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Started by Basil, Jan 19, 2023, 01:53 PM

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BlackPeter

#436
Quote from: Waltzing on Aug 16, 2024, 10:33 AMhttps://www.taxpayers.org.nz/seymour_needs_to_get_on_top_of_ministry

I guess that's the problem - one should judge politicians at what they do after the election, not what they say before.

While National admittedly started as well some positive initiatives (like trying to improve education), it appears this government is now run by the gun lobby, the tobacco lobby and - as this article demonstrates  - we didn't got rid of the spin doctors, but are hiring more of them.

Oh dear ....


Waltzing

#437
its this BP ....

is there a berlin version.... of course there is and its playing out right now..

https://www.youtube.com/watch?v=w6bNHi3hSnU


Wo ist das Telefon!!!!


seaweed

Anybody here going to Boris Johnson Lunch on 3/12/24

Waltzing


Untamed



BlackPeter

#442
Quote from: Waltzing on Nov 08, 2024, 12:16 PMhttps://www.spiegel.de/international/business/the-end-of-globalization-germanys-successful-economic-model-could-be-finished-a-f52fe977-4387-4fa8-990a-c70a5d38e2df

Well, yes - the the German Export industry is currently clearly stuttering. Some of that is based on home made problems (I can't really understand why the still famous German car industry has problems to develop and produce economical electric cars), most of it is clearly based on various populist politicians around the globe protecting their economies with tariffs, and given the recent election disaster in the US, this will get worse.

On the other hand - it is in my view just a transition. Shouldn't be too hard for the European market to increase their navel gazing as the other big markets are already doing, and then they will prevent Chinese and Japanese cars, American Software and other goods to enter Europe which will give the European industry a sufficient number of clients in Europe. Easy as.

I don't think the European industry is under more threat than any other ... it is just that globally things will get more expensive for everybody, thanks to the populist clowns. More concerns I have for small countries not belonging to a big block, like New Zealand. Quite possible that we will end up as road kill when the populists are waging their childish wars.

Shareguy

Craig's view on markets after Trump win


It was a very successful night for Donald Trump and the Republican Party.
While the polls were close, Trump was the favourite leading up to the election, at least in
the eyes of betting markets and Wall Street.
However, the strength of his victory was a surprise.
Few predicted he would win the popular vote, while a "red sweep" across Congress also
looks possible.
Financial markets reacted very positively, with US shares hitting new highs driven by strong
gains in financials, industrials and energy.
Smaller companies also outperformed larger ones.
Bitcoin surged to a record, while the US dollar strengthened and longer-term interest rates
increased.
Trump is a pro-growth, business-friendly candidate.
Markets haven't forgotten that the S&P 500 index rallied almost 60 per cent during his
previous four years in office.
He wants to extend his own tax cuts from 2017, which will otherwise expire at the end of
next year.
He also plans to reduce regulatory and compliance costs, and he wants to spend more.
All of that is good for economic activity, corporate profitability and consumer spending.
The market reaction is justified, although some of this will come at a cost.
Lower taxes and more spending mean increasing debt levels, as well as higher inflation
and interest rates.
The Federal Reserve will still cut its policy rate tomorrow, but it might reconsider how
quickly it'll drop rates in 2025.
Tariffs will also be a headwind for global growth.
Trump is highly unlikely to go through with the 60 per cent tariff on Chinese goods, and at
least 10 per cent on everything else which he campaigned on.
The former would be highly detrimental to the US economy, and it would hurt his voting
base more than it helps them.
Expect a watered-down approach against China, and potentially more targeted (rather
than across the board) tariffs elsewhere.
Energy, defence, regulation and immigration policy will also be in the spotlight.
He'll be more sympathetic to fossil fuel energy, and there will be less of a push for green
energy.
Having said that, he's unlikely to get rid of green energy subsidies altogether given many
Republican districts have benefitted from these.
INV ES T M E NT IN S IG H T S / 02
On the defence front, last night probably wasn't a great result for Ukraine, as Trump
might block some of its funding.
He'll want to send a message to the likes of Europe and Asia, and ensure they know a
Trump-led US will be less willing to get involved in other people's conflicts.
While the outlook isn't too bad for investors, as a country New Zealand might find itself on
the wrong side of US policy over the next few years.
We are a small trading nation that is highly dependent on exports, and China and the US
are two of our biggest markets.
Tariffs and increasing trade tensions don't do our economic outlook any favours.
For investors, there is a lot to consider, although I wouldn't be making any knee-jerk
changes.
Trump won't be inaugurated until early next year, so we'll have to wait a little while to
fully assess any potential changes he might make.
His victory is a positive for economic growth in the US, which will benefit many parts of the
market.
That could mean we see a solid end to the year for US shares.
At the same time, we've already seen a strong rally so we shouldn't count on a repeat of
the returns we saw from 2016 to 2020.
The risks of tariffs and a trade war suggest an element of caution is wise, given these are
negative for global growth.
Diversification is the best protection for investors against this uncertainty, so ensure
portfolios are well spread across asset classes and regions.
Fixed income still looks reasonable, and the recent increase in yields has increased its
attractiveness from an income perspective.
After all, income should be the primary reason we hold fixed income.
Within equities, ensure portfolios are globally diversified.
The US economy is well-positioned, while Trump's "America First" policies will benefit
many sectors and ensure the greenback is well-supported.
Stay invested in the US, but consider complementing this with some better value
opportunities elsewhere.
It might also be a good time to consider alternative assets, including the likes of real
estate, infrastructure, transportation and private equity.
Finally, remember that markets will ultimately be driven by the economy, central bank
policy and corporate earnings.
Political change is something investors will always have to grapple with.
Those who stay disciplined, ensure they are well diversified and follow common sense
investing principles will always be well-positioned for the long-term.

