The Leyendecker View: Commodities Prices Set to Boom«Back


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The Leyendecker View: February 5, 2021


We are not a product of what has happened to us in the past.
We have the power of choice.
Stephen Covey

 
THE ECONOMIC VIEW

Biden will not settle
He’s determined to bring out the stimulus canons.
Even as CBO projects 4.6% growth in ’21
And the Senate passed the $1.9T bill
 
The risk of too much stimulus
It doesn’t address fundamental economic problems.

Nearly 60% withdrew or borrowed from retirement accounts
Since the pandemic, per a Kiplinger survey.
 
More Americans face retirement insecurity
Maybe this is where stimulus checks are going.
 
MEANWHILE IN EUROPE
 
Former ECB president to become Italy’s next PM
Italy is not a central bank. Good luck, Super Mario!
 
Q4 German economy barely grew
And Spain’s unemployment rate hit 16%
Mario may be needed back in the EU.
 
France presses Germany to ditch Nord Stream 2
Folks not happy with Russia’s treatment of Navalny.
 
THE GLOBE
 
World’s biggest sovereign wealth funds
No United States here!
 
How pandemics leave the poor further behind
IMF declares the greatest calamity since Great Depression.
 
Moscow gains new leverage with Sputnik V
Their vaccine gets the thumbs up.     
 
THE FINANCE WORLD
               
Pressure on PE investors
To take ESG seriously.
 
Commodity prices set to boom
Predicts Goldman Sachs.
 
CAPE fear
Understanding Robert Shiller’s stock gauge.
 
Today’s definition of a bear
Someone only 75% invested in the stock market.
 
CORONANEWS
 
Pfizer to rake in $15B for vaccine this year
Ka-ching, Ka-ching!
 
Not enough people will get the shot
To end the pandemic.
 
Global vaccine timeline
Stretches into 2023. What? Really?
 
TECHNOLOGY
 
iCar getting closer to reality
Hyundai-Kia partnership could build in Georgia.
 
Bring on Bebo
Competition for Facebook and Twitter?
 
Bezos stepping aside
Read his letter to shareholders.
 
THE WAR ON CARBON
 
All electric Mustang coming
Lots of competition on its way, Elon!
Ford going big on electric and driverless cars
 
The energy pioneer who changed the world
Just a guy trying to push the envelope.
 
NatGas burns even cleaner
With the help of a new catalyst.
 
THE CHINA SYNDROME
       
Pentagon supporting rare earth processing
In Texas!
And rare earth mining grows globally
 
Japan boosts incentives
To move manufacturing out of China.
 
More saber rattling in Taiwan
Twelfth straight day of incursions
When is China going to invade?
 
THE NEXT NORMAL
                     
Jazz Pharma to buy cannabis drug maker for $7.2B
Most cannabis-friendly Congress is here
Here comes the next bubble…pot…again?
 
Elizabeth Warren to introduce wealth tax
There’s no way around it, taxes are going up.
 
Small town’s going big city
As urban refugees bring their business experience.
And where are people moving to?
 
COOL SCIENCE
 
Adidas to launch the mushroom shoe
Here comes plant-based leather.
 
Scientists get spinach plants to send emails
Yes, you read that correctly.
 
UK debuts geothermal plant
That will power 10,000 homes.
 
MAKING A BETTER YOU
 
Practice failure
To prepare for future challenge.
 
Find the place you love
Then move there.
 
The ladders of wealth creation
Get your step-by-step roadmap here.
                        
HOW ABOUT A BREAK
 
What did Punxsutawney Phil see?
Was it Bill Murray?
 
The best whiskey maker we never knew
Did a slave teach Jack Daniels?
 
$674MM over four years
To play soccer. Yeah, soccer. 
 
VIDEOS OF THE WEEK
 
Speaking of groundhogs
Your kids will love this one.
 
Super Bowl Spoilers
In case you want to see ads before the game.
 
Rituals and symbols
A day in the serene life of an Italian grandmother. Relax.
 
50 best cult movies of all time
In case you don’t have enough to watch.
 
FROM THE HEADHUNTER’S KITCHEN
 
How to enjoy coffee
Cause you didn’t know how, right?
 
How to make a patty melt
Oh man. I mean, OH MAN!
 
French onion soup is simple to make
And oh so yammy!
 
THOUGHTS FROM DOUG
 
Throw fear and pride aside and you can have everything your heart desires. Just remember what your heart desires may not really match up with what your mind desires.
 
Amazon just posted $125B in quarterly revenue. Wow! That's almost half a trillion in annual revenue. A trillion in annual revenue seems around the corner. Jeff Bezos just stepped down as CEO. Hmmm...Is this a technology inflection point?
 
Has binary code created non-binary lives? Text messages and emails are not personal means of communication. They are digital means of communication. Since they are not eyeball to eyeball, are they really personal? Has the digital world destroyed personal relationships? Is this why we now have non-binary genders?
 
Let’s see all the things I’m supposed to feel guilty about – flushing the toilet too often, letting water run when I’m brushing my teeth, washing the dishes and clothes in too much water, not using the “right” soap or shampoo, burning hydrocarbons, eating meat, not eating organic pasture-raised everything, being fat, not being fat, telling jokes, making fun of dumb things people do, being my real gender, being a racist, destroying the earth, destroying forests, destroying species, killing anything, making too much money, being conservative minded. Why are so many things about guilt and shame these days? Can I get a ticket on one of those rockets to Mars?
 
IN CASE YOU MISSED IT
 
The Leyendecker View: The GameStop War is Raging
January 29, 2021
 
The Leyendecker View: Visualizing 150 Years of US Labor
January 22, 2021
 
 


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