40 Up, 16,000 in Sight and other Holiday Cheer

The trading indicator, which Peoplenomics subscribers see twice weekly, has really ticked me off this year.  I am *(as you probably figured) a dyed-in-the-wool bear who loves to make money on the short side of markets and who does extremely poorly when ‘gut trading” in a rising market.  The Indicator, however, with a single weekly exception, has been resolutely bullish since last December and continues its long position, even now.

Historically, Fall has been a great time for markets to pull major dives and yet, at least so far, we haven’t exactly gone off the high board.  While there’s a chance of a decline come Wednesday, we can’t help but wonder if some of the “enduring optimism” (financial snort) hasn’t been due in part to the busting up on regular economic reports thanks to the government shutdown when 83% of government couldn’t even get the regular statistics turned out…

I mention this because the Cost of Living report which has been previously issued around the 14th of the month won’t be out until Wednesday.. 

In the meantime, when it comes out, the market is likely to be further cheered by what will be (predictably) lower than expected inflation, despite the wholesale printing of money.  There is, you see, a well-orchestrated international G20 print festival going on, and as long as the illusion persists, we may expect the following to continue as a consequence:

  • Gold will not drop through the floor ($1,200) until the ravages of deflation become clear and the printing speed globally may prevent that.
  • The Dow and US stocks will continue to climb as long as the money is being “watered down” while at the same time, falling yields are putting even higher targets (think Dow 20,000 and S&P 2,000) in sight.
  • And electronic digital replacements like Bitcoins should be doing very well indeed. And they are.

So the Good Times should arrive once again this morning with the Dow set to tack on another 40, which will put 16,000 in sight for tomorrow, if not this afternoon, and even with a modest pullback at mid week, the mistletoe is coming along with the eggnog down on The Street.

Time to order your Stock Trader’s Almanac 2014 (Almanac Investor Series) if you’re a bear like me.  It might help to jot down the license number of the bus that’s been running over us bears lately.

Us bears, that is, (like Ures truly) who are addicted to disaster porn and don’t follow our own well-performing systems that we developed to keep us from losing money. 

One of my buddies called to tell me he was loading the boat on SDS call options (on the 2X S&P short ETF) for December.

You are???”  I asked incredulously…

“Well, January might be better, but I’m thinking that the budget crisis will come back and maybe worse than before…”

Maybe.  But what’s going on right now is sort of living synchronized water ballet or parallel fed printers:  The printing presses are getting warmed up in the EU and the if the German Court says the German people really can be put in debtor yokes to bail out Greece by an unelected government, well, then I’m afraid my friend won’t even get the license number of the bus. 

If the republicans can learn to articulate, well, maybe.  But absent that, the last go-round scared them and for all they are, they are not complete idiots and the budget “crisis” might be short-lived.

It’s a race, to be sure.  But sometimes the best way to make money, is to sit on your wallet until a clear change of trend becomes apparent.

And it doesn’t seem to be on tap this morning.

Global Warming to Cooling?

We’ve been considering the notion of late that the transition from high solar output to much lower output of the Sun – the lowest in more than 200 years – would cause large temperature gradients, and with them, extreme weather.

The national coverage, like this report over here, don’t go into this global warming cum cooling issue, but we know from our required flying education in meteorology that high temperature gradients (between hot and cold) are one of the predictors of extreme weather.  Toss in some pressure gradients and it’s a pretty simple matter to figure out when is a good time to go flying and when’s a good time to sit on the ground.

This morning, winds are strong and not much fun up in the Ohio/Pennsylachia area and out on the Oregon Coast.  We are only a month, or so, from the onset of winter and the storms are a hint.  So keep at eye out for temperature gradients and you’ll develop and eye for this stuff, too.

More after this…

Shaky Monday News

I assume you saw my 7.8 quake showed up, more or less on schedule, a couple of days late, this weekend?  Can we relax?  Lemme see…how’s about we start off with this which popped in from the Jakarta desk overnight?

Hiya chief!

Can’t say we don’t get good shows around here…  Mount Singabung popping.  [Hell of a picture! – G]

Sinabung is located in north central Sumatera near Lake Toba, which itself is the crater of a supervolcano similar to Yellowstone Park.  I’ll let you know if the lake starts boiling.  May want to seek a fresh planet at that point.  Luckily, there are an estimated 8.8 billion of them in the Milky Way.

Sampai jumpa,

Bernard Grover

Managing Editor, Indonesia Bureau
P.S.- all the Philippine crew have checked in with minor damage.  Most of the bad stuff is limited to the southern end of the country.  Folks still say the 10,000 estimate is well short of the real situation and that likely thousands have been washed out to sea.

If you haven’t read on the Toba catastrophe theories about, this snip out of Wikipedia ought to get it onto your learning list:

The Toba supereruption (Youngest Toba Tuff or simply YTT[2]) was a supervolcanic eruption that occurred sometime between 69,000 and 77,000 years ago at the site of present-day Lake Toba (Sumatra, Indonesia). It is recognized as one of the Earth‘s largest known eruptions. The related catastrophe hypothesis holds that this event caused a global volcanic winter of 6–10 years and possibly a 1,000-year-long cooling episode.

The story continues over here at the Wikipedia site.  So if you’re thinking Obamacare is a problem, just imagine the global impacts of another supereruption and picture how that would change people priorities around about what’s “important”.

Toba’s not enough?  Well, how about the article this weekend “Volcano discover smoldering under a kilometer of ice in West Antarctica:  Heat may increase rate of ice loss.”

Now close your eye and imagine that puppy going kah-blooey

Kind of like Mt. Etna which is going off light up the sky over Sicily.

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Coping: With Monday Morning Brain Optimization

OK, the alarm goes off and you’re laying in bed wondering “What now?  Another Monday?”

Ah…perhaps, or perhaps a very different kind of week.  At least that’s what I tell myself when I get up on days like this, full moon still lighting up the yard like Vacaville prison lights.

How to do it then?

There are only a couple of small things that need to change (inside your head) in order to have an entirely different kind of week, I’ve found.  One is having crystal clarity of purpose, which is sort of like the whole book that Gary Keller wrote:  Picking out the ONE medium-sized thing you are 100%, unstoppably committed to getting done this week, and doing it.

The other is to “own” how you feel.

A lot of this “how you feel” stuff is pretty easily nailed down because a lot of it flow from consciously optimizing how your body and brain work. 

Everyone’s got an optimized state which they can achieve if they simply makes notes on, and use, the tools which are readily at hand for most folks.

I can tell you what my routine is in the morning, but I’m not sure it will help you, but there are some basics which may advance the cause a bit.  So here’s my morning”start-up” checklist:

1.  I try to get eight hours of sleep.  Not a lot more, but seldom less than seven.  There’s a optimum sleep amount for everyone and for me, 7 1/2 to 8 1/2 hours is ideal.  Some people work a lot better on more.  Elaine’s a 9-hour person.  And I know people who get along on as little as 5-6 hours on a continuous basis.

2.  I have a morning routine for meds, vits, and a bit of food:  It’s up, pass the overnight recycling liquids, dress, pills with water, half a cup of coffee while checking markets and breaking news headlines, and then finishing off the morning’s recycling with solids. 

