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Dissing of Rice?

A few months back web bot subscribers got a vision/prediction from my linguistic pals that we'd come into a period here around December when Secretary of State Condi Rice would be "dissed" for her views and performance in office.

 

We notice the split developing over how George Bush and staff will deal with the Iran Study Group report.  According to Al Jazeera, James Baker is quoted as saying that Bush may go ahead with plans for regional talks on Iraq. But on the flip side, we see that not only is the Secretary of State skeptical of such talks, but so are the Israelis whose foreign minister, Tzipi Livni, is already throwing cold water on the "regional talks" idea.

 

Has Rice really been "dissed" yet? No, but if you look carefully at events, you can see the set-up.  Rice and Israel on one side, and the Iraq Study Group on the other. Of course, the outcome is not clear, unless you have the libretto as we think we do.  China's People's Daily reports Bush will hold wide-ranging consultations next week, but with CONgress shutting down - bringing the end of 12 years of republicorp dominance in Washington to an end - and with the resent reappearance of Bush I folks around the White House, I figure it's now only a matter of time until the White House fulfills a long-standing prediction. as Rice policy ≠ Baker policy. Something's gonna give.

---

The war itself continues unabated.  On the one hand, the US says 20 insurgents have been killed, but on the other, US forces are getting criticized for an air strike that was part of the operation.

 

Shopping Jitters

The DHS folks are looking into a supposed plot to attack a shopping mall in Illinois. As a result, malls are stepping up security.  Wonder if this will have any impact on shoplifting?

 

Treatment Center Fire

We don't usually mention "routine" events, but a fire overnight in Moscow - thought to be arson - has claimed the lives of 45- people who were housed as a drug treatment/rehab center.

 

Long Range Weather

Having gotten the 2006 hurricane season just about dead wrong, the weather forecasters are predicting 14 hurricanes in 2007.  Gotta dart for me to throw?  I'll confidently predict both 13 and 15 with statistical assurance that I'll be close than the pro's...  As a kid, when I would make bets with my sisters on this or that, it would drive them nuts to see their bet 'boxed in' like that.  We all got really polite about "no, you go first..." Oh well...

 

Numbers Crunching

I think the next big numbers to be watching for will be the balance of trade report - and of course the Fed meeting on Tuesday.  As previously mentioned, an increase in the Fed rate is possible - and would take the markets by surprise, but that's one thing that might be inferred from the sharp rise in the dollar on Friday. And then there's the balance of trade number, which will come out against a background of the US scoring a $168-billion year-to-date deficit with the Chinese.

 

The employment numbers out yesterday, I figure will turn around and bite us "regular folks" on the you-know-what. Because the job market looks strong (on paper at BLS) the fed might figure they could raise rates a tad, which would momentarily support a strong dollar.  Recent weakness in the dollar since this past summer has left the buck on the ragged edge of the technician's abyss.  OK, so it would screw millions who were foolish enough to listen to Alan Greenspan's advice about buying a home with an adjustable rate - no one in the Fed has yet come out and said "Hey!  Lock in your mortgage now for 30-years."

---

Our questions about the jobs report Friday have yet to receive a satisfactory answer.  One friend said I was mixing the unemployment data with the total employment data - but no, my main point was the employment and workforce numbers don't add up.  Another reader says it's worse than I first reported, because of "corrections to past reports:

"Here's what I have: August and September were revised twice, with incredible results! In fact, when I saw these revisions, I asked "Was the BLS asleep at the wheel?" I mean, how can you go from 128K to 230K and, even more ridiculously, from 51K to 203K? That is not just a revision, that is wholesale fantasy! To me, the originally reported numbers became completely useless after that.

If I'm wrong, let me know!

January - 154K

February - 200K

March - 200K

April - 112K

May - 100K

June - 124K

July - 123K

August - orig: 128K; Rev, 188K; NEW: 230K

September - orig. 51K - Rev: 148K; NEW: 203

October - orig. 91K; Rev: 79K

November - 132K"

Another reader offered that the increase in employment might be caused by increases in the farm sector which might have to 'fess up' to a lot of illegals who weren't reported as part of the workforce previously.  That's taking it a bit far.

