The Power of Autarky

Our coverage of the “War Between the Bankers” picks up from the Monday nosebleed in the market.  We update this relative to “The Joe Line” in our ChartPack this morning.

The “Joe Line” is a level below which the incoming Biden administration has an opportunity to fall smack into a depression without so much as a mock waiting period.  Which would be bad for the outgoing Trump, since Biden can paint whatever ails America as a Trump-over.

The battle coverage as soon as we get in a few headlines and a forensic view of markets.  Based on our assumption that relative performance of asset classes is important since there’s only “just so much money in the world.”

When it all runs over to one side of the boat, then economic capsize may be in the cards.  Just not today, we hope…

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“Now That We’re 21…”

Focus today is on Vaccinations and Resolutions. We are gaining some perspective on how to make some of the tough choices in the coming year.

Entering 2021 is a great time to do an Annual Wealth Check-up, too.  So, if you get some time this weekend, it may be useful to see where you were a year ago.  Then adjust your “daily activities for success” to reflect what needs doing.

Not that we’re going down the PMA (positive mental attitude) path.  But, the life un-inspected is hardly worthy.

Our main focus is the weekly ChartPack and trying to get a bead on how close we are to the Abyss (*or Nirvana).

Bean-up and click time is here, once again….

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A Psychological Stocking-Stuffer

What’s true of money is you “Can’t take it with you.”  But some things you can.  And so in a well-balanced life of making and having, holidays bring a great opportunity for self-reflection and improvement.

In my drive to understand people more clearly, this morning’s report may be useful in better understanding people.  Important stuff, too.  Since many of us must accomplish large parts of life through the efforts of Others.

To get the most out of them and of ourselves, my personal “discovery of the year” may be useful.

We’ll roll it out after a few headlines including some fresh economic data and then a roll through our ChartPack…

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An Evidence-Based Consciousness Problem

Bored?  Waiting for Hyperinflation to become more obvious?  So are we!  Instead of seasonal boredom over shopping statistics.  Or long over-wrought discussions of trading minutia.  Or trading recipes for the nth time.  How about we rethink all of Reality and see whether that can rock the season a bit?

Fine goal.  But, first come  the Saturday morning chores.  Headlines, ChartPack, and maybe a surly (or snarky) remark.

Shortly thereafter, though, coffee’s bound to kick in.  As it does, maybe something useful will come of it…

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An Evidence-Based Consciousness Problem

Bored?  Waiting for Hyperinflation to become more obvious?  So are we!  Instead of seasonal boredom over shopping statistics.  Or long over-wrought discussions of trading minutia.  Or trading recipes for the nth time.  How about we rethink all of Reality and see whether that can rock the season a bit?

Fine goal.  But, first come  the Saturday morning chores.  Headlines, ChartPack, and maybe a surly (or snarky) remark. 

Shortly thereafter, though, coffee’s bound to kick in.  As it does, maybe something useful will come of it…

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2021 Annual Outlook

We introduce a new term into the economic lexicon this year:  Pandemnomics. It’s axiomatic that eras in economics are driven by events.  Past examples include the “Energy Crisis” the “Tech Wreck,” and 10-years back, a massive “Housing Bubble.”

The task this week it to build a reasonable outlook for 2021 that uses some “logic glue” to paste up a model of how near-term future could work out,

First, though, a few thinking points from headlines and then a look at our ChartPack.

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A “Credible Show”

We have hinted recently that A.I. may already be mediating the merger between global capitalism and global communism. While millions acknowledge the present economic system is broken, a context-shifter – the Global Reset – is being used to build faux consensus for global-socialism take-over.

You see, capitalism doesn’t “break” on its own.  It has been  deliberately broken through unrestrained use of debt – creating an unsustainable debt burden (national debt) to lay off onto the public.  Malfeasance in office casts long shadows.

Yet, as we shall address this morning, some  of the most challenging problems ahead adjusting to the Great Swindle will include dialing-back consumer choice, and finding enough “work” to productively engage 7.7-billion people.

We will be redefining “success” is in a world negotiated into the capitalist-socialist hybrid.  Oh, and with the same cast of clowns pulling the strings.

It’s more a series of questions than hard & fast answers.  We’ll take these up after a few headlines and charts.

