There’s a lot to cover this morning.
Everything from Harrison Ford’s latest airplane adventures ;to a new way to size up options chains to get a sense of confidence in our future.
But we’ll also have a look at Consumer Prices and such…so bean up and let’s roll…
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
We stray from our usual track this morning to lay out a kind of “Here’s How It All Works” report that’s some 7,000 words in length.
Lots of charts, too.
We cover everything from the immigration debate – and explain how it’s really a fundamental economic issue. In addition, we walk-through why a Trump Tax Cut is a horrible idea and could easily backfire.
And all, when you think about it – which we do this morning – then leads to the even-larger context of governments repudiating fixed convertibility for money.
What frightens us most is that governments worldwide are moving to simply “make up” valuations of fiat money on the weak argument that terrorism could be fostered by cash.
That’s not a lie, per se. More like an incredible stretch of the truth. Which in turn begs the question whether tax cuts beget cashless, cashless begets floating scrip, and in the end panic as paper money heads for the scrap heap.
Definitely a “three-cupper” of a report.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
We approach a very difficult problem this morning: Mental Health of America.
Based on the outbreaks of “fake news” and “competing facts,” and other such MSM drivel, we sit back with some psychological glasses on, come up with metrics of “what makes crazy” and put up some data.
I think you’ll find the answer sadly disheartening.
But that’s not the only story. Trump has just made another stupid mistake and we point out his latest… as I told you we would be supportive and give him a chance…but his latest is blowing something big.
Due Process.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
Ouch! Not a very comfortable topic today. But an important one to consider going forward.
It began as a simple discussion of how America needs to begin coming up with new – and more effective – ways to fight militant Islamic jihadists. But in the process, turns out that in addition to having a terrible “soft underbelly” in things like the SCADA systems that run utilities and such, the biggest “target of opportunity” is sitting right in front of us.
Social media… It’s also why given time, perhaps within five years or less, we will see the arrival of my long-predicted web content licensing.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
Not sure how conversant you are with the term but this morning we look at how we sink into the quicksand of humankind’s relationship with machines.
We will start in a very old elevator and somehow end up in what pilots call “the flight levels.”
And along the way, we will see some very difficult relational problems as the upright apes meet the rechargeable machines.
After headlines, coffee, and some fascinating charts about our 1929 Replay scenario.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
As readers know, I am a huge fan of equality.
This week especially, since there has been mostly nothing but a parade of Trump bashing on the mainstream media and it’s been old since the election which the die-hards on the left can seem to accept they lost.
But there are other targets for the public’s ire worldwide, and this morning we line up some of the going-on in the European Union which has been enjoying something of a free pass with Trump being the press lightning rod of late.
But that ends this morning after a few headlines and our charts on where the market goes next…
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
With the Trump administration signing off on the Wall with Mexico this morning, we look at the problems of Mexico more broadly this morning.
While the Wall is certainly a short-term solution, it seems to us that a tighter wall will simply increase the narco-collapse of Mexico. I expect within five years or less, we will see a full-on narco-revolution in Mexico and that holds both social and economic implications for the U.S.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
We offer some investing ideas and discussion this morning. After running numbers, it looks to us like the Trump administration might bring back that long time friend of real estate and precious metal investors…
Inflation…
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
What’s more, News is going Consumer-direct.
Join us this morning for a step into the world of Mesh Networks and you’ll see with astounding clarity how Trump has radically changed the playing field of “Old Style News” dissemination.
With the network topology in plain site, of course the NY Times will have to reduce its newsroom staffing. To say nothing of CNN.
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
This Friday, Donald Trump will be sworn in as President.
So this morning we offer some thoughts on the speech Trump should give.
Not that he will, but I hope you’ll agree, there are some damn interesting ideas put forth in the one we cobbled up for him.
Regardless, a week from now expect the headlines to be full of reports on how the Trump speech harkened back to Kennedy and the national goal of putting man on the moon..
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
A kind of short-form companion to our recently presented eBook for subscribers on Sales, this morning we roll through the six stages of marketing.
Although mainly useful if you have a management position in a company, being aware of these steps will help you in many ways, including how you “size up” companies you are thinking about investing in. Useful stuff…
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
We were talking about Recipes this week in our Millennial’s Missing Manual (Coping section Thursday) and we have a dandy discussion this morning of Modern Monetary Theory and how it works and what does it mean.
The short answer is: Formulas cloud thinking. But it’s a kind of turf war between the math-leaning quants on the one hand with the more clear-headed behavioral economics believers on the other.
Bottom line is “What we all believe about the future tends to manifest” but there are some interesting :reasons why” in MMT which are worth talking about…
More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
Yes, there are server-side issues – working on them… will be restored as soon as possible.