Global Affairs as “Poker in the Asylum”

The USA has a little problem: As I was explaining in Monday’s column, when the value of a currency goes up, the number of those currency units needed to buy something (like gold, silver, the Nikkei 225 or the German DAX should go down. Or, given that you already own any of the above, then the number of units you get back (when you sell your ownership of the [whatever] will be smaller. How much smaller? Well, the Dow is set to open this morning down about 155 points, which will mean giving up all of yesterday’s 138-point gain – and then some.

Coping: With Rain, Flooding

You talk about wet!

That feller off to the right is one of the pair of hawks that live on the property and regularly come by for Panama’s handouts of raw bits of chicken when game is scarce for them in the winter.

Looks kind of cold and miserable, but that’s what happens to animals when it’s raining Persians and Poodles in East Texas.

We have just under 4” of rain in the gauge this morning.

Local media are full of exciting adventures cause by the heavy precip, too.

Worse, we are in “take care with the septic system, too, since when the ground is saturated, the septic system tends to get a little cranky.

Tomorrow, Ol’ John from the local septic cleaners will be out for his every-other-year visit.  After a drop in the water table and that, we’ll be back to feeling our usual selves when writing repeated bad puns…

Flushed.

Slowing Down the Diet

Meantime, Mr. Gluten-free Paleo (or, at least mostly so) has continued to drop pounds faster than ever imagined.  And I continue to credit the apple cider vinegar pill daily as helping with the results.  Also, two meals a day and within 8-hours of each other. 

The idea is that Paleo is good, ACV is good, off the fatty foods is good, but also helping is the exercise and eating all meals within 8-hours which (theory says) should give the body a chance to burn through sugars and get on to fat burning.

11-days of serious calorie restriction along with heavy exercise and such, and I’ve dropped 13.5 pounds.

So, yes, it can be done but I will likely declare a “free day” or two in order to give the organs that work hardest when dieting (liver and kidneys from what I’ve read) a chance to catch up with the changes.  This morning will see me wolfing down my  cottage cheese pancakes and that will involve the first use of butter (other than a tiny bit for use in pans) in 10-days.

Dropping a pound a day is NOT a good thing to do.  2-3 pounds in a week is plenty.  But (for whatever reason) being a male, I come from the factory pre-wired to think “If a bit is good, more is better, and the most is best.”

Speaking of which…here’s a dandy success story from a reader out in SF:

George,

I too lost about 40  lbs. about 2 1/2 years ago by changing my diet, exercising every day and moving my routine outdoors for extra Vitamin D benefits and mood enhancing.

My diet is a hybrid of the Paleo diet…No wheat products…although I have a cheat day with a local organic Pizza joint I crave…A lot of fish, chicken and Bison or a lean, grass fed, organic beef. I can’t get enough vegetables and I start each day with a smoothie that is a powerhouse of nutrition by itself.

The smoothie really powers my day..It consists of frozen blueberries, Vibrant Green powder, turmeric, cinnamon, ground flax seed, Apple cider vinegar, Chlorophyll, beets, ginger, taro root, kale/spinach mix and Odwalla blueberry juice.

I munch on almonds throughout the day and have a small piece of chicken. For dinner, I have a meat/fish dish, Organic greens salad and Quinoa/vegetable dish. 

I drink a glass of red wine a few times a week and the one hard liquor the diet does allow is Tequila (agave not grain based like most alcohol). 

But the one thing that is the key to weight loss is exercising…And I don’t mean lollygagging on an elliptical. I mean hard, drenched in sweat work outs that are measurable in increased performance milestones. I run at least 4 miles every day…but I measure my performance not in distance, but by the speed that I run. 

When I first started out, I was running 10:30 minute miles.

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Make-Up Money Monday

Reinforced with a modest plate of leftover meatloaf and a scrambled egg, Mr. High Protein Brain is eyeing the EU (Ure-Up around here) with just a tab more than his usual amount of skepticism this morning.

Do they really believe that Making Up Money (quantitative pleasing) really constitutes sound economic policy?

Here’s where we are – from a skeptics point of view:

First the mechanics:  The EU will be making up $60-billion a month until the trillion Euro mark.

The effects of this ought to be similar to here:  Domestic markets (e.g. within the EU) should appear to go up in price to locals because there will now be more money around the system chasing after this, that, and what-have-you.

Things made in Europe should drop slightly in world markets because this should drop the value of the Eurodollar (making up money weakens it).

