David

Markets. Risk. Variant Perception
Not Financial Advice

[David @NotesOnRisk]

$GOOG $GOOGL https://t.co/At4xrYTJqf

[David @NotesOnRisk]

If you think theres any value in what Clav is doing, you must be incredibly poorly read.

Anyone having even read a modicum of classic literature could disgnose this nonsense in an instant. It will not end well. You cannot rationalise and systemise human relationships. He is destined for one hell of an autistic midlife crisis.

There is nothing new under the sun. Clavs / Bonnie Blue, our collective social media pyramid scheme. Go read Dostoevsky, Herman Hesse, Tolstoy etc. All the answers are there.

[David @NotesOnRisk]

@CeeElexF @tomhfh 100%.

[David @NotesOnRisk]

@leevalueroach @worstfund The fact you need his name for clickbait says it all.

[David @NotesOnRisk]

@hambinocapital @JamesSchladt @SemiAnalysis_ Have you got a link to the interview ?

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett Its not comparable to a Britain which was and is a global financial hub. Its hooked into the full global plumbing.

[David @NotesOnRisk]

At what cost? Wrecking normal
Price discovery and causing all kinds of problems downstream from unaffordable housing .

Its an absurd claim. It needs to be looked at in aggregate. Whats the cost now of incentivising building into a slowing market as it correct from artificial prices created by help to buy?

Honestly the drivel people will believe is unbelievable.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett The uk has never fully recovered. Alot of what we have been talking about can be tracked back to 2008.

Iceland is not comparable. Less than half a million people live there.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett 😂 Nobody was going to buy anything that had Morgage backed derivatives on their books. And they all owed money to each other. There was no liquidity thats the point.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett No choice. People literally would not have been paid otherwise and the contagion would have been massive.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett I agree its not the only issue. But much of this is downstream from
Capital investment / economic growth.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett Reponses to massive economic shocks. Pandemic, global financial crisis. Poor productivity (again tied to weak investment), and an aging population driving costs up.

The best answer to this is economic growth, and you will not cut your way to economic growth.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett Thats like saying "you could do better with worse tools if only youd try a bit harder"

Also if newer better technology saves lives, we want it dont we? Or are we going to let people die who dont need to in this managed decline of yours?

[David @NotesOnRisk]

@SignoraMatera @LibbyMag No, nobody is saying that. This is why inheritance tax is a good one. People who have nothing dont pay it and its not paid whilst your are living.

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett Sure. Lol

[David @NotesOnRisk]

@GrumpyOldGit5 @exiledgortonian @PeterMcCormack @tonyannett Well im glad uou were not making the decisions in 2008 or 2020 thats for sure.

An evonomy is not a business. It just isnt. Yes there needs to be fiscal disaine, no a government does not measure infrastructure projects by a financial return.

[David @NotesOnRisk]

No, it really does not. There is absolutely nonreason for a government to require a financial return.

We have to have infrastructure? Whats the alternative? The private sector does not fuction without educated staff. Hospitals are not optional. Railways are not optional.

Are you going to build your own roads are you? What is this nonsense?

[David @NotesOnRisk]

@SignoraMatera @LibbyMag Im not a defender of Gordon Brown.

We are running massive deficits, we cant keep doing it. We cannot keep turning the screw on young people struggling to start a life to pay for entitlements they will never get.

[David @NotesOnRisk]

@LibbyMag Yes, but unfortunately we are in much more debt and have much bigger deficits than sweden. We cant keep doing it. You can argue lots of taxes damage growth, but the cost still needs to be paid. Im sure if we were going to cut taxes there are better ones to stimulate growth.

[David @NotesOnRisk]

@SignoraMatera @LibbyMag This about the national finances dear, not you personally.