 

I think the best insight into the numbers came from the Mogambo Guru, who I asked about Household employment and total workforce numbers failing to hang together.  He offered this - which is the best explanation I've heard so far from anyone:

"Dear George,

My oldest says she cleaned up after dinner four times last week, and the middle child says he cleaned up five times last week, and the younger one says she cleaned up three times last week, for a total of twelve dinners we had last week. Now you are asking me to reconcile three lies to discern the truth! Hahaha! Thanks, George, for the laugh!

-Mogambo"

Ah...  a moment on True Mogambo Enlightenment (TME).  I get it now.  As that b-school homework was for what?  The Mogambo's latest is always at our mirror site http://www.independencejournal.com/mogu/
 

Antenna Help & Other Farm Notes

This being Saturday (and it's too early to let the chickens out yet), a couple of items from here at the ranch for your consideration:

  • I am looking for someone (a reader) to run out a few calculations on a new antenna design I have cooked up for HF ham radio use.  I have EZNEC-ARRL, the version of EZNEC which comes from the American Radio Relay League with their Amateur Radio Handbook.  But it's limited to 20 segments total.  If you have other antenna modeling software, please drop me a note so I can have you double-check my work on this new antenna.  Click here.  Just need two antennas modeled - essentially a comparison of the controlled current distribution antenna with a variant of the folded dipole at 3.8 MHz...

  • A few weeks back, a wild cat "adopted" Elaine and me.  Nice young male cat, about two or three years old.  What makes this cat interesting is that when E and I go walking through the property for our evening stroll (yeah, even in 30° weather) the cat will walk with us.  This is most unusual.  I have never had a cat with such...er...dog-like tendencies.  The cat will stop here and there and scent-mark things along the way (me a few weeks ago, but that's another story), but for the most part he will lag behind 10-30 feet, then run up past us, wait for us to catch up, roll over, and then go off sniffing as we wander off up the trail... Not sure what it means.  Yes, we do give him 'treats" at the end of the walk as he's interesting company.

  • My refurbished office is taking shape nicely.  We'll get more plasterboard hung today, but with 24-electrical boxes to cut out, that's going slower than expected. On the other hand, the corrugated steel (polished and urethaned) ceiling looks really cool.

  • Santa (a/k/a Consulting Client Claus) has sent me a vertical milling machine for Christmas.  Elaine has posted armed guards around it (and the new table saw) with instructions that I don't get to open them until I get the office project finished.  The guards have no interest in helping with the sheetrocking and just make threatening gestures when I get near the new toys.  I'm thinking about putting a small radio-linked camera on the cat to get a closer look, though.  I'll be calling it CAT-CAM...sounds like something that might catch on.

Peoplenomics: 2006 Annual Report

Once again this year, we'll size up the value of Peoplenomics, comparing it both with the fancy $300 (and up) newsletters, to see if it's worth our $30 fee, and we'll also be tabling our 2007 inflation forecast. Lots of newsletter writers don't tell you how their personal investment portfolio has done, but we don't have any problem sharing our allocations, valuation changes - and even sharing some results of folks who have "parallel traded" our approach. But with so much ground to cover, let's go through it in an orderly way, looking at results of operations both for Peoplenomics as well as our own - then we'll get down to the serious business of laying out our expectations for 2007.

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Friday Dec. 8, 2006

Figuring Out the Jobs Report

All good quests start with a clearly stated question.  This morning, I've pinned up the question from a reader who asks:

"George, if this isn't too stupid a question - because I must be missing something.... Claims from newly laid off workers in the U.S. for unemployment are averaging around 325K a week, or 1.3M a month new claims a month, while we're supposedly only adding around 100K to 200K new jobs every month. Isn't that a discrepancy of over 1M jobs a month - in increasing unemployment?"

Let's begin with the day's headline from the Labor Department:

"Nonfarm payroll employment rose by 132,000 in November, and the unemployment rate was essentially unchanged at 4.5 percent, the Bureau of Labor Statistics of the U.S. Department of Labor reported today. Job gains continued in several service-providing industries, including professional and business services, food services, and health care. Employment declined in construction and manufacturing.

Unemployment (Household Survey Data)

Both the number of unemployed persons (6.8 million) and the unemployment rate (4.5 percent) were about unchanged in November. Over the year, these measures have declined from 7.6 million and 5.0 percent, respectively.

