Beiträge von Blue Horseshoe

    Könnte man sich nicht darauf einigen...
    Natürlich hängen beide Faktoren voneinander ab und die Inflation greift auch mit wachsendem Einfluss ein

    ich sage doch nichts gegenteiliges:


    die unterschiedlichen problematiken sind ineinander verzahnt...


    nur ist das was lehmann geschrieben hat, alleine eben falsch, wir hatten auch schon teuerung vor der lieferkettenproblematik inkl. asset price inflation, bonds etc.


    Wir haben keine Inflation sondern Preissteigerungen durch die gestörten Lieferketten.


    und armstrong, schön und gut ich les manches von ihm aber auch er liegt oft falsch, so auch seine pog prognosen und kursziele.


    bg bh

    doch, da die theorie der geldmengenausweitung bedingten inflation in der heutigen, globalen zeit nicht mehr gilt, siehe armstrong

    1. geldmengenausweitung ist per se inflation, was du meinst ist die mögliche auswirkung, der teuerung.
    2. ist das absoluter quatsch. es gibt viele faktoren(geldmengenausweitung, geldumlaufgeschwindigkeit etc...)und nicht nur das lieferkettenproblem.


    bg bh

    Wir haben keine Inflation sondern Preissteigerungen durch die gestörten Lieferketten.

    du kannst doch nicht ernsthaft sagen das die geldmengenausweitung(=inflation) keinerlei auswirkungen auf die teuerung hat.... bzw die inflation nicht vorhanden wäre...


    die lieferkettenproblematiken und teilweise warenknappheit hätte ohne stimuli keine derartigen preisauftriebe verusacht(da geringere nachfrage). die unterschiedlichen problematiken sind ineinander verzahnt... daher ist das weitaus komplexer als "Wir haben keine Inflation sondern Preissteigerungen durch die gestörten Lieferketten."


    bg bh

    https://theconservativetreehou…gy-and-economic-cleaving/


    https://www.newsweek.com/nato-…saudi-arabia-fold-1720780


    As NATO Grows, China and Russia Seek to Bring Iran, Saudi Arabia Into Fold



    ...
    […] “China’s invitation to the Kingdom of Saudi Arabia to join the ‘BRICS’ confirms that the Kingdom has a major role in building the new world and became an important and essential player in global trade and economics,” Mohammed al-Hamed, president of the Saudi Elite group in Riyadh, told Newsweek. “Saudi Arabia’s Vision 2030 is moving forward at a confident and global pace in all fields and sectors.”
    […] “This accession, if Saudi joins it, will balance the world economic system,
    especially since the Kingdom of Saudi Arabia is the largest exporter of
    oil in the world, and it’s in the G20,” Hamed said. “If it happens,
    this will support any economic movement and development in the world
    trade and economy, and record remarkable progress in social and economic
    as
    ....



    bg bh

    die frage ist, gerade unter dem gesichtspunk des aktuellen CGN deals, für wie lange.
    cgn hat aktuell einen long term contract für die jahre 2023-2025 abgeschlossen.
    preisbildung 40% FIX/60% SPOT - fix preis über 61usd/lb - delivery ab 2023.

    ich möchte allgemein gern nochmal anmerken das 2007/2008 gerade einmal maximal 8% des volumens über den spot markt bewegt wurden. die masse geht über contracts und da sehen wir bereits andere preise.


    Man könnte vermuten, dass Ru durch diverse taktische Maßnahmen erreichen möchte, dass die Gasspeicher in Europa zu Beginn des Winters soweit leer sind

    wie oft muss das denn besprochen werden? wenn russland möchte, können sie jederzeit den hahn vollumfänglich abrehen und das nicht nur beim gas. auch die angebotene ersatzlieferung durch ns2 ist ein beleg für die vertragstreue russlands und kratzt an deiner these.


    verstehe nicht warum so viele es immer noch nicht kapieren, unsere derzeitigen regierenden wollen das so! punkt aus.

