Time for a SBR?

That’s a “Science-Based Religion” plugin?  An add-on for religions (and political parties).  Which only sounds crazy until you consider the increasing levels of interpersonal warfare underway in digital realms.

Humans are – to a large degree – stimulus mirrors. If you have institutions that hate and people swim in that polluted space all day, of course their behavior will mirror to cope in that environment. If religions – along with education, media, and politics – pass messages of hate around (damned if you don’t comply in this or that) a sub-optimal human is the only outcome likely. We need to get hold of our input controls.

Naturally, a workable SBR would need to be non-denominational. It would need to be adaptive as well.

Importantly, though, many of the traditional roles of religion are being filled in today’s world with excess partisanship, monetization of differences between humans, and an over-sized political dimension that’s both wasteful and inefficient.

We need a migration path to universal and inclusive. Like climate change promoters have worked their non-denominational “science” but with interdisciplinary shoulders such as income, food production, and economic balance.

If humankind is to survive, we reckon, more brainpower applied to the reduction of conflict-supporting variability of violence supporting “gulf-building” likely offers a way forward without fallout, meltdowns, or additional bioweapon use.

Which we will get to right after a few transitory headlines and our ChartPack….

In the meantime, even if you’re not a subscriber, ask yourself “What would a universal (science-based) belief plug-in…for the soul.. look like?”

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Four Futures – and a Joker

Wherein we look at Future’s “deal” over the next couple of years. Expanding with personal responses that follow the Friday UrbanSurvival column outline.

While we await the next “turns of the screws” – indicated by the market opening bell Monday. Our eyes will be scanning the western horizon for hints about how Taiwan will play out.

At the same time, however, a nervous glance over the shoulder at the middle east will be noticed as Iran still have it out for Israel and visa versa.

Before digging deeply, however, a churn through some Saturday headlines and this week’s leftovers to clean out the mind while the coffee kicks-in.

Then into our ChartPack and some wild-eye speculation on how the future may yet unfold.

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Hiding Disaster with Excess Cash

A series of thought-experiments to ponder.  Which may be useful, given this morning’s release of CPI data which we will get to right away.

We’re actually in a Depression right now.  But it’s being effectively papered-over.  We see through the fog of collapse by looking at some units sold figures.

Also today:  Ways to extend failing eyesight due to aging.

Thing is, money supplies are a lot more complex than most people realize.  For one, it’s always relative to the amount of goods available.  Price-demand curves and such.

For another…oh-oh – there we go with letting the cat out.  Let’s do some headlines, look at the CPI and how our ChartPack is guiding us and then think deeply on inflation, shall we?

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The “Lunch Money” Trading System

A number of people have asked me to lay out this “Lunch Money Trading System” I keep talking about. So in answer, here’s the whole thing.

Of course we disavow any use you might make of this. And, please don’t ask one of our subscribers how it works. The more people that use a trading system, the less it works.

Thing is it’s also an agnostic system. Don’t matter a whit whether you are a Bull at heart or a Bear. Just got to like the color green.

Before class, though, we get into a few headlines and a look ahead to next week.

So bean up and let’s roll. First column on my new computer!

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Thoreau, Tainter, and… Elaine?

Wherein we look at “marginal rates of return on additional effort.”  Which, with containerships backing up off of Los Angeles is a rather vexing problem for industry.

You see, there’s an assumption in marketing that….wait!

We need to roll a few headlines and do the ChartPack.  Then I can huff-up on the white-board marker and get into the frightening discussion of declining marginal rates of return spawning the disappearance of demand…

Which – if you hadn’t guessed it – is what causes Depressions but (take solace if you’re woke) it will solve global warming for a while..

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Some 1929 Notes

Sure, some social harmonies.  But show us the Money!  Which is what we will be focusing on today because when the market opens Monday, it will mark a possible turning point week for stocks – again.

Just a few headlines today.  Because someone you know has been spending too much screen time making his lunch money!

A break for headlines and then we’re into it.

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Temporal Nomography

Yes.  A Simple Way to get a better bead on the future.  In some ways, it’s similar to the Delphi technique.  Which is typically used to address singular questions.

In the case of temporal nomography, the objective is much wider.  Like getting a “sense of where America is” in a broad sense in order to better-anticipate market moves.

Which we will sketch out after a few headlines and the day’s ChartPack.  (If you can forgive all my bowing for betting this move dead-to-nuts on…We really don’t do short-term tactical trading most of the time.

