Hughesair (Inflection Point)

M2 = 22t April 30, 2025 V = 1.383 Excise tax = 312 + 139 m Daily Treasury Deopsits 278 b may 1, 2025 Excise tax = 192 + 37 m Daily Treasury Deposits 45 b May 1, 2024 (DTD) conclusion = market liquidity good for week of May 5 S&P down 0.15% 1414PDT May5 -0.64% s&p at close Fact, Anticipated decrease in trade deficit = decrease in capital surplus, thes decreased investment liquiidity. The market looks six months ahead. The year over DTD increase, refered to as L2 tends to confirm the increased M2 globla liquidity. The V, representing economic activity and productivity still lags badly. That should change with increased demand on Main Street. Cautiously optimistic.

"Trump is Completely Wrong on the Trade Deficit." Let Levin, Sowell, and Friedman Explain. In this interview, Melton Friedman claimed that "deficits are not bad. What's not to like about a capital surplus." In his book Arguing with Zombies, Paul Krugman, a Nobel Prize economist, said, "An end to trade deficits? That's not something trade policy can or should do." The surplus profit earned through cheap foreign labor seeks the most profitable place to go. As the safest and most profitable option, that capital surplus lands in the US stock market. What's not to like about a capital surplus? That fondness intensifies with any threat of it going away, but why would tariffs be such a threat? Scott Bassett, US Secretary of the Treasury, on CNBC's Squawk Box, 4/8/25, said, "If we put up a tariff wall, the ultimate goal would be to bring manufacturing and jobs back to the US. In the meantime, we will be collecting substantial tariffs. As I...

You Still Don’t Get It   A good effort in the View, it pointed to inflation, neglect of populist concerns, even the Southern Border. Concluding that they did not do enough for the working population, however, that gets it all backwards. They did too much. Get out of the way and people will produce for themselves far more efficiently. — and govern.   Yet there remains another reason for the resounding defeat. In the late sixties, before most of you remember, both Democrats and Neocon Republicans decided, with the help pf Kissinger, Brzezinski, Nixon, Rockefeller, and Carter that the demands of government far exceeded the capacity of the electorate to govern. Their collective solution from the elite insisted that technology, banking, and multinational corporations with international aspirations far exceeded the wisdom of popular demands. Thus, the Trilateral Commission, reeducation of our youth, propaganda, and censorship under the name of political correctness.   Now, we see political p...

Many retail investors buy individual stocks with growing confidence in a narket that has a long run. Many fail to appreciate the way the market reflects inflation. Company revenue consists of inflated number,s as does cost and profit, thus the market reflects true inflation which must now be near 100%.

The November 2024 election presents a significant challenge, transcending the traditional Democrat versus Republican divide. This election will determine the future of the American Republic, Western civilization, and potentially the survival of the human species. Plato suggested that democracies tend to devolve into oligarchies, and we are witnessing that transformation before our eyes. Three major trends in the U.S. threaten to replace our Constitution and representative government with a totalitarian, internationalist, socialistic oligarchy. First, seventy years of Soviet subversion, the Vietnam War, and generations of youth who were taught to reject American institutions have undermined U.S. leadership. Now, Chinese espionage, bribery, and infiltration further contribute to the erosion of America’s traditions of citizenship, enterprise, and prosperity. Second, NGOs in Washington, an entrenched bureaucracy, and organizations like the Trilateral Commission prioritize internation...

The Devil promises a utopia of worry-free egalitarianism beckoning you to an Orwellian hell of despondency. Its a matter of giving or taking. Work for your family and community supporting the common good, or take from the wealth of those who produce and promise benefits to those who do not and those destroyed by the theft of their own creation.

If the Fed were to issue new Bonds at varying maturities, call them P Bonds for people, and use these new bonds to pay down the the outstanding US debt to a functional level, and then credit these P Bonds to all US citizens, it might solve the debt crisis. The American people would own the debt which they already do but would now own the asset and receive the interest. This strategy would return wealth to the middle and lower class from which it was stolen by bad management and return the assets to where it will grow the economy and the velocity of the GDP.