Hughesair (Inflection Point)

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.

From the perspective of fifty years of medical practice, almost everything the medical bureaucracy did to reduce cost and improve care made it worse. As with any problem, education might best be the starting point. Medical schools must lead the Renaissance of education, six years with a PhD degree and a much more vital role in continuing education and research. There is a need for much more science education in AI, the genome, and quantum physiology. Older physicians should rotate back to their medical schools on fellowships. Research should come in balance with high volume clinical care at graduated low cost. Research must occur in medical schools, not corporations, drug companies, or secret laboratories. Subsidizing medical schools heavily will save wasted dollars elsewhere. The medical school clinics will ensure equal access to all and the highest standard of care. Get corporations out of medicine. A hospital CEO has no business rec...

Lecture 101 1. Gross, Domestic Product a. GDP = V x M1 b. 25.74t = 1.29 x 19.82 x 1012 (t) c. Velocity was 15 as recently as 2008 before housing crisis 2. Sectorial Balances a. S + (Imp - Exp) = I + (Gov Spend – Rev) b. S = consumer or demand side wealth c. I = Foreign and domestic supply side excess profit 3. Capital Divergence / Global Trade a. Decreases Demand Side Wealth (Middle Class) b. Decreases economic Volume (productivity) c. Increases Supply Side Investments & Oligarchs d. Increases Government Spending 4. Elasticity of Demand a. Calculates sales volume / price change b. Critical Margin c. Company w/ narrow margin raises price. 5. Inflation a. Government spending b. Credit easing c. Low interest rates d. Restricting fossil fuel production e. COVID lockdown, pent up demand f. Inherent instability of inflation 6. FED Failure a. Phillips Curve, supply & demand b. Reluctant return to Work, 2/3 stay home c. Depressed private sector. Thriving supply side i. Contradictio...

supply and demand drives inflation as with most anything else. post COVID supplys were limited, workers refused to return to work, some never. The Fed focused only on unemployment rates (Economists call that relationship the Phillips Curve) and the stockmarket, attempted to control inflation with high interst rates as if the cause was an over inflated economy. The strategy did not work, no suprise. Was the strategy, synical, ignorent or a planed deception. Causes 1 Labor shortage 2 Excess money supply 3 Supply shortage 4 Decreased merchant volumn, defensive pricing (unstable vicious circle in combination) Stock market has more to do with capital divergence and excess profit from massive imports and division of labor, but inflation also to a degree.

The intelligentsiya of international socialism

The Fed containing inflation with intrest rates to the point of unemployment, is like treating pneumonia with blood letting. Try treating inflation by reducing the number of government employees. With weekly layoffs, the Fed could adjust the numbers of layoffs from week to week to achieve what higher interest rates could not. Newly ununemployed would be less willing to pay inflated prices. The Fed could thus achieve an end to inflation, and lower interst rates as well. A lower ratio of government employees versus productive employees in the private sector could be a plus as well.

Problems challenge the transition to electric vehicles. The grid lacks capacity and interconecion. The grid fails to keep pace with peak demand and disaster-based internuptions. It costs too much. It takes too long to charge EVs. There are too few charging stations. Burying the grid beneth highways, however, can solve all of there problems. Inductive charging, as you drive over these cables can directly charge your batteries without the infrastructure needed for charging stations. Cables beneath an extensive highway system might better serve connectivity, security, and continuity of the electric grid. Ggovernment subsidies might better support cheap electricity and a vastly improved interconnected grid.

The Soul of Western Medicine The medical profession has a soul, part religious, part scientific, and very much an entangled intimacy. DEI, diversity, equity, and inclusion destroyed the soul of Medicine much the way totalitarian political censorship. Propaganda and political correctness destroyed the Republic. DEI argues, "Poor doctors will better care for the poor." Lawrence Weed, a professor of Medicine at Dartmouth, wrote a book, Medicine in Denial, in which he insisted that much of the excess cost and poor outcome in US medicine resulted from a lack of standardization. He advocated enforceable guidelines and algorithms for physicians and surgeons akin to airline pilots following strictly published procedures. Weed had great credibility as the champion of problem-oriented medical record charting, furthered by an enthusiasm for evidence-based medical care. Decades later, we experience a mindless top-down totalitarian framework for medical decisions that eliminates medica...

