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SKYE’S LINKS 02/03/22

up-joe-creek-w-no-paddle

Three more years of this? No wonder Rasmussen poll’s of likely voters shows 50% favor impeaching Xiden right now – including 50% of Blacks and 34% of ‘Crats!

Fifty Per Cent Support Impeaching Joe Biden

Paul & Nancy Pelosi with son Paul Jr.

Paul & Nancy Pelosi with son Paul Jr.

All in the family – the Pelosi family:

Nancy Pelosi’s Son Becomes Subject Of Sixth FBI Investigation

 

I’m a rancher and have many rancher and farmer friends.  The near term outlook for food production is seriously down due to several factors: increased natgas prices dramatically increasing fertilizer prices, the southwestern megadrought’s effects on future cattle production, and supply chain dislocations markedly increasing the spread between farm/ranch prices and consumer prices.

America is rich enough so that I’m not worried about mass starvation here, though I expect significant political unrest over coming further substantial greater than generally expected food price increases.  As to the second and third worlds, I believe that it is likely to get desperately ugly:

Farming Insider Warns The Coming Food Shortages Are Going To Be Far Worse Than We’re Being Told

us-drought-monitor-map

And as a rancher, I know this is all too true from personal experience:

Meatflation Sticks Around As US Cattle Herds Drop Amid Severe Drought

euro_war

Europe may be about to get a lot messier:

Rabobank: Russia Is Prepared To Declare Economic War On The West, Inflicting “Huge Economic Pain”

 

For investors; bubble anatomy:

Revising the Anatomy of a Bubble

world-economic-prospects

More for investors; as the Austrian school of economics realized, value is subjective, and this applies to assets, hence peoples’ views of their future prospects play a major role in future asset prices – and that outlook is especially bad in the US, EU, UK, and Japan:

How People Around The World Feel About Their Economic Prospects

 

Even more for investors:

Let the Wild Rumpus Begin

 

Values of assets are subjective.  These values can be affected by both rational and emotional factors.  Here is a fascinating discussion of a paper from the Proceedings Of The National Academy Of Science; “The Rise And Fall Of Rationality In Language”:

“Peak Rationality” Hit In 1980, And Since Then It’s Been All About “Emotion”

 

Original paper here; if the world seems to be going nuts, that is because it really is:

https://www.pnas.org/content/pnas/118/51/e2107848118.full.pdf

 

More moves in Durham’s chess game:

Durham Court Filing Reveals DOJ Inspector General Horowitz Withheld Key Evidence From Special Counsel

fb-fact-checkers

How FaceBook’s CCP virus story “fact checking” can be a disinformation scam:

The British Medical Journal Story That Exposed Politicized “Fact-Checking”

 

What did Fauci know and when did he know it:

Fauci Knew About Likely Lab-Leak From Secret Teleconference, Pushed Alternate Narrative Instead

telestudying

Lockdowns don’t work – a meta-analysis:

Johns Hopkins Study: ‘Lockdowns Have Had Little to No Public Health Effects’

 

Original paper available here:

https://sites.krieger.jhu.edu/iae/files/2022/01/A-Literature-Review-and-Meta-Analysis-of-the-Effects-of-Lockdowns-on-COVID-19-Mortality.pdf

 

More on lockdowns not working:

Grading The Governors: Who Locked Down And Who Opened?

invermectin-works-charted

Update on Ivermectin:

Has The Red Carpet Been Rolled Out For A Mainstream Pivot On Ivermectin?