3.  A couple of bits of something in the stomach.  This morning it was the egg whites from a couple of hardboiled eggs.  Other mornings it can be a slice of cheese and a slice of apple, just something really light to give the stomach something to work on.

4.  After that, it’s a 16-ounce coffee cup and over to the office.  The coffee is decaf (2 tablespoons) with a heaping teaspoons of Kona hard stuff (from my friend Hank in Hawaii).  I’ve learned that if I go any heavier on the Kona, the BP will get up into the 125-127 range.  Without it, the BP will be in the 115-120 range.  And pure Kona?  Well, the scatter chart says 135 is common with what’s now about 20-oz of high octane.

If this sounds a bit obsessive, yes, I suppose it is.  But getting the most out of a body and mind is not something that just happens.  Starving until you get a McMuffin is not my cuppa joe.

5.  When I get into the office, after a bit of dry food for the cats, is check the temperature.  I think best when the ambient temperature is 65F.  Any warmer than that and I get, well, just not as sharp.  Any colder?  Well, then the number of typos seems to increase as the finger dexterity is somewhat temperature-related.

6.  A check of ionizer is done, as well:  It is on, or did I turn it off while at the electronics workbench the previous day?  Blowing ozone in your face is not a good idea, but having a modest ionizer?

This is another one of those things which most people don’t understand  or pay any attention to:  Levels of ionization may have a HUGE impact on how you feel.

There’s an easy test you can give yourself, to find out if that’s you, or not.  Simply think back on some of the more pleasurable experiences in your life.  If you come up with things like “outside after a thunderstorm”, at the ocean with crashing waves, waterfalls, really looking forward to the daily shower (best in morning, again), then you may be ion-sensitive.

The whole detail level is in Ion Effect: How Air Electricity Rules Your Health by Fred Soyka and Alan Edmonds.  It’s an older book (1979) and in it, you’ll meet up with the Meltemis, Santa Anas, and Siroccos that are the positive ion winds around the world.  These are highly correlated to people active nutty and, sadly, in some cases suicidal.

A home or office ionizer doesn’t have to be terribly expensive.  Something like the FIVE STAR FS8088 Ionic Air Purifier Pro Ionizer Cleaner with UV, new runs less than $60.

7.  I don’t run incense, most of the time, but if you’re serious about brain optimization, the reason aromatherapy has a decent following, is there’s something there.  Incense is fairly inexpensive, and if you won’t mind people thinking you’re covering up a doobie or something, it can also add to mental clarity.  If they ask, tell them not to worry until you break out the patchouli.

Musk is something cited as a “balance and order” aid, Lotus is good for heightened intelligence, and vanilla might be good starting points to experiment with.

This may seem like it’s a bit elaborate, but these little “personal findings” continue throughout the day.

8.  Breakfast, more and more, is becoming a high protein affair.  Toast is down to a couple of days a week, and in its place, beans and meat, meat and eggs, eggs and beans or beans and cheese are becoming favored.

Here’s why:  I discovered in making personal notes about gout that one of the reasons I tend to run my body chemistry set “close to the line” is that there’s a mental place, just short of gout which is absolutely amazing.  I can work at what are (even to me) impressive rates.  If I modify the diet to get back too quickly to the  other side of a gout attack, my mental clarity fades./

No, I don’t get “stoopid” – it’s just that edge is gone.

The mind is a marvelous tool, and keeping it sharp and ready for action is (since everyone is different) a matter of experimental.

But for me, the “right” mix (since most of my work is done between 5 AM and 3 PM) follows this pattern with the carbs and veggies around noon and a high protein meal (fish and veggies is great!) for an early dinner with a glass of wine and then being up for several hours after eating so as not to go to bed on a full stomach.  That’s just asking for acid reflux, restful sleep, and putting on weight.

So there you have it.  Something you can do this week:  Optimize your brain a bit.  Watch television which focuses on thinking, even if it’s just episodes of Elementary, and see if you can’t find the time to do a Google search on “brain food” to see what things you can do to improve you’re brain function.

No, you’re not going to “Go Albert” overnight – it can take a couple of weeks to notice the difference.  A new route of research I’m into now involves seeing how I respond to a low glycemic index diet – you can find odds and ends about that around the ‘net, too.

If you’ve found any other ways to “brain optimize” (exercise and fresh air are givens, of course) please send them along.  If we get any worthwhile suggestions, look for more on this “brain optimization” stuff.  Nuts for memory and broccoli for cognition and vitamin K, for example.

The most important part, is to keep detailed notes on your experiments and give every morning’s “brain-check” (done about mid morning, which for me is right after my column is done) on a 1-100 scale (100 being high) and change variables for a week each and see if there’s any change.  It’s surprising how quickly things like excessive carbs, cals, or booze shows up in slightly lower scores over time.

You won’t have “best I’ve ever felt” every day, but you can move the numbers around and if you go through life doing that, it’s a pretty safe bet most of your coworkers won’t do it, so progressing upward becomes a lot easier.

Cream rises to the top, as they say.  Petty office politics, nepotism, and corporate bullshit aside, it goes without saying.

Progress!  In Airports?

As any long-time reader knows, I have been quite critical in the past of the crackdown in security around airports.  But when someone in TSA gets something right, I figure it deserves public mention far and wide.  Here’s a note from Arizona reader AJ who I reckon is referring to Phoenix’s Sky Harbor airport…

I have just returned from Mexico into our border state here in Arizona and there were some surprises, this time. As I de-planed  on my way to escalators down to  immigration  I was astonished to see that our normally stark, vacant and officious  corridors  of totally blank walls were now decorated with colorful art works having to do with our beautiful state.

As I moved through customs to the baggage claim area , sniffer dogs who patrol the luggage carousel were not there. Upstairs at terminal B I was met with more TSA agents than I had ever remembered stationed at that location..and apparently their tiresome queues had been simplified for passenger convenience and  numerous agents exuded a totally unfamiliar aura of  warmth and friendly welcome … as I proceeded on through to the security area, no one was encouraged to pass through  their toxic scanners, and a friendly sounding agent kindly informed us that we no longer were required to remove shoes and belts, computers can now remain in their casing and liquids and gels need not be separated from our belongings.  

While it could be that the recent shooting at LAX by a seriously pissed off citizen prompted some serious re-evaluation of an agency that has greatly offended and alienated our  good citizens who are just now beginning to push back… with cell phone cameras and now guns…from  increasing reports of invasive, humiliating attempts to intimidate innocent passengers, especially people of color, pregnant women and nursing mothers,small children,  elderly and disabled. And it could also be that this new face of  TSA is only a pilot project at  Phoenix airport or only one terminal at that airport…time will tell….

But like I said, this seems to be progress and hope it goes viral.

Like the old self-abuser said when asked why he was beating himself: “It feels so good when I stop…” 

Totalitarian Lite seems to feel that way, too. But we’re not complaining.

