Thursday, September 21, 2017

Electricity free air conditioning

So many opportunities:

Wednesday, September 13, 2017

Juncker so late, why?

This is why Brexit is good for Britain and good for the EU. The outcome will be decisive, just wonder why they waited so long and didnt listen to the UK idea's "to do or not to to do" of the last 10 and 20 years!

Mr Juncker set out a far-reaching agenda that he said would transform the European Union in a way that would make it simpler, more understandable, and better able to protect its citizens. The main innovations he set out included combining the EU’s two most senior posts: the presidency of the European Commission and the presidency of the European Council. Europe “needs one captain at the helm”, he said. He also urged the EU to do away with national vetoes in the areas of foreign policy and taxation, setting a target date of March 2019, when Britain leaves the bloc, for the changes to be set in motion.

Bonds, the Euro, Military spending and trade deals acceleration being the key things to watch for in 2018 and then will they reach a finishing post before 2020?

Friday, September 08, 2017

Hyperloop India 1hr journey in 6 minutes!

Good old Elon Musk #hyperloop

Wednesday, September 06, 2017

EU food for thought includng Turkey and not at christmas

Oh what a pickle the EU faces on all fronts from IP to accession:

Erdogan dares Brussels to kill EU accession talks

Turkey’s president demands swift decision after Merkel calls for end to its membership bid

Brussels kicks up Brexit stink over Parmesan and Champagne

Surprise move as UK urged to recognise intellectual property rights after exit

Friday, August 25, 2017

Battle of words and deeds

USA, China, India, Pakistan quite a melting pot of issues but the people who know the truth on all sides need to be talking and acting unlike in the past

Wednesday, August 23, 2017

Academic bubbles

Pay and pensions for those who supposedly know and influence young students their way

Monday, August 21, 2017

Stop Killer Robots

Interesting to see the debate hotting up having posted on this a few years back after hearing about Jody Williams work and her website

UK House prices

Just as my eldest gets to enter the housing market, admittedly knocking £15k off an offer to get a 2 bedroom flat in catford, london for £295k things look to slow further.

Can see it going down more than 10% and then back up 10% within 2 yrs so lets see 2020?

Thursday, August 17, 2017

Nothing change in 323 years - BOE, gold standard and the rest nice chart!

electric vehicle peak charging issue

see the grey area at the bottom of this FT link

Bonds, balance sheet recentions and bail outs

"banks’ response to the financial crisis turned the normal rules of the bond market upside down. Bondholders typically expect to be paid interest to make up for the risk they might not be paid back. Yet trillions of dollars of debt is trading at prices so high that the yield is negative; buyers of the bonds who hold them to maturity are guaranteed to lose money."

Oh dear what with this and the post i made on nomura - you do have to wonder who is in the know and who is on the make. The EU and the european bonds are a ticking time bomb, thinks in a large part to the euro as much as the GFC.

Tuesday, August 08, 2017

Free speech like free will, such vague constructs as google and ts employees are demonstrating

Such a shame that it makes the issue of women and individual as well as group equality subjective when we know it is objective and needs justice.

And more to follow on this guys PhD in biological systems and the impact for the CEO of Google

Google chief steps into gender debate with engineer’s sacking

Sundar Pichai has avoided controversy, but now forced to confront Silicon Valley issue

Mr Pichai acted quickly to quell a controversy that was threatening to engulf his company — and stepped squarely into the middle of one of Silicon Valley’s most heated debates. The storm blew up over the weekend after a 3,500-word internal memo from a Google engineer went public. Written by James Damore


Tuesday, August 01, 2017

a post for my own birthday

Listen to the experts - farming and trading post brexit

Friday, July 21, 2017

Brexit negotiation getting to the meaty stuff already!

Extentions to free movement during transition and beyond!

Tuesday, July 04, 2017

Junker junking it

Monday, July 03, 2017

Social media and tech giants, can they connect with the little people!

