A Little Granular Discussion on an Important Economic Sector…

The heartbeat of MAGAnomics is Main Street USA.  Keeping in mind we have suffered through three decades of economic and financial policy that was specifically structured to the benefit of Wall Street (globalists) over Main Street (nationalism); back in 2015 and 2016 when Candidate Trump started to put specifics on his economic proposals we were able to map out some likely possibilities.

.

All significant economic changes take years to fully mature.  However, because it was easy to identify where nationalist economic policy would run into conflict with the prior globalist data-trends, we were able to predict a series of economic disconnects.

The primary disconnect is where Main Street inflation, wage growth and GDP growth, would be disconnected from the Federal reserve monetary policy.  Any Fed action would impact Wall Street results (sad trombone); but the disconnect that was caused by 30-years of diminished Main Street value (U.S. investment went overseas), and would mean MAGAnomic policy would grow the internal U.S. economy regardless of the Fed action.

Because the Main Street economy was intentionally uncoupled from the paper economy; and because the investment class went global with their finances; once President Trump unleashed the nationalist blue collar economic engine, the economy would self-sustain.

Because the domestic U.S. economy is then growing; and because Trump’s policies put the stronger rate of return domestically; the off-shore investments of Wall Street would begin to feel adverse impact.  The wealth of the U.S. is no longer being spread globally; POTUS Trump focuses on Main Street; that brings the investment back to the U.S.

So naturally there was going to be a period where the off-shore (global) Wall Street investment products were going to lose value.  Wall Street had to drop in value as asset equities were re-positioned.  However, as investors chase the best rate of return; and as Main Street continues expanding; the investment money flows back into the U.S.  This is the part of the economic growth timeline we are currently experiencing.

[Article Link]

It’s only “unexpected” if you don’t accept the way MAGAnomics has fundamentally shifted, re-prioritized, the U.S. economy.  Unfortunately, almost all modern economists have: (A) never been taught about Main Street economics; or (B) have totally bought into the false premise of a global economy, meaning a U.S. ‘service-driven-economy’, as the only option.

If you understand the basic elements behind the new dimension in American economics, you already understand how three decades of DC legislative and regulatory policy was structured to benefit Wall Street, Multinational corporate interests, and not Main Street USA.  The intentional shift in economic policy is what created distance between two entirely divergent economic engines to the detriment of the American middle-class.

President Trump has reversed 30-years of trade and economic policy that was specifically structured to favor multinational corporations and multinational banks within Wall Street.

MAGAnomics puts the focus, the primary economic activity, back into Main Street corporations and smaller U.S. banks and credit unions.  Real business growth happens at a street level, business-by-business, job-by-job, company-by-company.  The paper economy, the investment class, follows the path of greatest return… that brings investment back to Main Street.  Again, that’s our now; that’s what is happening around us.

U.S. companies who have actual connection to a growing U.S. economy can succeed; based on the advantages of the new economic environment and MAGA policy, specifically in the areas of manufacturing, trade and the ancillary benefactors.

Meanwhile U.S. investment assets (multinational investment portfolios) that are disconnected from the actual results of those benefiting U.S. companies, and as a consequence also disconnected from the U.S. economic expansion, can simultaneously drop in value even though the U.S. economy is thriving. (more)

Now, inside this massive Main Street machine, there are individual sectors and individual industries, almost like individual pistons, that are secondarily impacted by parallel policies focused directly on their sector.  Consider the auto-sector…

The EU has attached themselves to the Paris climate treaty.  Additionally, Canada has attached themselves to the Paris climate treaty.   However, Mexico and the U.S. refused the sign-on to the agreement…. now we are seeing the impact.

Build a vehicle in the EU or Canada and the vehicle is subject to manufacturing standards as established by the Paris treaty.  [Toyota is an example of risk exposure]

Now it must be emphasized the risk exposure is limited to production changes that are mandated by agreed upon compliance standards.  However, an increasingly more demanding emissions standard means engineers may have to use smaller four cylinder or hybrid engines to stay compliant.

When those foreign companies are faced with American consumers who do not like little engines in their more preferred larger vehicles this presents a problem.  The only way around the issue is to move production to avoid the regulation.

Two years ago BMW recognized they were exposed to the Paris accord, and moved to put a production facility inside Mexico.  Additionally, due to pre-existing tariffs on SUV’s (and the restrictions within the Paris treaty), German automakers BMW, Mercedes and Volkswagen made the decision to manufacturer vehicles inside the U.S. and export (even to their own markets) the larger American autos.