Peak Oil, Like It Or Not…

A number of readers sent me proverbial “poison pen” emails a while back when I pushed out some of the numbers from my friend Oilman2 which suggested that while fracking and the new generation of oil fields in the Dakotas, the born-again activity out in West Texas and some promising drills up in Utah look good for the moment, the reality was likely to be that we really are at Peak Oil and that shortly, the “last train out” on cheap solar, low energy input agriculture, along with several other life-changers (ultra high mileage, very small cars) will become de rigueur.

Expect it to be a five to seven year “saw-tooth” of good news and bad as we finish off the oil that’s easy to get.

Ure nuts!” was the general thrust – and accusations followed even more harsh, particularly as we’ve been pointing out that earthquake (not to mention pollution of ground water) are also the unhappy byproducts of fracking.

On point?  Reader Paul spied this:

“Frack This: …studies are proving fracking IS causing earthquakes in ngas states, so they have the Madrid all loosened up now and this :  $100 M in natural gas being burned off monthly in ND.

, I am not concerned with the money lost but the number of these burn off valves (estimated in the thousands or tens of thousands one can hardly be sure, with the uses of psyops operatives in local areas calming folks saying all is well….SO question is now why are they deliberately heating the atmosphere artificially and blaming it on human activity, we are a cancer on the earth I think their mantra is…there must be millions of these worldwide….why I don’t know but from what I saw in the sky about 300 ft from my eyeballs and about 300 feet up was so freaking big…I didn’t even see the whole thing, it could have been the tail end or half who knows but big enuff to scare the shit out of me…..lizards like heat so who knows anymore…

What about abiotic oil?

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A Quake Note

You know something is going on when the first email on a lazy Sunday morning is from a buddy on an offshore oil rig in the GOM: “,,,just sitting here drilling this well and we popped a 7+ mag quake south of Argentina… Oilman2 tends to watch such things when he’s got a bit down in the Gulf. As you may recall,this was a little slower arriving than I had anticipated (Friday would have been more to my liking theory-wise) but we’ve now had a 7.8 quake in the area down off the Antarctic early this morning:

Peoplenomics: Shopping List for a SuperCountry (Part 2)

We desk a couple of additional ideas this morning on ways that America could start the process of climbing back up the ladder of international prestige and stature. But we have many other items first including a key cyber hacking sentencing this week, and a couple of quakes overnight including one near Tokyo. So bean up, clean the glasses, and down to it, shall we? More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center

Difficult Tune For Wall St.’s “Hallelujah Choir”

Happy Days Are Here Again” is getting a little nauseating.  The market has continued to rise, off into record territory and people are taking this as “proof” that the economy has “turned the corner.”

But has it?

Isn’t it just as possible that most of the rally is purely technical in nature, and that as bond yields have continued their collapse toward zero, that prices of stocks could be going up based on nothing more than flat dividends are looking better compared to lousy bond yields?

So it’s with the rose-colored glasses off that we read this morning’s Empire Manufacturing Report from the NY Fed which begins:

The November 2013 Empire State Manufacturing Survey indicates that manufacturing conditions weakened somewhat for New York manufacturers. The general business conditions index fell four points to -2.2, its first negative reading since May. The new orders index also entered negative territory, falling thirteen points to -5.5, and the shipments index moved below zero with a fourteen-point drop to -0.5.

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Coping: With Nostracodeus Development

In Thursday’s column I mentioned some of the “hot” words that were trending in our www.nostracodeus.com word frequency analysis software.

One of the trends was related to “air travel” so we kept an eye out on the news sites for something to pop up out of the ordinary.  Along came a report of a Boeing 737 emergency descent involving a Southwest Airlines jet and a curious report over here about a man reportedly falling out of a.Piper PA-46 Malibu 8-miles southeast of the Kendall-Tamiami executive airport.  So that trend call seems to have been reasonably good.

Next was the word “hezbollah” which was trending and this showed up in the NY Times (and other media) as Hezbollah chief Hasan Nasrallah announced that his forces would not be withdrawing from Syria.  Not that this announcement is even close to a surprise, but the language was trending off in that direction in advance.  I’d give us a half-point on this; the headlines were there, but the Hezbollah make semi-regular headlines, so it’s interesting but in and of itself not totally convincing.  Not as good as the “air travel” call.

The same thing can be said about the Taliban, to some extent.  We see the headlines that the “New Leader of Pakistani Taliban could splinter group” alright.  And yes, it was correct to anticipate some “news” from these folks, but again, in scoring how well one can see into the future, we continue tinkering with software and words.

A word of two about the process involved.  The notion that we’re presently playing with is pretty simple:  By simply counting word frequency across a large collection of news web sites, we believe that there may be hints of the future involved when words sort of (how to put this?) start popping out of the noise floor.

The basis for this is well-established, at least if you’ve studied Dean Radin’s works, and in particular if you’ve read “Time-Reversed Human Experience.”

There are many other good papers, however, on how humans perceive “time” and how events show up in time.  One, for example, describes “The failure of Weber’s law in time perception and production.”  (Bizo, Chu, Sanabria & Killeen, 2005).

If you don’t remember Weber’s Law (Weber-Fechner), Wikipedia puts it in a sentence:

Weber’s law states that the just-noticeable difference between two stimuli is proportional to the magnitude of the stimuli.

And this, you’d think would be a nice linear thing, but turns out it isn’t. 

The reasons for looking into such nooks and crannies which range from quantum mechanics to behavioral psychology, to database design, and lands on one of a half-dozen servers where experimental databases are capturing “news” from dozens of sources, is that if you read what passes for “news” long enough, after a time you begin to notice a pattern of rhythm to it.

Where things get interesting is when you start marrying up some of the “new technology” that coming down the pike in the way of learning engines with large databases.

In a typical Nostracodeus collection process (which takes a couple of hours) the system may collection “reads” of several thousand pages of web content.  This, next, is slammed into a fast database which then starts to sort out words in a number of ways.

The “direction” in the future we’re able to “look” is steered by the kinds of websites which are scanned.  For example, in the predictions yesterday about the air travel, Hezbollah, and Taliban, the run (going from memory) had “eaten” something like 750 news sites.

What will be coming next will be a series of explorations which will explore more particular kinds of web sites.  For example, we know there is a community under the heading “Science” and so Grady will be loading up a mission and running that to see what and how the language in the science community cycles.

Once we have a “cycle length” figured out, we can then anticipate when a particular topic might begin making headlines again, and then look for subtle changes in the occurrence of keywords immediately before events.

One area which may be undergoing a “just below the perception threshold” stage right now could be climate change.  A few headlines have popped up recently, like the one : “IPPC  chairman: We may “pass on a lousy, spoilt and defiled planet..””  Toss in the headline “Destruction of Brazil’s Amazon jumps 28%” and you can see how climate change is “lurking” just off stage, but ready to jump back into the headlines with the arrival of the next major disaster.

Take the recent typhoon which swept through the Philippines.  A key story which didn’t quite make it into the “viral” or “top of mind” discussion among humans involved how the “Philippines delegation speech moves UN Climate Change Conference to tears…”

The future of such “news prediction” efforts seems bright.  Web traffic to the Nostracodeus site continues to climb quickly and it’s likely due to people wanting a little more certainty or predictability about the future; beyond the odd hints which pop up in the mainstream media.