And this means the US dollar will go where?  (Green start for “UP, George, because all currency values are relative and it’s how the world is ruled and why markets are entraining globally, as you’ve been saying for years…”)

Right.

So, gold took some of its hit on Friday, down about $30 an ounce.

Also, the Dow didn’t go down Friday because America is run by scoundrels and crooks – that hasn’t changed.  It just takes fewer of those upgraded dollars to buy the Dow so it looks like the market went down. 

And in Ure-Up this morning, the markets are actually down because people on The Continent aren’t completely stupid, although that’s a close call.

This leaves the US markets to be about flat to up a tiny bit today, as a dead cat bounce from Friday comes along.

Having a rain soaked cat sitting on my foot reminds me the world of finance is likely to purr along for a while longer, but keep an eye on April 26th as the next “likely panic and collapse” date since that will be 55-days from the S&P’s most recent high on March 2 (closing basis).

Of course, if the US Fed announces a further round of stupidity easy money, then our Dow and S&P will appear to go up, since it will then take more of our watered down money to buy the indices.

You see, no matter how they try to bury economic reality, it still leaks.  As of this morning $1 worth of goods purchased in 1913 will cost you $24.26.  That’s according to the Minneapolis Fed inflation calculator over here (right side of the page).

That means two things.

First, it means that the dollar has only 4.123 cents of purchasing power compared with 1913.

Second, it means that economists trip over one another trying to say that it’s somehow necessary because we need to maintain the economy for political reasons.  The only Federal Reserve requirements are for maximum employment and growth.  There’s no mention of money holding any purchasing power levels, whatsoever.

It doesn’t happen quickly.  Last year (relative to 1913) a dollar’s worth of goods cost $23.96, so the rate of price inflation (money watering) works out to 1.2%.

It’s the biggest secret in finance (Money loses its purchasing power) and with it the biggest lie (Prices go up).

Investing is really very simple, once you’re onto it.  And somewhere between terrible and incomprehensible  if you’re not.

A “Penny saved is a penny earned” works only in  a fixed-exchange currency regimen.  And that train pulled out of the station when Nixon closed the gold window at the Fed.

The Nixon Shock was a series of economic measures undertaken by United States President Richard Nixon in 1971, the most significant of which was the unilateral cancellation of the direct convertibility of the United States dollar to gold.

While Nixon’s actions did not formally abolish the existing Bretton Woods system of international financial exchange, the suspension of one of its key components effectively rendered the Bretton Woods system inoperable. While Nixon publicly stated his intention to resume direct convertibility of the dollar after reforms to the Bretton Woods system had been implemented, all attempts at reform proved unsuccessful. By 1973, the Bretton Woods system was replaced de facto by a regime based on freely floating fiat currencies that remains in place to the present day.

So not only did republicans screw the nation’s money over (and set the stage of China’s growth, outsourcing, and dumping-ground for US Treasuries, which are being used back on us to buy real estate and free trade zones in places like Idaho, but they also still haven’t repented for Watergate, Kissinger and Vietnam.

It’s OK, though.  Democrats have soiled the nation’s highest office just as thoroughly, so if you’re like me – Equal Opportunity Disgusted – welcome to another Monday.

Speaking of Dems and Disgusted

We might as well have George’s Daily Clinton bash about here.  Darrell Issa is wagging about how she might face criminal charges over her self-censoring of emails

The head of the Benghazi probe says there are huge gaps in the email records, as well.. but you’d expect that, just based on party affiliation.  For now, looks like dueling sock puppets of the ultra-rich trying to distract the public.

Is O’Malley Any Better?

Not if he doesn’t cowboy up on Hillary’s emails.  But, as the NY Times notes, he hasn’t gotten into it yet.  Which means another politicians making noises like “Rarrk, puck, puck, puck…” (or however chicken spell their language.)

Reader aren’t mincing on O’Malley:  Several comments in our discussion area have called him a terrible taxer in Maryland during his guv daze.

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Coping: Red Dog’s Results and CRD’s

A fair question to ask, straight off the bat, is “Who’s the headless dude with the ball and shorts and has George lost his mind?”

That fellow happens to be a reader whose moniker is Red Dog and he sent in a marvelous discussion of how he’s been doing that one major Chemistry Experiment in life (changing our eating, and thus our appearance and fitness) and it’s a dandy first-hand report.  I removed his head because that would make him personally identifiable, and our massive legal department wouldn’t hear of it without a release and I didn’t think to do that Friday…such is life.