    Nur der Super-Admin DMR hat die notwendigen Rechte. Wie oben geschrieben, ist wegen nicht durchgeführten updates ein Neu-Aufsetzen der aktuellsten Software von WoltLab notwendig, wozu eine Fachperson beauftragt sei. Mitte Mai war diese Person "aus Gründen jenseits ihrer Kontrolle" für etwa 3 Wochen unabkömmlich. Dauert wohl...

    hallo lucky, ich meinte damit eigentlich ob einer der admins ihn anrufen könnte? er hatte das ja so sinngemäß geschrieben.


    bg bh

    derzeit verabschiedet sich das us-d system mit einem erschreckend hohem tempo... wenn man sich die vereinbarungen gerade unter den brics+ genauer ansieht. diese streben ja, wie hier im forum auch schon besprochen, im eiltempo zu einem neuen währungs -ja evtl. sogar geldsystem(wichtiger unterschied von währung[currency] zu geld), in welchem durchaus diverse rohstoffe und edelmetalle eine verwendung finden könnten. hier besteht ebenfalls ein enormes risko weiteren teuerungs-druckes auf us-d und euro ökonomien.

    https://thecradle.co/Article/Columns/12393
    insgesamt wieder ein lohnender artikel von pepe escobar.


    An alternative system
    Putin also directly addressed one of the key themes that the BRICS have been discussing in depth since the 2000s — the design and implementation of an international reserve currency.
    “The Russian Financial Messaging System is open for connection with banks of the BRICS countries.”
    “The Russian MIR payment system is expanding its presence. We are exploring the possibility of creating an international reserve currency based on the basket of BRICS currencies,” the Russian leader said.
    This is inevitable after the hysterical western sanctions post-Operation Z; the total de-dollarization imposed upon Moscow; and increasing trade between BRICS nations. For instance, by 2030, a quarter of the planet’s oil demand will come from China and India, with Russia as the major supplier.

    Gold ist auch Geld; dessen Menge nimmt durch Förderung der Minen jährlich nur um 1.5 % zu.

    das geldmengenwachstum müsste noch ins verhältnis gesetzt werden(ua. bevölkerungswachstum, produktivitätswachstum). es ist ja nicht gesagt das die 1,5% inflation(wachsende goldmenge) in teuerung(preissteigerungen) enden müssen.


    bg bh



    ich wäre mit der annahme aber sehr vorsichtige, das dieses angebot in einem globalen markt keine abnehmer finden soll.....


    Statistical Review of World Energy
    The challenges and uncertainties facing the global energy system are at their greatest for almost 50 years. bp’s Statistical Review of World Energy 2022 reveals that the growing shortages and increasing prices highlight the continuing importance of energy ‘security’ and ‘affordability’ alongside ‘lower carbon’ when addressing the energy trilemma


    https://www.bp.com/en/global/c…view-of-world-energy.html


    In contrast, nuclear generation increased by 4.2% – the strongest increase since 2004 – led by China.




    Japan heat wave: PM calls for 'maximum' nuclear power use




    https://asia.nikkei.com/Busine…maximum-nuclear-power-use

    Alle schauen im Moment noch auf die Preissteigerungen und genau da liegt der Fehler. Die höheren Zinsen werden zumindest in den USA die Preise wieder runter holen was man schon an den Immos sehen kan

    hallo @LehmannBrothers kurzfristig geh ich da ja mit(mit der möglichkeit), aber bereits im herbst wird sehr wahrscheinlich der peitscheneffekt(bullwhip effect/nachfrageschwankung entlang mehrstufiger versorgung/lieferketten) eintreten bzw. sich drastisch verschlimmern.
    dies könnte, mit ausschluss des risikos von preisschocks durch den energiesektor auf alle sektoren, mitunter disflation zur folge haben das die fed ihre qt-politik nach rückläufigen cpi-daten aufgibt.


    auch gilt es globale entwicklingen im blickfeld zu behalten(was du ja sicher auch machst).
    derzeit verabschiedet sich das us-d system mit einem erschreckend hohem tempo... wenn man sich die vereinbarungen gerade unter den brics+ genauer ansieht. diese streben ja, wie hier im forum auch schon besprochen, im eiltempo zu einem neuen währungs -ja evtl. sogar geldsystem(wichtiger unterschied von währung[currency] zu geld), in welchem durchaus diverse rohstoffe und edelmetalle eine verwendung finden könnten. hier besteht ebenfalls ein enormes risko weiteren teuerungs-druckes auf us-d und euro ökonomien.


    bg bh

    Aktienkauf und -Verkauf Geld verdienen, oder allgemein alle Menschen, die nur wegen dem Geld irgendeiner Tätigkeit nachgehen.

    irgendwie hast du keine ahnung was aktien sind, nämlich umlaufendes eigenkapital - und wie wichtig dieses für eine ökonomie ist, wirst du wahrscheinlich nie verstehen(ua. bereitstellen von produktionsmitteln).
    der zweite schwachsinn ist bereits von @Lupus beantwortet...