And there’s plenty of room for experimentation and development, too.  While one approach may be based solely on talk among humans, this approach is genuinely different:  It focuses on the mechanisms by which semi-ordinaria climbs the rungs of awareness – and seeks out who is helping(or retarding) along the way.

Once we get the “steering” down the way we like it (and related mathematical slicing and dicing of the database and an API built, the next step will be interfacing to “learning software” which can then take the analysis to the next step.

We are, you see, simply applying to the flow of news, what governments and major corporations are already doing in their development of Big Data handling of your individual website clicks.  When you click on a page, say, about woodworking, and two sites later a pop-up comes up urging you to visit this woodworking site, or buy that fancy new tools, none of that is coincidental.

That’s the field in marketing that resides at the intersection of Big Data and Predictive Analytics trying to get you to stop sitting on your wallet.

Like it, or not, Predictive Analytics (PA) is here to stay.Why?  Raw, naked power.

One of the PA books I’m reading at the moment (focusing on machine learning) recounts a college project where Supreme Court decisions by justice San Day O’Connor were fed into a “learning engine” which came up (without humans telling the machine how to do it) with an algorithm  which was able to predict with 75% accuracy what her decisions would be in advance.

This compared to a panel of legal experts who were only able to guess with 59% accuracy, and then only after many tedious hours trying to comprehend what the underlying data sets (past court decisions) implied.  I don’t know about you, but to me, that’s pretty damn impressive.

So that’s where Nostracodeus is heading at the moment – and maybe as early as tomorrow morning, Grady will start jotting down some of our development notes along the path.

Like most folks, I’m extremely interested in getting a better grip on the future in order to make better strategic living decisions of the sort outlined in the ebook I wrote with Gaye Levy titled 11 Steps to Living a Strategic Life.

It all comes down to this, I think:  News, without context, projections, and well-considered actionable responses to its content – is simply a waste of time.

On the other hand, when you source not only news but actionable alternatives, well now you’re into this whole new area of “predictive living.” or PL – which we’ll get into in a future edition of Peoplenomics.com.  Why there?  Peoplenomics when comes right down to it, while focused on economic angles mainly, is about this whole “life management” stuff.

And like any other management problems, if you string enough good decisions together, you can end up in a winning position…which is what we aim for around here.

Friday at the WuJo:

This is a peach of a report – if you doin’t mind a little “throne room” aspect to oddities:

WuJU- Funny one here G man I had to laugh about it yesterday am. So I was taking a crap yesterday am in my master bedroom bathroom when I realized after the fact that there was literally one sheet of paper left on the roll. So I had to Waddle to the bathroom my son uses and finish the job in there. I had to go to the linen close after to get some new rolls to bring to my bathroom when I walk in my crap is gone and flushed with no toilet noise and there is a full roll on the rack. I just had to laugh and say out loud. Ok I am glad you care about my craps now! So either I am nuts which is entirely possible or the universe has a dandy sense of humor and is enjoying messing with me..

Hmmm…well, the Universe is flush with surprises…

Cheap Web Hosting Reminder

From EWMD’s old timer at the helm:

This is a reminder that our annual birthday sale begins today and will end tomorrow at midnight. Results are already great and we hope you will be able to take advantage of it. It would also be very helpful to us if you can let your friends and family know about it via social media and other means.
We had to make a couple of corrections to our original announcement sent out earlier this week.

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Another Obama Secret Deal

If you like Obamacare, you’re really going to love the details coming out about the Trans-Pacific Partnership plans which have been outed by Wikileaks. They’ve issued a press release:

The TPP is the forerunner to the equally secret US-EU pact TTIP (Transatlantic Trade and Investment Partnership), for which President Obama initiated US-EU negotiations in January 2013. Together, the TPP and TTIP will cover more than 60 per cent of global GDP. Both pacts exclude China.

Since the beginning of the TPP negotiations, the process of drafting and negotiating the treaty’s chapters has been shrouded in an unprecedented level of secrecy. Access to drafts of the TPP chapters is shielded from the general public. Members of the US Congress are only able to view selected portions of treaty-related documents in highly restrictive conditions and under strict supervision. It has been previously revealed that only three individuals in each TPP nation have access to the full text of the agreement, while 600 ’trade advisers’ – lobbyists guarding the interests of large US corporations such as Chevron, Halliburton, Monsanto and Walmart – are granted privileged access to crucial sections of the treaty text.

The TPP negotiations are currently at a critical stage. The Obama administration is preparing to fast-track the TPP treaty in a manner that will prevent the US Congress from discussing or amending any parts of the treaty.

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Coping: A Chat With the Dust Bunny Crowd

After options expiration tomorrow, we may see something of a pullback in the markets (like next week) because we will have completed a technical count under Elliott wave theory and markets have earned a little rest.  But as we’ve been pointing out to Peoplenomics.com subscribers, our long-term indicator has been correctly bullish since last December with only a one-week fake-out along the way.

A number of things account for this:  One of which is obviously the “easy money” Fed, some of which is bound to flip over into equity buying pressure.

But another, less commonly understood dynamic is that as lower interest rates come to the bottoming-out period, the higher stocks can move because they really compete with bonds.

When the bonds were paying 5%, the yield on holding stocks had to be competitive (somewhere over 5% generally).  So a $100 stock would have to pay $5-bucks.

As yields have come down, though, and now around 1 1/2 percent, that same $5-bucks worth of earnings and dividends baked in the stock price would support a stock price of $333. 

And that, in ever-so-simplified terms, is why markets tend to go parabolic in ending long wave economic declines.

What also happens is that when yields begin to rise, stock prices not only collapse (according to whatever the new rising interest rates dictate, but they over-compensate because the worrywarts come out of the closet to lead the Hand Wringers Choir about the lack of consumer purchasing power (look at health insurance impacts, residual debt loads and such) and it usually gets coupled with companies generally under-spend on research and development.

The really, really good times, from an investor standpoint turns into really, really bad times, and the Great Wheel turns, kind of thing.

CEO styles will be changing, too, which is one of the reasons Ford’s CEO, Alan Mulally, might be a good choice to run Microsoft – an idea which is already getting some play over here.

The reasonable way to look over the current news-scape is with a cool eye and a longer-term view… Meanwhile, what I refer to as the “dust bunny crowd” is sucking down the “disaster porn” like there’s no tomorrow.

I got news for ‘em:  There will be a tomorrow.

Today, the GridEx II power grid test will wrap up, and pardon me, but haven’t the lights stayed on  meeting our expectation-setting?  Are the exchanges likely to open in a few minutes?  Yes, most assuredly.

Not that things can’t go wrong in a heartbeat in today’s world. But a few Chinese troops working on joint disast5er-relief training in Hawaii is not an invasion.  Nor, so far, does GridEx look like “social engineering and martial law.’

To be sure, there is the possibility that sunspot AR1890 could pop with an X-class flare, but that doesn’t end life on earth.  Nor would an M-class flare off AR1897.  More likely than a massive power outage would be a large earthquake in the 7+ range, because we’re “due” any time based on an uncritical eye at the charts.

And this morning’s view from the real science types at the Solar Influences Data Center?

