Generational Dynamics Forum - New Site

Studebaker Strike, 1962 January
We need you to work with us in this rough patch.
Guy in Clevland who was there who knew the season.
Thye failed the common man in that hour.

https://www.hemmings.com/stories/articl ... and-legacy

GD pattern dynamics.
Big Three got into the compact car market only a year after Studebaker did. Then Churchill was shunted aside, Egbert got sick, the union went on strike and before our eyes, the building came tumbling down.
But the legend will never die. How could it? The threads of Studebaker's legacy are woven into and throughout the fabric of American history.
We couldn't forget Studebaker if we wanted to.

The amount of money in circulation, and the velocity of money. Fisher
Velocity of money follows a generational pattern. Dent
We circled structural with food and energy inflation, with gen pattern. H and crew.
The market will stay irrational longer than solvent. T

Drive to the night
Far as it goes
Away from the daylight
Into the afterglow
Somewhere unforgiven
Time will wait for you
https://www.youtube.com/watch?v=CXYReuRVnU4

The amount of money in circulation, and the velocity of money.
Velocity of money follows a generational pattern.
We circled structural with food and energy inflation, with gen pattern.
The market will stay irrational longer than solvent.

Input cost will just grind more from the crushing as fin repression mangled the tiny bubbles from 1983.
You.

It's not that government has lacked information needed to fix the problem. It is institutionally incapable of bringing about the desired result, since the principles of profit and loss, private property and contract, enterprise and entrepreneurship, do not exist in government.
Any Government operates with an eye to its own short-term survival, and those of its connected interest groups, and nothing else.

Basil Moore 1983, “Unpacking the post Keynesian black box: bank lending and the money supply”, Journal of Post Keynesian Economics 1983, Vol. 4 pp. 537-556; here Moore was quoting a Federal Reserve economist from a 1969 conference in which the endogeneity of the money supply was being debated.

“In the real world, banks extend credit, creating deposits in the process, and look for reserves later”.

We see who paid for that.
Jefferson was right as was Truman about these woke assholes.
We figure another set of five or six experts to tell you how fucked up you really are.

Fifth Generation Warfare | LIVE with Tom https://www.youtube.com/watch?v=_UEgeUH3Eus
Yea we see it since 1972 in color.

Many of these metro areas have collapsed into a third-world-like state, plagued with violent crime, homelessness, out-of-control shoplifting.
Ours is drifting sideway to be polite barely coherent. Farmers being laid waste from intent as cruelty.
https://assets.zerohedge.com/s3fs-publi ... k=bHgobtr7

We will forward another 25/25/25 package as soon as we can.
Democrats purposefully pushed through social justice reform with intentions to fail so they could declare emergency orders
and crush the constitution. This is happening with 2a right now. New Mexico was a trial balloon.
Like it or not, these people are victims of a system that simply doesn’t work. It’s predatory and lacks rope.

Even if its flat and not under four percent its not good.
https://cms.zerohedge.com/s3/files/inli ... k=9_Kjt_w0 <-------------------
Market prices results. Theta carry is going to be vaporised.
H was right again to limit it or none.

Gas on the fire and as put - only a retard still believes our financial system is not only solvent, but a workable,
and sustainable in the long term. Capitalism was rapacious, and funneled money upwards. tyler

The funds are part of $80 billion for multi-employer pension funds included in the American Rescue Plan, which was approved in 2021 to help stave off the fiscal impact of the COVID-19 pandemic. Some of those funds will be used to shore up the Teamsters' Central States Pension Fund, which includes employees and retires in more than 1,000 companies.


Fri Dec 09, 2022 10:52 am
I can understand the dissonance think its better this quarter. It is not on a local or state level for now.
The swamp has lost its mind as more simply feel they are just abject relegated captivated fools.
We seen the segment when wages and nominal productivety separated.
https://www.epi.org/productivity-pay-gap/

Remember some of us lived in a gold standard and are not gold bricks and do know the Senate are captivated
and went over the wire.

Since the https://www.federalreservehistory.org/e ... -agreement they just looted

No free lunch unless your the criminal juice box straw class as - We are all Keynesians now is a phrase attributed to Milton Friedman
and later rephrased by U.S. president Richard Nixon.