    Da ist die Mehrheit zu gezwungen.

    Wenn hier erstmal richtig schlechte Zeiten anbrechen, bin ich mir sehr sicher, daß die EU zu erodieren beginnt.

    das tut sie eigentlich von beginn an, seit ca 2011 ist der verwesungsgeruch deutlich wahrnehmbar und
    nun geht es noch um dem (wirtschaftlichen) todes-zeitpunkt.

    Nein, für diese bipolare Welt fehlt mir die Vorstellungskraft.

    habe es ja oft genug geschrieben, ich sehe auch eine multipolare weltordnung entstehen.


    Daß der Westen sich abschottet und glaubt, in dieser Form weiter existieren zu können, halte ich für ausgeschlossen.

    verzweifelte versuch eines ertrinkenden mit den skurillsten maßnahmen über wasser zu bleiben.


    bg bh

    Two worlds
    The western realm will continue on its path of neoliberalism. Yet due to significantly smaller populations and resources under its control, it will be significantly impoverished compared to present, necessitating imposition of police states for which Covid-19 lockdowns provide a glimpse into the socio-political future of these states.
    Global South countries under the western realm will continue down a path of increased poverty, requiring management by dictatorial governments. Political turbulence is expected as a result of deteriorating socioeconomic conditions.
    ‘Barbaria,’ as reflected in the very diverse political and economic models of the RIC, will have a variety of development models, reflecting the civilizational diversity within this realm and the mutually beneficial cooperation which currently exists between the RICs, and between the RIC and others.
    What about the Global South?
    Facing the perfect storm of food, energy, inflation and debt servicing crises, many Global South countries will be in a very weak position and may be readily coerced into joining the western realm. This will be facilitated by the fact that their economic, and consequently, political elites, have their interests aligned with the western financial construct – and will thus wholeheartedly embrace joining the west.
    The inability of west to provide effective solutions to these crises, coupled with their colonial past, will make joining Barbaria more attractive. This can be further influenced by the RIC providing support during this crisis period.
    Russia has already offered to assist in the provision of food to Afghanistan and African countries, while Iran notably provided gasoline to Venezuela during its fuel crisis. Meanwhile, China has a successful track record of infrastructure development in Global South countries and is spearheading the world’s most ambitious connectivity project, the Belt and Road Initiative (BRI).
    As Russian economist and Minister of Integration for the Eurasia Economic Union (EAEU) Sergey Glazyev already hinted when describing the emerging alternative global financial network: “Countries of the Global South can be full participants of the new system regardless of their accumulated debts in dollars, euro, pound, and yen. Even if they were to default on their obligations in those currencies, this would have no bearing on their credit rating in the new financial system.”
    How many Global South nations can the western realm realistically expect to hold onto when Barbaria offers a clean slate, with zero debt?
    Where does this leave West Asia?
    The Axis of Resistance will be further aligned with Barbaria; however, political elites in Iraq and Lebanon favor the western realm. Thus, a politically turbulent period is expected in such countries. Due to the inability of west to offer economic solutions, coupled with the clout of local Resistance parties in these countries, the end game for Iraq and Lebanon is ultimately to join Barbaria, along with the de-facto government of Yemen.
    Oil sheikhdoms of the Gulf are creations of the west and therefore belong in the western realm. However due to events of the past two decades, this may not necessarily be where they all line up. The west’s debacles in Afghanistan, Iraq, Syria and Yemen have convinced the sheikhdoms that the west has lost its military edge, and is no longer able to offer long term protection.
    Furthermore, unlike the west, Barbaria has a track record of not directly meddling in the internal affairs of nations, a factor of significance for the sheikhdoms. Recent diplomatic tensions with the west have been evidenced by Saudi and UAE leaders rejecting the oil production demands of the US administration – an unprecedented development. If offered convincing protection by Barbaria, oil sheikhdoms may decide to join it.
    End of an Era
    Retrenchment of the west marks the end of a long era of western expansionism and oppression. Some date this era back six centuries to the start of European colonization in the fifteenth century. Others date it even further back to the Great Schism and the subsequent Crusades.
    The latter are supported by a statement attributed to British Field Marshal Edmund Allenby on entering Jerusalem in 1917: “only now have the crusades ended,” and the fact that church bells chimed worldwide in celebration of the occupation of Jerusalem.
    During this era, hundreds of millions all over the globe were massacred, civilizations were wiped out, billions suffered and still suffer. To state that we are living in epochal times is a gross understatement.
    Naturally the end of such an era cannot happen peacefully; the wars of the past 30 years are witness to this.
    The regression of western initiated wars from direct military intervention (Yugoslavia, Afghanistan, Iraq) to wars by proxy (Syria, Iraq, Ukraine) augurs well, as it reflects the realization by the west that it is no match militarily to the RIC. Had there been any lingering doubts, the war in Ukraine has put them to rest. Thus it can be concluded that the worst is over.
    Internal instability in some Global South countries will exist in the
    near future; a consequence of the struggle between diverging interests
    of populations and neoliberal ruling elites. Decline and impoverishment
    of the west vs. the rise of RIC will favour the resolving these
    struggles in favour of the peoples and alignment with RIC.