COMMENT: The strongest flare observed during last 24 hours was a confined M1.4 flare (peaked at 15:20 UT, on November 13), originating from the NOAA AR 1897. We expect C-class and possibly M-class flares, while X-class flares are possible but not very probable. Catania sunspot group 35 (NOAA AR 1890) is at the moment close to the west solar limb, therefore, we maintain the warning condition for a proton event during the following hours. The Earth is still inside a slow solar wind flow with the speed of about 370 km/s.

Consequently “solar activity at record levels” is a fear to take with several Tums since the sunspot number is 128 reported this morning is the “Boulder number” which is about 25% higher than the ISES number, so even with the spot-a-lurking, the way the data seems likely to come out in a couple of weeks, it might look something like this dummied-up view:

Not exactly the end of the world.

In fact, the weakest in 200 years, or so.

I’m afraid despite all the worries about sunspots, the biggest [rational] fear a thinking person can have is about economic meltdown when the paper money notion blows up.  THAT’s something to really worry about…oh, and what to do with the dust bunnies under the bed where such thinking leads.

On the other hand, our resident war-gamer is still tracking the pending Middle East war:

Good Mornin’ George,

The outcome of this complex political row with Iran will likely lead to war one way or the other.

Relax the sanctions and Israel may feel compelled to take unilateral action against Iran. Keep the clamps down hard on Iran, and their economic desperation may just as well lead to war with the Islamic Republic’s anxious militarily striking out regionally in desperation, worst case against Israel.

Look for Russia and China to quickly, deftly try to exploit every sign of weakness shown by the U.S. and Europe.

If you’re really looking for something to worry about, although it’s not here yet, this is a dandy choice because you can just imagine the radiation to be released when the centrifuges in Iran are bombed while in operation. 

Believe it, or not, that’s one of the reasons I’m building a new room on my house:  A closed cell foam sealed, positive (pressurized and well-filtered) air area.  It may seem like the modern analog to a 1950’s-style bomb shelter, but give it time.  I tend to be way early on things, but seldom wrong in the longer term.  It should work well for the whole range of NBC concerns – and you did notice the metal roof, right?

Prepping Notes: New Food Line

What’s the point of prepping, if all you’re going to do be be hungry?  I don’t know about you, but I have this 2,500 calorie habit called eating…

I received a nice note from Preparewise about a new line of long-term stored foods that’s now available.  One of the reasons I like Legacy Essentials is they are high quality and certified GMO-free, plus they have gluten-free options. 

If you have any special dietary needs, brands like Legacy are doing some very good things and they have the largest serving-size in the industry.

What’s out now includes milk, (white and chocolate) whole eggs, honey powder, blueberry pancakes, shredded potatoes, real cheese blend and chopped onions. Importantly, each is rated for a 25-year shelf life.

They were out of stock on the Legacy Essentials powered eggs, but that should be back in shortly.  I suspect it’s because the eggs are especially good – word quickly gets around in the prepping community as good powdered eggs are hard to find…  So whether you’re just getting started, or topping off, it’s a worthwhile produce to check out. 

Even if you’re not a prepper, the blueberry pancake mix and powdered honey is a good combination to try as a dangle a toe in the waters of prepping move. 

We appreciate your support of our advertisers who keep the lights on around here.

A related (odd note, but one that came up at breakfast Wednesday here at the ranch) is that something like 17-states now have road-kill laws which make it legal to pick up road kill and take it home. 

Thanks, but when disaster hits, I’ll be the guy with the blueberry pancakes with honey and butter on ‘em.

Web Hosting Deal

As long as we’re spending money this morning… We continue to be quite satisfied with our cloud hosting from www.emwd.com and every year, Brian Carpenter, who runs the company, has a birthday sale with some pretty good discounts:

Basic hosting: $4.60/month for the life of the account.
Standard hosting: $4.60/month for the life of the account.
Cloud VPS servers: 10% off

This is our BEST deal to date!

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Shopping List for a SuperCountry: (How America Can Recover with Best Practices)

Ures truly is about to write a small book which – I hope – will generate new thinking in America about where we are as a country, and more importantly, how we can easily return to our once-great condition. The answers are simple, and I believe there would be a tremendous “return on investment” but neither of the financial parties is presently able to stand up to the purchase orders for legislation (lobbying) that keeps meaningful change in check. So today we’ll delve into a Shopping List for a Super Country as soon as we update a few headlines and get some coffee going around here… More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center ON your reading list:

Ure’s Minimum Gets Traction

OK, science isn’t ready to admit to Ure’s Minimum yet, but the idea that the Sun is really the cause of global warming surely seems to at least having a chance of surfacing now that headlines are about like “Scientists Baffled by Lack of Sunspots” and “Strange Doings On the Sun…”

This latter one is a milestone of sorts, since it appears in the Wall Street Journal.  And that is important because (a hush falls over the assembled multitude) there IS a huge economic angle here.   Not only was this an exceptionally quiet (verging on non-existent) hurricane year, but the dramatic heat gradients in the atmosphere when you go from building/rising Sun outputs to talking off the edge of a cliff…well, that powers storms.

Like the one this week in the Philippines.  And, speaking of which, it is still going on, heading into Southeast Asia now. 

Governments and agencies are pledging tens of millions in aid, but as our Jakarta Bureau reported overnight, this is a considerably larger event than Katrina/Rita, just to give you a sense of scale of things, so recovery won’t necessarily be without a lot more pain and suffering to come. 

Hiya chief.

Want to update you on regional events concerning the deadly typhoon rolling around these parts:

A lot of folks, including me, have not heard from our people in the Philippines.  My cousin lives in Luzon and I know a number of folks in Manila.  We, of course, hope that the lack of comms is due to downed or overloaded circuits.  What we do know is that the carnage is horrific, likely on a par with the tsunami in Banda Aceh in 2004.

Reports show (graphically) hundreds of bodies floating in rivers and ponds.  Entire villages have simply been erased.  Landslides are still on-going as floods of water run downhill.

As the storm continues across Asia, I have several acquaintances who have bugged out to Jakarta from Ho Chi Minh Cityj, Vietnam.  Whoever can afford it is getting out of the country ahead of landfall.  According to the folks I know, the airport was jammed and every flight out is booked solid.

On comparison, the typhoon is far worse than Katrina, so that should give Americans a sense of scale, not to mention the destruction is spread across an entire region and not limited to a single city.

It remains to be seen what will follow, but we are relatively safe here in Jakarta, since typhoons, like hurricanes, rarely cross the equator.  More as events warrant.

Sampai jumpa,

Bernard Grover

Managing Editor, Indonesia Bureau

Pictures of bodies piled in the streets make for mighty challenging reading while wolfing down the Corn Pops.

