Inflation’s Moving – Or, is it?

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A tip from my consigliere has us asking hard questions about inflation, again. We’re at the top of a 1929-like financial peak. But, how long could inflation – and a changing financial landscape, keep us in the saddle?

That and today’s ChartPack.

Oh, and don’t miss the upcoming Tuesday edition.  because in that one, we invent something we’ve labeled “Food Reactors” and you’re gonna love ’em

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37 thoughts on “Inflation’s Moving – Or, is it?”

  2. I’ve been craving a potato chip cracker… you can bake these or deep fry them..

    1 large starchy potato (like Russet), boiled and peeled
    2 tbsp water
    1 cup rice flour
    ½ cup cornstarch
    1 tsp salt
    Oil for frying or baking
    Optional: ¼ tsp citric acid for tangy seasoning
    you can add a tsp or tbsp of salt.. blend up some tones Italian spaghetti seasoning and add a tsp of that Smokey paprika or garlic powder.. your the boss on what flavors trip your triggers chili spice experiment ..

    • Or you could just thick slice Hawaiian Ulu (breadfruit) and deep fry for Ulu chips. Ulu = think large potato that grows on a tree.

      • I have always wanted to try breadfruit..they can’t get it here..its like the royal pineapples essentially the size of a grapefruit..
        its to exotic for the stores to ship in..when I worked grocery stores the fresh fruit manager would get once in a while a case of the good stuff..I haven’t tried Jack fruit either..

  3. re: “Movin’ On Up”
    feat: The Jeffersons

    Folks,
    Granted it wasn’t the Red Sea. However word has reached msm downstream of last week’s one day river level rise event in Ohio. Allegedly the Secret Service quietly arranged a controlled release so the US VP could suitably navigate the watercourse via kayak while on family vacation.

    Juxtaposed with the Ohio event was a “Reuters” image from yesterday where the Second Family had decamped to the United Kingdom on their Grand Tour. The US VP and UK Foreign Secretary looked without a care in the world as they cast their fishing lures into the manmade lake behind Chevening House, official office of the latter. The current edifice dates to the early 17th century by Indigo Jones for the Earls Stanhope. Apparently it is claimed in some academic circles that the residence gave inspiration to Jane Austin for ‘Rosings Park’ owned by wealthy Mr. Darcy’s family in 1813’s “Pride and Prejudice”.

    Speaking of wealthy families, a helpful tourist guide perhaps would have pointed a Continent-destined visitor towards Italy’s Forte dei Marme (Fort of the Marbles) where the Medicis ruled over their marble quarries supplying Michelangelo’s workshop. The area and its beach now allegedly caters to a bespoke, holidaying European clientele perhaps reaching into Russia and its south-westerly neighbor. Aldous Huxley famously wrote his 1923 novel of ‘the post-war self-absorbed cultural elite’, “Antic Hay”, in the town.

  4. George,
    “We are at the top of a 1929-like financial peak …”

    So right on … George.

    On 3 Sept 1929, the DJIA average reached a peak valuation of 381.17. Ninety-six years later (97 by fractal count) on 23 July 2025, the DJIA reached a peak valuation of 45073.63, about 118 times the previous century’s earlier peak valuation. The average US house in 1929 was about 6000 US dollars and in 2025 about 515000, a comparable 85.5 times fold increase in valuation.

    The DJIA valuation peak in 1929 was near the close of a US 1807 to 1932 :: 36/90 year first and second fractal series … and the peak valuation in 2025 near the close of a US 1982 to 2026 13/33 year first and second fractal interpolated series, part of the greater US 1807 36/90/90/54 year :: x.2.5x/2.5x/1.5x 4-phase fractal series with a 90 year third fractal peak in Nov 2021, propelled yet higher in valuation in 2024 and 2025 by unprecedented US peacetime deficit to GDP Covid spending of about 15% and 12%, respectively, in 2020 and 2021.

    Fractal economics picks 11 August 2025 for the hourly-minutely global equity blow-off peak.

