rave bug I was into electro/rap. one of my favourite track was KRS-1 fourteen days in may. it was about the execution of edward earl johnson...that was a miscarriage of justice if ever I saw one, so black lives DO matter.he was innocent
  20. addition to my previous post..I am not at all a fan of grime...they are talented musicians for sure,but way to angry. what we need right now is PLUR,not "you stared at me wrong so I'm going to pop a cap in you coz you disrespect"
  21. not sure about this at all schlomo from a corporate point of view I see your point, lowers the cost of labour certainly,broadens the talent pool, but there are other factors at play, cost of housing for instance, commuting times, availability of healthcare being probably the three main reasons the brexiteers said "enough already" and moved toward nationalism.There's also cultural/tribal elements to this...if new entrants adopt the native culture it's ok, but when they want to bring part of their culture with them(and expand in areas of similar mindset) it's an issue. the real straw that breaks the camels back is with stuff like BLM...if you thought they were racist towards white people you should see what happens to "assimilators" into the other culture, they get absolutely battered with obscenities.....not at all uncommon for those who try to adopt western culture to be "uncle tom/co*****/bounty etc etc etc"...likewise in the religeous asian communities(more so places like bangladesh/pakistan than india,but even in india there is very much a caster system) not saying it can't happen,one of the best things about sport/music/laughter is they are all international languages//a smile is universally recognised.....but the variety of stuff like music matters. going back to my old rave days we were very much a universal family(PLUR) until the split between ragga jungle and hardcore happened(1992-1993), when the music changes, the attitudes changed,the dress code changed.There was still an overlap,but tribes were already being formed(I can say this as a former drum and bass DJ who didn't fit the mould!!) from a left wing point of view they are on a mission to make sure everyone on the planet no longer has any poverty,people can move wherever they like. not going to happen, it's idealistic utopia.But we do have a responsibility to try and help each other out.it will never be fully equal absent alien invasion or celestial incoming extinction event,reducing the whole human race to war of the worlds survival mode
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