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The Oceans of Mars

Our semi-monthly update on a “personal science project” to hack space-time.  This week, some interesting developments involving 22 lights near and Ark, sonoluminescence and standing waves of sound.  Oh yeah…and the Oceans of Mars.

It’s a bit longer than usual (6,500 words – before headlines and the chart discussion…).  But, it’s written so new readers will see the whole evolutionary trail from Light Crown experiments forward.

There’s even a side of woo-woo at the end.  Ultimately, as crazy as attempting the opening of portals in space-time may sound?

It could make more sense than investing in chaotic markets until the side drafts of politics and virus settle down a bit.

Remember: If the market goes down 20%, you have to make 25% just to break even.  Yes, asymmetric warfare is coming for your assets, if you let it.

Before we get into our unorthodox market views and check the “nutter in the woods Science Project” a lot of caffeine, headlines, and the grind of daily minutia to digest…

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An “Ultimate Defensive Strategy”

There are lots of us – old men of the web who have been writing about pendency of collapse for 20-years (or longer) – and a quiet consensus is beginning to form. It’s not evident unless you either subscribe to a lot of specialist future-oriented publications, or whether (as many newsletter writers do) you simply listen to the tone of inquiries from readers.

This “tone” has turned extremely defensive.  And since Peoplenomics readers know how long we may have before the 1929 replay’s final roll-over, this is a good time to make plans. Just in case.

The global population clock just turned over 7.8 billion people this month.  A sobering number, considering that there are in the USA about 329,877,505  people, plus or minus a Covid outbreak (US Census data, July 2020).

Supporting those millions are 2,043,400 farms (includes ranches) as of 2019.  In fact, there were 2,204,600 farms in 2007 in the U.S. (Peak Farming)  Consolidation, costs, regulations. and an unnatural fascination with tech may have seen Peak Food” pass us by in 2007.

Peak Paper, as the market demonstrated Friday, may still be several weeks ahead.  But the time to plan for massive economic displacements is not during the “bonfire of the equities” but instead while online delivery is still operational.

More such seasonal cheer after a few headlines and our ChartPack.  For which we need a special holiday beverage:  Champagne for the Peak just ahead and Maalox for what likely follows.  ChamLox for breakfast it is, then.

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Covid-19: Social Problem-Solver?

One of our readers requested we turn a carefully tuned eye toward some of the longer-term outcomes of CV-19.  Among the question is “What is it doing to the divorce rate?”

We can already see a wide swath of “social destruction” because of the virus.  Yet, in the longer term, is it possible that “What doesn’t kill us might make us stronger?

Indeed a perplexing – and hardly Christmas-like – topic.  But in order to develop a clear-headed model of what’s ahead for next year, we need to begin on some of the really “big picture” items and see where they lead us.

It’s a big shopping cart, too.  So we’ll hop to it as soon as a few of the morning’s big data points (ADP report is just out, for example) and then we will look at the charts to divine what’s ahead.

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No Collapse for 30-Days?

That’s an interesting bet given the VIX was under 20 Friday.  Means no one is afraid.  Saw those levels in February, didn’t we?

We’re guessing there will be more presidential election concerns and possibly conflict.  The Middle East beckons.  Since war is the historical outcome of economic declines, we should expect something, somewhere to light up and head south.

Not out West, necessarily.

China talks as though Biden’s already seated. And on Wall Street, the good times are on a roll – one that has cost nearly $4-trillion worth of paper so far.

What few assets America has need to be carefully managed.  Because if we do see anything approaching an election reversal (or even widespread lack of faith in the outcome) in coming weeks, people are “wearing their politics on their sleaves.”  That’s the makings of domestic conflict.

We have crossed into an odd national head-space:  Me-me-me has become a strain of Us-us-us…but few have figured out yet that the very “coalitions” which begged for personal sign-ons will now (in good-old Bolshevik style) turn first on those who supported “them” most.

As a result, we expect that when (with a small asterisk by *if*) the dems get seated, they will be steered away from further devaluation.

The reason for this would be China.  Which holds a lot of U.S. assets.  By clever manipulations, they will continue to be able to use our drug money (via cartels, mixed by their financial alchemists and banks).  Which would allow the continued shopping spree to buy North America out from under the working class…

Mainly head lines and charts today.  Ure’s in down time.

This is the day we’re doing our turkey, since I worked Wednesday night. Champagne and “gimme the bird” had to wait.  Today, revenge is mine.

(continues for subscribers)

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