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Dueling Nonlinearities

Some hardcore economic reality leaked this week from one of the regional Fed chiefs.  But it’s not making headlines.  Maybe because it’s not a furtherance of monetizing Americans.  A refreshingly candid view of things ahead.

Moral hazard abounds in America these days.  Particularly in economics.

Would you walk into a crooked Casino if they had a sign outside that said: “We cheat so You can win!“?  That’s the position investors are increasingly finding themselves in.

And the decision-making comes down to runaway nonlinear situations in healthcare, finance, pensions, monetary systems, and spills out onto the streets as the “shamed and blame” of Cancel Culture and other such pap.

What’s an investor to do?

Some thoughts on this after a few headlines in our ChartPack.

Do market cycles foretell events to come next week, or is the market merely reactive.  Causative?  Not?

My head hurts already…

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Dimensioning Collapse

Yes, the anti-fragile crowd could be wrong. Complexity might actually speed up – not retard – financial collapse.

 It is entirely possible that while Nasim Taleb followers have been spouting off about how complexity will “save us” the exact opposite is likely true for reasons we will explore today.

This is not to diss Taleb’s book on fragility (Antifragile: Things That Gain from Disorder (Incerto Book 3)  because it makes some interesting points.

Our counter to them is even more interesting because rather than approach from the blinders worn by mathematicians in general and risk managers in particular.  Left field events consume us as we adhere to a more generalist philosophy which doesn’t reduce to simply numerical estimation.

Humans in the loop matter greatly.  So does the gut.

Numbers like those potentially arising from an MCHVE – a massively correlated hyper-volatility event.  Like the one possibly just ahead.  That markets are already dancing around.

More on this after a few headlines and the (Scary!) ChartPack which will lead into this afternoon’s Fed rate decision and soft-shoe routine.

The world is in high-level musical chairs.  And the music is skipping beats – like it did Monday.  For today?  And early denial rally!

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Anticipating the Implosion

With our Aggregate index long-term top holding (for now) we can project how bad things are likely to become over the rest of the year. Into next, as well. Despite other flaws, the advice about “buying Christmas presents early” from VP Harris does begin to make sense when we go off dot-connecting.

Instead of a review of headlines and the ChartPack this morning, we’re  putting it all into one general theme from which the logical questions (and branching of inquiry) will be clear and logical.

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Social Security Contingencies (Part 2)

Although I’m not a financial advisor, we do serve up an interesting mix of ideas for dealing with Social Security benefit reductions should they come along.  Say, there’s a pretty safe bet, huh?

 Naturally, the fear porn industry is already offering projections.  But they are wildly premature.

On the other hand, some of the basic lifestyle choices that we’ve made over the last 20-years have really started to pay off big in terms of low cost of living and minimal operating costs.

So today we have that kind of Ben Franklin (ledger) discussion and kick around a lot of ways you can improve your cash position and lighten up on future expenses while the world hangs together.

After the ChartPack and some of the juicier headlines, of course.

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9/11+20: America’s (Still) Soft Underbelly

Much somber discussion and recall this weekend. But around here, something more.  The realization that despite billions, if not trillions spent on the National Security State, America is just loaded with weak underbellies waiting for someone to attack.

Perhaps related to the calendar, we’ll cover our new “Exceptional Fear Indicator” based on market action in the Aggregate Index.

A series of remarks from my Consigliere who has been thinking long and hard about this.  As you’ll see, the opportunity for terrorism can never be truly eliminated.  For where there’s evil, there’s a way.

Not much more chipper, today’s ChartPack updates out likely Crash date pick for this fall.  We need to have that “preserving “widow and orphan money” discussion again.  The kind we had in the late summer of 2008 when you could already feel the financial underpinnings beginning to shake.

More coffee?  A few headlines?  Then we’re look at and see what’s to be learned from looking back.

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Social Security Contingencies

Although 2034 seems a long ways off, not too early to be rethinking Social Security plans.  It’s due to run out of assets during our lifetime.  2034 is when the Trust Fund part runs out.  Assuming we get lucky for 13-more years!

Actually, we doubt it will be that long.  Because Covid 19 and the dollar’s falling status as the global reserve currency all comes into play.  So does a Fed describing property we labeled “temporal diodes” from years ago.

Because a lot of readers are just now “getting their groove on again” after the holiday, we’re keeping this morning’s report very concise.

Also a lot of interest in our ChartPack section this morning, as well.  Because the market sell-off yesterday sets up an interesting “technical situation” we’ll explore a bit.

So bean up, buckle up, and clean the specs…we’re off to learn Socialist Calculus with a side of financial reality.

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