In November, unemployment rates for all major worker groups--adult men (3.9 percent), adult women (4.0 percent), teenagers (15.1 percent), whites (3.9 per- cent), blacks (8.6 percent), and Hispanics (4.9 percent)--showed little or no change over the month. The unemployment rate for Asians was 3.2 percent, not seasonally adjusted. (See tables A-1, A-2, and A-3.)

Total Employment and the Labor Force (Household Survey Data)

In November, total employment, at 145.6 million, was essentially unchanged, and the employment-population ratio remained at 63.3 percent. The civilian labor force rose by 383,000 to 152.4 million; the labor force participation rate, at 66.3 percent, was about the same as in October.

Next, let's put up a little data:  First the CES Birth Death Model. This is where the Labor Department gets to make what I'd call a "statistically edjumacated" guess as to what new jobs have been created by small and work-at-home folks, which are not captured by the usual means because such businesses might not be required to file state returns.

 

We continue our adventure in truth-questing by then looking at the new jobs supposedly created in the country during since December of 2005:

 

CES Birth Death Model (Job Creation Guess)
2005/06 Data (Thousands)  
Apr 206  
May 191  
Jun 176  
Jul -72  
Aug 125  
Sep 50  
Oct 57  
Nov 21  
Dec 63  
Jan -193  
Feb 116  
Mar 135  
Apr 271  
May 211  
Jun 175  
Jul -57  
Aug 121  
Sep 28  
Oct 73  
Nov 29  
2006 YTD 880  
Year onYear  972  

 

Remember that number: 972,000 jobs that are 'estimated" to have been created. Now, let's look at non-farm job growth over the past year for the sake of comparison:

 

BLS  Claimed Job Growth Labor Force
Nov-05 215 150176
Dec-05 108 150153
Jan-06 193 150114
Feb-06 243 150449
Mar-06 211 150652
Apr-06 138 150811
May-06 75 150991
Jun-06 121 151321
Jul-06 113 151534
Aug-06 128 151698
Sep-06 51 151799
Oct-06 92 151998
Nov-06 132 152381
1 Yr Total 1605  

 

So let's think about this logically for a minute:  Non-farm job creation reported for the past year added 1.605 million new jobs by the Labor Department's own numbers.  Yet the size of the workforce has grown by 2.205 million.  And yet, when we look at November of 2005, we read that the claimed unemployment rate was 5.0% (click for source press release). Or, if we want to look at the December 2005 press release (click here for this gem) we read the unemployment rate was 4.9%.

 

So let's put on our thinking caps, and forget the claimed unemployment rates out today for a minute.

 

How can we add fewer jobs (1.605 million) than growth of the workforce (2.205 million) and see the unemployment rate go down?

 

Perhaps there's some mojo in here about returning workers, known to BLS but not footnoted that I missed, but for me, the unemployment numbers simply don't hang together.  And when you back out the 0.972 million from the CES "adjustments" we read find that only 633,000 non-inferred jobs were created for the 2.2 million new workers.  Figured this way, only 28% of the new workers would have gotten jobs - and for the rest of the added workers, the unemployment rate would have been something over 70%

 

So I have to table this as making no sense to me - and perhaps the Mogambo Guru, or someone at the Labor Department can explain it.  But this is so far into new math that it gives me a  headache just thinking about it.

 

Oh, the underutilized folks increased from 7.6% to 7.8% of the workforce in the A-12, U-6 metric.  More engineers and IT types flipping burgers is what that means - and that seems to square with what we see locally.

 

Maybe there are half a million new farm jobs hidden in here somewhere....hmmm...

 

Reality Check:  The JWT Employment Communications site shows 55 layoffs for their Nov. 30th weekly report. 

 

Fed Roulette

Besides the jobs picture weighing, we also notice that home mortgage rates have come down for a 4-th straight week.  My concern is pretty simple here: With 30-year rates coming down, the Fed may be caught between a rock and hard spot. 

 

An interesting bet might be to speculate on a Fed raise, not a drop, as is presently bandied about by the various seers on Wall St. Without a lot of manufacturing left in America, our most precious export is bundles of debt, and to keep this Ponzi deal going, we need to pay realistic rent to foreign investors who buy the stuff. The Fed might as well have a dartboard:  Lower rates and the housing bubble comes back and employment tightness goes through the roof and we end up with wage inflation.  Or, raise the discount rate, let housing fall as it will, but keep the dollar strong for another five minutes or so.  Not a very nice set of choices.  Doing nothing would likely signal indecision.

