Comments
Transcript
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WMWoah, hold on there Jack Farley .. Careful about implying the forward basis (spread between Forward and Spot rates) implies expected spot moves. That spread converging is mainly a function of interest rates in EU and US converging (ie covered-interest-parity), and not an indication of future appreciation in EUR/USD.
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PPAsh .. Covid 19 .. no rising death counts .. check the numbers. Death counts peaked back in April. The MSM would have you believe people are dying by the million daily.
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MN"Bubblicious" Ed Harrison I'm stealing this adjective
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CAThank you for the analysis on the unemployment numbers. I looked at the tables in the transcript and, if I may, have one question. I see how the S.F. number is a percentage of the NSA over the SA, but who or what determines the SA number in the first place that is then used to calculate the S.F. thank you for clarification
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JD"FEELING GOOD BILLY RAY!" LOL...SO awesome- you guys rock! 🤣 Please continue the great dialog and work! Q: Regarding the case for cryptocurrencies, whether as a store of value or future acceptance as a transactional currency, I'm curious if there is any real-time data available on the required compute requirements vs. what is currently available in order to make, say bitcoin, a mainstream currency? (forgive me if this is already widely known, would love to find credible sources to reference if anyone has them) It just seems there is a disconnect, even with cloud computing, where the overall industry is not capable (yet) of utilizing cryptocurrencies in a meaningful way today due to the nature of the computational tasks required by the underlying blockchain technology? (doesn't it require massive simultaneous compute cycles to confirm the millions of transactions/sec concurrently?) Any guidance to follow this would be appreciated! Thanks again for everything fellas- luv your work!👍
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NLCould you guys talk about commodities in the next DB? I think that we are seeing something really interesting with gold but above all silver with the latter that is going to overperform the former since years. Thank you
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FMThese two do a great job breaking things down. Appreciate you guys. Thanks
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TZI still don't know what cryptos are good for! And even if it's good for anything in the end it's only a handful gonna survive. Originally Bitcoin was developed for transactions. Now, only 1% is used in that way. The only reason people are buying it is speculation. The greater fool theory! I am nearly not as confident about buying BTC as gold!
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SJSnapshots of the past on the US$ ??? You’re assuming futures investors KNOW the future. 🙄
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MHSilver supply is destroyed faster than demand under these circumstances. It is mostly byproduct and recycle which both falter if industrial demand falters. Monetary demand rises under these conditions. This could add up to a perfect storm for silver.
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JVNice to see crypto getting more mainstream adoption via PayPal. I am wondering if the infrastructure is ready for a big increase in transactions by PayPal users? Won't this lead to blockchain congestion, higher confirmation times and higher fees? This in turn could lead to the same criticism we saw a few years ago.
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RK34min waste!
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JVDoes anyone pay attention to these gold forecasts? In 2015 they all agreed gold would drop below $1000 in a big way. Now they all see gold going towards $2000 and higher. Good luck with buying based on their "advice".
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MJEd, I think what you are saying is, if you e.g. hire extra autumn farm hands it will be a fixed number of people, not a percentage related to previous figures. So, the figures as they are released essentially produce a mathematical derivitive which simply amplifies any changes.
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ENAsh, it was 10,000 btc for the 2 pizzas, not $10,000’s worth.
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DBEd's analysis of the unemployment insurance claims is the reason I subscribe to RV. No one else is talking about it.
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VPIs there a video purely on silver anywhere on RV? I am trying to understand these rumours about price suppression on the Comex via short positions by 5-6 players and the DoJ investigation into JPM... Half of it sounds like a conspiracy theory and I need a reliable source.
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TZI would love to see a crash in gold! So I can get in!
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CCThere is no way Paypal is doing this out of good will. Paying through them would probably result in higher costs for the people using crypto. Do you guys have any thoughts on the impact of the Twitter hacks/ crypto scam?
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PPStore of value? No thanks .. I want my store of value to be something very close to stable.
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JA“Feeling good, Billy Ray!”
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DBFatality rates... are falling. Very important distinction. This is the result of improved health care.
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CSWe finally get to see RV's startup garage ! Bona-fide Smart-Set
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nw"heat index" Love these guys
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CRPowerful briefing. Thanks Ash for that term "processional effects". It is a very good concept.
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MDAny interview that uses the word "bubblicious" deserves a thumbs up. Interesting news about PayPal and Paxos. Liked that crypto interview Ash.
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SShttps://creditwritedowns.com/
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MHGreat analysis Ed
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ANIf it's true that some people are getting more money from unemployment than from their previous job, couldn't that explain the month-over-month rise in consumer spending? If consumers are spending more money then it must be coming from somewhere.
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ANI expect that Europe will get hit hard by a second COVID wave in the fall, which will affect their economic performance over the remainder of 2020.