PPCC: Pisitófilos Creditófagos. Primavera 2024

[Cadavre Exquis]

https://www.pressreader.com/spain/expansion-nacional/20240617/page/2/textview

Crisis presupuestaria en el Gobierno alemán

https://www.expansion.com/economia/financial-times/2024/06/14/666c4941468aeb4b1e8b45a6.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/2024/06/17/666c7e7fe5fdea341d8b45b5.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/2024/06/16/666eebfb468aeb9f348b4599.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2024/06/14/666c5edc468aebd2198b459e.html

Saludos.

[Derby]

Y del coste de la vivienda, que seguramente tiene mucho que ver con lo que comenta la noticia, no se habla...se pasa de refilón

https://finance.yahoo.com/news/london-dragging-down-uk-productivity-181042041.html

London dragging down UK productivity as office staff work from home

London is dragging down Britain’s productivity growth as office staff continue to work from home, new figures show.

Productivity in the capital tumbled in 2022, according to the Office for National Statistics, taking output per hour worked – a key tool to measure each employee’s efforts – to its lowest level since 2009.

London’s productivity dropped by 2.7pc between 2019 and 2022, the ONS said, with Wales the only other region to fall.

The strongest growth came in the North West of England, where productivity jumped by 7.9pc over the same period.

Dwindling productivity in the capital is a hangover from the pandemic, according to economists, as they said remote working has harmed growth.

Adrian Pabst at the National Institute of Economic and Social Research (NIESR) said: “There are very few jobs which can be done as well at home as they can be at the office.

“Working zero days from the office, which you can see in the Civil Service, is just not working out.

“There is not the same coordination, not the same interactions and people do not feel as motivated. There are all sorts of things that do not happen when you are in the office.”

London has been more affected by remote working than other parts of the country because it has a large proportion of office workers.

In late 2022 and early 2023, almost 60pc of all London workers were either entirely at home or hybrid working.

That was far greater than in any other part of the nation, and compared to as little as 36pc in the North West.

In 2022, a survey from the Office for National Statistics revealed that 44pc of businesses in London intended to embed greater levels of home working – which was again more than in any other region.

However, a follow-up to that questionnaire this month showed the share had fallen to 29pc.

That is still above other parts of the UK but suggests that many companies are moving away from remote working.

Mr Pabst said the return of workers to the office was expected to boost the capital’s productivity in the years to come.

He said: “It took a while for people to see the negative side-effects. They all like the positives – they do not like to commute, they can see more of their families – but people did not see the negatives, and they took a while to become clear.

“London took longer to recover from Covid. It is picking up again, and we are now projecting higher productivity growth rates in London than in other parts of the country. Most people have readjusted and are doing three to four days from the office.”

However, London is still struggling with other problems that pull down productivity, Mr Pabst said: “The lack of affordable housing means productivity growth is struggling. People have to commute for a lot longer. It costs money, it takes time and energy. The lack of housing in areas where it is required has not helped.

“There are still areas of London which are not well-served by trains or tubes or buses and people find that driving isn’t easy either. Transport connectivity is a question as well.”

[Manu Oquendo]

Lo que realmente mola es obligar a otros a hacer lo que creemos que nos conviene. Es decir, la idea de libertad que proclamamos es más falsa que un billete de 20 céntimos de euro.

Hace unos días eché una ojeada a mi declaración de IRPF. Resulta que por tener la casa de mi abuela y de mi madre en un pueblo pequeño del norte me imputan una renta ficticia de 3.600 euros. No me permiten deducir el IBI ni los gastos de mantenimiento de la vivienda (unos 1.700 euros por ambos conceptos)  y supongo que el expolio me costará otros mil y pico euros más en IRPF.

Sinceramente, esta forma de estado extractivo me parece abusiva, injusta, inmoral y, además, una rareza extraña porque no la he vivido en ningún país. Por supuesto la casa, donde está buena parte de la historia y mobiliario de mi familia materna, no es susceptible de alquiler y, además, no quiero alquilarla. Me siento extrorsionado como si me atracasen por la calle.

