Are Trade Talks and Border Problems Linked?

IN a word:  Maybe.

This morning’s economic musing came to me while taking my morning dose of 660 nm near-infrared light.  The “taking of light” – which I first described for Peoplenomics subscribers in 2016 as a potential means of healing a wide spectrum of conditions – is not to be taken (pardoning the pun here) lightly.  Over at the US Government Clinical Trials website, there are now 85-different clinical trioals underway involving photobiomodulation.  Everything from anti-aging to Alzheimer’s…Oh, and even PTSD.  It’s a long list.  And also not the point..but I do sometimes “build a watch” when people ask what time it is.

Anyway, there I was doing some 660 and I get to thinking about global trade, and the invasion from Mexico.  Is there a dimension to all this that would constitute a “hidden variable?”

By golly, I think there is:  Consumption.

Go with me on this and let’s see where it leads, shall we?

Let’s assume for a moment that consumption is a “pseudo-fixed” (bounded) number.  In other words, due to 3-billion people being hypnotized by their phones, not to mention peers pressuring on social media, what if people have become so conditioned to consume by 100-years of ‘electronic brainwashing‘ that we are consumption addicts?  All the result of that which we call marketing and advertising.

You know, like rats, people may be conditioned-response trained pretty easily.  In ad agencies, it’s a well-established fact that almost no one responds to an advertising message the first time they hear it.  But, by the time it has been repeated to them, 10-times, most people (in a target demographic) will have made up their minds whether to “get one soon” or not.

The key thing for the big-budget marketing director (a role I’ve lived, yright?) is to figure “What the right frequency is that gets either the greatest number of sales conversions while keeping the ad costs low, perhaps a frequency of 10 or more ad repetitions.  Or, the lowest cost per conversion, in which case a frequency of five to seven might be best”?

OK, but how does this relate to the Border Mess?

Just so.  Consider what happens if consumption is somewhat fixed and there are two economic models in competition.  The one of the left is the G-20/Globalist model and the one on the right is what D. Trump presents as the MAGA model.  See what happens?

Fixed consumption competing trade models

Not shown in my assumption of near parity in revenue-per-employee of about $130,000 per year.

Which tells us what?

Well, for openers, since US production is low, and our majority birth rates suck, adding more people to the US will provide economic stimulus for whom?

China?

If Donald Trump negotiates a great trade deal, then you can see how the domestic US has a boom town economy just ahead.  That would lead to a massive drop in imports – which would be very bad for China. They are already skirting a recession…

If I were on Beijing’s side, which I’m not, I would be pushing as many people as possible into the US because the US has nowhere to go but externally for much of the goods that a million additional illegals will begin consuming this year.  “Yo cartellers, want good fentanyl rates?  Push xxx,xxx people north for us…”

On the trail of where this leads reading The New New World: Donald Trump, China Savior? Some Chinese Say Yes in the NY Times is a good start.  But, they haven’t gotten to the modeling yet.

So why isn’t this all over the media?

Because corporations don’t like their warfare in open/public view.  No more than politicians do.  Besides, it’s easier for journos to report piecemeal factoids with high confidence levels that few people will spend any head-space at all, trying to weave whole cloth out of dispersed threads.

But there you have it, today’s interesting thing to think about.

We now return you to the threads, after pointing to Bank of America profit tops estimates on growing loan book as (still more) evidence that consumption is becoming less variable as consumption addicts are moved to the “rent or lease your life” way of living.  Expect less variability, lower savings rates, and more dependence on government.

Betcha can figure out which party that benefits, huh?

Industrial Production

:45-minutes into the trading session today, things stand to “pop or drop” depending on the Federal Reserve’s Industrial Production and Capacity Utilization data.

Yesterday’s doji of the S&P was hardly a convincing dragonfly, but up toda, or not,  will depend on news flow; but like Charles Dickens, we have Great ExpectationsStocks march to new highs as European volatility vanishes

Pressure on the WH

Look for a national mood-shift or change, perhaps Thursday as the White House preparing for Mueller report release.

Licensing the Internet

Our long-term view is unwavering:  Licensing of the Internet is here and most people just don’t see it yet.