    https://thecradle.co/Article/Analysis/12281


    bg bh

    The west’s Plan B: Secure the realm


    Having failed in preserving the unipolar order, the west will resort to Plan B – reviving a bipolar world based on the ‘civilized’ west and the ‘barbarian’ rest.



    Plan A: Global Hegemony
    By the late 1990s, it was clear that a China-led Asia would be the dominant economic, technological and military power of the 21st century.
    The late Polish-American diplomat and political scientist Zbigniew Brzezinski spelled out in 1997 that the way to control Asian growth, and China’s in particular, was to control global energy reserves.
    The attacks on 11 September 2001 provided the “catastrophic and catalyzing event – like a new Pearl Harbor” to set military intervention plans in motion. As noted by US General Wesley Clark, “in addition to Afghanistan, we’re going to take out 7 countries in 5 years: Iraq, Syria, Lebanon, Libya, Somalia, Sudan and Iran.”
    Energy reserves of these countries – in addition to those already controlled by the west – would result in western control over 60 percent of global gas reserves and 70 percent of global oil reserves.
    However, the west’s direct military intervention wars failed, and subsequent proxy wars using assorted Al Qaeda-affiliated Islamists failed as well.
    Rise of the ‘RIC’
    In the two decades since Brzezinski laid out his strategy and the west immersed itself in failed wars, the Eurasian sovereignist core of Russia, Iran, and China (RIC) were heavily focused on national development in all arenas, including the economic, technological and military fields, and physical and social infrastructure development.
    By 2018, it was clear that plans for western control of global energy reserves had failed and that the RIC had overtaken the west in many, if not most, of the aforementioned sectors.
    As a result, the RIC were able to project power, protecting sovereign nations from western interventionism in West Asia, Central Asia, South America and Africa. In Iran’s case this also involved a direct military response against US forces, following the assassination of the late General Qassem Soleimani. Making matters worse, the gap between the west and the RIC is widening, with little chance for the former to catch up.
    The impossibility of sustaining western global hegemony had become evident amid continuous erosion of western power and global influence, which coincide with a commensurate expansion of RIC global influence, both of which necessitated an alternative strategy: a Plan B, as it were.
    Plan B: Securing the realm
    In view of the irreversible widening of this gap, and the growing global influence of the RIC, the only feasible strategy for the west would be to ‘terminate the competition’ by splitting the world into two regions, one in which the west has ironclad control, where western “rules” reign, and is divorced from the RIC-influenced region.
    The current geostrategy of the west is the imposition of an Iron Curtain with the inclusion of as many resource rich nations as possible. Only by realizing the west’s actual geostrategic objective is it possible to understand the reason behind its apparently self-defeating actions, specifically:

    • Imposition of draconian sanctions on Russia that hurt the west far more than Russia.
    • Increasing tensions with China and Iran whilst engaged in a proxy war with Russia.

