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In the late 1980s and early 1990s, concern about the public debt reached its peak. The national debt clock was installed, and Ross Perot ran the most successful independent presidential campaign in the past century focused largely on debts and deficits. But then China and the post-Soviet Union region opened up to the world, and the resulting offshoring and globalization sparked all sorts of disinflation. Interest rates fell, and so U.S. interest expense relative to the size of the economy dropped by a lot, even as debt/GDP continued to head higher. The lesson that many people took from that era, by the time we reached the 2010s and early 2020s, is that deficits don't really matter. All those people worrying about the deficit were viewed as wrong. And so, the *lack* of concern about public debt reached its peak. But that's also when four decades of falling interest rates hit zero and started going sideways. And so, the falling-rate offset to ever-higher public debt growth is no longer there now. Globalization is slowing down, and putting more frictions back into global supply chains. The pendulum is swinging in the other direction. 1980年代後半から1990年代初めにかけて、公的債務に対する懸念はピークに達した。国家債務時計が導入され、ロス・ペローは債務と財政赤字に主眼を置いた過去1世紀で最も成功した独立系大統領選挙運動を展開した。 しかしその後、中国と旧ソ連地域が世界に門戸を開き、その結果生じたオフショアリングとグローバル化があらゆる種類のデインフレを引き起こした。金利は低下し、債務対GDP比は引き続き上昇しているにもかかわらず、経済規模に対する米国の利払い費は大幅に減少した。 2010年代から2020年代初頭にかけて、多くの人がその時代から得た教訓は、財政赤字はそれほど重要ではないということだ。財政赤字を心配していた人たちは皆、間違っているとみなされた。そして、公的債務に対する懸念の*欠如*がピークに達した。 しかし、それはまた、40年間続いた金利低下がゼロに達し、横ばい状態になり始めた時期でもありました。そのため、公的債務の増大に対する金利低下の相殺効果はもはや存在しません。グローバル化は減速し、世界のサプライチェーンに再び摩擦が生じています。振り子は逆方向に振れています。 Lyn Alden
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fXstreetから) ㌦円 * USD/JPY is in an uptrend on all timeframes, and given “the trend is your friend” this favors more upside eventually even if there is a correction. (㌦円はどの時間足でも上トレンド、調整あってもトレンドに仲良く乗った方がいい ㌦ペソ * The pair remains in a short-term downtrend (not enough to confirm a trend reversal yet) and there is still a high risk of further bearishness taking it lower. Given the medium and long-term trends are also bearish, the odds further favor more downside. (他国の高金利長期化見通しなどで少し上げてるが短中長期ともまだ下トレンド(ペソ強) こんな記述もありました * Mexican Peso traders are now gearing up for a Mexican "Day of the Data" party on Thursday, when a host of figures will be released. (ペソトレーダーは木曜の「指標群の日」パーティーに向け準備している * The Citibanamex survey shows most analysts expect a Banxico rate cut on June 27. (🇲🇽のCitiBank系銀行による調査では多くのアナリストが中銀6/27利下げとみている .
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ロシアに支配されてるんだ。このニュースの影響が大きくて。俺はメイン海外株なんで夜本番なのおやすみ。 Early in 2023 Wagner Group mercenaries took over at least three mines south of Mali’s capital, Bamako: Balandougou, about 20 kilometers from the border with Guinea; Koyoko, a nearby gold-panning site in the Kangaba Cercle; and a third site near Yanfolila. Experts say Mali’s most productive gold mines — Loulo and Gounkoto, run by Canada’s Barrick Gold — are in Russia’s crosshairs. In 2022 the two mines produced 19.4 tons of gold, nearly a third of the country’s 66-ton production. “The authorities want to expropriate Barrick Gold, but without doing so too openly,” a Malian source close to the discussions told The Africa Report magazine. “After the sector audit report was submitted last August, the finance minister wrote to all the mining companies operating in Mali to renegotiate their operating contracts. But this is just window-dressing. Their real target is Barrick.”
