Report Delay Possible

Our usual publishing is way off schedule today.

We had a set of severe thunderstorms go through the area Tuesday morning and honestly, we have no idea when the power will be back on line.  The generator is working like a champ, but until the extra kick from the solar comes back up (around 10 AM is when we get meaningful power) things will be a bit off-kilter.

At its peak there were more than 60,000 homes without power – winds were north of 50 MPH, and yes, that was some rain.

Back to working on Peoplenomics for this morning, but wanted you to know we’re fine, we haven’t missed a meal, but being on a severe power diet is not a lot of fun.

And to think, we’re covering how things could devolve in 2025 in the PN report, lol.

Write when it’s lights on,

George@Ure.net

Holiday Bumps

One of the hardest decisions a small trader can make is whether to hold a position on a Holiday weekend.  So, today we will consider just a bit of the recent data in this regard.

Around us, the world situation continues to devolve.  With liquid reinforcements, a roast thawing out, and a whole bunch of weekend goodies in our ShopTalk series, we might as well do the great work right up to the end.

But let’s not get ahead of ourselves – the data will tell us when actual panic is warranted…

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Minimalism and Downscaling

25-years ago we coined the term “UrbanSurvival” on the leading edge of what became the prepping movement.  Today, there is what we think will be another long-term trend change in play. Young people are warming to minimalism and downscaling.

We’re no strangers to the downscaling concept.  Having made the decision to downscale in 2002-2003.  But doing both downscaling and minimalism has turned out to be harder than we would have expected.

A few notes on this, the world situation and the ChartPack as America gears up for the first holiday of summer with Monday off for many.

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ChartPack: Month-end Crapshoot?

Markets don’t get into a “teaching position” like this very often.  But – wow – are they in a position to inform experts in coming weeks.

Some of it has to do with inflation. But there’s the trend channels discussion. Hold the phone, though; we have two holidays in the coming month, as well – Memorial Day and Juneteenth.

Anything goes?  Or are there indicators?

A discussion after a couple of headlines to kick the neurons into swarming..

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A Quick Sanity Check

OK, Ure is pissed.

The markets are being hyped up over 100 at the open based on a minute drop in the All Items less food and energy in today’s CPI report.

What you are not hearing much is that retails sales laid a big fat goose egg.

Advance Estimates of U.S. Retail and Food Services
Advance estimates of U.S. retail and food services sales for April 2024, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $705.2 billion, virtually unchanged
(±0.4 percent)* from the previous month, but up 3.0 percent (±0.5 percent) above April 2023. Total sales for the February 2024 through April 2024 period were up 3.0 percent (±0.5 percent) from the same period a year ago. The February 2024 to March 2024 percent change was revised from up 0.7 percent (±0.5 percent) to up 0.6 percent (±0.1 percent).”

Credit to Bloomberg for at least reporting US Retail Sales Stall After Downward Revisions in Prior Months. We somehow didn’t see the story on the home page of CNBC…

Don’t look now kiddies, but this doesn’t keep up with inflation.

So we find ourselves (again) aghast at the lack of financial understanding by people dumb enough to put savings into a pre-crash stock market.

But ya’ll have fun.  the real deal in America is growth.  And we ain’t go none.

Did you miss the NY Fed report Tuesday?

“NEW YORK — The Federal Reserve Bank of New York’s Center for Microeconomic Data today issued its Quarterly Report on Household Debt and Credit. The report shows total household debt increased by $184 billion (1.1%) in the first quarter of 2024, to $17.69 trillion. The report is based on data from the New York Fed’s nationally representative Consumer Credit Panel.”

Have fun buying at the top.

Write when the delirium breaks,

George@Ure.net

Are Dreams an AfterLife Preview?

Yeah – strange topic. But having written a book on vivid dream work and Packing to Die, the suitcase between your ears”  it’s more a logical follow-on.

Today, we will review how the three alternative perspectives are religion are doing, too. Fascinating to watch what humans can come up with the explain the outlook over and into the long timespan of Eternity.

First, however, this is a data dense Options week. We have sideshows like the new inflation report to go over. Retail sales, too. And then our 18 charts point us toward the (for now, anyway) the probable Future.  Should be fun.

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Reader Discretion Advised

There are some things we don’t like to talk about on the “open web.” Although we normally confine our “deep thinking” to once per week, a very troubling observation from a colleague is our lead topic this morning.

We have our eyes on a very serious “change of sea state” and its part – we’re afraid – of the larger change that began when in the 2020 election, certain forces normally tasked with externalities of paving the road to future were turned internally.

Which matters?

With a Michael Benz book in the works his appearance in April on the Jewish News Syndicate’s Caroline Glick show was work taking the time to watch.  Benz was just as on point (and disturbing) as was his Tucker Carlson appearance. The U.S. government may be “managing” things domestically despite laws against such activities. Guess it depends on what you mean by “continuity of government” doesn’t it?

Once you understand what Benz is telling us then it’s easier to see the startling layers being perped on America right now.

Along with our usual ChartPack and a few other housekeeping items.

Three cups optional today.  It will really depend on how deep you want to roll with what we’re about to read you in on.