Meantime there’s the little matter of the ongoing shaking and quaking (related to the crust of Earth expanding and contracting, perhaps?) going on in places like north of Japan off the Kamchatka where we noticed a 6.6 shaker overnight:

Location with respect to nearby cities:

172 km (106 mi) S of Ust’-Kamchatsk Staryy, Russia

300 km (186 mi) NE of Petropavlovsk-Kamchatskiy, Russia

305 km (189 mi) NE of Yelizovo, Russia

321 km (199 mi) NE of Vilyuchinsk, Russia

2733 km (1694 mi) NNE of Tokyo, Japan

With some X-class leftovers due in the coming 24-hours, don’t be surprised if we get some big headlines about quakes as the week toils onward.  Solar Data Analysis Center reports:

Since the CME-less M2.4 flare which peaked at 11:18 UT on November 11, only six C-class flares were reported. We expect M-class flares and possibly but not very probably X-class flares, in particular from the Catania sunspot group 35 (NOAA AR 1890) and NOAA AR 1897. The Catania sunspot group 35 (NOAA AR 1890) is situated in the western solar hemisphere and still has the beta-gamma-delta configuration of its photospheric magnetic field, therefore we maintain the warning condition for a proton event. From the currently available data it seems that the CME first observed in SOHO/LASCO

So we watch, and wait,…

The Daily Obamacare Problem

This is becoming so predictable, we almost feel like setting up a website to just track related issues.  But here we go again with reports that “Problems with federal health portal also stymie Medicaid enrollment.”

One of these mornings I’m going to wake up with nothing to report about Obamacare.  That will be news, I tell you…

That won’t be today, however, since the National Review has writ large on how James O’Keefe’s undercover videos are now ratting-out little gems like:

You lie because your premiums will be higher,” one navigator advices an investigator…”

You have to read the whole thing over here.  Damning stuff….more in today’s Coping section.

More after this…

Grim Christmas?

We are still a couple of weeks out from Turkey Day, but with all the softness in the economy, not to mention the coming collapse of disposable incomes when Obamacare bills start hitting the checkbooks, we notice that a lot of major retailers are ramping up their Black Friday events.  As you might see above, this is already in Amazon’s playbook.

And, over here is a story that “Walmart to launch Black Friday sales earlier” than normal. 

As always, the problem for companies is how to post year-over-year sales growth when year over year incomes (how to say this politely?) plain old suck.

Markets Stuck on Boring

Our usual rants about markets and the economy will return to their more rabid state once something meaningful besides noise trading and waiting on data happens.

With Veteran’s Day and noise trading Monday, the markets are set to open down about 20 at the open, but that’s so insignificant as to lull us to sle…..zzzz…….zzzz….

Bitcoin’s Fame Groweth

Regardless of your take on Bitcoin, the idea is getting some serious attention in places like the Chicago Fed which has an article in the “Fed Letter” for December which has just been published online.

I’d summarize it for you, but you really need to read it…it’s pretty good.  Especially when the article reflects the central banker view and says (in tiny part) “A fiduciary currency like bitcoin is useful only insofar as others accept it broadly.”

The problem is really one of taxes…and if bitcoin transitions to the realm where cash (which is presently the backbone of the underground economy) manages to remain aloof (and not reporting to the IRS like PayPal and others now have to…) well, then, yes, bitcoin could continue to grow.  Fraud and other issues aside, of course.

Iran – Israel:  the Wait

Listening for shoes to drop is what it’s like at the moment following the (predictable) collapse of the Geneva peace talks.  A note from our resident war-gamer on point:

George,
A very public and very intense diplomatic row  between the U.S.

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Coping: With Obamacare

A number of readers have taken me to task for mentioning the reader strategy of not signing up for Obamacare and just paying the penalties later.  That’s not me, but there are a lot of people who do want the option of considering that.

The biggest problem with signing up when you think you might need care in the future is that it doesn’t work:  If you’re in a traffic accident – one that makes local headlines, for example – you won’t be in any condition to sign up.  Then there is some delay until paperwork finalizes and money is paid.  You could be on the hook for a couple of weeks of hospital bills and that would be plain dumb.

I want to make it perfectly clear that I don’t advocate this approach – I was merely sharing it so you’d be able to look at where some other people are putting down stakes – because that’s how the “playing field” gets defined.  That’s one reader’s “corner” of the field.

A more measured view of things is offered by reader Keith:

George,

Just need to weigh in on the “pay the penalty and get insurance when I need it” letter you printed.

There are numerous problems with that thinking under Obamacare.  First, the initial penalties stiffen sharply in subsequent years.  Second, you don’t get to sign up whenever you get sick.  It actually works like most employer plans–they have to take you preexisting conditions and all, but only in the open enrollment period.

The initial open enrollment is extended; subsequent years that will not be the case.  For example, let’s say you decide to pay the penalty and do without insurance in 2016.  In say, February 2016, you suddenly discover a discomfort in your groin and, lo and behold, you have colon cancer.  Now you are in the unenviable position of already having paid $2900 for a colonoscopy (going rate in my area) and you haven’t even started treatment.  The earliest you can sign up for insurance is October 1, 2016 for coverage that is effective January 1, 2017.  So until then, you’re on your own.  Unless you’re a broke old fart like me, in which case maybe I get Medicaid–but since I’m over 55, that’s a debt recoverable from my estate.  Or, your whole plan is finger-crossing and prayer until January.  Then you might discover that what was treatable in February 2016 is not so much in January 2017.  On the bright side, you have insurance to pay for the hospice and morphine.

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Tribulation Monday?

Preachers have been predicting “The Tribulation” for well over a thousand years, near as I can figure it, and they’ve been wrong…but only so far.  Here lately, even a skeptic, reading the “play list” for such times over in Wikipedia would have to sit up and take notice of some of our headlines.  I mean notice beyond the “third of the oceans bittered” stuff which the GOM Oil Spill and Fukushima are doing a nice job of, thank you very much.

But the End of the World is likely to work out a lot slower than most people reckon and it is evident when you consider the “wars and rumors of wars” angle.  We need more helpings of that…and oh, goodie, just looks what the headlines provide:

What has changed this weekend is that the Iranians have backed out of a proposed  nuclear deal and SecState John Kerry is a worried man it seems based on accounts like this one.

Proving that tribulating times can have their wryrony, though, Universe did rather thoughtfully arrange for one of the stumbling blocks to progress in Iran negotiations to be the Iranian heavy water facility at Arak, which is pronounced very nearly the same as that other oil principality to their immediate west.  Last time I checked, heavy water was not needed to run a peaceful reactor program, but I’d have to check with our consulting reactor engineer on what the “peaceful” uses are, exactly…

The French Foreign Minister, Laurent Fabius isn’t any too pleased with the heavy water project, either.

The New Moon isn’t here until the second of December, but one of these days – and we don’t know as Israel will have the patience to wait before striking at the nuclear facilities in Iran – patience with diplomacy and the Obama administration’s born-again “give peace a chance” crowd is going to run out or give up.

Already, the shift at the top of US foreign policy is apparent:  By trying to cozy up to Iran, it looked (momentarily) like the US might have figured out that it’s the Sunni division of Islam which is setting up new mosques and madrassas worldwide in prodigious numbers…so perhaps warming to the Shi’ites was an attempt at balance.  So much for that…

Not that it matters either:  Israel may not say much of anything (other than a modest kind of diplomatically-word m”Told you so…”.  So in coming weeks, we should get squarely into the “wars and rumors of wars” libretto after the mess in the Philippines begins to get cleaned up a bit.  But for now, its all eyeballs on…

10,000 Dead, Disasters Roll On…

That’s a lot of people, but the body counts after definitely off in that direction as life in the Philippines is nowhere near normal following the weekend lashing with 200-mile per hour winds from Typhoon Haiyan, which just missed the (paradoxically name) Chinese Hainan Island area.