So to review:  GDPR in Europe (which is why the silly notice on the footer of this page) is designed to ensure “privacy” of European citz.  Problem is – and it should be obvious – there is no “privacy” on the Internet.  Anyone who believes this needs to get their head examined, pronto.

And in China, the Internet is how citz’s are tracked and scored and worldwide content is censored.  Social credit will arrive here, too…just give it time and bandwidth.

I mention this because there’s a piece in the Moscow Times this morning that says Internet controls are coming to Russia, as well.  Twitter, Facebook Have 9 Months to Comply With Data Law, Russian Watchdog Says.

While last week’s fine of $47 dollars (3,000 rubles) wasn’t a big smack – laughably small – we anticipate that hugely bigger fines will be coming down the road.

In our (twisted) view of the world, whole countries are waking-up to the possibility of Digital Mob Rule.  It’s what you’d expect to happen leading up to the collapse of Babel II – the web.

Speaking of Iconic Buildings

The cause of the Notre-Dame cathedral fire is not yet known, says the BBC.

However, expert historian and author of The Age of Desolation website, G. A. Stewart reminded me in an email Monday “Where Notre Dame cathedral stands there was once a Temple to Isis..

The fire got me to wondering: Has open spiritual warfare now been set on the world?  Whether accidental or intentional should become clear, shortly.  As Billionaires Pledge Hundreds of Millions to Save Notre-Dame.  Related: Louis Vuitton and Gucci owners pledge more than $300 million to rebuild Notre Dame after fire.

We Pay How Much for Obamacare?

UnitedHealth reports a 22.2% rise in quarterly profit.” Sooner, or later, making money on illness has to go out of style…or not.

Moron the ‘morrow, then…Have a better day than Monday.

22 thoughts on “Are Trade Talks and Border Problems Linked?”

  1. I wouldn’t be counting on any big trade deal with China, after all China is holding a royal flush while Trump holds a bushed flush,yes I’m sure Trump will twit and tweeter what a great deal he made, but then again Trump and the truth are like fire and water they simply don’t go well together..!!!

    • seems like Trump is ‘fast’ becoming a ‘politician’…to the determent of this country…..but all he needs to do nd very soon is..CLOSE THE BORDER…DECLASSIFY…END THE FED…then he would be a Hugh success…I am NOT holding my breath

  2. Assuming the worst as to the origin of a devastating fire when nothing yet is known as to the cause is not wise – in particular if one has to ‘walk back’ false conclusions. Wait for what the experts have to say.

    Many of the older centers of worship – Christian and other faiths – are built on ancient sites which once where formerly an other religion’s buildings were located so as to ‘dominate’ the other religion. Some of these places have an unearthly ‘feel’ to them!!

  3. George

    “If I were on Beijing’s side, which I’m not, I would be pushing as many people as possible into the US”

    Naw, no way!

    What I have heard is that Soros money is funneled to a so called religious group in Chicago, The money is used to fund the migrant invasion.

    Objective: destablization of a nation state to bring in global government.

    That model used in Europe to eliminate the diverse populations seems to be well underway. Bring in millions of outsiders and soon you are a minority in your own country.

    Call it a conspiracy theory, but it sure looks like that is what is going on.

    Question: Why is George Soros a known World War II criminal still walking the land?

    Remember he tried to destroy the British Pound and had his hand in other such dealings.

    I guess when your filthy rich you can get away with a lot!

      • Europe destabilized a long time ago. Evidence, the old-stock Europeans facing open ocean and scurvy yet still fleeing to the Americas on clipper ships.

        The topper for Europe was World War 2, Most of the remaining European men were killed off leaving a power vacuum for the European ladies to fill.

      • Ignorance, know thyself!!!! Seek ye first the fountain of knowledge. SEARCH!!!! George Soros is Legion in his mass numerous war crimes and criminal acts. He, through his sons and his NGO’s, is bringing down the USA, right under everyone’s left and right nostrils!

    • Rocket,
      Unlike Trumps false statements that immigrants coming into this country are not bringing their best and brightest…the same can’t be said of Chinese immigrants. Most have had a huge impact on our economy and the countries hold intellectual superiority.