The debate roles on:

Big Tech is cut off from the real world
The public worries about the economic and social effects of technology

 All this is true when it comes to Big Tech today. “Silicon Valley talks mainly to itself,” says Vivek Wadhwa, a software entrepreneur and fellow at Carnegie Mellon University. “It’s all about connections here, and nobody wants to take on the big issues for fear of offending someone important.” Indeed, too many attempts at public “engagement” just end up making Silicon Valley executives seem more, rather than less, out of touch (think not only of Uber’s epic mistakes, but also of more subtle examples such as Mark Zuckerberg’s rambling, 6,000 word letter addressing the topic of fake news).

The public worries about the economic and social effects of technology, and those worries are not going away. Some investors are even baking them into the valuations. “Big Tech and Silicon Valley have been among the most politically insulated sectors in the S&P 500, while financials and energy have been among the most closely scrutinised.

Investors would be well-advised to think about how these roles may reverse in the current administration,” read a note from Strategas Research put out last week. Fang executives should take heed.


Saturday, July 01, 2017

Neil deGrasse Tyson explanation of development leaders

The Neil deGrasse Tyson  argument about space in here is so valuable to all wider economic and political thinking IMHO

EU EC Troika and global institions with no reverse gears!

Published on 5 May 2017
What happened in Greece during the crisis? And what happens when you take on the establishment?

In this extensive interview, former finance minister of Greece Yanis Varoufakis, talks about his new book Adults In The Room – My battle with Europe's deep establishment.

In short, in accountable groups with no reverse gear are happy to drive others into a wall so long as they don't have to sit in that car too!

2007/8 GFC, QE, ECB, IMF, EC Troika  lack of trust and the rise of extremes in Europe.

He doesn't mention Breixt but he implies he understands why it happened and that it was probably wise.

Thursday, June 29, 2017

The EU justification for expenditure, a decade long story in the making.

Brexit is forcing not only a re-budgeting exercise but a new level of accountability, all 27 will be asking questions of Brussels and the men in charge:

Brexit set to blow hole in common EU budget, Brussels warns

Paper suggests ways to fill gap, including taxes and overhaul of farm spending

They flag the challenge of recruitment, odd?

    While Brussels will present more detailed proposals next year, the paper sets out five broad reform “scenarios”, including scaling back the budget, establishing a system where groups of member states would establish common pots of money for particular projects, and a “radical redesign”.


How the narrative and discourse goes will be interesting, of course they blame has to be anywhere but Brussels.

Billionaire moonshots for the future world we need!

A good read

Wednesday, June 28, 2017

Hong Kong 20yrs on, a kind of Brexit of its day. Chris Patten essay

Should be worth a read:

Monday, June 26, 2017

From Greece to Italian banks to LuxLeaks there is much to the EU

We will watch this unfold on the road to 2020,


and Junker especially but Greece and Italian banks for others and the ECB


Parliamentary democracy vs referendums, the route for the UK

A good read on how we got her, why we need to stick to current path but think about future choices and future process:

Tuesday, June 20, 2017

Shining new lights on the EU

Well not so new, but more in focus is what they will become through brexit and beyond

Angela Merkel says she is open to the idea of giving the eurozone a single finance minister and a common budget, offering conditional support to one of French President Emmanuel Macron’s signature policies.

Ms Merkel’s caution reflects suspicion in Germany that French-led eurozone deepening could lead to German taxpayers having to shoulder common debts. She knows she is taking a political risk, especially with parliamentary elections in September.

Exports to the UK, Germany’s biggest market after the US and France, fell last year by 3.5 per cent, with much of the decline coming after the June 23 Brexit referendum.
However, with global exports booming Mr Kempf said the German economy was in a “very good” condition with industrial orders at their highest level in six years.
Ifo, the economic think-tank, on Wednesday predicted economic growth of 1.8 per cent this year and 2 per cent for 2018. 

Monday, June 19, 2017


Greece on hold still!

The muted reaction made clear that no magic solution has been found. Euclid Tsakalotos, Greece’s finance minister, said he had not wanted “to make the perfect the enemy of the good”. Poul Thomsen, director of the IMF’s European Department, said: “This is not the first best solution.”

Wednesday, June 14, 2017

Post Election2017 well well well!?!

a good read, so many vectors, age, demographic, brexit and political vectors!

