Links 11 January 2022

Global Macro / Markets / Investing:






Latest posts by Chris Becker (see all)


  1. Soylent Green, wow that was a Classic Charlton Heston Film. Now it sounds like it’s coming true.

    • New female PM. Of course she’s putting her stamp on it. The new rules are just as entirely useless as those that have been cooked up here and elsewhere.

      No mention of Anders Tegnell or Johan Giesecke who actually have their head screwed on.

      • ‘Sweden’s public health chief: Latest coronavirus curbs may not be enough’

        “If we have the continued low pressure from the virus which we have just now, then maybe proof of vaccination (for larger public gatherings) would be enough,” Anders Tegnell, the architect of Sweden’s no-lockdown approach to the pandemic, told a press briefing in the Swedish capital Stockholm.

        “But experiences from many other European countries — the Netherlands, Belgium, Austria — suggest that if the spread of virus increases, then it is not enough.” Anders Tegnell

        That was a month ago. Presumably he’s on board with the new restrictions..

  2. Background
    Scientific evidence for the involvement of human microbiota in the development of COVID-19 disease has been reported recently. SARS-CoV-2 RNA presence in human faecal samples and SARS-CoV-2 activity in faeces from COVID-19 patients have been observed.

    Starting from these observations, an experimental design was developed to cultivate in vitro faecal microbiota from infected individuals, to monitor the presence of SARS-CoV-2, and to collect data on the relationship between faecal bacteria and the virus.
    Our results indicate that SARS-CoV-2 replicates in vitro in bacterial growth medium, that the viral replication follows bacterial growth and it is influenced by the administration of specific antibiotics. SARS-CoV-2-related peptides have been detected in 30-day bacterial cultures and characterised.

    Our observations are compatible with a ‘bacteriophage-like’ behaviour of SARS-CoV-2, which, to our knowledge has not been observed or described before. These results are unexpected and hint towards a novel hypothesis on the biology of SARS-CoV-2 and on the COVID-19 epidemiology. The discovery of possible new modes of action of SARS-CoV-2 has far-reaching implications for the prevention and the treatment of the disease.

    Umm … to know a thing or not …

  3. PalimpsestMEMBER

    The rise in obesity, and the rise in inflammation markers, seems to have kicked off at about the same time as the “fat is bad for you” dietary change. It’s not so much the Western diet, but the modern Western diet. There is a shipload of research associating obesity with the consumption of sugary drinks, for example. In addition, we have changed the balance of oils from natural sources to manufactured sources. There is evidence that the balance of omega 3 to omega 6 has changed dramatically in the last 40 years, as people responded to the messaging and used more unsaturated fats. Pasta in more meals, etc. We’ve told people that fructose laden fruit juice is ‘healthy’. Instead of more healthy ovo-lacto vegetarianism, there’s a push towards veganism (much higher inflammatory markers). Plus lower nutrient density in factory vegetables, that leads to less satiation and bigger meal sizes.
    But no – it’s McDonalds. If fast food is something like a fresh stir fried Vietnamese takeaway, it might be healthier than what one cooks at home using Supermarket “factory food”. But simplistic messaging seems to be the order of the day.

    Here’s a simple message. A 5 day fast every month for three months seems to halt a number of metabolic diseases, eat a little less because too much of even the best balanced meals will still cause problems, eliminate sugar where possible, and minimise simple carbs (flour, pasta, rice), eat a handful of mixed nuts a day but otherwise minimise unsaturated oils.

    Having come off a naughty Christmas it’s also case of “do as I say, not as I do”.

    • Yep. The US sugar industry with their high fructose corn syrup and stupid food pyramid have fcked up a lot of people. They’re just as evil and venal as the tobacco companies and drug companies.

      • Should definitely push for plain packaging and disease warnings on processed high sugar foods. Australia done it before with ciggies against big business.

    • Totes BeWokeMEMBER

      For me, outside of sugar, eat whatever I want until I’m satisfied, exercise every day, and I maintain the same weight, same fat/muscle ratio, for 30 years.

      IMO, the rice, pasta, bread, beer, thing is only a problem if you’re sedentary. I smash the rice, bread and beer.

      The message Australians are getting is all over the place, and people don’t know where to start. I still get grown men and women asking me what they need to do to lose weight.

      Energy in. Energy out. Protein, and carbs, but mostly fresh foods. Doesn’t have to be any more complicated than that.

      • boomengineeringMEMBER

        Totes. That’s only partially true, although after a lifetime of giving nutrition advice in the health industry with the additional advice of, have a little junk food now and again so as not to get too serious and stress about diet.
        To me junk food is like bad fuel for your car, you can burn it off, but it is still better without it.
        Disclaimer = sugar addict who burns it off = Palimpsest last line applicable.

        • Totes BeWokeMEMBER

          For sure. Keep junk food to a minimum.

          I reckon the message needs to be simplified by the industry so people aren’t intimidated by the complexity.

          “Disclaimer = sugar addict who burns it off”

          Me too.

    • That’s great advice. I’d add that fasting more than overnight reduces appetite. Skipping breakfast or combining it with lunch is all that many people need to do for weight loss that is almost painless initially and completely painless after a week or so.

  4. boomengineeringMEMBER

    Just bought some cold gal spray cans ”Why haven’t you got a mask” I demanded of the staff, not having one myself. Turns out he went to a sporting match and was surrounded by 4 people all jabbed 3 times each. He was the only one that didn’t get Covid and also the only one not jabbed.

    • Iron HorseMEMBER

      Interesting. I now personally know of three households with a mixture of vaccinated/unvaccinated.

      1.- Family of 2 living in a small house in SA. Husband and wife who both work in health. He lost his job because he refused to get vaccinated, she is vaccinated, continued to work and caught Covid. They lived together through the infection and isolation period and he caught nothing.

      2. Immediate family members living in Qld in an apartment. Husband, wife and two early 20’s boys. Husband only vaccinated and caught Covid. Passed it on to wife and one boy. Husband the worse off out of all of them. All cleared isolation now.

      3. Extended family of 5 living in a big house in SA. Husband, wife early 20’s boy and girl and teen boy. Early 20’s boy only vaccinated and he and his sister caught Covid around the same time. The early 20’s boy was worse off, sister just breezed through and the others caught nothing.