 

Summit Blown Away

The typhoon that's expected to hit the Philippines this weekend has caused the ASEAN summit  in Cebu to be canceled.  The death toll from Typhoon Darian is expected to be over 1,000 when all is said and done.  Quite a contrast this year in the Pacific compared with the nothing hurricane season in the Atlantic.

---

Wonky weather has hit elsewhere, though.  A tornado, most unusual for the UK, hit a suburb of London on Thursday.

 

Peacekeepers would cause war

Sounds paradoxical, almost.  But when you dig into it, you find that Islamic militant now control most of the southern part of Somalia, and the UN is talking about sending in peacekeepers to protect the essentially powerless Somali central government.  It's obvious to us that the Islamists don't want anyone getting in their way of taking over Somalia.  The danger, of course, is that the Islamists once they take over Somalia, will use this as a base of operations against more countries, and it's domino theory all over again.

---

Off on the other coast of Africa, we notice that Nigerian militants have claimed credit for one oil attack, promise more, and again, it looks like the militant agenda is to dominate oil-rich countries.

 

Crude Moves

Of course it's not just attacks on infrastructure in Nigeria that is behind today's small pop in crude oil.  There's more speculation that OPEC could be on the verge of cutting production in an effort to keep prices up around $70.

 

Stand By for Tabloid Frenzy

Just when we thought the tabloid frenzy had died down 9-years after the death of Princess Diana, it seems like it may fester again. The reason is that a series of hearings into how the inquest into her death was conducted have been ordered held in public.  Not that it's a bad decision, we're fans of daylight and transparency for sure, but given their usual self restraint (e.g. absolutely none) a tabloid frenzy is predictable.

 

DHS Publicizing Weaknesses

The LA Times report that "6 foreign ports will screen U.S.-bound cargo for weapons" is worth thinking about.  The gist is that cargoes from six specific ports will be screened for, another other things, nuclear traces.  Fine enough, but it's clearly a boondoggle when which ports are publicized in advance, making it easy enough for a 10-year old to figure out a workaround.  The critics who say it's a pork-barrel deal  I reckon for a $60-million demonstration project, we taxpayers might have gotten something more effective (more rotating stops for searches on the high seas come to mind) and reprints of the WW II posters for the DHS "security" apparatchik to ponder. Like this one. But no corporate payoffs in that, is there? 

 

Hoover Mover?

We aren't clear on whether production will remain stateside, but one thing's for sure: Ownership of Hoover looks to be heading overseas. Presently owned by Whirlpool, the business unit's sale will likely close in Q107. Hong Kong based "Techtronic also sells Milwaukee and AEG power tools" says the report.

 


Thursday Dec. 7, 2006

Encounters with Scarcity

A number of readers have written in with remarks like "Wow" about the latest web bot hit.  Not that the linguistics-based time predictive software  technique developed by www.halfpasthuman.com is amazing to me anymore - I've gotten sort of used to it and now expect to have a good idea of coming events well in advance - but for newcomers to the idea that the future sends subtle linguistic/language/context changes in how we communicate in advance of actual events is most times a rather hard concept for folks to get their arms around.

 

In the past 30-days here, we've had two rather remarkable "hits."  In other words, when we issued our pan Pacific 9.5 earthquake warning a week or so before the rumors in Hawaii of a pending 9.5 earthquake hit - causing hundreds of residents to panic and call 9-11 and other emergency services - we scored a "hit" just as we scored another one with the Nov. 22nd report that there'd be talk of "rainstorms on Mars" shortly, based on immediacy values in the language shifts.  And sure enough, that's what NASA unveiled yesterday - just about spot on with my assessment that there'd be discussion of "erosion" talk.  See yesterday's item and the NASA news conference reports for more.

 

But that's not our topic this morning.  There's a very long-term forecast that deals with "encounters with scarcity" and other variations of the words for "shortage."  If I can bring up a quick graphic for you to consider this from Visual Thesaurus, NOT web bot model space (it's too early in the day to even try to explain that, because you'll see how much linguistically hangs around the concept of "scarce" (as in scarcity).  Here are two views, one emphasizing the left hand side of word model space, while the other emphasizes the right (I rotated the model a bit for you):

 

 

You can try the 2-D version of the word model at www.visualthesaurus.com, but in the 3D model, you can spin the model around and I find it pretty useful while trying to sort out what the web bot runs are trying to get at linguistically.  But back to our main point of the morning.