Older voters less reliable, the young turned out, and Remainers get their revenge

Monday, June 12, 2017

Election2017 own goals and more!

From Brexit to Youth to who won and the SNP what a mixed bag.

In short the public vot to punish as much as praise or prop up. If you invite the nation to vote on your narrow issue you can bet they will vote on everything else.

I sensed, have no data for it, but the media and BBC in particular as I watch that the most, thought a landslide was likely and did their best to present everything they could to reduce that but even they wouldnt have expected what happened, nor caused it.

The young, housing and NHS along with Brexit makes it a time for a govt or national unity and reconsiliation, without it anyone could win next time!

Six myths of the UK election

Was the result a vote for a ‘soft’ Brexit and did the young make the difference?


Good for peoples health, good for people pocket and good for the planet.

Cut your carbon footprint, eat less meat or even no meat and think of the sentient beings, the ethic especially of industrial animal farming. 25% of emissions come from food production.

Thursday, June 08, 2017

UK and France, the common and the difference

The charts in here will be interesting to revisit, the closing comment is especially interesting:

"With higher unemployment, France has more potential to maintain its recovery than has the UK."

Polling day 2017

Seems like only yesterday since the UK GE of 2010 and 2015 and today will be yesterday tomorrow.

Everyone seems nervous to call it but the truth is the public just want progress and the majority want the govt to get on with it. Labour fixing themselves is unlikely to happen before 2022 so I'm not sure we will see a labour govt before 2030 now.

Whats for sure the Conservatives are going to be held to account on Brexit and on the deficit, regardless of any improvement in the global economy or not. I'm not holding my breath!

Monday, June 05, 2017

Election2017 last 4 days

Lots of spectulation after an overly bold poll at the start and perhaps overly bold change towards the end. The question is do labout get smashed or just pasted and how do then fight among themselves for the next election.

The re-leavers my be the releaf for some

"According to a YouGov survey published earlier this month, 23% of people questioned were classed as "Re-Leavers" - those who voted to Remain in the EU but think that the government has a duty to leave, and 45% were "Hard Leavers" who want out."

But there are bold claims all around:

If the re-leavers %age is right and they vote it will be 360 seats and massive majority, if those who voted brexit just to get rid of cameron vote the other way then it will be marginal. I suspect the former!

Thursday, May 25, 2017

Do markets react to information, do voters respond to poll predictions OR...

with the learning from the last election and polling debacle lead to a more accurate prediction, we will see:

2015 vs 20yrs before, 2017 vs 2015, has the trend continued?

Project fear V2.0 or not project fear: reality of forecasts and assumptions!


Tuesday, May 16, 2017

Merkel and Macron - EU, two countries or more!?

If Le Pen gets in then no one said they didnt try and delay and delay....

"Since the crises, these cost divergences have ceased to grow, yet not reversed. This means that if domestic demand in the French or Italian economies were to be strong enough to eliminate that part of unemployment due to deficient demand, their current accounts would go into significant deficit. If they are also to run balanced fiscal positions, their private sectors must also run substantial financial deficits (excesses of spending over income). But the French and Italian private sectors have run persistent surpluses, even at low interest rates. Thus substantial fiscal tightening is likely to cause significant domestic slowdowns. Germany’s proposed solution to divergences of competitiveness is for everybody to follow its own model. It has succeeded: in 2016, all members of the eurozone, bar France, ran a current account surplus. The eurozone's current account shifted from a deficit of 1.2 per cent of gross domestic product in 2008 to a surplus of 3.4 per cent in 2016. If France is driven into prolonged competitive deflation, Marine Le Pen might become president next time. Mr Macron must ask Angela Merkel whether the German chancellor is willing to risk this. Reform in France is essential. So is development of risk-sharing institutions. But the eurozone also needs a big jump in relative German wages. Will that happen? I fear not."

Election 2017 UK Polling

This is going to be an interesting month to watch the data, analysis and narrative not to mention expectations, excitement or whatever:

some good data journalism in here

looking for some good visualisations to come!