Today, the storm is off to strike Vietnam, but the winds are diminishing and should continue to weaken as it rolls up into southern China as time marches on.

A curious bit of timing here, as the Chinese are planning to have “boots on the ground” in Hawaii tomorrow in joint planning for disaster relief operations. I wouldn’t be surprise to see this called off, since Ma Nature has just delivered a real-life training opportunity. 

Regardless of your views on Tribulation times, the current headlines and prospects for improvement seem a bit grim and dim at the moment.  It may not be an actual “tribulation Mondaybut it’s close enough for home use.

And this is just curious as hell: The word “messianic” has popped up out of the blue in this morning’s www.nostracodeus.com report.  Former Prez GWB to raise money for messianic Jews?  Hmmm…

More after this…

Market Going Up – And Such a Deal…

The Dow is poised to pack on a few points at the open this morning, but whether any gains will still be around by Friday is an interesting point to consider.  We have a number of economic items on tap including the balance of trade on Thursday and the Empire Manufacturing report Friday morning.

Overnight, we saw a major rally breakout in Asia, and that is likely to carry over into US trading this morning.  After all, with yields low (thanks to the ECB rate cut) stocks can mathematically support higher prices.  But, when yields begin to rise, stocks are set to quick reverse direction.  But for now, our Aggregate Index Model over on Peoplenomics has been amazingly accurate in remaining bullish since December with only one week’s hesitation in there.

Two stories in this news this morning, related to markets are worth mentioning.  One is the headline that “Obama stocks among best after re-election as Rally Tested: points out how well the market is doing under this administration.  The Washington Times notes that this weekend, Obama got in his 150th (!!!) round of golf.

All of which supports the notion that the president should play as much golf as possible, so the country can get about its business, unimpeded.

Such a deal: Robin Handler, who publishes the Options Signal Service is offering an exclusive 50% deal to UrbanSurvival readers, if you’re interested in their weekly letter…

Thank You For Serving…

This is Veterans Day and we’d like to thank everyone in uniform (past and present) for defending our country and the Founder’s ideals.  Now, if we could just get Congress off it’s butt and so the same thing…

A whole host of activities is planned in Washington DC environs and this should make for plenty of eye treats come the early news shows.

If you’re wondering, no, banks are closed today, Stock market and liquor stores are open.  Federal offices are closed and the Post Offices are closed as well.

All of which leaves us wondering why – with all the critical services Veterans need, why VA offices are closed on Veterans Day – somehow just doesn’t seem quite right.

Speaking of the Mail

I should mention that special delivery mail will still be distributed today…but the REAL news is that the USPS has struck a deal and will be delivering Amazon packages on Sundays shortly.

Security State:  “You are a Rogue Device”

I don’t suppose you get around to reading some of the really good journalism that shows up in alternative press reports (of the ink and web sort, like the savory Seattle Stranger, but their report “You Are a Rogue Device” is thought-provoking.

No, don’t ask me why big cities spend bazillions on high-end mesh networks like the one going in up in Seattle.  Seems to me the old-fashioned UHF coms were doing just fine, and besides, until The Big One hits, every cop I know also carries a cell phone….duh!

Oh, wait:  I forgot – this is the Security State and we need to have mess networks so we can…er….uh….spy better…yeah, dats it!

Grappling With GridEx

We’ve been scanning through emails for reasonable/balanced thinking on this week’s GridEx exercise, which on Wednesday and Thursday will try to figure out what could take the power down up in the Northeast.  Reader Andy’s view is as good as any:

Although I haven’t seen the fear-mongering emails that you mentioned in Urban Survival recently, I wouldn’t dismiss the possibility of something nefarious happening during the timeframe of the exercise (Nov. 13-14), or even a day or two before.  History has shown that false-flag events can sometimes occur temporally coincident with planned gov’t exercises.  It’s also worth noting that some current and former government officials, as well as some scientists such as Michio Kaku, have been warning about the power grid going down, due to various causes (solar flare, man-made EMP, or cyber attack by a rogue nation, etc.).  See, for example, these threads on the MoA forum:

http://www.themistsofavalon.net/t6734-100-chance-of-a-severe-geo-magnetic-event-capable-of-crippling-our-electric-grid

http://www.themistsofavalon.net/t6828-power-grid-down-drill-to-be-conducted-by-us-government-on-nov-13th-14th

To be sure, the white hats will try to prevent adverse scenarios from developing, but it is advisable, in my view, to be vigilant and prepared, nonetheless.  Just my 2 cents.

I’ll see that and raise a dime… A reasonable outlook – expect nothing but be prepared for anything

One thing that may figure into the “exercise” timeframe will be the arrival of energy from a recent solar event, as outlined in this from the Solar Influences Data Center:

The X1.1 flare of November 10 was accompanied by a full halo CME first appearing in the SOHO/LASCO C2 field of view at 05:36 UT. The CME speed was around 800 km/s, and the bulk of the material was propagating southward of the ecliptic plane. We expect a non-central encounter of the Earth with the resulting interplanetary disturbance, probably only with the ICME-driven shock wave, late on November 13. Active to minor geomagnetic storm conditions may occur.

Got to admit the timing is curious.  Meanwhile, there’s a lot of talk percolating around on the net about how Europe could have big outages this winter, too.  Just a heck of a lot of power talk.

I should mention that the local power company up in the San Juan Islands got the Internet back up for the 15-20-thousand people who lost CenturyLink internet connectivity on the 5th (due to a quake/undersea land movement?). Kudos to the Orcas Power and Light Co-op for ‘getting ‘er done’.

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Coping/Disruptive Thinking: Windows are History

So this is how I spent my weekend: 

A couple of years ago, we decided there was too much glare coming into the north end of the house from the 10 X 20-foot deck that we’d built.  So, as a partial-fix I put on a roof to provide some shade.

By Thursday of last week, I’d decided to finish off the deck covering, and, as long as we’re at it, why not just cover the whole thing and turn it into additional living space?

One of the joys of living in rural East Texas is that it’s not too difficult to do such a thing – turning a deck into an additional 200 square feet of living space.  There is no “code” enforcers about to red-flag the project.  And there’s no architect wanting 10%, no project managers, no environmental impact statement.  You just pick up your tools and get to work.

After a full day of work (8-hours with one coffee break and a 10-minute lunch) worth, the wall outlines were in place and the trusses had all be sawn and assembled, and lifted into place – and in an hour, or so, they will be tilted up, attached with right-angle iron, and 2 by 4’s will be in place.  After that comes the installation of metal roofing and first thing you know, there will be a real roof over the place.

Which gets us to the windows part.

A few windows make sense.  After all, reasonable fenestration is required for good ventilation.  But, what we talked about at some length last night was the matter of building square footage that makes sense in light of current trends.