(As to the second part of the question – Has I lost my mind? – the answer should be self-evident.)

Here’s his report:

George you recently asked about thoughts on living locations and weight loss.  For weight loss I suggest you look at Tim Ferriss’s book, The 4-Hour Body: An Uncommon Guide to Rapid Fat-Loss, Incredible Sex, and Becoming Superhuman Tim believes in PAGG (see chart below) eating beans for breakfast, and chilling your core body temp once a day.  I take cold showers in the summer.  Look at the pictures.  I went from 178 to 153.  

As to living location.  My requirements are I need a place for clean fresh flowing water, where it rains enough for growing veggies, inexpensive land for a runway, land to create a self sustainable life style.  I looked at a map of the US and created a triangle from:

Nashville TN, to Huntsville AL, to the Pickwith dam in SW TN.  I would buy 50 to 100 acres within that triangle.  

I also use Apple Cider based hot sauce on my beans in the morning.  

Policosanol

117

23 mg day.  Fat Loss & cholesterol lowering.

Alpha Lipoic Acid

117

Liver Disease.  Store Carbs in your muscles or Liver, Not Fat cells. 

Green Tea

118

EGCG.  Epigallocatechin Gallate:  Inhibits storage of carbs as body fat.  Kills fat cells.  Suggest decaffeinated green tea extract pills.  Mega Green Tea Extract, decaffeinated, 725 mg. 

Garlic

119

High doses of Allicin.  Inhibit Fat regain.  Allicin 6000 garlic 

  

www.fourHourBody.com

   
   

Beans

83

Epazote from Mexican groceries.  Lentils.  Soak beans overnight. 

Whole Grains

91

Whole Grains or Oats, NO. 

BreakFast

95

Eat within 30 minutes of getting up. 

 

105

Lime or Lemon Juice.  P

 

106

Air squats before eating, After eating. 

Fermented

111

Sauerkraut & Kimchee. 

Cooling Body

129

Ice pack on back of neck in evenings.  Swim in cool water. 

 

144

Cinnamon good lowers glucose levels.  In coffee?

 

146

Eat slower.  At least 30 minutes. 

   
 

164

Kettleball swing. 

 

167

Flying Dog & 2 legged glute. 

 

172

Kettleball swing from Home Depo. 

 

176

Back ball myotatic crunch

“Red Dog”t

Just have one more try — it’s dead easy to die,
It’s the keeping-on-living that’s hard.

I have to say, I am totally impressed.  The reader is not a young fellow (I forgot to ask his age, but I’m sure he’ll send that along) but his results lead to all kinds of interesting thoughts in the arena of life extension.

Policosanol was a new one on me, so you can Wiki it – though there is more on the Wikipedia site

Policosanol[pronunciation?] (or polycosanol) is the generic term for a natural mixture of long chain alcohols extracted from plant waxes. It is used as a nutritional supplement intended to lower LDL cholesterol (“bad” cholesterol) and increase HDL cholesterol (“good” or “healthy” cholesterol) and to help prevent atherosclerosis, though some studies have raised questions about the effectiveness of policosanol.

A second opinion from WedMD is here and when you’re researching, always be sure to check their side effects and cautions tab.  NOW Foods Policosanol 20mg Vcaps will run you about $16-bucks at Amazon.

What we’re really dealing with here are two issues:  One is the effect of weight on life extension while the other is the effect of weight on quality of life.

Looks to me like Red Dog is at about an ideal weight.  What’s more, he’s got the elements going here that will likely lead to an optimally long life.  Much thinner, though, and then the risks come back up.

A Wikipedia entry on the effect of being too lean from calorie restriction is worth some study:

Malnutrition may result in serious deleterious effects, as it has been shown in the Minnesota Starvation Experiment.[8] This study was conducted during World War II on a group of lean men, who restricted their calorie intake by 45% for 6 months, and composed roughly 90% of their diet with carbohydrates.[8] As expected, this malnutrition resulted in many positive metabolic adaptations (e.g. decreased body fat, blood pressure, improved lipid profile, low serum T3 concentration, and decreased resting heart rate and whole-body resting energy expenditure), but also caused a wide range of negative effects, such as anemia, lower extremity edema, muscle wasting, weakness, neurological deficits, dizziness, irritability, lethargy, and depression.[8]

§Musculoskeletal losses[edit]

Short-term studies in humans report loss of muscle mass and strength and reduced bone mineral density.[9]

The authors of a 2007 review of the CR literature warned that “[i]t is possible that even moderate calorie restriction may be harmful in specific patient populations, such as lean persons who have minimal amounts of body fat.”[10]

§Low BMI, high mortality[edit]

CR diets typically lead to reduced body weight, yet reduced weight can come from other causes and is not in itself necessarily healthy.