Que perdure esta extorsión certifica lo que vengo diciendo hace años: que PP es Centro izquierda y el PSOE Extrema izquierda. Por eso presume González Pons de que votan juntos en la UE en casi el 90% de las leyes.

También ratifica que VOX tiene muy pocas luces y son muy vagos  porque les bastaría denunciar esta aberración para llevarse no menos de tres millones de votos de los cuatro millones de segundas viviendas en pueblos pequeños que existen en España. Casi ninguna de ellas susceptible de resolver el problema de la vivienda en alquiler de las grandes ciudades.

Lo que sí quisiera entender antes de morir es el placer que se deriva de obligar a otros, con lo hermoso que es respetar sus decisiones.

Un muy cordial saludo

[Derby]

https://charleshughsmith.blogspot.com/2024/06/the-crises-and-sacrifices-yet-to-come.html

The Crises and Sacrifices Yet to Come

The timing of finally embracing risk and sacrifice as the only option left is exquisitely sensitive: finally caving in a moment too late leads to the system collapsing beyond recovery.

The sense that we're approaching a tipping point into a crisis with no easy resolution is pervasive, a sense that beneath the veneer of normalcy (the Federal Reserve will lower interest rates and that will fix everything), we sense the precariousness of this brittle normalcy.

While many are uneasily scanning the horizon for geopolitical crises, others see the crisis emerging here at home, possibly a political crisis or a financial crisis that ensnares us all.

Few look at the decay of our social order as the source of crisis. Few seem to notice that corruption has become so normalized that we don't even recognize the ubiquity and depth of our corruption; we tell ourselves that this isn't corruption, it's just healthy self-interest, the "invisible hand" of the market magically organizing our economy to optimize efficiency and productivity. This provides cover for our worship of self-interest, a polite phrase for limitless greed.

While the media glorifies illusions of salvation and grandeur (AI!), few look at what's been lost in the decay of our social order, a list that starts with sacrifice for the common good and civic virtue.

The American Dream has a peculiarly truncated vision of sacrifice: we make individual sacrifices to advance our personal goals, but sacrifices for the common good are not part of the Dream: sacrifices for the sake of our fellow citizens are at best unnecessary and at worst a waste of money, something only chumps fall for.

The Smart Money spends a fortune evading taxes, as part of the prevailing ethos: Get rich by whatever means are necessary and let the Devil take the hindmost.

What few seem to have noticed is specific classes of the citizenry have already been sacrificed to clear the path for limitless greed and corruption to reap the spoils. These classes include the majority of the citizenry, the bottom 90%, though the burdens of the systemic cannibalization / predation have fallen most heavily on the bottom 50%, whose share of the nation's financial wealth is effectively signal noise: 2.6%.



The generational divide is equally stark: Boomers hold 51% of household wealth, while Millennials hold a mere 9%.



The divide between wage earners and owners of capital is staggering, yet of little interest to the financial media: Labor's share of gross domestic income (GDI) has declined for decades, resulting in the transfer of $149 trillion from wage earners to owners of capital:



The sacrifices yet to come will fall on everyone, but they will fall most heavily on capital as capital has scooped up the vast majority of the financial gains for the past 45 years. The owners of capital are already whining, as if the addition of $50 trillion to their wealth in the past four years is their birthright, the legitimate rewards of their brilliant creation of stupendous gains in productivity rather than the illegitimate gains of a centrally planned bubble that enriched the few at the expense of the many.



We are reluctant to face the consequences of our corruption and our vastly unequal economy. The dynamics of our ability to rationalize away the coming crisis are crystalized in this graphic composed by Dave Pollard in his post Why We Cannot Prevent Collapse*:



In summary, we are fixated on the short-term, enamored by our own power, intoxicated by normalization and conditioned to being "saved", confident that our salvation will be delivered via a painless central bank "save" should anything threaten to overturn our apple cart.

Financial podcaster Emerson Fersch asks a cogent question: what catalyst will finally tip the system into disorderly incoherence? My answer is the core of our recent podcast, Crisis, Sacrifice and the New Economy.**

I don't have a crisp answer that fits in a Tweet or a Tik-Tok video because any prediction is nothing more than a guess due to the nature of the global economic system: an open, (i.e. emergent) tightly bound system that has veered far from equilibrium and is prone to sudden drops into chaotic disorder in which there are no guarantees that the previous stability / equilibrium can be restored.