Waltzing

thanks for that SG.

winner (n)

80,000 kiwis left nz last 22 months

One commentator says-


Every 6 minutes, another NZ citizen votes with their feet.
Apparently our love of chucking people on the dole, abject failure to plan strategically, and stupid 8-wire approach to hard and soft infrastructure, is making NZ a less attractive place for kiwis to live. Fancy that!

Waltzing

 if you think the white house is going to be a sane place in the next 4 or more years... they might not leave....

check this out... dont think many kiwis have even noticed how cray this guy is...

https://www.youtube.com/watch?v=1yknkdjMzA0

Waltzing

it appears in wellington the press is no longer free to report on what Ministry of business is up to....

4 million was spent sent to a private company to sing whales songs to trees...

part of the new age of what the treaty means to the people and trees.....

the ministry says it top science.....

well im asking PHD's what they think and it appears they are all to scared to say what they think as universities pay the bills....

could NZ actually be a corrupt country?

Just like all those other countries that the press here looks down on?



BlackPeter

Quote from: Waltzing on Jan 27, 2025, 09:41 PMit appears in wellington the press is no longer free to report on what Ministry of business is up to....

4 million was spent sent to a private company to sing whales songs to trees...

part of the new age of what the treaty means to the people and trees.....

the ministry says it top science.....

well im asking PHD's what they think and it appears they are all to scared to say what they think as universities pay the bills....

could NZ actually be a corrupt country?

Just like all those other countries that the press here looks down on?




Interesting ... here is a link:

https://www.chrislynchmedia.com/news-items/4-million-spent-on-kauri-tree-research-using-whale-song-and-whale-oil-potions/

Actually - I like Chris Lynch for local news (given that the mainstream media hardly provide any).Sort of worrying though, that they seem to be silent on this nonsense as well. Lets put it onto the long summer sleep they do every year.

Waltzing

thanks for that and that is why we send our IT back to europe where the science created it in the first place...


with this war likely to wind down a bit breakfest on the baltic might be nuclear free again ....

loved being here but the locals are just in a lovely world of there own where the big wide world doesnt exisit...