    • The tariff on the imported gold bars looks like it may be the T-version of Roosevelt’s gold seizure, so it would be a little ahead of schedule on the 1929-analog time scale. 8/11/2025 is coming up quickly. Not sure how that will affect PM’s.
      My property taxes are going to go up this year, but there are two constitutional amendments on the November ballot which would nullify that tax increase. What I am monitoring is how many year pad I will have paying taxes with tangible financial assets if script fungibility goes to hell in the proverbial hand basket; currently it exceeds any reasonable expiration date for this payor. Hope for the best, but be cognizant of the downside.

      • “many year pad I will have paying taxes with tangible financial assets”

        Instead of if/then we have to use if/if.

        When/if the ice breaks .gov may only give face value on tangible assets, which would make sense because without a working $ model how could tangible assets be priced?

        So a stamped $50.00 one ounce may be worth $50.00 of debt from the old system. This means a $5,000 tax bill will require 100/1 oz coins. Or 200 ounces of 14k.

        You’ll need a lot of coins.

        This goes for Crypto as well. Without a $ the loaf of bread will directly trade for some amount of crypto. Crypto will stop being a substitute and become the medium.

        Unless we interject fantasy thinking from the era of legends, during the German hyperinflation one ounce of gold bought a city block. The only problem with this thinking is there are no bills of sale showing a city block was actually purchased with an ounce of gold – some stories have an alternate 35 ounces of gold.

        All that to say is if/when the ice breaks Trump won’t hesitate to take your stuff. Distilled we know he filed BLK several times. This illustrates him keeping other peoples stuff & by extension means he doesn’t respect private property down in his cockles.

        Parallel the SS crowd will demand payment for their loot and by extension vote fur .gov to take everyone’s stuff.

      • No investment is ever safe. Diversification usually rules.
        I had a long response to OowSteve, but managed to lose it, so I will make a more focused reply.
        – Price discovery will continue in tangible financial instruments in the event of script meltdown. I would expect real purchasing power to stabilize after an initial spike in prices. The current spike in PM’s is a bit suspicious. Any attempt to price PM’s at face value is a seizure scheme, not price discovery.
        -Texas rural real estate taxes with ag exemption, homestead and age 65 exemptions on a small frame farm home are mercifully low.
        -Cryptos are a pure unbacked credit instrument. Historically, all debt and credit are liquidated during credit deflation cycles, which we commonly refer to as depressions. Any statements regarding crypto viability during full blown credit deflation events is speculative and not consistent with the history of pyramid and balloon economies. Further, the idea that credit deflation has to be preceded by a stock market meltdown or consumer price deflation is not real. Weimar credit deflation went hand-in-hand with wild hyperinflation. In a debt slave, real estate balloon and crypto pyramid economy, the stock market has less overall importance. Consumer and debt slave exhaustion, along with investment money being permanently siphoned of into dark pools of stagnate crypto, look like the current big time candidate credit deflation fire-starters.
        -Price discovery will continue on real estate. We are currently in the longest running real estate balloon in history. In the event that large scale credit liquidation gets rolling, there will be bargains available, not giveaways, to buyers with tangible purchasing instruments, not deadbeat promissory notes. This is the 1931 -32 scenario, not 1929.
        -Personally, I am not going overboard on PM’s. I look at them as insurance and a diversification hedge against certain fairly extreme scenarios. Interestingly, as the silver prices have continued to climb, the monster box prices have stalled. Something very bad would have to happen for me to drop that much money on PM’s right now. There is a lot of suspicious activity going on, but nothing at the panic level.
        –

        • n____ Thank You for the thought provoking reply. I’m with you on your outlook.

          Samuel Clemens, A.K.A. Mark Twain, “I am more concerned about the return of my money than the return on my money.”

          For a lack of a better alternative “Cash looks like King to me now.” But, I am not confident in ANY government related debt. Where do you put cash safely for now while preparing for the deflation “deals”?

