Asset Classes for the Future

Today, we consider that as investors, we can pretty much own anything.  Which gets us smack-dab to “What’s worth owning?”  Not just for today, but for a definable period.  Say the next 10-years. What do you buy?

It’s a long discussion but interesting. Because while we all like to be lazy about investing, there may be best returns in the future by getting up off the couch.  We’ll explain.

Our caution about being short the market this week has paid off with the futures pointing higher.  So in the ChartPack we will look at the next “kiss of Death” contact with trend channels.

Plus a few headlines as the world exits from Peak Prosperity into whatever follows that.

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Cycle Math for Times Ahead

We will spend a few minutes on the “Cycletron” spreadsheet after the ChartPack today. Looking at some ideas about the future that may be useful in plotting your own course to, and through, what seems to be coming.

As you’ll remember, I built a spreadsheet that lets you consider a range of starting points from the American Revolutionary period, and then plug-in various socioeconomic cycle-lengths as candidates and see where certain harmonics of historical events might be timed.

Along with this, we have the usual highlights of the week ahead, plus the overnight wires to tear down and consider for impacts.

In short, a nice, relaxing summer weekend morning.

Except of course for…

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DEWs and Don’ts

We don’t know where the idea of directed energy weapons being used on American targets came from, but it does make for a curious line of inquiry.  Which we will take up this morning after a couple of other items.

Perhaps the largest of which is the ChartPack, which as we have been telling you has been pointing to the imminent start of a Wave 3 down that is likely to last into early next year and could see markets halved from present levels.

Of course, there’s the general news flow, as well.  Including fresh droppings of Housing Starts not to mention the Fed Industrial Utilization numbers just after the open.

Ready for a really, really excellent time?  Well, this may not be it…

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A Long Wave “Cycletron” (1)

We needed a tool for test-fitting economic cycle lengths from the American Revolutionary War period. So, here it is. Not to be confused with the Cyclotron in physics.

What? You don’t wake up with software/cycle questions in your head on Saturday morning?  What are you, normal or something?

Before we speak with Abby Normal, a few headlines and the ChartPack will line up how things are. Here on what’s looking suspiciously like a mash-up of WW1, the Crash of ’29, with a side order of WW3.

Which threatens to go even more off the rails over the coming three weeks.

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Markets and Grieving

While we await data, some reflection on where the notion of “five steps to a market move” may be rooted.  One of the most interesting notions in a while (lassoed from my office chair) is the one that says just as people handle Death Grieving with five stations, so too a deep psychological drama is at play in markets, perhaps.

I love this kind of open-ended “test fitting” of ideas to see what works, and what doesn’t.  A kind of nuts and bolts of concept extensions.  Greatly occupying for the ADHD in us all.

Of course, there’s also the matter of Consumer Prices tomorrow which we’ll lead with.  I mean, rather predictable, isn’t it?  That’s the “omics” most people are interested in…

Time to read some tea leaves and coffee grounds…

And run some biorhythms, too, because we may each be the tea leaves and coffee grounds.

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Roughing Out Collapse

The market decline this week may have marked the end of Wave II.  Which would be, in Elliott Wave counts and trend channels be the rally lasting about 192 days from 2022 lows.  Which was preceded by Wave 1 down from November 8, 2021.

Today, we consider our ChartPack and wonder how far down we could fall.

Not to be a spoiler but market levels half of two week ago levels seems increasingly likely.

What the present waveform suggest is not only purely economic in scope, but will lead into global war.  That is, if history continues with this kind of Rhyming pattern.

This morning, a short summary of how we got here, where trends are pointing.  And how the Fitch downgrade of American treasuries – glum as that was – is likely a “You ain’t seen nothing, yet.”

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Spamming the Afterlife

“You can’t take it with you” is a common saying as old age and Death approach late in Life.  But, economics argues that might not be the case.

What seems more likely is that there is something we take and we propose that special “something” is what becomes our “currency”
in (or if) there’s an afterlife.

Heady stuff, but we also serve up the practical.  In addition to the ChartPack and an understandably cynical view from seven decades of Observations, we will also keep an eye on what’s coming toward us in the jobs data just beginning its monthly flow.

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Exploring the Covid-Climate Dividend

Let me give you the end of the article first: The Covid-Climate Dividend is here.  There’s a deafening silence about it from officialdom.  Many moving parts to this. A rollover from hand tools to machines, to computers to A.I. points toward a “useless eaters” problem just ahead.

