Thinking the Unthinkable Day

We have much to ponder:  New jobs report.  A winner.  Meanwhile, a series of Federal Reserve working papers has us considering the kind of future the Fed is looking at.  Then there’s more action by North Korea and a migration path to war with China if we screw the pooch in negotiations.

But mainly, we’re watching the markets and the rhyme off the 1920’s and waiting for the Big Top which must necessarily be set before the Second Depression sets in.  On the way up, we’re happily on our way to adding another significant digit in our trading account.

Unless, that is, we skip it the blow off top and go right to the war that usually follows a global depression.

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Are Federal Reserve Rate Hikes Over?

There are some interesting accounting problems on the horizon for a lot of publicly held companies. 

While they have benefited from the declining interest rate paradigm since 1980, if the bottom is really “in” on rates, any sudden moves could send corporate balance sheets seriously “out of whack” in a heartbeat.

The result of that would be?  Well, let’s just say “Not pretty…”

That said, we have a HUGE development which I’ll explain in the ChartPack section.

No fake news here,  but we do note the date and how a more-than-ample supply is probably available.

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Strategy, Tactics, Words, and Laws

A fair bit on  the plate this morning.  In the Strategy area, we continue our discussion of three books that may provide a useful “look-ahead” reference series for the coming period of history.

Under Tactics we take on the task of trading what may be one more small decline before the market heads up – if indeed that’s what’s in the cards.  Use the “brainamp.xls” spreadsheet on the Master Index page to play along. It’s a locked spreadsheet but the password is there, too.

On “words” a couple of news stories this morning have me appalled with the state of reportorial disrepair in ‘Merica.

And last, but not least, a short discussion of “Where has a Nation of Laws” gone?

A Thermos with 25 ounces of wake-up juice at the ready and a raging thunderstorm outside, what could be better on a stormy Wednesday morning?

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The Shape-Shift of Global Energy

Been reading a fascinating book (I’ll give you the title in a sec.) and it makes some amazing forecasts related to energy, some of which I hinted at in Friday’s Urban column.

This morning we consider the economic implications but not before running Paul Ryan down for allowing turncoat Republicans of Convenience to escape being named…which is why he pulled the healthcare bill rather than have the turncoats revealed.

It’s a world of filth, smut, oil, political intrigue and social carnage. Oh, and money, too.

Just our kind of place.

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A Pause or a Panic?

We will skip the usual chit-chat about “routine news”  today – although some headlines will be included because they directly impact market psychology…  This aside, there are some very important developments in how Global Markets are organized and readers have asked for some in-depth remarks on our forecast of a year and a half back in which we raised the possibility that the week of March 6 this year would line up with the all-time high in 1929.

While that is certainly true, there’s a lot more to it than that, so time to roll up the sleeves and get on with it…

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Global Market Entrainment and Historical Resonance

While we sit around waiting for the Global Upside Breakout (or fifth wave failure) to clarify, we have some interesting theoretical ideas to bounce around this morning…

In coming weeks, we will get back into the more prosaic problems of Urban Survival in the Age of Funny Money…but for now,, we’re seriously focused on helping our readers maintain a sense of calm, balance, and purpose while the doom porn machines and the Trump bashers duke it our for mental processor clicks.

Around here, other than shrimp pizza and a glass of Paisano, little takes processor time away from making the other kind of dough.

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Power Sources and Silver

This week I’ve spent a little time looking into what some have called “new electrics” but which seem likely to really fall more under the description “New Sources” – of power.

But we don’t stop there – as we go looking at how New Sources may be using a fair bit of silver to make their innards work.

As usual, though, we will begin with some headlines (Yes, Trump paid A LOT more income tax than Obama judging by his 2005 returns.)  And yes, we still start the Wednesday morning Data Festival rolling out the new Consumer Price report just out…

So bean on, buckle up…and let’s roll…

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Aliens Visit to Discus the Y2K PPH

That’s the global Purchasing Power High of financial markets.

We approach this entirely tongue in cheek (d’uh) but in the light-hearted discussion there’s a a butt-ugly bit of truth.

When you look at things in just a certain way, the whole world has made less than zero REAL economic progress in the past 17-years.

But as long as you don’t think about inflation, it’s OK. And after seeing the data, you won’t want to think about global inflation…

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As I said in “Broken Web…”

We are in one hell of a pickle as a Nation. Deep State/ShadowGov is at war.  

Wikileaks has revealed that the government is using the internet and smart phones and smart TVs as video watching and audio listening posts.  With all this, Donald Trump’s allegations of surveillance are gathering creds.  And looks like the gov’t is keeping computing unsecure.

We run through the news and the charts of what appears to be ahead, but if you’re a subscriber don’t dare miss today’s “Last Word:” section “A Message to Someone…

Ure may be buying a few index put options shortly.

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From the Economist’s Notebook…

We dispense with our usual (and slightly cynical) view of the news in this weekend’s report in order to ensure that you have a very clear handle on the major decision-point immediately ahead not only for the U.S. but also Global Markets.

If you are not a subscriber, I think if you ever “get around to it” this could be on the key articles to read in six months to a year because we “lay it all out…”

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Topology of Market Mindsets Ahead of Fed Meetings

Sorry for the grotesque title.  Psycho-social day here. It could have just as easily been “Why you should be long in the market right now but William Dudley of the NY Fed is wrong about “animal spirits” as we will explain.

An  another native title might have been:  George Lectures on Excel VLOOKUP functions and using that to derive meaning from data without going to ARMIA school.

First, though – a word about how the internet troubles are just one more reason a cashless society could be a complete rip.  As a lot of people found out with Net issues Tuesday…

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Should You “Document” Your House?

This morning we look at a kind of novel idea:  Should you “document” your home?

What would be involved – and what are the payoffs – if any?

But first, we zoom-in on our Replay of 1929 roll along and see how the market is doing as it tracks our parabolic blow-off expectations…on our way to a “content-controlled world” in five, or less.

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