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The “Get Home” Plan

Nuclear war was – for a couple of decades – back in the “unthinkable pile. Something that you’d heard about, maybe, but certainly not something a person in their right mind would actually plan on.

Yet here we are.  The television shows are starting.  Amazon’s series Fallout is rolling and doing OK in the ratings.

This concerns us greatly. Because we have seen too many times where “media leads Reality.”

Take, for example, the series of Robin Cook novels.  In 1996, there was “Contagion.”  Cook, who’s an exceptional “medical thriller” author was still going strong with many books including “Pandemic” which came out in 2018 – two years before lockdowns.

The “launchpad” for Cook was his 1988 book “Outbreak.” It should go without saying that anyone concerned with the Future might be well-advised to look up now and then, survey the media landscape around them and ask “Have we passed One Point Safe? Will the next minute bring us to “One Second After“? Or, are we just expressing the Sum of all Fears?

This is a particularly worrying construction – one we would normally hold behind our subscriber pay wall. But there’s a pattern to be seen here. In the 2030 aftermess, will people look back on the Prime video Fallout, as well?

The two pattern elements are the arrival of the Cook series of medical thrillers and the whole genre of bio-pics that followed.  Ultimately was expressed by the GMV (global mass consciousness) as COVID.  The other is to consider the media evolution (and inculcation of the GMC by the nuclear genre. Do we write our fears and then live them?

Answer that and you’d be in a great position to time your “Snagglepuss the Cat” moment when it’s time to “Exit, Stage Left…

Which leads us to this morning’s report.  How do responsible adults (go ahead, pretend, anyway!) tell our Big City children “It’s time to get the hell out of Dodge and head for the hills?”

Ure family internal planning docs for breakfast, it is.

This is also Bank Settlement Day – of which there are two per month. It would be a dandy time for a financial turn, as you will see in this morning’s ChartPack.

Revved and ready, then?

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Pre-Apocalypse Countdown

It’s axiomatic that the “markets can remain irrational longer than you can remain solvent.”  But in our ChartPack section there are more than passing storm clouds to be considered on America’s horizon.

Not the leastd of which is the country’s internal condition where the word “declining” would have to be taken as charitable.

With a global war pending, and nuclear threats abounding, research this week suggests that “Apocalypse is going Mainstream” which we’ve been bracing for.

A cup of coffee and then it’s your choice: worry stone, prayer beads, or some high-speed trading?

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Hedging Future Tech Shock

While our predicted Wave 3 down seems to continue organizing, we will address the elephant in the room for young people. Because conditions soon to appear will drive not only newly graduated from high school and colleges to question where the “best bet on Future” is, but as the economy unravels (from here) and in coming years, as well, understanding how to purposely create your own future will be a very desirable skill.

Of course, with the Fed meeting today, a few fresh numbers early and the downhill snowball picking up speed, it would seem to be plenty to write about.

“But wait. There’s more.”  In the  ChartPack, we will take a couple of swipes at actual numerical target for the future.

No, we don’t offer financial advice, but we did clear last Friday’s short position Tuesday. Now we’re waiting for a modest rally to set in.

More as we go – a ton to cover today. Like the ADP Jobs data just out.

Oh, and the ChartPack is something we are anxious for G.A. Stewart to comment on because we have a “date range of interest” on a technical basis…

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Bracing for Fed Week

The odds of the Fed actually changing rates next week are low.   But that doesn’t mean the markets won’t be doing some hedging just in case.

While doing so, we have our eyes on a bank going banko and wonder how next weekend employment reports will sail, as well.

Mainly, we’re hoping for a quiet few weeks and a rally ahead of Memorial Day.  But the market dynamics, pending action in “the several wars” and a mixed public mood are just the right soil confusion over future to take root and grow in.

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The Old Man’s Pain Book

Something more useful than market charts and insights today,  We do a once-over on pain.  The kind of aches and such that come with aging.  Because, well, with any luck anyway, we’re all going to do lots of aging.

If the world doesn’t blow up first.

First, though, a few of the more interesting (and potentially financially-impacting) of the headlines overnight.  Plus, the usual in our ChartPack series where we look at financial markets in a most unusual way.

Plan on two cups worth; the pain part alone is north of six-thousand words (about a book chapter worth).

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Blended Reality

We have word today that the present general human model of death and the Afterlife may be seriously antiquated.  It’s a notion that had never struck me until one of my rare, but highly educational “Lucid Dreams” overnight.

Without telling all, let’s just say that the present model of “What happens when people die” lacks a key “missing ingredient.

Technology.

See, tech isn’t only the specifics of how code, metallurgy, or electronics work.  Tech is an all-pervasive mindset.  A Way of Being that most people aren’t even aware they’ve been imprinted with.

Yet when you watch people recount their Near Death Experiences on YouTube, for example, you’ll never hear anything related to the “technology over There.”

Instead, you might hear about a hall of Akashic Records.  Most will fail to grasp or notice the obvious: Why “books?”  And “What language were these in?” Or more on track with the carryout from the overnight Lucid adventure “You still on books? What about streaming and….

Almost as interesting is the story of “The Project” in that Realm… but first a few headlines and, oh yeah, we didn’t go short over the weekend.

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