 

We know, or at least think we know from past "hits" with the web bots, that the BIGGER an event is (e.g. impacting lots and lots of humans) the more lead time we get linguistically.  For example, the Hawaii 9.5 quake rumor "hit" had lots of high immediacy values, but lacked the long lead time before a real 9.0+ quake, that we saw in August of 2004 with the Banda Aceh quake.  There, we had 4+ months of lead time, specific references to 300,000 dead, and "land driven back to a previous age...'  A pretty good description.

 

Now, with the "encounters with scarcity" stuff, because this has been kicking around modelspace for what will be a year in February, when it arrives (presuming it will, which seems like a decent bet) it will likely be a gigantic event.  If I were guessing, I would say that it will become apparent with the huge emotional release period that comes right after mid March 2007, but not guarantees on that - there's no book on how to do this stuff and Cliff is sort of writing it as we learn.

 

But take a look now at what the word frequency chart for "shortage" has done since March of this year:

 

 

This is not to claim that it's anything scientifically provable, because there are a hundred and one ways the could happen out of natural events.  For example, the Google-urus could have simply changed their indexing strategy recently, or the cache for this word didn't get flushed.  Still, it's a darned interesting thing to watch.

---

I've referred to Robert Kaplan's book "The Coming Anarchy" more often than I can remember, but with good reason.  If you check out the condensed version which appeared in the Atlantic Monthly's online section, notice if you will the sub-headline:  "How scarcity, crime, overpopulation, tribalism, and disease are rapidly destroying the social fabric of our planet".

 

Other books have recently started to echo the notion that at some juncture, absent some kind of new input of raw materials or energy, there will be a gradual simmering down of the global population into something of a stew where the US would lose its economic hegemony and the rest of the world catches up.  And along in there somewhere, the whole notional of globalism/globalist capitalism goes bankrupt because that system depends on playing the spread between different economic strata.  As the prior stratification becomes more homogenous, globalism looses its edge, and we go back to making things, growing things, and trying to get along all in our own backyard.

 

The big issue is, however, whether we can do that without blowing each other to smithereens.  But that's another point for another morning.

---

Today, I'll just leave you with a link to the "shortage" returns from Google and you can look through the list of stories which reflect, at their core, the trends which Kaplan so insightfully pointed out more than a decade back:

This is not to be alarmist, but I'd offer that folks are seeing more spot shortages today than they did, say, a year ago.  Steve Quayle shared an email from one of his readers that goes to the idea of food availability and prices:

"I called ****** Grains in Montpelier, Id. and asked if their list prices on the web were up to date, and was told, "until next week" when prices would change. So I began asking about shipping prices and the receptionist passed me to ****, who knew more about those things. After talking about shipping prices, we went back to food prices and how much we could expect them to go up.

He asked, "have you been keeping up with the prices of wheat and barley, on the radio" I told him not really. He said they are at an all time high because we are exporting all of our wheat overseas. He said that Australia usually exports its wheat to the nearby Asian nations, but because of their crop failure they were importing from us, as are the other countries. He said they are getting all they can get. (I took notes on what he said), and that the United States has no stockpile of grains.

Then he talked about milk and said all of our milk in powder form is going overseas, and especially the instant. I said we were getting whey, and he told me that whey comes in different grades, the highest being sweet whey, on down to edible whey that they sell to the bakeries.

He said they can get the baker whey but nobody can get the sweet whey and said "everybody else is getting what is left on the tail end" (whatever he means by that). He said the other two things there will be shortages on are potatoes and sugar."

To be sure, some of the shortages are minor - and most certainly not life impacting - but they're curious, nevertheless:

"Was just reading another reader's letter about Helium shortages.

Here's another shortage, trivial no doubt but since you track shortages, I thought I'd mention it.

