Authored by Martin Armstrong via ArmstrongEconomics.com, To me, all this propaganda that humans are responsible for
climate change implies that somehow the climate is static and would not
be changing but for human activity. This may make great
headlines and inspire youth to create strikes and march upon the
institutions of capitalism demanding their closure. However, any
unbiased review of history reveals a shocking fact – the climate has ALWAYS changed and it too has been a force incorporated in the Economic Confidence Model. 私の理解では、気候変動の全責任は人類にあるというプロパガンダは、気候は一定で人類活動意外にこれを変えることはできないとしている。これはたしかに素晴らしい呼び物で若者をストライキに引き込みデモで資本主義を悪者にする。しかしながら、歴史を偏見なく振り返るとショッキングな事実が浮きあがるーー気候は常に変動しており、Economic Confidence Modelに大きく影響してきた。 Civilization has always expanded during warming periods and
collapsed during global cooling. Simply correlating historical weather
and disease reveals a very solid relationship. When there are
global cooling periods, this is when disease rises and the worst plagues
take place. When it turns cold, crops fail and malnutrition takes place
weakening people’s immune systems leaving them more susceptible to
plagues.
This global warming seems to have risen to a religion and it
is being used by the Communists/Socialists to kill the Industrial
Revolution and redistribute the wealth. Raising all the taxes in the world is ONLY pure PUNISHMENT –
there is no program to reverse climate change – no fantastic machine.
Anyone who was really a scientist just has to look at the historic data
on temperature and you will discover that civilization thrives when it gets warm, and it contracts when it gets cold. But above all else, it has ALWAYS changed.
In 61AD, Seneca the Younger (c. 4BC– 65AD) the philosopher,
statesman, and adviser to Emperor Nero who ordered him to commit
suicide, wrote about the pollution in Rome.
AD61に、Seneca the Younger（４BC-65AD)、思想家、政治家そしてNero皇帝のアドバイザー、彼に自殺を命じた、彼がローマの環境汚染についてこう書いた。
“No sooner had I left behind the oppressive atmosphere of
the city [Rome] and that reek of smoking cookers which pour out, along
with clouds of ashes, all the poisonous fumes they’ve accumulated in
their interiors whenever they’re started up, than I noticed the change
in my condition.”
Pollution has had its cycles as well but this entire Global Warming nonsense implies that it has ONLY been
post-Industrial Revolution that threatens the planet and we will all
die in 12 years according to AOC, our latest entertainer in Congress.
Low and behold, pollution became so bad that the capital city of the
Roman Empire, Constantinople, that the Emperor Justinian I (527-565AD) even enacted the first known Clean Air Act. 環境汚染問題は繰り返すが、今回の地球温暖化は全く馬鹿げている、産業革命後の人為活動だけがこの惑星の脅威であり、AOCによればあと１２年で人類は絶滅するという、彼女は話題の議会の芸人だ。驚くことに、汚染が悪化し、ローマの首都コンスタンチノープルでは、皇帝Justinian I(527-565AD)が世界初の大気浄化法案を制定した。
In 535AD, then Emperor Justinian I proclaimed the importance of clean air as a birthright.
５３５ADには、皇帝Jusinian Iは大気浄化は生まれながらに持つ権利だと宣言した。
“By the law of nature these things are common to mankind - the air, running water, the sea.”
「自然の摂理として、これらの物事は人類に普遍的だーー大気、流れる水、そして海。」
There has always been pollution. When there are forest fires started
by lightning, they put off CO2. Volcanoes put out CO2. Plants and trees
need CO2 to survive. This is simply a divine mechanism of how the earth
functions.
汚染というのはどの時代にもあった。雷による森林火災では、CO2を排出する。火山もまたCO2を出す。植物や木は生きるためにCO2が必要だ。これらはどれも地球が如何に機能するかという神の摂理によるものだ。 The entire climate change issue has become a covert means in this final confrontation between the left and the right. This is the very issue that will destroy the Western Society
for it has been elevated to such heights and governments love it for
all they see is more power and money. The activists behind the curtain
are simply Marxists who are determined to make communism work one more
time.
Amazonで買物をしてContrarianJを応援しよう Silver Outperforming Gold 2 Adam Hamilton July 26, 2019 3232 Words Silver has blasted higher in the last couple weeks, far outperforming gold. This is certainly noteworthy, as silver has stunk up the precious-metals joint for years. This deeply-out-of-favor metal may be embarking on a sea-change sentiment shift, finally returning to amplifying gold’s upside. Silver is not only radically undervalued relative to gold, but investors are aggressively buying. Silver’s upside potential is massive. ここ２週シルバーは急騰した、ゴールドを遥かに凌ぐものだ。これは注目すべきことだ、もう何年もシルバーはひどいものだった。この極端に嫌われた金属が大きく心理を買えている、とうとうゴールド上昇を増幅するに至った。シルバーは対ゴールドで極端に過小評価されているだけでなく、投資家は積極的に買い進んでいる。シルバーの潜在上昇力は巨大なものだ。 Silver’s performance in recent years has been brutally bad, repelling all but the most fanatical contrarians. Historically silver prices have been mostly ...