Brzezinski 1969 quote In 1969 Zbigniew Brzezinski wrote, “The nation state as a fundamental unit of man’s organized life has ceased to be the principal creative force. International banks and multinational corporations are acting and planning in terms that are far in advance of the political concepts of the nation state.” 

Listening to a dialog between Gordon Pearson and Roger Penrose on consciousness, I recall similar arguments among my classmates in medical school. We found the mass of human physiology and pathophysiology unending. We even attempted autohypnosis to develop total recall. It worked to a degree. We also determined a distinct difference among ourselves in thinking, wherein some had what we called linear thinking, just the rules, while most of us could scan data to form an opinion. In practice, that difference seems manifest today with our many clinical physicians’ strong objection to the rigid one-dimensional guidelines and algorithms imposed by bureaucratic medical directors. It’s as if all the linear thinkers became administrators rather than dealing with patients. As for artificial Inteligence, I cannot see algorithms expanding to the point of consciousness as questioned by Penrose and Peterson. Quantum physics emerges as a new mystery in biology. Might not some form of quantum entang...

If corruption leads to the failure of nation-states, Hollywood ends their culture, capital divergence the civilization, and sexual dysphoria the extinction of the species.

The explaination for excess deaths remains elusive. The phenomina centers around younger persons than expected with predominately cardiovascular. The British Medical journal lists possible causes related to shutdown but omits the suspicion that mRNA may contribute. Reminds me of the all but forgotten experiment in Argentina when newborn infants, orphaned and isolated in steril nursery conditions, they died in unusual number. An experiment in 1944 confirmed a 50% neonatal death rate when babies do not encounter human contact.The shutdown and social isolation may have played a simalar role leading to excess deaths today in adults. Some of the babies died unexpectidly weehs and months after the isolation. COVID probably produced a delayed effect too. The vaccine in a few cases as well. Persons contracting COVID after being vaccinated may have harbored added risk. Another problem, not mentioned, might be the villifying of concerned cliniions who attempted early treatment for their patients...

Greatest English professor died today from a fall (a broken hip?) and complications leading to Hospice. Franklin’s, writing for story, built on a universal structure for story. Like the limric, or the iambic pentamitor in poetry. Franklin insisted that every story consisted of five parts: a unique setting, a unique circumstance, a complication, an evolving struggle to resolve the situation leading to a climatic outcome. Franklin advanced this as a framework for non-fiction. Franklin earned the highest regard as professor of English literature and writing at the University of Maryland. His book, Writing for Story, ranks as the leading guideline for creative non-fiction and for this author.

If nation-states die of corruption, cultures die of pornography, and civilizations die of anarchy. Just a thought.

1. Keep your powder dry. In a tight market maintain a high percentage of liquidity. Preserve capital. 2. Pick technology stocks so long as technology grows faster. 3. Intrinsic value, both margin, return on equity and return on capital 20%; consistent growth in % return. 4. Chart everything and learn the technicals. 5. Invest below the hundred-day regression line and sell above the line. 6. Note insider trading, ownership and institutional investors. 7. Look for a PEG of 1 or less. (P/E divided by year-over % growth) 8. Consistent growth in earnings 9. Reinvest dividends when able. 10. Hold your good ones very long term. 11. Chart PE ratio and high is good so long as growing. 12. Look for your own convincing observations and analysis, never those on TV or the internet. 13. Track earnings and look for year over earnings of 20% or more and look at earnings revisions. 14. Adjust strategy to your circumstances and the current market 15. Sell covered calls, if you just have to ...

Evil persists on both sides of the isle. On the left Communism dominates. On the right Monopoly takes the form of corporate capture. The only thing they have in common is Totalitarian government by the unelected elite, multinational monopolies, corporations, oligarchs and bankers.