The Webolutionary War

Don’t worry if the news in recent years has made less and less sense. There’s a simple reason for it that no one dares speak about openly.  However, since the Fourth of July is upon us, it’s past time to get real with ourselves and admit that America now has two governments.

Which means, that we are in the Webolutionary War.

There are aspects of intergenerational, plus plenty of left-wing, socialist/communist influences, sure-sure, all that.  But, it’s also a war involving money – one of the root causes of all wars.
Oh, yeah, and one possible outcome is  (as I’ve written since 2012) the Licensing of the Internet.  Maybe a shutdown, too – to save the incumbent government.

So bean up – a few headlines, the charts, and so forth – but then into the foxholes as Coimandante Ure’s non-partisans survey the battlefield and make sense of both side’s fortifications.  A report that will leave you charged up, if not shell-shocked…

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Reassessing the K-Wave

The topic du jour is a rethinking of what drives the economic Long Wave.  First identified by Nikolas Kondratieff (Kondratiev to revisionists) in 1926, the notion of a 48-64 year economic cycle as a driver of future events is with us even now.

Still, there are many questions about “the wave” and how it is seen.  So today a renewed conversation with an amazingly smart colleague who I worked with in 2001 when we advanced the notion of a currency debasement (displacing value with debt behind a currency).

After some coffee, headlines, and the charts, some really useful thinking about the times directly ahead.  I nice break from the news flow that; constitutes the National Distraction and the coming of Digital Mob Rule.

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Solving the Early 401(k) Problem

Several readers and two of our children are asking the same question at about the same time:

If I take an early 401(k) distribution because of a change in where I work and pay taxes on the money, how’s the best way to spend or invest it?

Today, we play out a few scenarios – and  see which ones make the most sense.
After we consider the Tuesday market action, see where the charts have us going, and mull the future of life once upon a time

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