purely theoretical research

elaboration on 'macro' and 'micro economic trends.' not investment advice. new austrian school of economics.

[purely theoretical research @cryptocobasis]

remember: 'insurance-selling companies' rely on fiduciary/wire fraud more so than any other 'company:' they reckon on 'an absence of claims' by peter 'in event A' to fund payouts for john 'in event B' - whilst both john and peter 'pay premiums' individually.

[purely theoretical research @cryptocobasis]

softbank adr $SFTBY relative to nasdaq $NDX since 2011... currently at 7.48 v all-time high of 15.25 in 2013... recent pop more like a fizzle... $SPX

[purely theoretical research @cryptocobasis]

where are these big sky squares? are they so big that we cannot see them?

[sandeep @Bullionbasis]

‘chumpamathics’ - they’ve even drawn their matrices on it - so you know what’s going!

[purely theoretical research @cryptocobasis]

lecturers spouting on about arrays (mainly from around germany) understood our world in terms of roman numerals & babylonian mumbo jumbo (algebra) not so long ago… and are trying to keep that going.

[sandeep @Bullionbasis]

problem with matrices/arrays lies in ‘zero determinant’ - when ‘inverse matrices’ are ‘incalculable’… but ‘the inverse’ of ‘ab.cde’ (eg ‘18.535’ in base ten) is never an issue…

[purely theoretical research @cryptocobasis]

$NDX nasdaq to gold: text book technicals: having collapsed from 15.8x in 1999/2000 to 1.1x 2011, it rallied up to 50% of that fall to 9.1x in 2021... before collapsing to its current 6.7x.

gold: so primitive; computer: so modern? what's happening? $SPX $NDX

[purely theoretical research @cryptocobasis]

united rentals $URI: fcf increases only as capex goes down from 1.3x to <1x

$ 1900m on share buybacks (v $1571m)
$ 712m on interest payments (v $691m)
$ 464m on dividends (!)

net debt 76% of strip (v 72%)... enterprise at 4.6x strip: 1x implies <$50/share. $SPX $NDX

[purely theoretical research @cryptocobasis]

intel $INTC nominal might be 'at all time highs' but relative to nasdaq, is still down from its peak of 234x in 2003 v. 34 currently $SPX $NDX

[purely theoretical research @cryptocobasis]

computer sector, as represented by $IBM, down from 1453x to 386x since jun'74.

american tower $AMT - proxy for [capital value of] data towers plunges from 299x peak in aug'19... to 67x currently

$SPX $NDX

[sandeep @Bullionbasis]

Crown Court : How to rob a memory bank (June 1974) https://t.co/oIcjAdh56I via @YouTube

‘computer implementation’ issues…

[purely theoretical research @cryptocobasis]

“velocity is speed but with direction…”

how all students are indoctrinated into ‘vectors & matrices’… which are ‘sophisticated’… as if we didn’t know how to catch a ball before this ‘scientific insight’ was developed.

[purely theoretical research @cryptocobasis]

‘scalar’ representation ⚖️ is through ‘basis/place/value/radix’ - markedly more sophisticated than doctor schnitzelstein with his matrices.

[purely theoretical research @cryptocobasis]

‘scalars’ have sophistication in them that’s absent in all algebraic misconceptions involving them, such as vectors and tensors.

[purely theoretical research @cryptocobasis]

r=4i+2j is a ‘two dimensional vector’ even though r(i,j) is ‘a function’ of ‘two variables’… contrast with scalar z=f(x,y) also being ‘a function’ of ‘two variables’ but with z(x,y) being in ‘third dimension.’

something to think about…

[purely theoretical research @cryptocobasis]

‘computer maths’ - learning how to type integrals and fractions etc. on the typewriter as handwritten is unaccepted.

[purely theoretical research @cryptocobasis]

🚨market update🚨

at 20:07 bst:

developing divergence between british/american ( $C $JPM $WFC $BAC $BK) clearing banks: highly unusual. british bank directors conducting surreptitious share purchases? $SPX $NDX

[purely theoretical research @cryptocobasis]

“Universal UK park named as Rachel Reeves pledges £1.3bn - BBC News”

scaffolders must be ecstatic: multibillion pound job! as long as $CMCSA etc remains solvent - which is unlikely… $SPX https://t.co/q8xDBSVTCr

[purely theoretical research @cryptocobasis]

cars: firsthand cars collapsing in price relative to secondhand cars - which is a problem for car companies worldwide as they make firsthand cars... and no 'marketing blitz' can change that.

this is on top of fundamental bond issuance (loan book) problems.

$F $GM $SPX

[purely theoretical research @cryptocobasis]

“a quarter of young adults in wales have two or more take away delivered per week…”

paid for by selling insurance premiums? parasites’ economy: making moped drivers for their whims.

[purely theoretical research @cryptocobasis]

‘luxury flats’ - all steel rebar & cement - will be rotted & rusted away before 25 years are up…

good luck with the sales.

[purely theoretical research @cryptocobasis]

if you’ve ’issued a stable coin,’ then you’ll be pursued for wire fraud at some point as parity - which is still composed of bid/offer - will be assuredly broken.

[purely theoretical research @cryptocobasis]

sprott "physical silver trust" $PSLV discount growing sharply since 8th may: 4.4% then... and 6.9% now... with much lessened "silver price volatility" compared to before 8th may...? $PHYS

[purely theoretical research @cryptocobasis]

global 'ticketing company' (listed in germany) called 'cts eventim' has collapsed from 32x to 23x since this year started alone! it fell >23% on 26 march, which must have been for something. $SPX $NDX

[purely theoretical research @cryptocobasis]

dlf (delhi land & finance) has collapsed from 104 to 79 over past year... and at 1,500x enterprise value to strip, not grounded. $SPX $NDX