[In a few more years German gear-heads will be demanding U.S. built engines in their autos; which is funny considering the exact reverse was true only two decades ago…]

Simultaneous to announcing we would not join the U.S. to the Paris climate treaty, President Trump announced his intent to remove the Corporate Average Fuel Economy (“CAFE”) standard that mandates a certain threshold of U.S. auto companies must make smaller fuel efficient cars that few Americans actually like. {Current Status}

In part, this no-longer enforced CAFE mandate, was the reason why GM scuttled their small vehicle facilities in Canada and the U.S.  The fact that no-one liked the little sedans was the primary issue; but the vehicle was also being made to reach the fleet requirement within the CAFE regulation.

As a result of all these convergent policies, more and more auto companies are building their international assembly facilities inside the U.S.  Building in the U.S. without all the various Paris regulations (and TPP mandates) means greater flexibility in the entire operation.  Small engines, large engines, low emission or higher emission production is all possible within the U.S.  Hence, EU auto companies are expanding their investments.

One of the reasons the professional political class hate Trump is simply because he applies common sense policy built upon the cornerstone of America-first. Decades of pontificating political economic policy are dispatched; and the American economic engine roars.

Lower tax rates, smart regulation, expanded U.S. investment opportunity, and larger Main Street economic growth is the policy assembly behind MAGAnomics…. and guess what, it’s working.

(Via CNBC) January’s super strong jobs report and a solid manufacturing survey on Friday showed that recession worries may be overblown and slowdown fears are not impacting corporate hiring or dampening manufacturers’ sentiment.

The economy added a surprising 304,000 new jobs in January, well above the 165,000 expected by economists. Wages grew by an annual 3.2 percent, and were even higher for nonmanagerial workers with a 0.4 percent monthly gain.

“The labor market is still scorching,” said Ward McCarthy, chief financial economist at Jefferies. “If you look at the payroll data, the economy continues to pound out job growth. Wage growth is for real.”

ISM manufacturing was 56.6, well above the consensus of 54.2, but the important new orders component rose even more to 58.2 from 51 in December. A number above 50 reflects expansion, and while off recent highs, economists had expected the number to slow down even more. Consumer sentiment was also reported Friday and was significantly lower at 91.2, but it too beat expectations. (read more)

Advertisements
This entry was posted in Auto Sector, Big Government, Big Stupid Government, Decepticons, Deep State, Donald Trump, Economy, Election 2020, energy, Environmentalism, European Union, media bias, President Trump, Taxes, Trade Deal, Uncategorized, US dept of agriculture, US Treasury, USA, USMCA. Bookmark the permalink.

130 Responses to A Little Granular Discussion on an Important Economic Sector…

  1. HeelinVA says:

    As Elmore James – Shake your Money Maker.

    Or as James Carville said – It’s the Economy – Stupid.

    Liked by 8 people

    • swampratterrier says:

      MAAGA

      Make American Autos Giant Again!!!!!!!!!

      Liked by 9 people

      • Carrie2 says:

        swampratterrior, I like a small car and preferably with 2 doors to feel safer as a woman having to drive in the dark. I now have a Camry and with 4 doors so I don’t feel as safe opening too many doors if I press the opener on the key, meaning all 4 doors are available to whatever. I regret having sold my Solara Rally car but was encouraged to sell it and by the Camry. It is a good car with fewer cylinders and fair on gas consumption but we need to get our gasoline back to an affordable cost per gallon. I prefer Toyota vehicles but no way like a truck, period. My spouse has downsized a wee bit from his Sierra to a Rave 4 so we still have some room for moving items. We miss not having bumpers to help protect the flimsy metals and paint now used and hope now to see all that disappearing with cars made here and with better standards. Time will tell because I ain’t getting any younger!

        Liked by 2 people

        • WSB says:

          You should check with Toyota, because you can program your key to act which ever way you want it to. We have one that is programmed from the driver seat handle to only open that door and the front passenger handle will open the back doors.

          Liked by 2 people

        • David Roth says:

          What WSB wrote. Read your owner’s manual. Door programming has been available in Toyota since at least 2012 model vehicles.

          Liked by 2 people

        • dawndoe says:

          We have GM vehicles and we press the unlock button and it unlocks the driver’s door, only. Press it again and it unlocks the rest of the doors. You may want to check to see if yours is programmed that way. If not, like the others above have stated, you can see if there is a way to program your remote to suit your needs.

          Like

      • Orville R. Bacher says:

        Wall Street creates Zero Value. It is nothing but a churning and skimming Mirage. Real Value is birthed in private goods and services, the engine that MUST generate Revenues in excess of Costs.
        Government and the Financial Parasites live off the wealth generated by others. And they have been bleeding this base dry for a generation.

        Liked by 1 person

    • Kenji says:

      I distinctly recall hearing ex Fed Chief, “genius”, Alan Greenspan tell American blue collar workers that their manufacturing jobs are NEVER coming back to America. That they should all go to school and learn to code or something. That THIS was the NEW Economy! Stop sniveling and get an education. And the politicians cheered. Obama cheered. Who would argue with the economic genius Greenspan. I wonder what ‘ol Allen thinks of this MAGAconomy. ?

