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[willendure]

If that is how you read it, then its saying equities are in a bubble. A huge bubble that is going to burst....

[willendure]

Not sure you are reading that right. The blue graph inflation wave dropped off into the early 80s, way before Browns time. Howe sorting out the mess? Yeah, but bear in mind that CPI graph is for the USA not the UK, but of course USA sneezes the world catches a cold, as they say.

The red...

[willendure]

No it does not.

Here's another one for you. Commodities are real cheap right now, historically speaking, reversion to the mean alone means severe inflation:

...

[willendure]

Thing is.. we can't afford a rate hike either. The US is painted into a corner - they need low rates for the corporate and government refinancing wall, but they need high rates to avoid severe inflation. Can't actually afford the high rates, so I think low rates is what it will be.

Better...

[willendure]

I think I spotted your the mistake you made that keeps you shackled to the desk!...

[willendure]

Are they suspending the stupid new ID thing too?

[willendure]

Hot and humid. Bahrain is nicer, hot but dry....

[willendure]

Sad King Billy says .................. nothing of interest, just likes to troll.

[willendure]

Yeah. I am using https://mytaxdigital.co.uk/ to paste in VAT returns and so on for MTD. Bit of a pain.

Maybe I should get AI to rewrite GnuCash into something that is not perl, and then modify it for MTD....

[willendure]

And we have to go through this whole identity rigmarole to validate the authenticity of records that are not even well protected. What a joke....

[willendure]

Funny thing is, 80% of that oil goes East. The biggest loser there is China, which is crippled without oil from the gulf. Menawhile USA has energy independence due to fracking. They could even cut their domestic market off from the world, and the president has the power to do so unilaterally, allowing...

[willendure]

I read that the Americans are underwiting the shipping insurance if there are takers. Speculation that they might permanently push Lloyds out of this market as a result....

[willendure]

I think the drone factories might also be getting blown up.

Good for Ukraine too, as Russia is sourcing its drones from Iran....

[willendure]

https://www.bbc.co.uk/news/articles/cwy93p4dj8vo

[willendure]

I think the business cycle is not far off topping out, liquidity cycle seems to be. That means green shoots are at least 18 months away - a whole new economy and the first all AI business cycle....

[willendure]

Every time they launch a missile it will give one away.

Mobile launchers visible to spy satelites.

It will take some time to mop up the rest. Biggest risk is Trump gets bored and doesn't finish the job properly.

CIA need to drop in some weaponry so the people can...

[willendure]

Definitely cloud hosted.

I am using GnuCash - honestly its clunky but still better than most of these fancy ones.

I encrypt my sensitive data, then put it onto an encrypted disk partition that is only mounted when working with the data.

[willendure]

I see. Presumably one needs to have all this ID nonsense all set up and working in advance of the 14 day window in order to have a snowballs chance in hell of actually complying ? I was going to leave it until it was time, but I get the sense that might not be wise!

Weird 14 day window...

[willendure]

FFS, a compulsory requirement and a systemn that doesn't work. Thats just the kind of admin I need!

[willendure]

Claude Code can handle stuff like this.

Helps if you have tests.
But you could also get it to write some tests for the original before you do the library migration. Its great at writing tests....