Forget Trump: Retail #’s and Trade Matter

Once again this morning, the lost souls of the Mainstream Media (LSMSM) are showing how disconnected from reality they remain.  After 2-1/2 years of no collusion, I can’t blame Trump for being pissed with Destructors whose only goal is to seize power in a phony left-wing “victim” coup and seize the fruits of all our hard labors and savings over decades.  The hell of it is, not one of these phonylutionaries them has held a meaningful production of (private) service job in their lives.

When we read House Democrats introduce resolution condemning Trump’s tweets, we quickly deduced the dems can pass anything in the House – including gas.

You see, they have monetized bullshit.

Disgusting as it is, it’s all in keeping with our core tenet:  Everything’s a Business Model including the ultra-left shakedown guilt queens.

Who would have thought, after suffering a Cold War, and getting past 9-11 that the enemies within would open the borders? Give your tax money to illegal aliens.  Screw that.

Why, it’s like opening the seacocks on a ship…only meant to be used if you’re trying to scuttle her.  Which they’re intent on doing to the whole blessed Country supported by the phone-monkeys of social (PMS) that we’ve labeled as Digital Mob Rule. (DMR)

Fortunately, before the lefties get it all, there’s still a window we’re in where the hard- working American can still put back some supplies, pay off debts, and get out of the clutches of the crazies.  Intent as they are on taking from you to give to their underlings, to consolidate power while keeping an oversized ‘handling fee’ for themselves.  FMTT.

The best news of the day is that MONEY STILL MATTERS. 

How many times have you heard (honest) political commentary “It’s the Economy, Stupid!”?  Well…

Retail is Holding UP.  So are Markets

Just out from Census this morning is the Retail Sales report:

Advance Estimates of U.S. Retail and Food Services Advance estimates of U.S. retail and food services sales for June 2019, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $519.9 billion, an increase of 0.4 percent (±0.5 percent)* from the previous month, and 3.4 percent (±0.7 percent) above June 2018. Total sales for the April 2019 through June 2019 period were up 3.4 percent (±0.5 percent) from the same period a year ago. The April 2019 to May 2019 percent change was revised from up 0.5 percent (±0.5 percent)* to up 0.4 percent (±0.2 percent).
Retail trade sales were up 0.4 percent (±0.5 percent)* from May 2019, and 3.3 percent (±0.5 percent) above last year.

The second useful report covers Import and export prices tracked by the Labor Department:

U.S. import prices decreased 0.9 percent in June, the U.S. Bureau of Labor Statistics reported today, after recording no change in May. Falling prices for both fuel and nonfuel imports in June contributed to the overall decrease. Prices for U.S. exports fell 0.7 percent in June following a 0.2-percent decline the previous month. “

Winning the Trade War looks just like today’s data.

Take this, and then look at our “reprising 1929” work, normally reserved for our Peoplenomics.com subscribers and what do you see?

The left track (A) is how the market did in the lead-in to the 1929 peak.  At (B) we see how we’re in position to now Replay 1929 in a most graceful way.  It’s apparent in our work that all the implementation of the Fed’s Modern Monetary Theory management scheme has done is draw out the pain.  It hasn’t eliminated anything.  Postponed and kicked the can a couple of years.  But that’s now getting really close.

To us, based on data through Tuesday, we think there’s about an even-chance that the market will continue to scream higher through somewhere  in the last half of August.  Just like it did in 1929.

After that?  Well, there’s lots of crap to hit the fan we’ll be ordering Charmin (lately Cottonelle Mega-Rolls, too) by the case.

Here’s what’s bearing-down on public confidence.  Remember there’s still an I.G. report due out from Justice.  There’s also a lot going on off-camera with the Epstein bust. Will he name names?  And we have a ‘clock running’ on the relationship between India and Pakistan which could go up in a flash.  For now, airspace repoened today but for how long?

Toss in China maneuvering to keep from hitting the skids economically (what the LeftPress doesn’t mention is our trade war decisions are tougher on China than on us).  The Lefty calls Trump dumb?  YGTBSM.   Next, there are too many submarines sniffing around undersea fiber links; ask the Norsky’s (as in Norskywegians!) about that.  Our  hot list goes on an on.  News stories are like tumblers in a lock, each revealing a new alt.future.

