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Strategies & Market Trends : US Inflation and What To Do About It -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (1193)	10/12/2019 12:38:47 PM
From: ggersh	Read Replies (1) \| Respond to of 1504

kunstler.com The nation has been too preoccupied with political mud-wrestling to notice that the US debt has gone hockey-stick parabolic, racking up $814 billion just since August. Math majors may see that’s close to a trillion dollars, or 4 percent of the total $22,837 trillion, just in a few months. Zowie! (Hat tip Steve St. Angelo.) Parabolic trends don’t end well. In the meantime, the Federal Reserve, as usual, attempts to “fix” the problems caused by excessive bad faith borrowing with additional excessive bad faith lending in its overnight repo operations and revamped non-QE QE. That’s telling you something about where the dollar is headed: history’s graveyard of dead currencies. The upshot is looking like an inflationary depression for the ages. That event would kill the shale oil industry, and with it the prospects for continuing the mode of living that Americans consider normal. The shale oil producers will not be able to borrow more money from a crippled banking system to produce a type of oil that is basically unprofitable to lift out of the ground. That’s when America starts to go medieval lifestyle-wise. The curious feature of this big picture is how the anxieties generated by these looming economic and financial tensions express themselves in politics as a sort of early warning system. The craziness of the Trump era — which is distributed pretty equally between both factions — represents the failure of all involved to cope with the mandates of reality, which really exist despite the illusions of our realty television zeitgeist.

To: RetiredNow who wrote (1193)	10/18/2019 4:56:16 PM
From: John Vosilla	Read Replies (1) \| Respond to of 1504

Those charts seem a bit off.. Much is lagging and not reflecting continued strong household income growth and the driver of very low interest rates after topping out a year ago. Watch homebuilder stocks of the largest ones LEN, DHI, NVR and PHM is best leading indicator of all tells you the true story. Recessions usually start after these charts have crashed for 2+ years from the top.. Median household income way up under Trump but went nowhere for 16 years under Obama/GWB.. clarion.causeaction.com From Calculated Risk blog (he is in CA and not pro Trump btw): Housing and Recessions calculatedriskblog.com Builder confidence hits 20 month highs calculatedriskblog.com