The other day I went to get some No. 4 whipping twine. Whipping twine is what sailors use to tie around the ends of rope so it doesn't fray. I usually get it at a chandlery near my house but since I was closer to a **** Marine, I stopped there. They directed me to the aisle where it was supposed to be. They had bins for various sizes of whipping twine. Four out of five were empty and all they had was some twine that was too heavy for my needs. So off I went to my usual place. Lo and behold, they were all out as well. They did have some no 4 whipping twine, but it was green, not their best seller and not what I wanted. All the white was gone and back ordered.

Ok, our economy isn't going to collapse because sailors can't whip the ends of their lines (ropes), they can always duct tape them if they have to, but it's like one of those stories from the former Soviet Union where you can never get what you want but have to buy what you can get because down the line you can trade it for something you really need. So anyway, I bought three spools of the green whipping twine."

Whipping the end of your mooring lines (or jib sheets) with a second-choice color may not seem like a big deal, but it points out how complex the JIT delivery system has become.

 

As I wrote not too long ago in the paper "Death by JIT" companies are trying wherever possible to reduce inventory levels to near zero because they represent money at rest.  Of course, when the inventory systems are not properly anticipatory of future events, spot shortages of things like whipping twine occur for our mariner/reader, or on a larger scale, we see high demand for grains because of the Australia drought and the emergent hype about ethanol fuels.

 

Going forward, you might want to look through Kaplan's article and reorder your thinking a bit about what's important and what is not. Tomorrow I will get back to a more "headline oriented" approach to our morning reports and save the longer views for the Peoplenomics subscribers. But I think it's important now and then to step back from what passes as "news" to try and get a handle on what's BS/filler/cult of personality pabulum for the unaware masses, and what's really important and helps you prepare/restructure your life as events allow.  And don't plan on fish and chips or surf & turf after 2048...if we make it that far.

---

My quirky outlook on life probably got started growing up in a predominantly Asian neighborhood in Seattle.  Asians have a different, and at times brilliantly insightful way of looking at things.  I wasn't the only one in my impacted, apparently.  My younger sister who works for a company in Seattle than makes things that fly, uses as her email tag line: 

 

"If all is not lost, where is it? "

 

(You're welcome to use it, but give her credit...)

 

Brilliance of Humans

The rest of the day's news is the usual mix of stuff, moving at mostly glacial speed, which I'll distill down for you this morning for you as "Brilliance of Humans."

A few point out that CNN's Miles O'Brien fell asleep during the senate discussion of global warming this week, but my take is that he has good sense and he might as well be Rip van Winkle: The senate is one of the few things that moves slower than glaciers.

---

That said, the National Center for Policy Analysis says the public is vastly uninformed on Global Warming.  "Free fish & chips for them all in 2048," I sez I, arghhh..."Now where's my whipping twine?  No, the white whipping twine!"  But seriously...

 

A Day to remember

65-years ago today, America was attacked at Pearl Harbor.  America rose to the challenge and defeated those who would have enslaved free people.  A remembrance today for those who paid freedoms highest price.

---

Japan thanks to US help rebuilding their country, is now the world's largest hold of foreign exchange reserves although China is coming on strong.  The US by 2005 had fallen to eighth in the world. That's a hell of a change in 65 years.

 


Wednesday Dec. 6, 2006

Another web bot hit

Rainstorms of Mars

I don't think the folks at www.halfpasthuman.com will have a problem with me letting this one out a few hours ahead of the actual event, but back on November 22 in part one of the current future predictive technology (web bot) run (ALTA 907), the time monks sent out an advisory about some odd linguistics that seemed to point with some fair immediacy impacts to "Mars - A Dark and Stormy Night."  In part, they offered this:

"In the past we have come across strange lexical groups which went to the idea that 'Iapetus is Alive!' or rather, 'iapetus is awakening'. Hmmm. Ok, and now we have a small set, completely and correctly {ed note: referential integrity checks out for the set} populated which is headed by the aspect of 'mars' as in the planet, and which has supporting aspects suggesting the very outlandish idea of a 'rain storm'.

---

So we thought to let you know of the possibility for 'inclement weather' should your winter vacation plans include a trip to 'mars'. Though we do note that 'after the rainstorm', the resulting 'lakes/rivers', and such waters will be quite 'clear/clean' and apparently 'wind driven'. There are also some other cautions offered within the data set for those hardy persons taking the 'mars' grand tour this winter in that the modelspace suggests that 'refuge in a cave' will *not* be wise, likely due to the rising waters from the rainstorm. And further that the 'engaging/grasping vines/pipes' should be avoided as they are 'without integrity'. Or as the aspects/attributes would have it, are 'lying about their elevations, {and} sweet air'. Hmmm. Lying pipes...imagine that. My how advanced, down here it is just the politicians that lie.

