Two items matter this morning: Understanding dynamics of serialized news will satisfy our “news junkies.” While “Trading channels with expectation ranges” may help those transitioning from Vegas to Wall Street.
After the usual doses of news and this morning’s Charts…
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Wherein we “look ahead in the rearview” with a unique historical guidepost system most people don’t think about. Not saying that we are going back to the “past-Ure” but if you’re wondering what will need doing in the “Post-Tech world” business ideas abound.
Which will be grist for the brain after an assortment of headlines and our stunningly interesting ChartPack.
Stunningly? Did the man say “Stunningly?” Well, sure – but it’s no more over-hype than much of what the media is saying all-around. Ad revenue is dying because the old America is passing from view.
Where we’re going? I’m thinking 1948…
No Podcast Today. Yes, Pod 18 is missing in action. Seems the studio PC has not been on the internet in a month or two and because of that (not being able to talk to some mother ship somewhere) the machine decided not to boot up today.
The case for Linux builds as survivable computing…
After pissing-away 2-hours (until 6:25 AM) getting Win-10 to work again, I stumbled upon one of those Big Cosmic Truths of Prepping: Ask yourself (or Microsoft) is their OS will keep working for an indefinite period of time?
Adding insult to injury, when I got the PC working (barely) I discovered that I had to change my Microsoft account on that PC… We may be only one driver update from calamity.
Which means when I got over to the office, I had to change that account to the new password. And, to top it off, I can’t use my old unhackable password (*15 characters of everything, upper, low, special chrs, numbers, and so on) because I had used it before.
Well, about here I was running out of time and brain cells so what we have is a delay of podcast 18 until next weekend…
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An obituary this morning, to the good old days with a silver living. It’s a look at bunkering and how, while the uber-rich may think it’ll save their butts, I thinking it won’t…
The problem for the rich – and even for crooks – is that both classes became overly dependent on paper money, a service economy, personal greed, avarice, and social media.
Bad moves, all the way around, as we see it.
But where does it lead?
A question we will endeavor to sketch out after the usual smattering of headlines, our virus spread estimates, and that unbeatable ChartPack,
After those, off we go on this morning’s “great Safari.” To be browsers – as it were – of the wreckage piling up in the corners of every-day Life…
That signpost up ahead? Retail Sales…
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While we wait for what seems like a Wave 2 rally to complete, a look at what life’s really like around here. Sure, people talk about wanting to get back to simpler times, but when comes down to it, are you sure that getting reacquainted with sweat is something you’re interested in?
I mean a lot of people are quite happy going to work for the 40-70 hour workweek, as long as there’s an open latte stand along the way…
Nowadays, with fewer stands open, the simpler life may beckon,. but is it for you?
Podcast 17 is here, and on it, m y long-time friend Gaye Levy gives some perspective on how things are in Arizona.
Mainly, though, this is a kick-back weekend. Work on the garden, and as you’ll see, a lot of plain old work that goes into living apart from those disease-carrying critters we all are learning to fear:
People.
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A trip into deeper entanglement woo-woo. On tap because we need a diversion from all the bad (and terrible) virus news. Yeah,-sure, we have plenty of that. too.
First, however, our usual montage of some news headlines and virus outlooks, along with a basic “sanity check” in the ChartPack.
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Think it’s been hard with the market decline, so far? Brace yourself. It could be getting a lot worse in short-order.
This morning we focus on concrete actions you can take to reinforce your future, if all of our charts, particularly the 1929 replay chart, haven’t gotten your attention, yet.
First up, a critical look at some of our forecast calls, and a look at possible turning points ahead.
After that, we’ll get into the planning that even now can be done. And it might keep you housed and fed if things go the way they could.
For the data doesn’t care about blame and party, anymore than the tide does.
Podcast #16 is up – runs about 35-minutes, or so and we talk about what to expect in next month’s unemployment data and a bit on the history of Bitcoin…
What matters is who are “the quick and the dead.”
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As COVID-19 sloshes around, we suggest some serious movie-watching as a tonic. Not that we’re not fans of high drama or spaghetti westerns…it’s period information we’re after. Because out present-day period is going away. Which year we “land in” will matter.
“Duh movies” seems like an easy way to pick up a lot of historical “knowingness” which seems like anything but a waste of time…everyone’s gotta have their motivation, so our eyes will be on the bit players.
More to the point, we also ask is MTM? Is: “Media The Message?”.
Around here, if you don’t already see the parallel to “12-Monkeys” or see our addiction to “thingness” (as my UPS driver explained) as a mirror of the addiction problems in the movie “28-Days” you’re not paying attention.
Not a flick-fan? OK, then to the radio…
Why, it’s Baltimora!!! Once famously recorded, how we could all be “Living in the Background”. But, relief is ahead…
“I’ve come out of hiding by and by
(Been all alone)
Cause I’ve been immobilized for so long
(On my own)
Slowly emerging from the dark
(It’s just day by night)
I feel like I’ve wasted so much time
I’ve been living in the background….”
After the updated forecast, and some hints of relief in the data, a look at the ChartPack, and some comments on topping off supplies, we’ll consider “movies as keys to our future…” You tracking, Pilgrim?