      The Chinese have been bringing their best and brightest to our finest universities. This has been going on for over 20 years in the Bay Area. The second generation of these Chinese have graduated from Stanford, Cal Tech, Berkeley, USC, and as far away as Harvard and MIT…have assimilated into our culture, have had families and increased education standards in our schools. For my industry, they have transformed neighborhoods increased our home values as well.

      Silicon Valley is dominated by the Asian culture that includes many brilliant Indian, Pakistani and Persian and other countries engineers and scientists. Why? Because we can’t produce enough of them here in America. It’s definitely not a cost saving measure. About 70% of my buyers of homes are from The Asian continent and they are some of the wealthiest in the entire Silicon Valley. My average buyer has a gross household salary exceeding well over $400k a year. (Usually both spouses work.) My average house sale is $1.575 million dollars. The growth here doesn’t happen without loose immigration and work (H-1B) visa rules.

      That has nothing to do with global government…What that tells me is that America wants to win, create jobs and dominate in the tech realm, but in order to do so, we need the best and brightest in the world to make that happen. There’s just not enough American born citizens to go around…That’s changing in our schools fast…but in the meantime, immigrations and workmvisas is the fastest road to domination.

    • The #1 and only reason for insane amounts of illegal and legal refugee and chain migration into the USA is to make European descended whites a minority and to mix the races. That’s it. This will cause devastations, disruptions, and an economic race to the bottom. It isn’t about births, the citizens cannot out breed this reproducing invasion. All other reasons are EXCUSES AND LIES.

  4. G – can we have a discussion some day about the National Debt and exactly what it has “meant” to the ECONOMY since 1933, and ANY effects it has had on individual lives of Americans? Seems to this Baby Boomer (born 62) that the National Debt has really had NO determinable NEGATIVE effect on my life what so ever. Raising the National Debt during Reagan years..Vodoo Economics..was boon, as I was working for Uncle Sam in the USN.
    I can not for the life me understand all the Whining Wendy’s out there crying about the national debt and all the interest the Govt pays every year..BFD – National Debt greater than 110% – whoopdee dooo! As the EVIL maniacal Hitlery Clinton said before committee..”what does it Matter” – The Federal Reserve Note is a digital debt – less than 10 % of FRNs are actual physical notes/debt instruments. They are not worth the paper they printed on, NO INTRINSIC Value..NONE. They are not even worth today what they were last month, they are worth less.
    Looks to me like some one (CB’s) are going to be left “holding the bag” some day ..soon.

    • Can you keep going into ever more debt without going bankrupt,doubtful.I was born long before you when the country was still pretty much free, a movie cost a quarter and a candy bar a nickle,now just what has our debt done to the value of money and its built in inflation,Ronnie’s deficeits don’t matter (well he uttered other stupid comments in his more lucid moments) well it appears they do, as we are the largest debtor nation in the world, even now we are over in China “please help us out”,strange how you think for it makes little difference if its a digital note or a paper note for if its used as debt it still has to be redeemed.!!!

  5. For the last 10+ years (well before 2008), George, I’ve been following your particular brand “insight” (in-sight?) and you’ve not only helped me make some very prescient personal and financial choices, but the fruit of your labors also grows in my family’s financial security. You’ve been a blessing.

    But I’ve been asking the Universe for some further guidance. Just some clarity as to the true nature of things. I’ve been answered in spades.

    I’m not sure if it was your site, another independent financial/current event blog or a ‘mysterious guiding force’ (LOL) but I somehow found Mr. Stewart’s site a long while back and considered his translations and interpretations a ‘back-pocket mental exercise’.

    Then, recently, he mentioned you, you mentioned him and the synchronicity is almost too much. Yesterday afternoon I ‘knew’ there was something about the incident at Notre Dame that didn’t quite sit right with me, beyond the shock and sadness of seeing the structure burn – during Holy Week, of all times.

    And then you reveal a snippet of Mr. Stewart’s email.

    I greatly appreciate that you’ve shard this insight, as well as analysis from Warhammer and your consigliere, and hope you continue to do so, but, dude, you’re all scaring the crap out of me right now.

