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This is a really odd report this morning on several fronts.

First is we went looking for entrainment in global markets.  And then (257,000 data points later and an equal number of calculations later (and not counting 17,200 data points in two intense charts) we come to a surprising observation.

But we’ll get to Mr. Ure’s latest tinkering with Big Data after we roll through some hot headlines and a very interesting Janet-driven rally in the market.

How about we start off with something light and cheerful?  Like being Death Merchants to the World, for example.

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We continue this weekend with our ultra long-range planning (The Second Depression Handbook -2DH) for the next Big Leg Down which will likely mark the Second Depression. 

This is when pension plans will blow up, when people will lose their so-called “entitlements” and when the rich will be leaving quickly for other parts of the world and leaving the remnants of a working class in America which they plan to exploit from afar via foreign-domiciles corporations.  (Cheery stuff for an Easter weekend, is it not?)

Unfortunately, when we talk about the Second Depression it is likely to be a great time of human suffering in general.  You’ll remember from our earlier discussions, there was almost universal hunger in the previous depression.  But in this one coming up, we will likely add things like continued nuclear pollution  because costs of clean-up will be larger than available funds. 

The same with other aspects of our “living environment” as well.

We run through some of these concepts today and start laying in plans for what to actually DO about things while we are still in the Good Times that within a few short years will likely become “The Good Old Days.”  Like the Roaring Twenties, but with bandwidth.

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This morning we have two major items on the plate.  First up is a look at our Trading Model and an armload of charts so you can see where we are in the great unfolding of events. 

The second part of this morning’s report is a steely-eyed look at a bunch of data and what it could mean for markets.

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A HUGE report this morning that may take a minute to load, if your broadband is slow.  That is what 14 charts and graphics plus 7,000 words will do to things.

Our “First Things” section this morning considers where gold is now – and may go in the future.  We will also see how another US un-civil war might be in the timing cards for this long wave cycle. 

The “Chart Pack” is full of dreamy results – since what we have been predicting and expecting seems to be coming to pass right (more of less) on schedule.

And then we move into the purely hypothetical Directorate 153 – our thinking tool & concept modeler which allows us to tinker with various possible futures. In this week’s report, the Directorate (which is of course fictional) is seen trying to figure out when (and how) to advise Donald Trump.  The framework answers many “mysteries” behind the oddly evolving headlines and the current “pile-on Trump” phenomena.

At the core on the modeling construct is the surprising degree to which the US government is likely run at a policy level by a computational modeling outfit that is designed to ensure that  USA continuity – into the longer-term future.

In other words, the presence of early A.I. implementation as a policy-directing methodology could explain why there has been so little functional policy differentiation at the macro level between the Bush and Obama administrations.

So warm it up and let’s roll… 

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Ever wonder where your prosperity went?  Me too!

Ever wonder about productivity figures?

Wonder why you have to work 70+ per week (and so does your spouse)?

You, bunkie, have what we call around here “the workweek woes.”

And this morning, we’re going to talk about that…

After we look at the consumer price data just out and “The Russians are Leaving!  The Russians are Leaving!”  Which, in case you are still wrapped in swaddling clothes and laying in a Honda, was an adult reference to a movie you maybe never saw...

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In our Wednesday report, we looked at “utilization” in a number of areas, such as transportation where Uber and Lyft are quickly turning all of America into a country served by a “rental vehicle utility.”

Today, we will take that concept further.

As we do, a fascinating question arises:  Do utilities arise from technology itself, or is it really driven by high capitalization costs?

In either event, it helps to define this Brave New World because the implications of either technology or high CAPEX driving more socialism begets a soft revolution that no one has yet labeled.

This isn’t like an Arab Spring deal…a headline and flash-in-the-pan.  If the conceptualization is correct, this is the newly arising wave that we’ll all be riding into the future.

Until it breaks. 

And, as we’ll see, no trend is extensible forever…of is it? Even free speech, as in Chicago, for example.

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When a big rainstorm is wandering through Texas (and Oklahoma, and Kansas, and Mississippi, and Louisiana and….) it’s fun to sit around an adapt to the New World of Modern Technology.