  5. If you want to know the future,,, watch BBC
    0n 9/11 they proved their ability
    they said blg 7 went down 30 min before it happened !!!
    ON TV LIVE,,, amazing

    “Let that sink in”

  6. I think it is safe to assume that domestic US mint products aren’t going to be affected by tariffs.
    We now have a tariff on imported gold bars. Will this affect foreign gold mint coins at some point ?
    Will imported silver bars or coins be affected ?
    I think I am safe, but again, some of this does not appear to have been thought through at anything below the 40,000 foot view, with backward facing seats. We allow money to be poured into enormous black stagnant crypto pools, but stop investment in tangible financial assets ? SFB (Shit for Brains) economics.

  7. Trump and Republicans are inflationists. The Big Beautiful Bill testifies.

    Not to discount Trump sending direct emergency checks w/borrowed loot if the economy does get sketchy, like last time. The template has been forged.

  9. 1980 to now. Ussr gone 1990. Iraq 1992. 9/11 war terror afgan. 2014 crymea. Missing? British 1992. Ukraine gives nucs back to russia and no russia takes ukraine. No mention eastern russian settlers. 2025. Russia wants eastern ukraine. Western nato push east ends in failure. No greater europe so at odds with itself it cant do anything but go bankrupt. King Charles pleased. But greater german furher will come. 2028. 2026 crash.

  10. Blue star katrina is appearance of beatle juice previous red giant star now ( was helium fusion is carbon fusion)

  11. Somehow MS Weather was installed along with game garbage and Copilot, again. Discovered why I’m defeated in attempts to disable updates. Our OS is really there’s.

    Auto-consent by using the MS product:

    “”****By accepting this agreement or using the software, you agree to all of these terms, and consent to the transmission of certain information during activation and during your use of the software as per the privacy statement described in Section 3. If you do not accept and comply with these terms, you may not use the software or its features.” “6. Updates.****The software periodically checks for system and app updates, and downloads and installs them for you. You may obtain updates only from Microsoft or authorized sources, and Microsoft may need to update your system to provide you with those updates. By accepting this agreement or using the software, you agree to receive these types of automatic updates without any additional notice.””

    • Do you posters use Notepad? Notepad used to be the simplest, plainest text program on the PC – didn’t even have spellcheck. For some reason MS decided Copilot has to be enabled in Notepad. Is an A.I. wizard in a plain text app really necessary? You know I’ve chased my tail trying to disable MS updates/A.I. crap, etc to no avail. Copilot came back and enabled.

      Pox on his prostate! Death to the tyrants!

      Here’s a short on the future:

      Living with ChatGPT

      https://www.youtube.com/watch?v=xoykZA8ZDIo

  12. Worse than inflation?

    AI Overview

    Uranium mining on Navajo land has left a devastating legacy of environmental contamination and health problems,
    particularly affecting the Navajo people. The industry, which boomed after World War II to meet the demand for
    nuclear weapons and power, exposed miners and their families to radiation and toxic materials, with l
    ittle understanding of the risks at the time. Despite the closure of many mines, the contamination persists,
    impacting water sources, soil, and the health of the community. Reply Like

  13. Well., I am out-of-here for few days. “The games afoot!”
    Not too thrilled about the location, though.
    The highest “buy-in” yet, in my short career. [“You’re playing with the ‘Big Boys’ now., my dear Viking.” – Lady Fingers.]
    I know one of the players., have met one other [ who recommended me, Franklin. who is supposed to be better than me. ] ‘Lady Fingers’ and the dealer both know the hostess and recommend her. [ Yes, a female – first time for me. Does that make me a virgin?]
    Sounds like a good challenge. I could seriously use one. Still a few ‘unknowns’, though. That’s cool. Stepping into the unknown is nothing really new for me.

    Time to start working on my Doc Holiday persona / attitude…, polish-up my cowboy boots. Black three-piece suit is hanging in the closet.

    We’ll see……….

    Wish me luck !

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