One of these trends, which we explored in some detail (with floor plans, and such) for our www.peoplenomics.com subscribers (scroll down to “Nature of the Invention”, the June 1, 2013 issue here for subsc.) and what’s described are windowless virtual housing units with extremely limited outside windows.

No, we’re in no hurry to put the Pella folks out of business.  But we do have some unique sight-line issues at the far end of this room because our house is on the gentle slope of a hill.  Admittedly, calling the modest hills around here The Concorde Mountains is absurd.

How a 623 foot “peak” can be a mountain in Texas, when the vertical rise from surrounding land is somewhere on the order of 450 feet is beyond me.  A colleague/client/friends out in California have a house in the East Bay area (near Walnut Creek) which has a vertical rise on their 80-acres of something like 1,300 feet and they modestly call that “the hill”.”  They’ve never been to Texas, apparently, or those would be the California Himalayas, for sure.

Back to this window thing, however:  Because of the slope, you have to look up a bit to see the garden, especially from the kitchen of “San Francisco” room of the house – which is dominated by a 6 X 12 mural we commissioned back in ‘09.  And Elaine doesn’t want to look from the kitchen into the lawn…when she’s become rather spoiled by watching the deer parade through the garden.

Admittedly, it’s a cool view  But to retain the view, we’d have to install a “glass wall” and the only way to do that on an economical basis would be to recycle some windows which we took out of our house two years ago, and upgraded to double-glazed, low-E, energy efficient windows.  So how this new room would work with the old (wasteful) windows is without a doubt poorly.

And remember this, especially if you have some time before retirement ahead:  When you get to a certain age in Life, the objective is to reduce your operating expenses to the smallest possible number.  Even with taxes and utilities, thanks to the solar panels, we figure we average about $350 per month of housing expenses (not counting communications costs) for taxes, water, and power. 

What’s the alternative to a window?

Well, how about a couple of large (70-inch class, or better) LED TV’s? 

With these, we could install a steerable (pan, zoom, tilt) camera, plus,. as a bonus, unlike a conventional window which looks black at night, the PZT cameras nowadays also include night vision capabilities.

Oh – and you can mount them anywhere, which certainly opens up a whole reality of new ways of “looking outside”

So, not only do you get superior visuals of the property, and something for night time enjoyment, but you can put in additional cameras elsewhere to effectively put the room “experience” somewhere that it couldn’t possibly be in real life. 

As an example, I could put one of these cameras up on top of the ham radio tower…and with two such cameras, although it would cost a bloody fortune it displays (at least right now) what we could easily achieve would be a view of the regional countryside that would be about what you’d expect from a 60-foot high fire tower.

What I didn’t tell Elaine is that I recently (when no one was watching) picked up a 43-foot self-supporting ham radio vertical antenna. Now, picture putting that on top of the tower which would put the eye-level about 100-feet up.  Now that gets to be pretty impressive viewing – until the lightning hits, of course.

Oh, and even if we don’t do that, we could undoubtedly find some streaming video web cameras which could be piped in…so that when we’re having Chinese stir-fry for dinner, why not pick up some San Francisco streams – or better – what about Beijing streamed live with the dim sum?

You following me here?  Windows are obsolete…its just that most people haven’t figured it out yet.

Oh…and there are a couple of “tricks” to make such a “window” (replacement) look very much more like a conventional window:  Set it back a foot or two and frame it in, and set the screen so you can’t see the edges from most angles.  That’s how you get that 3D sense of “outside”.  As any game designer worth their runtimes knows, 3d is just having the foreground run faster than the background, right?

So when doing a screen like this, a visual break in the foreground, especially with no apparent edge to the screen, is what tricks the eye.

No, we don’t have enough spare change laying around to spend $6-grand on the final product yet.  But, we will place the “conventional” windows in such a way that when we do save up enough dough for the Big Screens and Cameras, we’ll be able to run one of these “alternate reality” places.  We’ll still open them to air the place out, too.

Imagine walking into one room of your house (set the heating and cooling zone to cold) and be on top of a mountain somewhere.  Or, be in this virtual fire watch tower.  Or, be somewhere like the NYSE floor, or wherever you can get a feed from…

Don’t mean to fish for Pella or some other window company to be a client.  But the handwriting is already on the wall.  And since Google Glass has pushed out the future of optics, it shouldn’t be too long now before the real-world starts to evolve down this windowless kind of avenue.

You can also see the trend popping out from those running videos that you can play off a DVD onto a TV and pretend you’re running somewhere that isn’t inside a building…

Yeah, sure, ain’t nothin’ like the real thing, I’ll grant you that.  But for about $100,000 now, a personal can have a micro-home with some incredibly different aspects to it that “real life” homes simply can’t match because housing (as far as it has been developed so far) is location specific.

OK, sure, to keep the cost contained, you’d have to do some of the work yourself but framing and roofing ain’t exactly rocket science.  And, so far as I know, no one has done the necessary software to take the 3- 90” class screens envisioned in the plans above, and sorted out the software vector graphics to keep the scene looking liquid and all in perspective, based on room-user eye point. Although that is just a matter of code and a few sensors in the room to estimate eye location and pipe it into the software…

Are you kidding me?  Why not engage in a little bit of “possibility thinking” and virtualize the home location? I mean isn’t that what lambdas on the desktop make possible?  It’s also why all those long train ride videos on YouTube are so hugely popular:  It takes a living room and turns it into a …train!  Extra sensory deception…come and get it!

I wouldn’t want to be the owner of a window company when large numbers of people besides Ures truly begin to figure this out.  This is precisely the kind of “disruptive thinking” that makes getting up and back to work on a project so much fun around here…It should only be a matter of time until IMAX figures out they can slice up views and sell “location packs” as software for the location-independent housing modules.

Remember where you heard it first.  And you’re only five months behind the Peoplenomics readers…

Disruptive Idiocy

There is a flip side to disruptive thinking:L  You’ll notice that my little disruptive technology idea involves (mostly) off the shelf stuff. 

But sometimes, when a new technology comes along, like 3D printing for example, we really do seem to drop back into our baser instincts.  You know the kind?  Like the invention of fire of gunpowder. 

It’s almost like watching sci-fi to read how the “First metal 3D printed fun is cable of filing 50 shots” and it’s modeled on the venerable Model 1911.

Yes sir, it’s about like dropping a keyboard into a troop of monkeys the way we handle breakthrough technologies.  .Instead of printing up some previously impossible to build medical device, or elevating human consciousness we build…..more guns?  WTF is wrong with people?

Most disappointing and a serious mis-use of brainpower.  Unlike my virtual windows, this “invention” merely spends tons of dough to make a pretty much useless (limited use) device.

Monday at the Wujo

Another skeptic has been converted to our way of thinking that reality does have some Swiss cheese-like holes in it from time to time.  Consider this reader’s report…

“Okay, I’m a believer. Strange, unbelievable things DO happen under otherwise ordinary circumstances.

Fact: My son-in-law died unexpectedly three years ago at the age of 40 of a rare form of cancer. My daughter is raising her two young daughters by herself. The wife and I live about a half-hour away so I stop by occasionally to see how she’s doing.

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