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Give the Students Their Due

I don’t often get out the soapbox on a Saturday morning, but the report on Fox this morning really hit me wrong.

The gist of it is that students at UC Irvine have voted to bar the American flag on their campus along with any other nation’s flags.

I agree entirely…..but with a few provisions:

  • Immediately cancel and call all student loans of these kids.  They are from that country they want to de-flag and we certainly don’t want them to live counter to their idealism do we?
  • Cancel all Pell Grants to them.  Ditto.
  • Cancel all federal funding for the school.  Ibid.
  • End tenure for any teacher who put this crap into the kid’s heads.Redux.
  • End all federal subsides for research at the school.

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PEROEI: What it Is, How to Think It

It’s actually a half cousin to another kind of thinking we refer to all the time around here:  Algorithmic thinking.

Used to be in the Personal Motivation groups that the buzz was all about “motivation.”

Now, however, we’re evolving out of PMA (positive mental attitude) and into CCT (coldly calculated thinking) as the way to get ahead.

Exactly what you’d expect to see as the feedlot fills up with too many humans.  So along with an update on where we are with Peak Oil and how the collapse of the American energy industry (now at hand) will be levered by the Saudis into even more of a dog leash on American foreign policy, you’ll find this way of “running your life” pretty interesting.

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The Jobs Report–Updated

Three things are a foregone conclusion this morning:

1.  The Emperor has not clothes.

2.  The jobs report will show rising employment.

3.  The devil is in the details.

So here we go…

“Total nonfarm payroll employment increased by 295,000 in February, and the unemployment rate edged down to 5.5 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in food services and drinking places, professional and business services, construction, health care, and in transportation and warehousing. Employment in mining was down over the month. Household Survey Data Both the unemployment rate (5.5 percent) and the number of unemployed persons (8.7 million) edged down in February. Over the year, the unemployment rate and the number of unemployed persons were down by 1.2 percentage points and 1.7 million, respectively.

But wait – there’s more:  Fine print says there were 178,000 fewer people in the workforce.  Huh?

Which then means the labor participation rate dropped back to 62.8% after ticking up in previous months to 62.9%

As always, the CES Birth Death Model (the measurement of “statistically estimated into existence”  jobs is key:  But no, the CES Birth/Death model hadn’t been updated so it’s on my “Saved guffaws for later” list.

CES Updated:  132,000 jobs were estimated into existence, out of the 176,000 claimed in the general report, so net provable was…..no hints here… 44,000.  Futures turned down on the confessional…down 60 I looked.

And the alternative measures of labor underutilization – which is the PhDs flipping burgers index, shows a drop from 11.3% to 11.0 percent (good)_ but we wonder about the impact of long term aid running out on these numbers.

You ever see a government report showing the national homeless number?  Me either.

On, one other foregone conclusion:  The market should be down at the open.  The Baltic Dry Shipping Index is up 2 to 561…around 2009 low levels.

Shhhhshhhh!

Listen closely….. hear it?  Air escaping from a bubble is what it sounds like…or is it?  Maybe not just yet. The pop is still in the fridge.

New Trade Figures

From Commerce:

The U.S. Census Bureau and the U.S.

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Coping: With The Risks of Flying

Actor Harrison Ford is in the hospital – doing fine – after having to land his Ryan PT-22 trainer on a golf course near the Santa Monica Airport due to engine failure on takeoff. 

Ford, who’s quite expert at the flying game (including a helicopter/ rotorcraft endorsement if I recall correctly) is not the first fellow to lose an engine. 

The plane he was flying, a WW II vintage PT-22 is a very seriously collectible airplane according to Wikipedia:

In 1941, as the natural development of the earlier ST series, the PT-20 and PT-21 was the military production version of ST-3 with a total of 100 built as the U.S.A.A.C.’s first ab initio monoplane trainer. The rapid expansion of wartime aircrew training required new trainers, and the Ryan PT-22, essentially similar to the PT-21, was ordered in large numbers.[3] Named the “Recruit”, it entered operational service with the U.S. Orders also were placed by the Netherlands, but were never realized as the nation capitulated to Axis forces. The small order of 25 ST-3s was redirected to the United States and redesignated as the PT-22A. Another order also came from the U.S. Navy for 100 examples. The PT series was in heavy use throughout the war years with both military and civil schools, but with the end of the war, was retired from the U.S.A.A.F.[4]

As a pilot, I tend to look at stories – like the Ford landing – a little more closely than most.

