John’s newsletter

This post provides John’s latest newsletter which covers a range of topical political, technical and environmental issues.

John’s newsletter, 13 December 2020

Hi Guys,

Investments…

 The Reserve Bank of NZ and all other central banks expect a continuation into lower and even negative interest rates during the next several months.  This means investment yields will fall;  and inflation will sooner or later become hyper-inflation.  Even with no news to report the share markets headed higher this week and dividend yields in percentage terms fell further.  Unless invested in companies mauled by the impact of Covid, the actual dividends being paid have held steady in dollar terms. But the rush to shares has had a huge impact.

In New Zealand, the attempted hostile takeover of the Infratil group by “Australian Super”  has also had an impact share prices on energy stocks as well as for Infratil, and not just for Trustpower.

Real estate prices continue higher as bank interest rates for funds on deposit fall through the floorboards.  This affects yields on rentals for both commercial and industrial real estate.  House prices rose on average by $24,000 in November alone.  Incompetent government now driving incompetent central bank policies.

Politics

 By the end of this week, if Boris Johnson holds his nerve, the British will have a “no deal Brexit”.  This will be a lose/lose for both Britain and the EU…

https://youtu.be/iUAzwJBtemI

How could Britain have won in 1945 yet lost to both France and Germany’s bullying in 2020?    The wealthy UK “remainers” have simply persuaded the EU leaders that Boris will cave to their pressure.  Nigel Farage is also continuing his political opposition to Britain either remaining in the EU or the EU continuing to make UK laws…

https://www.youtube.com/watch?v=XBQjmjixIl0

In the USA a form of civil war has begun as 19 states sue the states that changes their rules for this specific election. This has nothing to do with Trump versus Biden but the equality of the treatment of a vote from state to state…yet the US Supreme Court is reluctant to get involved.

The Russia-gate effort to impeach Trump was an attempted “soft coup”.  Going after General Flynn was also just a hyped-up attack on Trump’s White House arrangements…

https://www.youtube.com/watch?v=pERAU2e332Q

The votes stats look very iffy…

https://www.youtube.com/watch?v=ijtaV5Twf6o&feature=youtu.be

But by the end of next week Trump will either have scored some major surprise victories or will likely have conceded.  As they say, “He is running out of runway”.  The Electoral College votes for the POTUS on Monday and at this point I cannot see that being delayed.  The problems with the Bidens’ obvious criminality are more likely now to see the active communist, Kamala Harris as POTUS than Trump at this stage.  While the Hunter Biden issues have been public knowledge for 70% of US citizens, the news media has protected the Bidens by enforcing an embargo on publication.  Now, instead of the long-running FBI investigation into the conduct of the Biden family being blamed for the attack on “Sleepy Joe”, the mainstream media finger the FBI and IRS actions as being a “loser’s” complaint by Trump.  The Democrats threw the Bidens under the bus during the Congressional impeachment hearings in early 2020 yet the mainstream media completely suppressed the news.  You may recall I was commenting about this at the time.

https://www.zerohedge.com/political/joe-biden-deeply-proud-son-hunter-who-just-admitted-facing-federal-tax-fraud?utm_campaign=&utm_content=Zerohedge%3A+The+Durden+Dispatch&utm_medium=email&utm_source=zh_newsletter

and according to Wall Street Journal, US AG Bill Barr intercepted information implicating Hunter Biden and concealed it during the presidential election campaign to Trumps disadvantage.  Now the matter is all over the news despite CNN also having been involved in the cover up.

https://cms.zerohedge.com/political/chinese-money-launderer-called-james-biden-after-fbi-arrest-who-said-he-was-trying-reach?utm_campaign=&utm_content=Zerohedge%3A+The+Durden+Dispatch&utm_medium=email&utm_source=zh_newsletter

Our own media reflects that mainstream globalist media agenda and simply treats the allegations against the Bidens that originated from the US State Department as Trumps sour grapes.  So it seems to me the dystopian Orwellian world of “1984” is here in New Zealand.  Now there is a fourth investigation into Biden…

https://youtu.be/Go7TkInP0mQ

Onto the Great Reset, planned by the global Uber-elites.   Just as the Duke of Windsor was a Nazi, many of the Nazi opinions have now re-surfaced under the guise of the drift towards socialism and the need for practical eugenics to depress global population.  The globalist billionaires are all for it and the leading proponents are now Soros, Schwab and Prince Charles.  But who is Klaus Schwab?

https://www.zerohedge.com/geopolitical/youll-own-nothing-and-youll-be-happy?utm_campaign=&utm_content=Zerohedge%3A+The+Durden+Dispatch&utm_medium=email&utm_source=zh_newsletter

The Economy

 Thanks to Covid, the big get bigger and the small get gobbled up…

https://www.mauldineconomics.com/frontlinethoughts/survival-of-the-biggest

No-one seems interested as China sustains more flooding.  What they have had this year is flooding of biblical proportions and the 3-Gorges Dam is still at risk.  No wonder they have famine…

https://youtu.be/LokuLywuXxk

Would China be a better banker to the world than the USA is?

Energy

This looks pretty significant for China but they are still a long way off from viable nuclear fusion power generation…

https://oilprice.com/Alternative-Energy/Nuclear-Power/Will-China-Win-The-Nuclear-Fusion-Race.html

Trouble in paradise for Bahrain…

https://oilprice.com/Energy/Energy-General/The-Tiny-Oil-Nation-At-The-Center-Of-A-Middle-East-Power-Struggle.html

It looks like US oil producers are struggling following Covid-19…

https://peakoil.com/production/update-on-us-oil-production

Covid-19 and implications

 The inevitable result of the decimation of the ocean cruise industry and the halt in globalisation – however temporary…

https://youtu.be/qo-2gDg-37w

So Melinda Gates reckon they miscalculated?  Of course they are being blamed in some quarters…

https://www.zerohedge.com/political/melinda-gates-admits-we-hadnt-really-thought-through-economic-impacts?utm_campaign=&utm_content=Zerohedge%3A+The+Durden+Dispatch&utm_medium=email&utm_source=zh_newsletter

The Climate and Space Weather

 While the space weather drives climate change, major anomalous solar events can cause mayhem on Earth…as solar cycle 25 gets into gear there are signs of possible CMEs in our near future…

https://www.zerohedge.com/markets/digital-economy-disruption-possible-terminator-event-suggests-strongest-sunspot-cycle?utm_campaign=&utm_content=Zerohedge%3A+The+Durden+Dispatch&utm_medium=email&utm_source=zh_newsletter

This will be my last email before Christmas unless something  really surprising happens.  In the New Year I fear we will awaken to a Kamala Harris presidency in the USA and to the reality of Brexit.  A brave new world – 1984 2.0 accelerates.  As Mel Brooks said ‘Be afraid, be very afraid’.

 Merry Christmas to everyone…

 Best regards

John