Just this week I did two fun exercises with nothing more than a calculator and a few assorted facts and came to some rather startling conclusions.

One in particular about the future of car ownership was a real eye-popper…

Which we will get to after coffee and the first of our twice-weekly chart discussions.  We’ll try not to dwell too much on how the “End of the World Crowd” has been wrong so far, but yeah, that may come up, too.  Especially since the market is “right on the line” today…

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Long-time readers know that from time-to-time, as we attempted to wrap our brains about really, really big problems, we will resort to a blend of fact and fiction in order to make sense of the data that is accumulating before our eyes.

In doing so, we often come up with startling – and oftentimes amusing – takes on the world around us which – in turn – drives better informed investment decisions.  By acknowledging fiction and using it to sketch in some of the detail, we are driven to clearer perception of the facts.

As I was writing up my research outlines this week on our latest batch of home-spun gravity reduction/reduced-mass experiments, it became clear that even modest success in our pursuits could cause monumental problems in terms of World Management.

The concept – world management – is not something that is held in sharp focus.  In fact, I may be one of the few people who talks about it in public. Most conspir5acy types blame the wrong groups. But the concept is simple:  Suppose for a moment, that there have been undisclosed breakthroughs that the whole world is not ready for.  What is there are breakthroughs that would collapse the economy?  How?  Oh, take your pick:  Whole industries becoming pointless overnight would be one.  Another would be mass layoffs of millions of people worldwide.  You get to a threshold…

It doesn’t matter whether the source of the breakthrough is a crashed UFO a mere 90-miles from the first atomic tests at Alamogordo/Trinity, whether there was something found in Russia after the Tunguska event, or whether the Germany Ahnenerbe actually achieved a break-through in anti-gravitics, or if there is some yet-to-be-disclosed aspect of nuclear explosions…

The point is that any one of these might hold a secret so powerful that if released “into the wild” of today’s world would result in an instant global economic depression in which billions would die.

That’s because any one of these would be such a massive economic disrupter that whole nations would fall and the resulting economic calamity would result in mass starvation.

So while we will do our usual top news hits and the long chart0intensive look at investments in the economy (hardly necessary as Ure’s new highs are coming, or so it seems), the real concept in today’s report is to further our work in the economic implicates of disruptive technologies and propose some novel solutions, using the vehicle of pure fiction which is far more suitable to brain-stretching that building formulae and showing how dead most of the world would be if too big a breakthrough was to allowed to occur without…..well, that’s where we get into the story.

Long-time readers know that from time-to-time, as we attempted to wrap our brains about really, really big problems, we will resort to a blend of fact and fiction in order to make sense of the data that is accumulating before our eyes.

In doing so, we often come up with startling – and oftentimes amusing – takes on the world around us which – in turn – drives better informed investment decisions.  By acknowledging fiction and using it to sketch in some of the detail, we are driven to clearer perception of the facts.

As I was writing up my research outlines this week on our latest batch of home-spun gravity reduction/reduced-mass experiments, it became clear that even modest success in our pursuits could cause monumental problems in terms of World Management.

The concept – world management – is not something that is held in sharp focus.  In fact, I may be one of the few people who talks about it in public. Most conspir5acy types blame the wrong groups. But the concept is simple:  Suppose for a moment, that there have been undisclosed breakthroughs that the whole world is not ready for.  What is there are breakthroughs that would collapse the economy?  How?  Oh, take your pick:  Whole industries becoming pointless overnight would be one.  Another would be mass layoffs of millions of people worldwide.  You get to a threshold…

It doesn’t matter whether the source of the breakthrough is a crashed UFO a mere 90-miles from the first atomic tests at Alamogordo/Trinity, whether there was something found in Russia after the Tunguska event, or whether the Germany Ahnenerbe actually achieved a break-through in anti-gravitics, or if there is some yet-to-be-disclosed aspect of nuclear explosions…

The point is that any one of these might hold a secret so powerful that if released “into the wild” of today’s world would result in an instant global economic depression in which billions would die.