Back in 1999, Ford as a close brush, too.  That was when a Bell Jet Ranger 206 he was practicing emergency landings in (with an instructor, the landing process for engine out in a helo is called autorotation) back in 1999.

What’s missing in the media reports of Thursday’s event is just where Ford was when his engine conked-out.  If the engine failed when his plane was very low (300-feet, or less) then he would have been trained to fly to the closest thing to land on that was roughly straight ahead.

On the other hand, if he had taken off, was well past the golf course, had more altitude, he would have been inbound attempting the return to land and, seeing he wouldn’t make the field, would have chosen the next best thing – a golf course.

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Global Warming Arrives in Texas

Yes sir:  A record report from the National Weather Service up the road a piece in Ft. Worth:

“A record snowfall of 2.5 inches was set at dfw Airport yesterday.

The previous record for March 4 was 0.3 inches in 1989.”

So it is with overflowing generosity that we have packaged up the cold front and sent it east overnight where it should be arriving any minute to ease the sweat glands that I just know have been overworked with Global Warming effects this winter.

I would mention that suggesting the cold is because of warming is like suggesting that we all need to eat more to lose weight, slow down to get somewhere faster, and die in order to live.  However, I’ll just bite my tongue (which happens to be frozen to my teeth now).

I’ll just point to the records here and wonder if the folks in Mississippi aren’t maybe overdoing it a bit in declaring an emergency in advance. 

Do you realize that “Woodall Mountain” is the highest peak in the state (806-feet) and that’s just a lump out west or in he Poconos.  I mean, come on, now!  Cowboy up a bit.  Texas highest point is Guadalupe Peak at 8,751 feet…

(Sorry, I will stop teaching geography and how to read thermometers and just skip to the economics for which this site is better known.  Although there is much in common between climateers and mainstream economystics.

Job Cut Report

The ADP Employment Report giveth and the Challenger Job Cuts report taketh away:

Planned job cuts declined slightly in February, as US-based employers announced workforce reductions totaling 50,579, five percent fewer than the 53,041 in January, according to the report on monthly job cuts released Thursday by global outplacement consultancy Challenger, Gray & Christmas, Inc.

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Coping: In Praise of Vinegar

This is rather amazing. – to the point that I figure I should share it with you:  I am now a pound lighter than I was when Elaine and I took off on our cruise 13-days ago.

The numbers?  I put on 7-pounds during the cruise.  No, I wasn’t particularly proud of it, but lately I have been eating on a regular diet of two meals a day, within 8-hours of each other because of a lot of research I’ve been reading on apple cider vinegar.

One upshot of the reading was to find out that modern dietary ideas – like multiple meals per day – are not really how humans grew up in the wild.  Instead, people apparently used to walk around, looking for food, hunting and foraging, until they found something.

Then they ate to their hearts content….and moved on,

There’s a rhythm, apparently, to how this works.

When ancient ancestors had a meal, it often raised the blood sugar.  The blood sugar converted to fat, the fat was stored.  No mysteries to that.

But according to the data I’ve been reading (before going on the cruise), when the body is not given additional food (remember the wandering off part?) the first calories consumed were the easy-to-get-to sugars. 

Once those were gobbled up, the stored fats were eaten next by the cells.  And, at the tail end of that, the next to go were the heaviest of the fats – the kind that tend to accumulate around the belly in old men like you-know-who.

The idea comes into focus that eating kicks off this sequence of blood sugars increasing, fat storage, sugar burning, and finally fat burning.   Which is why people have different “breath” throughout the day.  Good breath mostly after eating but once the body moves into hard fat conversion, there’s likely some ketosis.