We know a few things that offer some minimal guidance. We know that in complex, highly interconnected /tightly bound systems, small perturbances can generate large effects.

We also know that should events occur faster than the system's stabilizing feedbacks can respond, the system is highly prone to collapse.

We also know that humans don't change anything that requires exposure to open-ended risk and sacrifice until there is no other choice.

Lastly, we know that the timing of finally embracing risk and sacrifice as the only option left is exquisitely sensitive: finally caving in a moment too late leads to the system collapsing beyond recovery. When this moment arrives, who will be ready and who will resist, rationalize and prevaricate until it's too late?

When we're finally ready to bargain--OK, we'll sacrifice a bit--it's too late to stop the whirlwind.

*https://howtosavetheworld.ca/2023/07/18/why-we-cannot-prevent-collapse/
**https://www.youtube.com/watch?v=pp7iUoYk6JQ

[sudden and sharp]

Lo que realmente mola es obligar a otros a hacer lo que creemos que nos conviene. Es decir, la idea de libertad que proclamamos es más falsa que un billete de 20 céntimos de euro.
[...]
Un muy cordial saludo

En dura pugan con prohibir a otros lo que no le gusta a uno. 


Al Alimón: Las Ventas con las gradas llenas como "reacción" contra Urtasun en San Isidro 2024
https://esradio.libertaddigital.com/fonoteca/2024-06-17/al-alimon-las-ventas-con-las-gradas-llenas-como-reaccion-contra-urtasun-en-san-isidro-2024-p20-s7008515-7137849.html
Federico y Amorós han hecho balance de San Isidro 2024 y han destacado al público como "gran triunfador" de la feria con el fracaso de las figuras.

[Derby]

https://dailyshotbrief.com/the-daily-shot-brief-june-17th-2024/

China: China’s housing market slump is deepening, which is putting pressure on industrial metals. Here are new home prices (month-over-month):



The United States: Real income expectations hit the lowest levels in over a decade.

[sargento.algodon]

Traigo de Twitter (llamarlo X es o un chiste malo o una referencia porno) un hilo sobre la diferente aproximación a la propiedad de la tierra de labor entre los granjeros de origen aleman y los de origen anglo: ya les adelanto que los anglos son la anomalia.
https://x.com/crimkadid/status/1605746438532567041

[Negrule]

Algo se tiene que hacer, no queda otra, es tan evidente.

“Pero la cruda realidad es que prácticamente nada puede rivalizar con la falta de vivienda a la hora de dañar la fe en el capitalismo y desencadenar un populismo contra las élites (tanto de derechas como de iz-quierdas), especialmente cuando la inmigración es alta. Así que esperemos que los políticos centristas actúen con urgencia. Si no, los inversores tendrán (otra) razón para preo-cuparse.”
@ Financial Times

https://www.expansion.com/economia/financial-times/2024/06/14/666c5edc468aebd2198b459e.html

Saludos.

[puede ser]

Obviamente, siempre fueron precios falsos.
(...)
¿Cuántos meses para que llegue aquí el efecto?

Tras la explosión hay varios efectos:

1- Onda de choque.
2- Radiación térmica.
3- Radiación ionizante.
4- Efectos posteriores.
(...)

Excelente post Bendita.

--------

Ahora bien vamos a hacer prospectiva, tenemos los siguientes cuatro escenarios:

1: gana Le Pen en Fr        y Trump en EEUU     -> Rusia: ++; Israel: ++ ; Europa: --
2: gana Le Pen en Fr.        y demócr en EEUU   -> Rusia: +-; Israel: += ; Europa: -=
3: gana la izquierda en Fr. y Trump en EEUU     ->Rusia: +?+; Israel: -+ ; Europa: =-
4: gana la izquierda en Fr. y demócr en EEUU.  -> Rusia: +?-; Israel: -= ; Europa: ==

En el escenario 1: puede haber violencia por falta de alternativas (acorralamiento de las víctimas)

En el escenario 4: puede haber dolor por impotencia (lentitud en el cambio de modelo)

En los escenarios 2: puede haber ganancias para los EEUU (opción que favorecerán los algoritmos de las tecnológicas) -pérdida de territorio en Ucrania para Europa, por ejemplo.