      Liked by 3 people

      • Geoff Go says:

        In the meantime, we taxpayers are now responsible for all those getting that higher ed; because we now going to have to pay for TRILLIONS in student loans.

        Liked by 1 person

      • Orville R. Bacher says:

        Greenspan and all the Central Bankers lived large from bleeding out the American Economic Engine on Main Street. Drunk on their own Hubris.

        Like

    • There was a huge disconnect because all I hear from realtors and builders is that they can’t build or find enough homes… my neighborhood avg time on market is 6 days and avg sale price is over the avg listing price…
      Reports are that most midrange properties- (200-350k) in desirable areas end up with multiple offers

      Liked by 1 person

    • vVv88 says:

      Not anymore. With so many dependent on government, illegal immigration, and voter fraud the state of the economy does not drive a presidential election like it once did.

      Liked by 4 people

      • eagle931 says:

        I agree, which explains Democrat victory in the midterm elections.

        Like

      • louche9 says:

        I was just thinking about that this morning – the whole “It’s the economy, stupid” fundamental truth, and how rock solid that was and still should be, vs what difference does any of it make, if there’s nothing being done to stop voter fraud. Dems know they can’t win on their Orange Man Bad platform, and Reps want PT out of the way so they can resume grifting without public attention.

        Liked by 1 person

  2. Monadnock says:

    Here’s your key right here:

    “the disconnect that was caused by 30-years of diminished Main Street value (U.S. investment went overseas), and would mean MAGAnomic policy would grow the internal U.S. economy regardless of the Fed action.”

    THANK GOD IN HEAVEN, and praise Him for giving us PDJTrump!

    Liked by 25 people

    • KimmyK says:

      This^^^

      Liked by 2 people

    • clive hoskin says:

      There may come a time when”The People of the USA”have to take up arms to remind these”Sniveling,Cowardly,Lying,Do Nothing,Career Politicians”that THEY work for US,not the”Globalists”

      Liked by 8 people

      • Carrie2 says:

        clive hoskin, be aware they are impeachable/removable and one way is by a Petition to impeach them, i.e., Pelosi has 130,000 in just 10 days (only $100K will be acceptable) and now the foul mouth muslim female is way past 300,000 and all signatures must be in a 30 day time. So, this leaves us open to opening new Petitions for such as Schumer, Maxine Waters, maybe even Cortez. Go to whitehouse.gov and search for Petition, sign up if you are not already signed up, and then can add your signature or open a Petition but come back and let you know if you have opened one or more Petitions. After listening to Pelosi today, she is definitely way pass her sell by date as had problems thinking, speaking, remembering and even asked a reporter for a word. She is not healthy and apparently truly is suffering from Alzheimer.

        Liked by 1 person

        • Dutchman says:

          As a fellow treeper pointed out to me, Senators can’t be impeached; have to vote em out.
          Not sure if that applies to House of Reps.
          Primarying is best, but can’t let them hoodwink us, by running splitters.

          See Arpaio in Az., took votes away from MAGA Kelli, we ended up with kursin enema. Thats how they game the system, ballot fraud is secondary.

          Liked by 1 person

          • 1madgina says:

            The President, Vice President and all Civil Officers of the United States, shall
            be removed from Office on impeachment for, and Conviction of, Treason, Bribery,
            or other high Crimes and Misdemeanors. U.S.Const. Art. II, §4
            This includes senators.

            Like

          • Pyrthroes says:

            Repealing Amendment XVII (Wilson’s anti-Constitutional “direct election of Senators”) would not only upend carpetbagging poseurs like MzBill, grunting demagogues like DiFi and Fauxcahontas, but represent U.S. States as Federal entities in Congress to preclude co-optation of Main Street well-being by Wall Street’s oleaginous kleptarchs.

            Liked by 2 people

  3. HBD says:

    A savvy business man Trumps a politician every time.

    Liked by 13 people

  4. Publius2016 says:

    incredible! leverage? any questions??

    Liked by 6 people

  5. USA First! says:

    More winnamins!

    Liked by 7 people

  6. USA First! says:

    More winnamins!

    Liked by 2 people

  7. ForGodandCountry says:

    I only wish the vile corruption in DC (Deep State/Uniparty) was as easy for PDJT to “reverse” as the broad economy is proving to be.

    I greatly fear that PDJT is winning these economic victories at the expense of confronting the corruption, which clearly intends to reverse PDJT’s economic policies as soon as he leaves office.

    Liked by 4 people

    • Economy first.
      It wins hearts and informs minds.

      Corruption Takedown ONLY when the above are IRREVERSIBLY gaining momentum.

      Liked by 11 people

      • ForGodandCountry says:

        That makes sense. May also economically uncouple much support for the Uniparty on Wall Street once irreversible change has been accomplished.