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After the morning’s “bad news” we’re going for a “time out” and a “useful distraction” to keep from dwelling on the growing pile of problems. Covid cases in the US are now well-over 100,000 and there are whispers it could be worse than the Spanish Flu of 1918. The markets are interesting, sure. So is the D.C. half-step.
We will cover all this – plus our ChartPack view of markets as we slide into Depression II.
But, in the interest of keeping our neurons firing, a savory bit of research called “Evidence of Cultural Entanglement Knowledge.”
Podcast 15 is available here – a bit longer than usual as my consigliere drops by with some comments…so with that, click on in….
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There is lot more to this discussion than “money” in the digital/fiat sense. There are assets like “length of expected Life” and “How much to spend to get how smart?”
Those are metrics that always matter. Money just moves up to the “top of the pile” because it is the most visible layer in human economics. The deeper question is “What are you buying and to what end?”
When studied, we fail to find in Nature, any such compunctions to print, charge interest, carry-back seconds, or the whole litany of behaviors called “financial engineering.”
Let alone buggering-up what should have already been a simply relief act due to lost incomes due to the shut-ins.
The Hoax of it all comes into focus – and we’re really now at the weakest part of the PowersThatBe Cycle – for angry mobs can arise – we need to look back, as well as ahead, to see what kind of a bargain will be struck with the Devil on it’s latest periodic visit.
And that begins with redefining our sense of “value.”
Which we will do after the COVID data, the ChartPack view of the markets, and with an eye towards Pappy’s best advice: “You can only spend it Once.”
(Pappy didn’t know politicians. though…nor fractionally reserved Banksters…)
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It’s an honest writer’s confession that I admired the late author Leonard C. Lewin. You’ll remember him as the author of the best-selling Report From Iron Mountain: On the Accessibility and Desirability of Peace. This was one of my favorite books. It amplified the lessons of “thinking the unthinkable” I’d learned as a newsman years back
What most people don’t know is that Lewin wrote a second book titled Triage…in 1972.
Its about a “world-sweep….”
But more on this – and why we may be moving into a “Post-Marketing Era” after some virus numbers, a few useful other things and, of course, where would we be without our ChartPack (whose study seems deeply useful, we have heard).
Oh, almost forgot: Podcast14 is here. And some very interesting pointers on what lies ahead from one of those “well-placed sources.”
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Welcome to another Lock-limit and crash risk day. No surprise to subscribers, though. Our death-toll outlook now surpasses WW-II by mid-July at current rates.
We need a break. So, in today’s report we try to look past the virus spread, toward some new technology that holds amazing implications.
Because sometimes in a crisis, it’s useful to know “where the magic is” and to realize that the future is a LOT closer than we think. Pieces of it have been deployed for years…
In the process, you will learn the answers to several questions. Like: Why would we not be “me-too’ing” on more virus impacts? What does the reference to entangled mean? And how is all this tied together in such a manner as to have Mr. Ure’s desk about to be adorned with a particular 6.7 pound “dark crystal?”
All things are connected in the Universe – even if it’s by Einstein’s spooky action at a distance – which in quantum physics is the magic.
But first, yes, we’ll update the virus stats and yes, we have charts. Lock-limit nosebleeds, and all.
But the focus today is on what happens after the Globally Transformative Disease (GTD) concept. As we “reach out and touch” a future at the signpost up ahead.
You see, most people forget there are two outcomes when you get to the Twilight Zone. (And yes, we’re there, alright!) Sure, it could be “night” just ahead.
But just for this morning let’s focus on the other – less often cited – choice.
Dawn.
Click ahead. You’re about to catch a glimmer.
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Here’s a dirty secret about the Big Bang: It doesn’t go on for ever…and eventually it reverses. Same for stock bubbles. The question that damns us all is “When???”
And therein lies today’s modest projections of coming attractions due to COVID. Reversal, sadly, is a good distance ahead.
For millions of years, life developed on This Old Rock and didn’t need unsustainable power plants, the Babel-2 of social media, and a leech-class to “motivate” other people to work – enabling the leaches to steal their unearned pieces. No, we got along without that, just fine. About time to reinvent in that direction, methinks.
As the markets continued to unwind this week, we began to make lists of entire industries and sectors that may never recover. As hypercomplexity fails, it could dramatically change how modern life is lived, until the Internet itself – not just the users – peter out.
First though, a stack of pancakes in our ChartPack and the “rack ’em up like cord-wood” in the virus data.
Earphones ready? Podcast #13 is online here.
Binoculars out? We begin “seeing past disaster” and bracing for the Great American Rethink ahead…
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Fabulously wealthy, mentioned by three major religions..and a figure who may provide insight into modern economica. It’s his way of “thinking about thinking” that we not only find intriguing, but plain old useful.
Not hard to do, either.
Before we do that, it’s the Day of Three Number Sets. First is CPI just out. Second is the Wuhan box scores and update projections. Last, but not least is our look-ahead on markets. When, oh, yeah, may be done with their dead cat bounce from Tuesday’s “running of the shorts.”
Gripping play-by-play of all starting with the CPI tee shot.
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