That’s because any one of these would be such a massive economic disrupter that whole nations would fall and the resulting economic calamity would result in mass starvation.

So while we will do our usual top news hits and the long chart0intensive look at investments in the economy (hardly necessary as Ure’s new highs are coming, or so it seems), the real concept in today’s report is to further our work in the economic implicates of disruptive technologies and propose some novel solutions, using the vehicle of pure fiction which is far more suitable to brain-stretching that building formulae and showing how dead most of the world would be if too big a breakthrough was to allowed to occur without…..well, that’s where we get into the story.

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Having taken on some causative economics, the difficulties ahead for food (with an important addendum this morning) and shelter, not to mention sizing up the possibilities of the government calling gold and silver, we come this morning to the problems of transportation in the Second Depression.

With the market performance again this week, the case continues to build that we are more likely to have a 1920’s style blow-off top later this year, and into next, long before we have a complete melt-down, but it will be at that precise moment that all your wisdom will be necessary to keep from being sucked into dangerous herd-following actions.

Before we dig in there, a look at our charts, the first of the week’s job numbers, and a quick sizing-up o the “super” Tuesday results at the polls.

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OK, you’re wonder, what is a “brain amplifier?”

Well, odds are good you’re reading this on some kind of a computer and they are definitely “brain amplifiers” but few people use them as they could be used to do things like, oh, make better stock trades and such. 

Instead, people tend to take off-the-net software, plug in some really basic configuration nonsense and call it “an application.”

While that works for Social Media and a few goodies like that, they are not likely to make you any richer financially and they will almost certainly withdraw a lot of your time from your life bank of that stuff.

So this morning a rap about “Bain Amplifiers” and how to apply a little Peter Drucker to the time we walk around.

So in order to really begin to take more control of our lives and outcomes, let’s bean-up and move along to some headlines and our charts…

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Everyone likes a good story, especially if it is of the late Tom Clancy, high-tech genre.  But here’s an interesting problem:  What would a writer do if they came up with an idea which, for a specific part of our technological history, could do great harm to the country?

Would you publish?  Or, would you simply sit on the concept for a while…and wait until is passes?

This morning we roll out a very short story about how just such an attack on America might have been pulled off back in 2003.  But it’s no longer possible for reasons we won’t delve too deeply into.  Still, the key thing to be learned from the exercise is that if one simply looks around at the macro trends in society and government, one can do some pretty good scenario-building about the future.

And if you choose to make personal life-planning moves based on such an assessment?  Well, there are worse things that living a semi-autonomous life.

More on that after a few headlines and our charts.  At these last, we’ll throw a few darts here in the middle of G20 week…

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Time for the 5th chapter of our “Second Depression Handbook” to roll out.

We bounce this morning into the 5th chapter of our planning book on the Second Depression.  I still hold to the notion that we are not yet in a position to have the kind of down-and-out grinder of an economic catastrophe that Depressions are.

Simple:  There is still too much government can do to avoid the issue.  But roll forward a couple of years, out in the 2017 to 2018 period, toss in a new and failing administration, a return of the California drought, and increase in trade warfare, and massive population displacements due to too many people and not enough jobs…well, now we’re getting somewhere.

So we sit back this morning still hoping we have a couple of more years to run…which would be nice because this would not be a good weekend for the world to end…

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Hold or Fold on Gold –  Confiscation Ahead? It’s the fourth chapter in our Second Depression Handbook that we’re writing for subscribers on-the-fly deals with confiscation odds and that means we will be taking a look at the events of 1930-1934.  This was the period that included the calling of both gold and silver in the Great Depression.  Some interesting clues are there for the taking.

We will review some important historical information and provide important background on what was going on in the handling of the nation’s money back then.

More importantly, we can then project what all this could mean for modern day investors as we try to out-wit Washington’s klepto-class when comes to moving assets from today into a very uncertain future in the 2017-2020 timeframe.

Plus there’s our ongoing ChartPack series which is also beginning to flash an important sign about the period just ahead.  Toss in some headlines to keep current, too.

This morning’s report is interesting enough that you might want to roll with decaf.

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