The part of ketosis that matters, when comes to eating habits, is this bit on the mechanics of ketosis from Wikipedia:

“During the usual overnight fast the body’s metabolism naturally switches into ketosis, and will switch back to glycolysis after a carbohydrate-rich meal. Longer-term ketosis may result from fasting or staying on a low-carbohydrate diet, and deliberately induced ketosis serves as a medical intervention for intractable epilepsy.[6] In glycolysis higher levels of insulin promote storage of body fat and block release of fat from adipose tissues, while in ketosis fat reserves are readily released and consumed.[5][7] For this reason ketosis is sometimes referred to as the body’s “fat burning” mode”

What I’ve gotten back into is waiting until Elaine gets up and cooks breakfast, instead of cooking my own.

Her schedule, and mine are offset a good bit:  I’m up at 4 AM writing.  She rolls out sometime between 7 AM and 8 AM…and gets hungry around 8:30 so that’s when food appears.

What this means is that instead of “breaking the fast” of overnight – which is where the word breakfast comes from – I’m adding about 4 1/2 hours to my fat burning time daily by eating when she gets up.

Then, I eat my second meal of the day by 4 PM, which means being up and about 3-4 hours after eating, which helps resolve lots of old-people problems like acid reflux.

But none of this should lose 9-pounds in less than a week. 

What Else was Going On?

Therein lies the tale…

For some reason, part of my “home chemistry experiments with my body” had not yet gotten to the bottle of apple cider vinegar pills that were coming up on my personal testing.  Now I’m into it.

Long-term readers will recall the idea here:  Make up a notebook for yourself and then systematically go through what works well for you as you test every vitamin and supplement you can get your hands on.  There is quite often something in the way of a supplement (or mineral) that when taken will change how you feel.

For example, when I want to learn at an accelerated rate, I will take Source Naturals Huperzine A, 200mcg, 120 Tablets.  The effect of taking one of these bad boys is that within an hour, there’s a marked improvement in mental acuity. 

Taken with a baby aspirin and a small something to eat, it is my “before flying” routine.  Since flying an airplane is a somewhat complex task where you need to have all your faculties, I figure anything that can bump up short-term IQ a bit is worth doing.  So a half cup of coffee, food with lots of protein, and a Huperzine A – plus a baby aspirin – I’m good to fly.

By the way, the baby aspirin is not to keep away pain or prevent heart attack.  Although, sure, it may do these things.  The real reason to take the aspirin is that it increases the body’s uptake of oxygen. 

I can actually tell the difference on the treat mill, too, as well as mental acuity on long flights where we’re up at 7,500 feet, or higher.  (We have oxygen, too, but don’t always carry it unless flight at 9,500 and higher is planned.  Requirements roll in (going from poor memory, 12,500 feet) for supplemental oxygen, but another long discussion…not this morning.)

So there was this bottle of apple cider vinegar pills (similar to High Potency Apple Cider Vinegar 625 mg 180 Caps by Swanson Ultra) in my test queue and I began the four week trial period on those.

WOW!

I was shocked.  9-pounds gone!  I doubt the rate of weight loss will continue as high, but to even lose 3-pounds a week would be phenomenal.  Hell, a pound a week would be fine.

There were a number of dietary changes between the cruise ship weight and this morning’s.

On the cruise ship we ate three squares a day.  Breakfast, lunch, and fabulous (bringing tears to your eyes and triglycerides or your cardiologist’s) dinners.

Restaurant food is generally much higher in sodium (salt), than we’re used to eating around here.  We are using ,Morton – Lite Salt Mixture that contains half the sodium of regular salt, with the balance of saltiness coming from potassium chloride…and since potassium is good for body chemistry….

Shipboard we had alcohol before and with din-din.  A cocktail (or two) and wine (or sake) with meals.

And I ate breakfasts.

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Prepper Notes: Grab & Go Bags and Chips

We wrote a definitive article on grab and go bags for subscribers back in 2008.  Yet as times change, our outlook has changed as well.

This morning’s we’ll explore how our grab-and-go plans have evolved and discuss how to do a “grab-and-go chip” in style and what to have on it.

Along the way, we’ll talk about your personal grimoire (magician’s spell book) updated to include digital recovery content should you ever need it.

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The Market’s Upward Bias

Slap the 55-day timer again.  New highs yesterday (again) and our Trading Model over on the Peoplenomics side of the house is proving far smarter than the guy who designed it.

Makes the earliest likely crash window open April 26th which gets to the “sell in May and go away” window.  Which is slightly less pessimistic than my “when in port, be short” adage from years back…

Baltic Dry Index is back to 553 this morning, right around 2009 lows.

Bibi’s Guns

The talk of the town this morning is what Benjamin Netanyahu will say.  If anything is going to move the markets, since not much else is going on in the US financial scene until jobs data later in the week, this may move markets.