En el escenario 3: puede haber ganancias para Europa: opción más probable, dada la vacuna puesta en la II Guerra Mundial frente a los fascismos.

(La Guerra de Gaza y la dicotomía irresoluble en la que sitúa a la izquierda bien pudiera ser una artimaña yankee para favorecer el ascenso de sus queridas y atlantistas ultraderechas, antes tan antisemitas y ahora tan sionistas que da gusto verlas. De hecho en Francia los primeros problemas en la coalición de izquierdas creo que vinieron de ahí, de ver antisemitismo en todo).

[Saturio]

https://www.pressreader.com/spain/Cinco-Dias/20240615/page/2/textview

Musk cree que sus humanoides Optimus nos harán felices sin tener que comer perdices

https://cincodias.elpais.com/companias/2024-06-14/las-cuentas-de-elon-musk-para-que-tesla-gane-un-billon-de-dolares-al-ano-solo-con-sus-robots.html

Saludos.

Sip, sip.
Como los robotaxis que fueron anunciados en agosto de 2019 y que iban a entrar en operación en 2020. Ahora dice que habrá un "unveil" el ocho de agosto.
Como el Tesla Roadster 2 anunciado en 2017 como que saldría a la venta en 2020.
Como la boring company.
Como el Tesla Semi...
Como sus revolucionarias baterías 4680
Como el Tesla-Tejado
Como otra docena de cosas que ha anunciado de las que no hemos visto nada o lo que hemos visto es la mitad de la cuarta parte de lo anunciado.

Pintan bastos en el único negocio en el que ha cosechado éxitos (que no justifican el valor de la acción). Las ventas de coches eléctricos se están parando en el mundo y Tesla tiene un 20% de cuota del mercado mundial, algo que está muy, muy bien pero que no es ni de lejos el "todos los fabricantes van a ir a la bancarrota" que los fans se dedicaban a decir a los cuatro vientos hace seis o siete años y que es lo que podría justificar un market cap de más de un trillón (de los suyos).

Cada cierto tiempo tiene que anunciar algo revolucionario para justificar el precio de la acción.

No sé si alguien debería avisarle de que los robots ya están inventados y funcionando hace muchas décadas y disfrutando del ciclo de mejoras en su diseño y en ampliación de sus capacidades según las nuevas tecnologías se van desarrollando y aplicando.

[puede ser]

https://www.eleconomista.es/economia/noticias/12868165/06/24/el-pp-contraprograma-a-sanchez-y-presenta-su-propia-ley-de-vivienda.html

El PP presenta su propia Ley de Vivienda para derogar el límite del alquiler en zonas tensionadas
Los de Núñez Feijóo no descartan pactar con Junts para conseguir aprobar la medida
Impondrá medidas para acabar con la "tolerancia" con la ocupación ilegal

(...)
 evitará que los propietarios "carguen" con la situación de "posible vulnerabilidad" de las familias arrendatarias. "
(...)

Manu Chao - Viva Tu (Official Music Video)
https://www.youtube.com/watch?v=vb5YbGpc5_8

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12868165/06/24/el-pp-contraprograma-a-sanchez-y-presenta-su-propia-ley-de-vivienda.html

El PP presenta su propia Ley de Vivienda para derogar el límite del alquiler en zonas tensionadas
Los de Núñez Feijóo no descartan pactar con Junts para conseguir aprobar la medida
Impondrá medidas para acabar con la "tolerancia" con la ocupación ilegal

(...)
 evitará que los propietarios "carguen" con la situación de "posible vulnerabilidad" de las familias arrendatarias. "
(...)

https://www.eleconomista.es/economia/noticias/12868165/06/24/el-pp-contraprograma-a-sanchez-y-presenta-su-propia-ley-de-vivienda.html

Saludos.