Socioeconomic Revolution, II

Want to have a little fun and do some serious brainwork?  Pick a country (any country) in the world where you think there could be a revolution in the next 20-30 years.  That’s what we do this morning and come up with a surprising answer. And no, it’s not the USA; it is somewhere else but fairly important.  Before we get into darts and Molotov’s, though, a few headlines to wake up the mind….

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A Broad View of Socioeconomic Revolution, I

This morning we present the first of two parts of how technology seems to exhibit a 35-37 year periodicity, which has tremendous social and economic implications.  The process begins with a discussion of how media “hems in” decision-making by policymakers, compares media density and rollout times between radio, television (and cable) and the Internet and proposed what’s likely ahead.  Next, we consider analogs between the 1929-1932 decline and more recent events of the Housing Bubble collapse.  And from here (in part 2 Saturday) we will stir it all up and see what the ongoing socioeconomic revolution looks like.  But before we dig in, some lighter fare in the form of morning headlines and a check of how our Trading Model is doing (just fine, but with additional details.)

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A Few Memorial Day Socioeconomic Notes

Markets being closed for the holiday, our comments today will be brief as we’ll be considering the key metric that any customer of any organization gets to ask – any time and anywhere.  Sure, we pour untold billions into defense, and yeah – maybe you can’t put a dollar value on it  – but this being Memorial Day, we ask anyway: Are we getting our monies worth?  I think I can show you convincingly that military might doesn’t come from the checkbook.  It comes from what’s between our ears.

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Fine Line for Preppers: When Does It Become Hoarding?

I don’t often mention my little sister who retired from Boeing HR a few years ago, but she’s got an absolutely fascinating job in her “semi-retired” state working with people who have serious hoarding issues.  This week, we had a discussion of what makes a hoarder, and what does not, and we’ll discuss the economics of it and outlook this morning.  While it’s true that “not everyone has to be a Minimalist” hoarding dysfunction comes in all kinds of flavors and with it (and here’s where it gets interesting) comes the question about where prepping fits.  So pull up some coffee (and your breakfast MRE) and sitcherbuttdown.  Gonna do us some housekeeping between the ears.

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