Our military affairs contributor, warhammer, looks at things this way:

George, 

Tuesday, March 3rd 2015, Israeli Prime Minister Benjamin ‘Bibi’ Netanyahu, will deliver a speech to the U.S. Congress in direct and blatant opposition to the U.S. President, Barack Hussein Obama.

If reports are to be believed, Netanyahu’s oratory will be a seminal event.  Miriam-Webster defines ‘seminal’ as follows:  “having a strong influence on ideas, works, events, etc., that come later : very important and influential”

See:  http://www.merriam-webster.com/dictionary/seminal

Netanyahu becomes the first foreign leader since British Prime Minister Winston Churchill to address Congress for the 3rd time.  By all measures, this speech is trending as historic.  Not only U.S. President Obama’s Middle Eastern Foreign Policy legacy be at stake, but so too will be Netanyahu’s, not to mention the future of Iranian/U.S. Relations and perhaps peace in the Middle East.

Israel, the only true democracy in the Middle East, is facing the reality of an authoritarian, theocratic nation vowing the annihilation of the democratic Jewish state.  Iran is reportedly only one to two months away from producing enough fissionable weapons grade Plutonium to produce a nuclear warhead and wipe Jerusalem off the map.

Throughout history, Jews endured crushing defeats by Persia, Babylon and Rome, the two millennia long diaspora, the Roman Catholic directed Inquisition and the unfathomable, horrific Nazi led holocaust.   Netanyahu has stated time and again that the direct and public threats made against Israel by recent Iranian religious and political  leaders highlights precisely why they cannot produce nuclear weapons.  Iran has not hidden its intent to destroy Israel.  Why make the job that much easier and allow them to retain the technology necessary to produce a nuke?

Tangentially, if Shiite Iran somehow gains nukes, Sunni Saudis will surely not stand idly by.  They will either build or, more likely, buy their own nukes in order to strategically deter Iran.  The entire Middle East would eventually be at risk of slipping into a 21st Century Cold War, a war powered by religious and racial animosity.

Netanyahu is making his plea to Americans – ‘stand with us in an unbreakable alliance, or we will act alone as we must to guarantee the safety and solidarity of a free Israel.’  Israelis’ will be watching from their homes.  Netanyahu may not openly, overtly threaten military interdiction against Iran’s nuke program in front of Congress, but he will most certainly leave little doubt that, if pressed into a strategic corner that would undermine Israeli national security, Israel will do what she must to neutralize any and all perceived threats.

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Coping: A Story and Backgrounder on CompSec

CompSec is computer security.  And we’ll get there, but first we need to go back to Monday’s column to pick up the scent…

Our discussion of the local gas company bill reported out of Australia received a numbers of fine comments from folks on the discussion side of UrbanSurvival, including an historical perspective from a reader Down Under that was most excellent:

Being an Aussie in Qld AUS I couldn’t help read your funny anecdote about the guy from Mudgee and the local gas company.
True or not it is believable as anybody in this country or yours would know. Great indicator of how as Voltaire put it “common sense is by no means common” .
Seems the western world especially left wing politics in your country and mine ergo Democrats and our Labor Party this lack of practical approaches to real world issues is rife.
In Aus like yours we have a general shift of wealth from the big middle class here to the genuine wealthy where they aren’t encumbered by heavy debt.
The big transnational corporations in both our countries hide their profits via “transfer pricing” in our case and no doubt ring around the rosey accounting in yours. Isn’t the Balance Sheet and P & L the devices that are the blind hiding the truth?
Off topic I know but I wished to vent.
I have always admired the USA and it’s wonderful citizens. I was in middle / primary school here when your country inspired me with your Apollo and 69 landings just because you felt like it. Now nearly 50 yrs still NO other country can do it. You’re all amazing.
Now it seems many voters there have lost their faith in the USA and what it represents both historically and in the future. Professional advocates, nefarious pressure groups (on a way bigger scale than here in Aus) are polluting your nations system and are beginning to have a big impact here too.
Many here in Aus are conscious of 1942 Coral Sea efforts of the US and the subsequent placing of US troops here, The blood and treasure that was lost by you is noted by many but like all history time dims memory and importance. Your citizens like ours only think in sound bites and believe the propaganda that’s why sites like yours are important to get folks to think outside the square. To question the conventional wisdom and spin. The truth is way weird and scary.

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