While wars are waged for property, the right to tax residents, and to create artificial demand for more humans, more war materiel, and ever higher taxes for governments at all levels, they still remain central to the periodic die offs and tilling the Earth for future growth.

See, the problem with interest is that without growth, there’s no story to tell.  No pandering of the “rent on money.” The leech class of investors – taking their outsized shares from the people who actually make things requires periodic rebalancing.

Wars are great economic tools, but only for those at the top of the pile.

But change is in the air. In the flattened forests of Ukraine to the cells where corruption simmers in our own government.

This being Fed Rate Day – FOMC at 2 PM, we’re in a rather pensive mood.  One eye for the clock, the other on our six.

You see, Russia is preparing for mobilization.

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A.I. Forecasts the Fed

While we are focused on Top Calling this week.  Interesting combination looking ahead. Especially in light of the market weakness Friday going into the close.

We will also take a look at next week’s calendar, celebrate my diet shedding 20 pounds (so far) and ponder if this week was “The Top” of Wave II.

Pour a fresh cup and let’s kick the door in…

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Merit-Based Lifespans

You know the Fooled and Doped Administration has halted public sales of NMN – a potentially life extending supplement, right? What is not being spoken of much is the gross (obscene) violation of medical ethics in play.

Years ago, there was a study on low-dose aspirin, and when the trials showed the intervention worked, the study was busted and the people not getting the low-dose aspirin were given the option of taking it.  The statistical life extension from reduced cardiac risk was that major.

We won’t dwell on the fact that Seniors are going to die ANYWAY so give us what we want.  Instead, we will look where this is all going.

Eugenics fans will be thrilled to see how it’s a major milestone on the road to Merit-Based Life Extension.

Sorry, dear readers, but this is exactly the kind of overreach the government pulled off by patenting many of the marijuana compounds.  Gave them power they didn’t need, and which is certainly NOT in the Constitution.  (Neither was mandatory EXPERIMENTAL SHOTS.

In the interest of full disclosure?  Elaine and I did NOT get The Jab.  But, since Elaine is 80 and I’m quickly closing in on 75, we figure if we want to self-medicate, we have that right. Or, should.

Not after a bunch of Nanny State ass clowns (who decided God made mistakes with His Flora) should usurp our freedom to choose.

You can choose an abortion but they’re moving toward control of healthy aging.  Though, we’ll admit, with less than 10-years until Social Security blows up (and benefits will have to come down at least 25 percent) we know there’s an actuarial excuse out there somewhere.

‘Pay To Live is on the way!  And, as we’ll explain, a Chinese-style Social Credit Score is likely to determine your lifespan in the very-near future. Maybe even more than diet and exercise once you get up into our age range.

After the ChartPack and housing data, of course.

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The Anti-Aging Elixir

Investors – deep down – know one of the fundamental rules of money is “Must be present to Win.” Which means there’s a reason to spend profits now and then on getting healthy as possible.

This week, we focus on a key new idea that has come out of research into life extension.

But while tech, and our personal experiments seem to be working very, very well, there’s a problem.  And that is simply whether the World can support a major increase in the population’s life expectancy at this time.

We are going to look at both parts of the story, this week and next.  With some of the latest science and how it can be applied at the personal level.  Then, next week, we’ll consider the government policy implications.

For now, I’ve shelved working on my novel Ancient Children because there’s been an almost daily increase that the “plot” envisioned in the book will play out IRL (in real life) long before the book would ever pay off.

Headlines, the ChartPack and a spot of tea are at the head of the line, though.  Before we get into the weekend’s mini focus section.

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Does CPI or War Matter Most?

Pick your poison today!  We have a fascinating stew of intermingled economic classes to unravel.  There is, of course, Behavioral Economics (Prime Day 2).  Then we have International Economics.  Runaway bubble market economics.  And for good measure, let’s throw in Battlefield Economics – which is becoming a bounding layer forcing both sides into escalation.

Bring your own cluster bombs, pom-poms, cheerleaders and fear bleeders. A fine time will be had by all.

And even grander time awaits in today’s Focus piece.  We look into knowledge compression and how we’ve been “shrinking time on task” from what people learn to Winner’s Checklists.  File under “Need, read, and succeed.

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