Amazonで買物をしてContrarianJを応援しよう Junk Bond Bubble In Pictures: Deflation Up Next by Tyler Durden Fri, 07/19/2019 - 14:37 Authored by Mike Shedlock via MishTalk, The widely discussed "everything bubble" is, in reality, a corporate junk bond bubble on steroids sponsored by the Fed ... 幅広く議論されている「everything bubble」は実際に企業ジャンク・ボンドバブルにも言えることであり、これはFEDによりドーピング注入されている・・・ The highest grade AAA corporate bonds yield 2.75%. BBB-rated corporate bonds, just one step above junk, 3.5%. BB-rated bonds yield just 4.28%. 最高級ランクAAA企業債権の金利は２．７５％だ。あとひとランク悪化でジャンク・ボンド入りするBBB債権金利は３．５％。BB格付け債権の金利でもわずか４．２８％でしかない。 Corporate Bond Spreads 企業債権金利のスプレッド The spread between Prime AAA bonds and lower-medium grade bonds (see chart below) is just 0.77 percentage points. 最上位AAA債権と低中ランク債権のスプレッドがわずか０．７７％しかない。 The spre...
Class 8 Heavy Truck Orders Crash 68% in January by Tyler Durden Wed, 02/06/2019 - 17:25 Among the latest dismal news about the strength of the US economy, on Tuesday ACT Research released preliminary truck orders for January 2019 which showed that Class 8 truck orders collapsed an astounding 68% for January. The decline is being attributed to a 300,000+ vehicle backlog potentially prompting fleets to halt purchases in the near term. 米国経済に関し最近憂鬱なニュースが多い中で、火曜にACT researchが２０１９年１月のトラック発注を開示した、１月にClass 8のトラック発注がなんと６８％も急落した。この発注減は短期的に３００，０００台超の潜在在庫を生み出す。 Specifically, in January Class 8 net orders were 15,800 units (14,700 SA; 176,400 SAAR), down 68% YoY and down 26% MoM. Class 5- 7 January net orders were 23,400...
最後の２段落だけ訳をいれておきました。 Fed’s Risky QE4 Stock Ramp Adam Hamilton January 31, 2020 3567 Words The US stock markets dramatically surged mostly in a straight line since mid-October. This extraordinary rally started when the Federal Reserve announced it would resume expanding its balance sheet for the first time in years. The deluge of new liquidity from that quantitative-easing bond buying has again acted like rocket fuel for stock markets. After shooting vertically they are in real trouble when the Fed pulls back. In early October the flagship US S&P 500 stock index (SPX) slumped to 2888. That was a mild 4.6% pullback from late July’s latest record high. The SPX was still having a great year though, up 15.2% year-to-date at that point thanks to extreme Fed easing . After the SPX had plunged 19.8% mostly in Q4’18 in a severe near-bear cor...
一定のエネルギーが外部から流入する系ではその流入量が普遍一定でも、散逸構造、自己組織化をすることが知られています。散逸構造では空間時間的な周期構造が生じます。たとえば隔離された無人島にうさぎときつねを放した場合、時間とともに均衡値に近づきますが、完全な定常状態にはならずその前後で周期的な変動が起きます、うさぎを捕食しすぎてが減るとキツネの食料が減りキツネの個体数上昇には限界が生じ、その後うさぎの個体数が増えます。うさぎの数もその島の植物総量に限界があります。 株式市場にも３０年前後のバリュエーション変動があります。管理人はこの原因はたぶん投資家の世代交代に起因するものだと感じています。多くの人の投資寿命は３０年前後です。私を含めて現在投資をしている人は英國や日本で政府債務解消のための金融抑圧など記憶にもないでしょう、学校の歴史でも教えてくれません。あの米国でも金本位制のなかで国民からゴールドを強制買い上げし、ゴールド価格を改定したり個人がゴールド保有を長年禁止していたことを多くの人は知らないでしょう。少なくとも私は学校の歴史で習った覚えがありません。 また大統領任期に関連した８年前後の変動があります、政党は政権を維持するために選挙に向けて財政刺激策を行いますが選挙後にはこれが息切れします。大統領選挙前数ヶ月の株価動向と選挙結果、民主共和転換、の相関は９０％を超えています。トランプのときもそうでした、YellenはFRB議長としては珍しい熱心な民主党員で、FEDバランスシート正常化の先送り、二回目の金利引き上げの先送りをしたのですが、２０１６年秋には株価が徐々に下落してしまいました。 次に短いのが１年の変動で気候に関する人の気分や新学期・新年度に関するものです。もっと短いのが週間の変動で、月曜や金曜は特異的な動きをします。こういう繰り返しは左の参考図書「市場のサイクルは永遠に」に解説されています。 Are We In A Secular Bull Market? Written by Lance Roberts | Jan, 7, 2019 Just recently, Jeff Saut from Raymond James made a very interesting statement with re...