Report out shows US Household Wealth Sees Second-Fastest Decline in US History in 2022 Under Joe Biden and the Demsheviks.

if/then uvxy @6.99 I will get some is the risk on map only into a flat 2023. Fri Dec 09, 2022 10:52 am

No i did not carry theta and selct shorts as noted opened and closed. Puts may come in, not today.
Teir one and Tier two assets will be re classified. It was put mind your Business. Now they do not like it.
Sogo lines are fine for now and the yes we restocked for our independant needs.
Over all out side the Dollar system they will wipe you clean to preserve a lower tier reality.
Snow Drift Paradox is on you. Senate needs to wake up for base load energy facts not lead by the nose as captivated fools.

tj on fire
https://www.illegalaliencrimereport.com/

https://azborderdefenders.org/rape-tree ... ing-route/

infiltration dump zones increasing

CJNG is trying to force the Mexican government to release the local plaza boss Ricardo Ruiz Velasco

https://contemporarythinkers.org/hannah-arendt/ mandatory ready
https://contemporarythinkers.org/hannah ... tarianism/

And yes 200 years together.

thread: Pipelineistan

"A shocking crime was committed on the unscrupulous initiative of few individuals, with the blessing of more, and amid the passive acquiescence of all." Tacitus

The preface conveyed the impression that Hayek had recently been involved in writing "The Fatal Conceit," that Bartley's role was minimal, and that Hayek had at least somewhat recovered from his illness.

None of this was the case.

Hayek saw economics as fundamentally about knowledge and information, how they are generated and transmitted. He considered prices and profits to be knowledge-conveying devices. Prices and profits convey information about the supply of and demand for goods, and the effectiveness of individuals in producing them. According to Wesley Clair Mitchell, one of the greatest teachers of economists in the first half of the 20th century, whose students included Hayek and Milton Friedman: "Men who are trying to make money are the servants of consumers — that is, of the whole society... [T]he money economy gradually put the task of making goods under the direction of men who provided most efficiently what solvent consumers wished to buy, and whose continued leadership depended on maintaining their efficiency." This, in a nutshell, is the theory and justification of capitalism. Hayek came to see whole societal systems — their webs of rules, customs, values, and governments — as competitors with one another. ebenstein

It appears on buybacks one percent of an education is at hand.

1982 when the SEC instituted Rule 10b-18 of the Securities Exchange Act which redefined how equities could be purchased by the issuer of those equities This rule provided a "safe harbour" for companies when that company wishes to repurchase its own shares; in other words, companies would not be deemed to have violated the anti-fraud portions of the Securities Exchange Act of 1934.

“Since the de facto legalization of open-market share buybacks in 1982, there has been a 40,000% increase in stock buybacks.

https://justcapital.com/reports/the-jus ... ax-reform/

John wrote: Sat Jun 18, 2022 7:00 pm ** 18-Jun-2022 World View: The Principle of Maximum Ruin

I've posted the following quote from John Kenneth Galbraith's book
The Great Crash - 1929 several times in the past, but it's
worth repeating now.

I've referred to this in the past as The Principle of Maximum Ruin --
the maximum number of people were ruined to the maximum extent
possible.

Please read the following carefully.

As placid as a produce market. The Principle of Maximum Ruin.

John Kenneth Galbraith was in vogue when I was at uniniversity and I first read this circa 1967 and many times since. Also in vogue in that era was Keynes, Schumpeter, etc

I don't think one can avoid stock market traps without a knowlegde of long term stock market history (say 1900 to 2022), plus an understanding that the P/E ratio is the main driver of stock prices. Historically the P/E ratio goes below 10 every time a bubble market goes into genuine correction. On occasions its gone down to around 5.

So I think we can expect a P/E ratio of less than 10 at some point even with the FED interference of today versus 1929. But because of this the stock correction won't as severe as 1929, I don't think.

So currently the people to watch are the FED. If they move too fast to control inflation they could well spark a deep recession or depression. If they are too slow, or don't do enough, inflation could get out of control and itself create an economic depression.
The principle of maximum ruin will apply to uninformed or greedy people. If I buy back into stocks when the P/E ratio is below 10, assuming the companies I buy remain solvent, I won't be ruined if the P/E ratio falls to 5; I simply wait for the expected increase in sock values as the P/E ration moves back to 10 and its long term average of around 15.

John, I happen think that your deflationery forecast using generational theory will prove correct, just allow time for the economic misery to develop. As as far as buying gold etc, yes, I do think there is a short term opportunity as a safe haven, but that recessionery forces will wack it down again. I have never bought crypto and don't think I ever will. I simply cannot make any sense of crypto pricing other than bubble mania.

Like Biden, I'm old enough to remember when Americans were well acquainted with the Misery Index, a combination of the inflation and unemployment rates. In 1980, when Biden was still a young senator from Delaware, the Misery Index hit 19.7%, the highest level of pain since 1946. That same year, a first-term Democratic president, Jimmy Carter, lost reelection.
The Misery Index was back in the news this week as it hit a 12-year high. That's not to say Joe Biden is the new Jimmy Carter. At least not yet.
It does, however, help to explain why Americans feel so bearish about their president in our springtime of discontent.
The misery is real. Americans are hurting. And Biden has bungled one of the most important jobs he was elected to do.

Tim Swarens is deputy opinion editor of USA TODAY.

As warned who did pull their keys who work no longer watch these democrats who are alleged as can see and think longer than you are to be solvent.
Its real just supply side facts and they own this esg stupidity wrapped in hubris soaked in avarice.
Your reset will be matched with the great escape. You enclaves that join this foreign WHO scandal are fools.