    • Out of work Steve, who do you think planned WW1 and WW2? The agenda was to kill off the whites and pitt them against each other. The agenda is ongoing. This elite group plans over centuries, not years. The whites, with the highest IQ among the races, will be wiped out, mixed out, and eliminated within 100 years. Then, what’s left will be easily controlled and contained. The whites are letting their heritage fail and their centuries of culture die on the heap of PC culture. There was a brutal movie called, “No Country for Old Men.” It should have been called, “No Country for White Men.”

  6. It’s the start of the Extinction Rebellion

    Two weeks of climate action are starting on April 15.

    “You wouldn’t know it in North America, but it’s a big day for climate protests. It’s the start of two weeks of direct action by Extinction Rebellion. “This is not a one-off march – we will keep going for as long as we have to, shutting down cities day after day until our demands are met,” the most significant being CARBON NET ZERO BY 2025 – The Government must enact legally-binding policies to reduce carbon emissions to net zero by 2025 and take further action to remove the excess of atmospheric greenhouse gases.”

    https://www.treehugger.com/environmental-policy/its-start-extinction-rebellion.html?utm_source=TreeHugger+Newsletters&utm_campaign=9f67f6a94f-EMAIL_CAMPAIGN_11_16_2018_COPY_01&utm_medium=email&utm_term=0_32de41485d-9f67f6a94f-243825913

  7. The Notre Dame de Paris fire started after six in the evening. It could be a person perhaps a restoration worker familiar with the scaffolding climbed to the roof after daily renovation work ceased and the cathedral was closed for the day an spread an accelerator like a couple of cans of charcoal starter fluid on the wooden roof structures. Lit it and quietly climbed down and began filming. He could be influenced to contribute his part to a higher cause. I expect a proposal to include a diversity of faiths in the rebuild. Investigators should be able to quickly establish the start of the fire and if an accelerator was used. The contractors and workers are very cautious and careful to prevent fires. Low probability that their careless action started the fire.

    • Excellent explanation! IMHO, of course.

      It could never, never, ever, ever have anything to do with religious competition of any kind. Now, let’s collect some dough for the rebuilding that will happen, while too many people have to sleep on the streets for lack of money ;-).

      Lunacy across the globe.

  8. Sir,

    I pray this not be a drag to thee, so do forgive any unintended intrusion in the chase for missing modern-day gargoyles.

    If I flipped a pending new Canadian dollar coin, would you call heads or tails? The world of the Canadian mint more accustomed to portraying a staid Royal personage has been tasked with issuing a limited run of $1 coins commemorating the semi-centennial of homosexuality decriminalization legislation in Canada. The issue has put matters on edge and both sides of the debate are displeased with the coin issue’s commemorative implications. Certainly it is a time to tiptoe through the tulips?

    Hopefully, this will serve as useful consideration should a wave of sentiment arise to colour your Washington notes with something rather more two spirited.

  9. Consumption….

    Not that many years ago.. your wife,daughter,mother and grandma would mend your clothes replace a zipper or button. The TV on the fritz.. ( no pun intended fritz) you repaired it.
    Today we toss.. buy new.. many girls or guys can’t see. Before that the ladies made quilts and would have lacing bees.. some of the most beautiful fancy lace table cloths are all hand made.

    That’s what is so horrific about the fire at the cathedral.. all of that was hand made by craftsmen that built out of love an iconic structure..if it is proven that it was set purposely I hope they catch the creap.. no matter how much money someone gives it is lost …
    I would like to find out if stew knows if nostradamus had a prediction of a fire.. seems to me I read one about a historical fire in the last days..I’m just not sure which prophet was the one.

  10. Thanks to RT wise men bringing news from the East that islam’s third holiest site in Jerusalem was ablaze at the same time as its christian counterpart in Paris. The Palestinian leader made curious remarks as if fearing agent provocateurs?

    At risk of sounding like an idiot, remember that wayback fiction novel where newly burned buildings enabled time travel portals to open?

    Striking while the iron is hot, by chance I am reading Scott Adams’ “Win Bigly – Persuasion in a World Where Facts Don’t Matter”. Predicting the future is not possible, but persuading a future is? Meanwhile where are we on the phoenix 500 year cycle?

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