The Sweet (But Crooked) Lies of MMT

The U.S. is going down an inflationary path, now.  It’s just a matter of when it gets here and how hard it will bite.

Not only did Congress abdicate its mandated money creation role, but with the Nixon-era slamming of the Gold Window, we have been adrift on a sea of Made Up Policy (e.g. the floating world craps game) since the 1970’s.

As we have been expecting, it won’t end well and this morning we offer some evidence along the way.

But, not without our usual Saturday morning headline review and our ChartPack.
Which, we have to say,  has remained devastatingly useful in playing “hide the sausage” in present market conditions.

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The Replay Marches On: "How Bad Could It Get??

Very.  Roadmap to collapse, anyone? After we kick-around the ADP report and a few headlines, we will lay out a possible track for the next two months.

Two new charts appear with some date ideas and things to watch in the period ahead.

Not a pretty picture, but instead, the kind of thing that has occurred in the past:  When market valuations begin to exceed logical limits.  As they are now doing all over the place.

Buckle up and bring the Maalox.

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Forensic Economics: The Dogs of History

Once again, the daily news flow provides some interesting insights into the cyclical nature of human behavior and the emerging Digital World Order (DWO).  In ways that may be useful when looking at macro crowd-level behaviors among humans.

Perhaps even more interesting, from the perspective of historical rhyming, is the tax decisions this week which may set up a showdown between terrestrial and space-based digital assets.

The Digital World Order (DWO) is emerging now.  And it will change your online environment and add costs as it grows.  Even at the U.S. Fed is burying key financial data to make it less accessible to the technically unwashed.

Which we will dig into – along with some very interesting ChartPack views, right after we sing some rhymes of History.

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Can “They” Pull It Out?

“They” being the PowersThatBe in the financial universe.  Main focus is on the ChartPack this morning.  Sure, we were entertained by the J. Powell “fed-speak” but the focus on jobs is likely to be a problem since jobs in America will come at the expense (largely) of jobs elsewhere in the world.  Think Asia.

We have only a few headlines.  Mainly, this is a time to look at the world and see through the hype – like the Tiger Woods story – and look for meaningful data that will drive life going forward.

It’s not popular at the water cooler.  But we’d rather impress “the bank” than “average people.”  Just kinda funny, that way…

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Fixing the World in 3 Deft Moves

A broad look at America’s energy future this morning.  We think a week during which people were in the dark – by the millions – is a pretty good time to relight the discussion about energy.

We considered a discussion of how this week was very much like a Grid Hard Down scenario, but thought better of it.

Instead, we discuss the interplay of electric and hybrid vehicles and discuss some super-insulated home ideas.

First, however, a few headlines and some charts.

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Storm Tactics – A Critique

Some things we got right – a few things wrong.

What ate the key lessons from the second major storm series to hit Texas this year?  Some Surprising learnings.

First though, a look at some headlines – yeah, about Texas – and then into the ChartPack before we “Go outside and “play in the snow…”

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Dependencies and Bug-Out Deluxe

Two items besides a very “toppy looking” market on the agenda today.

One has to do with the critical nature of having the right partner if TSHTF.  While the other is an update for a long-time friend who is updating his bug-out strategies.

So, with Big Winter (*where’d that “climate hype” go?) bearing down, we boil some bean and get after it…

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Replay Complete!

In our pre-Super Bowl edition, we mainly focus on the ChartPack.  With a functional replay of the 1929 collapse and bounce complete, is there an on-side kick ahead?  Or, are there flags down on the field?

Both possibilities are examined.  After a scan of a few headlines and a look at the week ahead.  Which promises to offer another truckload of pseudo-drama…

After this morning’s first down…which consists of lots of coffee…

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Evolving a Trading Rule Set

Trend Your Friend?  Problem is, which Trend is someone talking about? Today we lay out use of differential trend detection tools. And does it fit with your personal investment style?

Especially when the Buy’ed ’em Fed is rolling with a “desperation cash dash” into markets to play Beat Back the Clock which was, until yesterday setting up for a 55 (trading) day collapse this spring in April.

When failure of the cash-splash reveals, the temporal zone around Presidents Day may become Charmin Week.  But(t) we shall see..

Although the main application is to stocks, this is a discussion that works well in casinos and a lot of other places where there is “choice.”

While we can’t take the “luck out of Chance” we can, at least, figure some ways to back it into the corner a bit.

Which is a longer than usual discussion, but I was asked, so stand by for a flood of ideas.

After a few headlines (like the ADP jobs report) and then a run through this morning’s ChartPack…

Hell yeah!  Let’s create 40% fewer new jobs than January a year ago and hype the living bejesus out of it!!!

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“How to Live on $10,000 a Year, Or Less” Ch. 2

Just couldn’t stop writing or working, after all. Workaholic?  Yah think?  After stepping out of a short trade, a bit early Friday, though taking profits is never a bad thing, I continued working on the update to my book “How to Live on $10,000 a Year, Or Less.”

Pertinent chapter because we talk about economic cycles but not a single math formula. We look at the cyclical nature of Depressions.  And seek understanding of how the various business cycles form a big clockwork.

Which “worked a lot of people over” this week.  In the ChartPack, we’ll tell you how the market is calling the SuperBowl next weekend.

First though, a few headlines and then the ChartPack which continues to deliver very sinister news…

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The “20-Something” Cycle

Today, hardcore economics with a side of woo-woo.  Futures were down hard ahead of the Fed rate pronouncement this afternoon.

Won’t mince words here except to remind all readers that we are in a period of extreme risk when we look at how the run from 2009 to now has paralleled the 1921 to 1929 market blow-off.

Even the crypto’s are in trouble, though we gave you our targets earlier.  With BTC down to $30,897, our call for thousands lower is looking less absurd than some virtualistas would otherwise have believed.

A few headlines and then we’re into the ChartPack, the cycle (which is very interesting) and the woo-woo which blew my socks off…

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Has “Tech” Attacked America?

We  declare World War 3 underway.  And the Battlespace is Everywhere. If you have a device, you are on the battlefield.

Evidence is mounting that America is under attack from within – and without.  It’s a digital war and the A.I. goon squads are under development.

This is warfare not fought by the “usual suspects” though Antifa and extremism are cited by the lackadaisical band of pretenders passing themselves off as “media.”

Like any complex game, that’s one of the beginner levels.  Today, we go one level up.

The concept is not new:  There’s already a lot of speculation on less-than-mainstream sites about a certain billionaire, about Covid as a bio-weapon, and how the Mark of the Beast nano-tech is being injected into formerly free humans.

Can the nanoparticles in CV vaccine do more than just shuttle RNA around?  Not the kind of thing easily checked, is it?

The fear is vaccinations will be required in order to buy or sell.  To travel or leave home. And soon, it may be required to work at United Airlines and other employers.  Already, we hear of healthcare workers being told the shots are mandatory.  Where is the limit?

Some of this sounds fringy, but much of this cuts closer to the bone than comfortable.  Depends which glasses and blue pill or red…

Today, we will do a quick field survey and consider a little-publicized (in fact, almost unknown) work product by a group of military war-gamers in 1996.

In an report that continues to amaze some of its authors, we have evolved warfare from one-on-one human, to armies and from there to….programmers.

Along the way, battlespace once defined by set-piece fortifications (Maginot Line and the Berlin Wall) is now on your phone, on the desktop, and leaking around your firewall.

The shots are being fired, but Tech is the best silencer ever built.

After headlines and the ChartPack, of course. But then the fun begins.

In War-For-All, the battlespace is on every device.

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