So, What is the Plan?

After digging deep into some of my fundamental market material over the past few days, then blogging a bit, and then sleeping on it, I do want to over this weekend talk about what I call the PLAN.

First most Americans, other than those in the top 1 %, are in survival mode and have been since Trump got in the Whitehouse in 2016. Sure, we had four years of Biden, courtesy of Jim Clyborn, not the electorate, but the Black Trump umbrella, has kept things on the darkside for ten years.

While most of the economic and market talk these days is about AI and whether it is a bubble or not, that is probably not where one should focus. The sleeping cockroach is how all this market euphoria is being financed, and that is through government debt that is flowing through defense contractors into market liquidity. The top 1% have their fingers deeply into the pile of crap.

The things that I talk about in this blog are my attempt to stay above water financially and hopefully be involved in what happens after Trump. Growing up as I did in a deep red farming community in the 1960’s I remember the Goldwater hysteria, not much different than the Trump Hysteria in 2024.

A couple of weeks ago on a trip back to this area, I found it illuminating that Trump was not mentioned in conversations. When I asked a question with political implications the prime initial response was “I am a Conservative”. That should tell Democrats a lot, people want to forget Trump but they do not plan to give up on all the lies he expressed, they want to believe those lies even though things like the climate change hoax is burning up and blowing away their farms.

They just want to have a new person saying those lies, and Republicans take note, I did not hear anyone even mention the name of Vance or Rubio, two people in the core of the failures.

There will be more to say over the coming months…