Most media do a horrific job of “big picturing” but if you’re gong to make money in the financial markets, you have to notice times like this when there’s real economic news, but “we the Peeps” are continuously distracted with political BS in an attempt to glue eyeballs to the same-old Trump bash as today’s useless headlines.  None of which will make you a dime – just more of a victim.  Fortunately? None of which seems to be working.

The straight dope is simple:  America is in the same mess we have always been in:  Enemies foreign and domestic.  But, as always, sensible people who just want to work hard, get along, and save a little dough to inch their lifestyle up a bit will eventually figure out that there’s STILL no free lunch.

Hard work, like brutal honesty and candor, always wins in the end.  Sneak attacks and outright lies just piss-off the good guys.  Seriously.

A Comp Package Question

JPMorgan Trading Revenues Miss Across The Board, Cuts Net Interest Income Outlook.  On the other hand JPMorgan profit beats estimates on strength in consumer banking.  We have to wonder if, revenue be damned, the comp packages are based on profits, not growth?

Some Serious Woo-Woo

As you know, I’ve written a whole book on dream work, under the title Psychocartography: Mapping the Human Dream that can be had on-the-cheap on Amazon.  It’s all about my “second life” – the one I escape to when I hit the rack at night.

Overnight there were three dreams (which in the dream state lasted multiple days) while here on the waking rock they lasted less than four hours.

In the first dream, I was in training.  On a large island.  Being instructed in how to job and fly through the use of mental powers.  The learning track was “around an island” and the jogging trail at one point went into a retail complex (jog in one side) and then jog out the other (by a hotel at the far end).

Second dream involved a forest fire;  This one was odd in that there was a river, a school or college a mile, or so, back from the fire.  And it was started by land or brush clearing.  Imagine how I felt reading Forest fire forces evacuation of thousands from island beach party.  Wow.

Third dream involved a cruise ship.  Not a big one, but a small one that was using a crane to offload people onto a bridge.  Don’t know what they one was about.  Large bridge, ship off to the left (white ship) crane on the front of it has a kind of passenger bucket and the ship got close to the bridge and offloaded people.  No idea what they was telling us (if anything).

If you haven’t read any of my books, the whole ‘dream thing’ is – in my view – some of the most important self-improvement work you can do.  When you begin honing your skills, you no longer fear death and going to the ‘other worlds in dreams’ is better than many of the boring days of doing the old routine stuff in the waking world.

One more point out of last night’s (several days worth) of adventures:

I was kicking around various meds with my doctor last week and he mentioned there have been some drugs that have been successfully used to reduce amyloid plaque that has been linked to Alzheimer’s.  Thing is, as he noted, even with the plaques gone, the Alzheimer’s remained.

Which got me to thinking:  Maybe – as people are getting ready for what the religious folks call “ascension” the soul can partially break loose from the physical body a bit.  Which opens up a whole different way to think about Alzheimer’s.

Is it possible that people can be both living in a dream-state while also remaining partially-present in the waking-state?  That would explain why people suffering from dementia could do a lot of things which are “irrational” viewed from our “waking state” but which may be incredibly logical and rational when seen from one of the dream realms.

It’s an interesting idea I haven’t seen much about in the professional journals (like I have time to read them, too?).  But, it would fit the model of how we communicate between the waking state and the dream Realms.

There’s a dandy Peoplenomics report for subscribers if you missed it “A Novel Theory of Telepathy” that lays out the contextual framework and explains how what we are doing in computer sciences these days is simply “reconstruction” of the “veils” between Realms and here & now using augmented reality (AR) and mixed-reality (MR) technologies.

AR and MR may merely be  a development process by which we give ourselves permission to live in many worlds.  While this might not make sense -yet – give it time.  As you begin to dabble in knowing-at-a-distance and knowing-off-the-timeline it will begin to make sense; lots of it.  Scary and thrilling all at once.

My supposition is people’s dream states and abilities mix with the waking state at times to yield what we call dementia.  It this possibly how a person not sure how to live in “two worlds” reacts?

Just as autism is a spectrum of behavior, might dementia be as well?  Partially present, partially “out there?”

Did shaman’s “navigate between realms” in a demented way aided by drugs?  We experience the odd “knowing in advance or at a distance” (or both) and wonder is this an introductory course with more to come?

Worth thinking about.  It’s happening often enough that it becomes a novel view of end-of-life (on the waking path here but on the road to another one) that could be most valuable to study in advance.

Dreams are school.

More on the ‘morrow…