We offer these snips from the technology that let's up "peek into the future down at the archetype level" so you can do three things. 

 

First, we will see if the future scanning technology got close in making its prediction 14-days in advance of today's events.  And those events are what?

NASA NEWS

Dec. 4, 2006 MEDIA ADVISORY: M06-186

NASA Schedules Briefing to Announce Significant Find on Mars

WASHINGTON - NASA hosts a news briefing at 1 p.m. EST, Wednesday, Dec. 6, to present new science results from the Mars Global Surveyor. The briefing will take place in the NASA Headquarters auditorium located at 300 E Street, S.W. in Washington and carried live on NASA Television and www.nasa.gov

The agency last week announced the spacecraft's mission may be at its end. Mars Global Surveyor has served the longest and been the most productive of any spacecraft ever sent to the red planet. Data gathered from the mission will continue to be analyzed by scientists.

Panelists include: - Michael Meyer -- Lead Scientist, Mars Exploration Program, NASA Headquarters, Washington - Michael Malin -- President and Chief Scientist, Malin Space Science Systems, San Diego, Calif. - Kenneth Edgett -- Scientist, Malin Space Science Systems - Philip Christensen -- Professor, Arizona State University, Tempe, Ariz.

Reporters at participating agency field centers will be able to ask questions. For more information about NASA TV streaming video, downlink and schedule information, visit the web at:

http://www.nasa.gov/ntv 

Your second task will be to try and put together what the web bots seem to be saying about Mars.  To me, it sounds like not the discovery of water itself on Mars, although it could be that, but rather that erosion (as in caused by falling rain) is likely to be the central topic as well as some discussion about "wind driven"  and maybe a reference to 'caves" along in the discussion somewhere.

 

Third thing?  I mean if the boss isn't cracking the whip too hard today:  Whip out your copy of Immanuel Velikovsky's book "World's in Collision" or at least read the summary at Wikipedia:

"The book proposed that around the 15th century BCE, a comet or comet-like object (now called the planet Venus), having originally been ejected from Jupiter, passed near Earth. The object changed Earth's orbit and axis, causing innumerable catastrophes which were mentioned in early mythologies and religions around the world. Fifty-two years later, it passed close by again, stopping the Earth's rotation for a while and causing more catastrophes. Then, in the 8th and 7th centuries BCE, Mars (itself displaced by Venus) made close approaches to the Earth; this incident caused a new round of disturbances and disasters. After that, the current "celestial order" was established. The courses of the planets stabilized over the centuries and Venus gradually became a "normal" planet. "

A simplified version of events in Venus as either comet or wandering small planet gets captured by the Sun's gravity.  It comes trucking into our solar system and goes near-missing Mars, but the gravitational fields are such that the water is sucked off Mars and whipped into space as Mars goes truck about.  Fast forward a few years and earth goes through the clouds of water in space and it rains for how long?  Care to guess 40-days and 40 nights?

 

Today's NASA conference is not likely to carry the discussion anywhere near this far, but if you sort of read between the lines, the implications for religion are interesting, as humans fill in with "science" some of the history written of in Old Testament events.

 

Next thing you know, we'll find out that some of the passages in Ezekiel are talking about UFO's and that demons, trolls, and elves from our mythological past were captured in current myths in caricature form.  Nothing would surprise me less. And thanks to the time monks, neither would a discussion of wind-driven rain caused erosion on Mars.

 

Peak Oil Real?

The debate continues about Peak Oil.  Some argue that it's a "made up" deal by oil companies.  Others, like one reader who sent this in, think one way or the other, the end will come:

In bold below - this is what has been bugging me for a while; George, we have modified the bell curve into a plateau, borrowing from the future. If this is correct, then We Will Crash; period. So our decent into totalitarianism, our manipulation of the markets, etc. is with this Reality in mind. Not so much a diabolical plot or conspiracy, just the box canyon result of prior decisions. The shit is going to hit the fan. And everything points that direction from fundamentals (which we are all starting to doubt) to geo-political changes to web-bots.

