Let's do some "Gedankenversuch" and assume the effects of fin-lockdown restrict some activity by 20 %. Let's also think there are two macroecon areas, A's worth 1000 and B's 700. This haircut will destroy the area B sooner than area B. Even if A is somewhat more leveraged one. I this today's "everything leveraged squared" sort of planned strategy?
What are the somewhat contradictory goals of ESG, green transition etc projects and do they really work? Does anyone remember the SDI or "Star Wars"? I think the goals today are actually consuming every camp on global economy. After these projects have run some time they impose lockdown, or some other weird tool creating similar effects (i.e. final haircut), in hope the weaker units collapsing like the USSR during the days of SDI. Losers are camps not affording ever higher priced food and energy. At that point they are not anymore thinking secondary stuff like semiconductors or lumber. Perhaps this (global) fin-lockdown is tool worth thinking in order to collapse competitors' economy. We have already tested global lockdown. BR JKi
Let's do some "Gedankenversuch" and assume the effects of fin-lockdown restrict some activity by 20 %. Let's also think there are two macroecon areas, A's worth 1000 and B's 700. This haircut will destroy the area B sooner than area B. Even if A is somewhat more leveraged one. I this today's "everything leveraged squared" sort of planned strategy?
What are the somewhat contradictory goals of ESG, green transition etc projects and do they really work? Does anyone remember the SDI or "Star Wars"? I think the goals today are actually consuming every camp on global economy. After these projects have run some time they impose lockdown, or some other weird tool creating similar effects (i.e. final haircut), in hope the weaker units collapsing like the USSR during the days of SDI. Losers are camps not affording ever higher priced food and energy. At that point they are not anymore thinking secondary stuff like semiconductors or lumber. Perhaps this (global) fin-lockdown is tool worth thinking in order to collapse competitors' economy. We have already tested global lockdown. BR JKi