    While the world is fixated on the conflict in Ukraine, the geostrategic objective of the west is being steadily advanced.
    Sanctions: the catalyst of crises and coercion
    The widely accepted explanation is that the west imposed draconian sanctions with the expectation that it would turn the ruble into “rubble,” create a run on banks, crash the Russian economy, weaken President Vladimir Putin’s grip on power, and pave the way for a more amenable president to replace him.
    None of these expectations materialized. On the contrary, the ruble strengthened against the dollar and the euro, and the Russian economy is faring better than most western economies, which are witnessing record inflation and recessionary indicators. To add insult to injury, Putin’s popularity has soared while those of his western counterparts are hitting record lows.
    The west’s after-the-fact explanation that sanctions, and their repercussions, were not well thought out, do not hold water.
    Often overlooked though, has been the devastating impact of these sanctions on the Global South. US economist Michael Hudson argues that the Ukraine war is merely a catalyst to impose sanctions that would result in global food and energy crises – allowing the US to coerce the Global South to be “with us or against us.”
    Indeed the impact of these crises are compounded by the earlier detrimental impact of Covid lockdowns. Food, energy and economic crises are further exasperated by the US Federal Reserve raising interest rates which directly impact the debt servicing ability of Global South countries, placing them on the edge of bankruptcy and at the mercy of the western-controlled World Bank and International Monetary Fund — the instruments for effectively locking these nations within the western realm.
    Thus, despite the very negative impact of sanctions on western countries, these nevertheless fit perfectly with the strategic objective of locking in as many Global South countries within the western sphere of influence.
    Tensions with China and Iran:
    Driving a wedge between Eurasian powers has been an axiom of western geostrategy, as expressed eloquently by Brzezinski: “The three grand imperatives of imperial geostrategy are:

    • to prevent collusion and maintain security dependence among the vassals,
    • to keep tributaries pliant and protected, and
    • to keep the barbarians from coming together.”

    In this regard, raising tensions with Beijing and Tehran, while the west is involved in a proxy war with Russia, appears contradictory.
    However it starts to make more rational sense when contextualizing the strategy as one aiming to establish an “Iron Curtain” that separates the world into two: one is the western Realm, and the other is Brzezinski’s ‘Barbaria,’ at the core of which are the RIC.

    habe die jüngsten kurse ausgenutzt, mein bestand an aee ist nun fast verdoppelt, ebenso ist mein einstandspreis nun höher...



    PILOT TESTS CONFIRM AVERAGE 550% UPGRADING
    OF URANIUM WITH SIMPLE SCREENING AT TIRIS


    KEY POINTS:
    · Pilot scale testing confirms Tiris uranium ore grade can be increased on average 550% using simple screening, with 80% reduction of material mass reporting to leaching circuit and containing 90% of uranium at 1,572ppm U3O8.
    · Ongoing bulk leach testing by the Australian Nuclear Science and Technology Organisation ("ANSTO Minerals") on upgraded material from pilot testing confirms rapid leaching allowing reduction in leach capital equipment costs.
    · Pilot and bulk leach results to be incorporated into upcoming Front End Engineering Design ("FEED") study with anticipated capital savings and reduction in reagent requirements from previous estimates.
    · Yellowcake product samples to be produced in Q3 of 2022 to support uranium marketing discussions with nuclear utilities.
    · Targeting Final Investment Decision in Q1 of 2023, as Aura is focused on fast-tracking initial uranium production at Tiris, with aspirations to expand production to 3-5m lbs U3O8 per year.


    https://d2ysp6t8sg26jc.cloudfr…41a92f0686df8c4c51e2.html



    macquarie müssen ähnlicher ansicht sein:


    Aura Energy Limited (ASX:AEE, AIM:AURA) ("Aura", the "Company") a company focused on the development of the 85% owned Tiris Uranium Project, Mauritania ("Tiris", or the "Project"), has received notification that Macquarie Bank Limited and Macquarie Investment Management Limited (the "Macquarie Group Entities") now hold 25,781,281 ordinary shares, representing 5.3 per cent. of the Company's issued share capital and voting rights.

    https://d2ysp6t8sg26jc.cloudfr…672b988821d927475c21.html


    bg bh