 

following your oil drum link from this morning - mcgowanjm on Saturday January 28, 2006 at 10:13 AM EST Backward induction Backward induction is a technique to solve a game of perfect information. It first considers the moves that are the last in the game, and determines the best move for the player in each case. Then, taking these as given future actions, it proceeds backwards in time, again determining the best move for the respective player, until the beginning of the game How much does it take to push people away from their natural strategies?

I have a suggestion for the geologists and petroleum engineers. Figure out what the heck your measurements and estimates mean, and then perfect the formula to eliminate the magical guess work. The more I look at it, the more I seriously think that no one has figured out how to do estimates of oil reservoir volume correctly It almost sounds as if no one wants to admit that a parabolic growth law has any kind of importance.

 

And FSU Oil Shock Model here

However, if you discount OPEC reserves by 50%, it becomes clear that we are WELL past that half-way point. So production should have already begun to decline. This suggests that, as widely feared, only the use of water injection and water flood techniques to keep reservoir pressure artificially high have kept production rates up for the past several years. The problem with this is that when a field who's production rate has been artificially sustained beyond the half-way point finally does begin to decline, its rate of decline tends to be very, very high. 10-18% has been suggested (by Simmons and others) as the decline rate for fields that have been pressed to the limits with injection technologies. This is critical, because while Peak Oil may be a quite manageable problem at 2% depletion, 10%+ depletion means that world production will fall by half in less than 7 years. That would be absolutely catastrophic. No wonder this story isn't available on CNN.

It is absurd not to believe that Peak Oil will happen sometime. You can't have growing consumption from a finite resource any other way.  The question then boils down to one of timing.  And the $64 trillion dollar question is:  Who out there has anything to gain from telling the truth - and then, how would we recognize it when it came along?

 

Heavy Helium Thoughts

I recently reported that there seems to be a national helium shortage here and they - and now comes an interesting email from a reader whose family has bumped into it head-on:

Hi George, ***** ******** here. I just thought you might like to hear about the confirmed helium shortage that you eluded to earlier this year.

 

My wife is a balloon decorator. She does parties and events of all kinds and of course uses helium in many of her jobs and creations. I told her about the coming helium shortage when you first mentioned it about 6 months ago. At the time, we checked around with her wholesale supplier in Dallas (All American Balloons) and a local supplier here in Mount Pleasant, Texas (Red Ball Oxygen). No word or news at that time from people we thought would be in the know.

 

Well, things have certainly changed and not for the better. The local price of a large tank of helium is going up from about 15 FRN's to about 25 FRN's. This was just announced a few days ago.

 

What I found extremely interesting is this...

My wife just got back from her Dallas supplier and they were in the warehouse portion where the supplier stores their helium for deliveries. My wife saw about 100 tanks of helium in a storage area, but not in the delivery area as it was also full.

 

When she remarked about how the supplier had increased their volume in helium tanks for deliveries, she was told by the supplier that what she saw was their "hedge" against a rising helium price and a definite shortage in the future that they said was affecting their supply ability.

 

Obviously this is a confirmed "hit" because of how it directly affects our livelihood. This isn't mere rumor or conjecture, but actual first hand knowledge from my wife's own experiences.

We don't hear much about the helium shortage - at least since the Macy's T-Day parade...but at some point, I will likely be shopping for some for our welding rig.

 

Rubber Stamp

Senate Armed Services Committee gives it to SecDef nominee (and shoo-in) Robert Gates. How many ways can you rewrite that?

 

The Rich Get Richer

If you're keeping track (like you have time, right?) the richest one percent of humans own 40% of the world's assets. And the richest 10% own 85% of the world while the bottom o50% of humans own barely 1% of global wealth.

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Pretend for a moment you just popped into this dimension after zipping hundreds of light years to check out this recently radiating planet (nuke bombs since 1945, and cell phones since you bought one).

 

The Prime Directive (from Star Trek's "do not interfere with native cultures) kick in, so you can't just go smashing down doors to interview people - you'll have to make due with cattle sampling.  But you have to complete an assessment of the planet to see if it qualifies as an "advanced civilization."  So you fill out the check list:

____Planet ecology stable and healthy:  (   ) Yes   ( X ) No.