Nomura - Yesterday was different...
https://cms.zerohedge.com/s3/files/inli ... k=seqWqSNq

We are going to sit this one out going positive into the sept window.

We have supply-side inflation that the Fed cannot control. That why we raised cash as they bitch about liquidly macro.

Never fight the tape and flush under 200 ma bullshit bull horns.

meanwhile.
To which Hawley said "With all due respect, Madame Secretary, that's utter nonsense," adding "The average gas price in my state was $2.07. Eight months later, eight months later, long before Vladimir Putin invaded Ukraine, that price was up over 30%, and it's been going up consistently since."

"What are you doing to reverse this administration's policies?" Hawley asked, to which Granholm replied: "It is not the administration policies that have affected supply and demand."

Total bullshit and bull horns equal absolute DNC pure esg cult bullshit.

Regime Unix drop in first came to office; he immediately re-entered the Paris Climate Accord, he canceled the Keystone pipeline, he halted leasing programs in ANWAR, he issued a 60-day halt on all new oil and gas leases and drilling permits on federal lands and waters - that's nationwide, that accounts by the way for 25% of US oil production and we are not even getting started to the demsheviks stupidity yet.

You assholes will be in mud huts when they get done with you by 2026. Those that have a brain already told you what's not going to happen.
Work as in even driving food to you cult half wits. Rule four does even start to cover it.
Its not acrimony they are just sheep pens mixed with penguins as warned eating all the seed corn.
You think you voted for these incompetent criminal gaslighting idiots is more entertainment than we should linger with.
Biden is already buried by this place holder uniparty administration.
Having survived in Michigan through the miserable years of Granholm’s Governorship (during which 500,000 jobs bled out as estamated)
- it’s a little ray of sunshine to see her ass get kicked in a public forum, and to see her exposed as fully ignorant and worse.
The nation would be better served by leaving that position vacant.
Biden is solely responsible for CPI inflation. Blatant Stupidity no to see it.
Dividend futures market implies S&P 500 dividends will decline by nearly 5% in 2023.
BY September was to optimistic as to painfully obvious. Still waiting for the chorus of the frogs are we?

A few already know it as "The smart guys have been watching the lifeboats being quietly stocked for a long time."

They are.

Videos today of Sri Lankan parliamentarians stripped to their underwear while being punched, slapped and belittled by hungry citizens.


https://twitter.com/zerohedge/status/15 ... 72896?s=21

"intermittent, volatile, and unpredictable"
The example of Germany was past very clear on the renewable collapse doubling bills for consumers.

They are still to stupid to be scared and still trust to stupid to even stay solvent. It is not a future but a cult.
Mid terms last time proved nothing also.
New York State just doomed those still there and the idiots that stay in a dead zone doubling down of past stupid
expecting a different result.

http://www.columbia.edu/cu/lweb/archiva ... _10250472/

Ethnocide.

The 10 simulation had been checked and they or us cannot afford the infrastructure impact or Capex for decades given
the technologic facts for decades.

They aren't ignorant of what they are doing it's the Cloward Piven strategy being carried out by Gramsci and Alinsky disciples who have completed the long march through the institutions.

Inflation is more $ chasing the same amount of fixed goods.
Exploding the money supply while strangling global JIT and decimating our independent energy supply.
100 bl =5 gal now
140 bl =4 gal then

They know damn well what they did on spending from the relegated swamp cult.

Yes and we discussed also a description of the Money Market (1873) Bagehot seeks to explain the world of finance and banking. His observations on finance are often cited by central bankers, most recently in the wake of the global financial crisis which began in 2007. Of particular importance is "Bagehot's Dictum" that in times of financial crisis central banks should lend freely to solvent depository institutions, yet only against sound collateral and at interest rates high enough to dissuade those borrowers that are not genuinely in need.

You and me also and others here are witneses to the avarice in the winter season also. We merely forwarded sign of the times.
A few effects to the swaps markets for the preservation of capital in the money markets.
The fly in the biblical ointment suits the day also.

There's an old trading saying that "the trend is your friend". Betting against the trend is certainly a risky business since markets can be irrational longer than we, as individuals, can remain solvent.
So currently on the S&P 500 all the daily moving average indicators are still strongly upwards: the 15, the 50 and the 200 moving daily averages all are pointing up.

So the initial part of January should continue upwards. I suspect 4800 which is currently a resistance level will be surpassed and become a support level. Then its onto 4850 and beyond.

I think the market will be broken when there is understanding that the current inflation is not transitory. The higher it goes the bigger the crash!!!

https://thewatercritic.com/most-water-p ... ities-usa/

The most important industrial solvent on the planet.
Truly these children still do not even understand what was done to us here either.
It was said they never seem to face any consequences and always seem to enjoy more power.

You Honor those in the Light H. Truly they are blessed in the other Garden also.