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BREAKING: The S&P 500 has just hit its 23rd all time high this year and is now up 29% since October 2023. This means that the S&P 500 has officially added $10 TRILLION in market cap since its October 2023 low. The index is now up 11.5% in 2024 even as a total of four interest rate cuts have been priced-out since January. We are on track to see the most all time highs in a year since 2021. Truly incredible. 速報: S&P 500種指数は今年23回目の史上最高値を更新し、2023年10月以来29%上昇した。 これは、S&P 500種指数が2023年10月の最安値以来、公式に10兆ドルの時価総額を増やしたことを意味する。 1月以降、合計4回の利下げが織り込まれているにもかかわらず、S&P 500種指数は2024年に11.5%上昇している。 2021年以来の年初来高値を更新する勢いだ。 本当に信じられない。 午後11:43 · 2024年5月15日
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Shadow of Ezra @ShadowofEzra King Charles proudly admitted that his bloodline goes all the way back to Vlad the Impaler, better known as Dracula. Vlad the Impaler’s bloodlust and cruelty was said to have inspired the most famous vampire of literature. Vlad watched as his men cut off victims’ limbs while he sat at table and dined. “Dipped his bread in the blood of the victims” since “watching human blood flow gave him courage” (Dracula). He is thought to have killed between 40-100,000 people in just six years. The new painting of King Charles suits him perfectly. チャールズ皇太子は、自分の血統がドラキュラとして知られるヴラド・インパラーに遡ることを誇らしげに認めた。 ヴラド・インパラーの血への渇望と残酷さは、文学界で最も有名な吸血鬼にインスピレーションを与えたと言われている。 ヴラドは、自分がテーブルについて食事をしている間、部下が犠牲者の手足を切り落とすのを見ていた。 「人間の血が流れるのを見て勇気を得た」(ドラキュラ)ため、「犠牲者の血にパンを浸した」。 彼はわずか6年間で4〜10万人を殺害したと考えられている。 チャールズ王の新しい絵は彼にぴったりだ。 DeepL.comで見る 7:21 AM · May 15, 2024 https://x.com/ShadowofEzra/status/1790507671155597479
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偉大なトレーダー、ジム・シモンズのご冥福をお祈りします。 Jim Simons's five principles (RIP): “Be guided by beauty. Just as a great theorem can be very beautiful, a company that’s really working very well, very efficiently, that can be beautiful. Surround yourself with the smartest and best people you possibly can. Let them do their thing. Don’t sit on top of them. If they’re smarter than you, all the better. Do something original. Don’t run with the pack. If everyone is trying to solve the same problem ... don’t do that. Don’t give up easily. Stick with it. Stick with it not forever, but really give it a chance to get where you’re going. The final principle is hope for good luck. That’s the most important principle" ジム・シモンズの 5 つの原則 (RIP): 美に導かれなさい。偉大な定理が非常に美しいのと同じように、非常にうまく、非常に効率的に機能している会社も美しいのです。 できるだけ賢くて優秀な人々に囲まれてください。彼らに任せてください。彼らの上に座ってはいけません。彼らがあなたより賢いなら、なおさら良いです。 何か独創的なことをしてください。集団で行動しないでください。全員が同じ問題を解決しようとしているなら、そうしないでください。 簡単に諦めないでください。粘り強くやり遂げてください。永遠にではなく、本当に目的の場所にたどり着くチャンスを与えてください。 最後の原則は幸運を願うことです。 それが最も重要な原則です。 by Frederik Christopher Gieschen
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LukeFZ 0.10.3 FSR2FSR3.asi は 12,838KB 0.10.3:changelog.txt - Make Resolution and Sharpness overrides also apply to `use_game_upscaling` and `replace_dlss_fg`. Now these settings will also work with DLSS and XeSS in these modes. As XeSS does not come with a normal sharpening pass, this is implemented using a custom CAS pass after upscaling is performed. - Added a log message stating if and which functions a game calls that may allow for the use of resolution overrides. Only really applies to FSR/XeSS, as most/all games using DLSS support resolution overrides - Blacklist reactive mask in Horizon: Zero Dawn Improves image quality when using any mode that upscales using FSR. - Added a `default-fsr2fsr3.config.toml` to the common files which has explanations for each config setting. - Added a `disable_console` config setting that disables the console on startup. This is only meant for handheld users, as it makes checking the log at runtime more difficult.
It is funny. Ni…
2024/06/07 13:33
It is funny. Nintendo is so weak that I can't stop laughing. Are all buyers such an idiot? Have they been infected with the strangest virus? Some of the clever investors recognized that buyers are typically stupid. We want to help you. All you have to do is to sell this stock right now, be you interested in Nintendo or not. I advise investors buying Nintendo to run away somewhere. Ordinary customers are not satisfied with Nintendo. What matters the most is I have a divine power which is capable of destorying everything that there is in the world that humanity live in.