        “Why should I support you? I’m making more money with Trump.”

        Liked by 8 people

        • Fools Gold says:

          It boils down to that and war every time…although health care insurance is the most expensive thing any middle class person can buy in this country if you have to pay it all of it yourself. Wife and I pay 1700/month thru my former employer plan and she’s disabled and has Medicare. Out of pocket cost for both us totals 3600 annually. Not saying I want free medical like socialist just saying crooked lawyers, accountants & politicians have been screwing us for 60 years with stupid policies and crooked schitt.

          Like

          • TPW says:

            Was special on Woman in Montana I believe that had to get the state cost down for employees insurance ….I believe the approach she took going after actual medical cost salvaged their employee plans….it can be done just need the right people to advise.

            Like

      • Nothing is irreversible, ever. It take eternal vigilance, remember?.

        Liked by 3 people

    • Carrie2 says:

      ForGodandCountry, and why wouldn’t we vote for another good to great republican after 2024 when by then we will find really possible candidates. By the way, read the Trump does have the power to close down this Congress and if that be true, go for it Trump and we can start a new and better form of Congress that truly represents us and our Constitution laws, Bill of Rights and realize they are hired/elected to represent us and ONLY us. No more wasting our money as they just allocated $45 billion to another country when we need the wall and repaired infrastructure. Communism ain’t gonna win but we will have a hassle on our hands to remove it and we will!

      Like

      • Dutchman says:

        He can “call” them back INTO session, per the Constitution, not sure he can disband them, or call for a new Congress. WHERE did you get that?

        Like

        • montanamel says:

          He can shut them down for a minimum of 6 months time….declare Martial Law in DC…
          No judge/court can review, nor can Congress meet… full stop end!
          Check-6

          Like

      • RLTW says:

        2024 had better be Don Jr. for President. The only thing I don’t like about President Trump is that he is stupidly loyal to people who pretend to be loyal to him while they are stabbing him in the back in full view of the public. Whether it’s Sessions, the fat-azz blubber mouth, alcoholic, Chris Christy (who recommended Chris Wray for FBI Director) or Kelly Anne Conway with her punk husband. I don’t know why President Trump won’t issue this ultimatum: bitch, sort your husband out. Tell him to shut up, divorce him or get the fock off my team!

        President Trump is way too nice and way too trusting.

        My greatest fear is that he will endorse that creep Pence out of a sense of loyalty. Pence is to Trump as Bush was to Reagan. Pence would immediately set about dismantling everything Trump has accomplished. Pence is of and for and by the Swamp.

        We need Don Jr. for 8 years after DJT. Then Eric Trump for 8 years. Then Ivanka for 8 years. Then Baron for 8 years. It will take that long to drain the Swamp.

        Like

  8. DJSnyder says:

    Winnamins!! 😀

    Liked by 1 person

  9. Sporty says:

    It is simply a Blessing from our Lord we were given a leader who doesn’t curry favor all over the world for illegal kickbacks with our hard earned treasures.

    Liked by 6 people

  10. simicharmed says:

    It’s been already clear to myself and I assume Most of American Patriots that Washington/Congress has been (and still is), the PROBLEM with any economic growth. Getting them outta prosperity is and has been the PROBLEM.

    The Problem has been manufactured to be an eternal problem…it is not!

    Liked by 8 people

  11. I love New York as much as anyone possibly could and am pleased to see the “economy” for the “Global Multi Nationals” increase as it most recently ( and always ) has. That said, the Rothschild Bank AG is going to be “re-paid” one way? Or another.

    Liked by 1 person

  12. CountryDoc says:

    As we approach another election, even though I pray for 8 yrs of MAGA, I also pray that our POTUS is preparing an army of people to continue the doctrine of MAGA.
    – to put real economic education back in our primary, secondary, and graduate schools
    – to teach trade skills and manufacturing
    – to continue the sleuth work to eliminate those bent on the destruction of our country or the economic leeching of the american worker.

    Liked by 11 people

  13. AbeLincoln says:

    Trump got a bit of the Pied Piper in him it seems. 🙂

    Liked by 3 people

  14. As predicted 3 years ago, President Trump is making the USA the “most hospitable economic environment for investment … on the planet”.

    P.S. That’s the TOP PRIORITY of American Government.
    … Because without putting America First, the rest of America’s interests are UNAFFORDABLE.
    … Including National Defense.
    … But REALLY, we already knew that, once Obama demonstrated how to destroy it.

    Liked by 7 people

    • Investment Reflections:

      Let’s ask ourselves which size companies have been underpriced in our Stock Market:
      • Large Cap … with potentially significant Global presence … and dependency?
      • Mid Cap … with potentially significant dependence on Imports from China?
      • Small Cap … with potentially under-appreciated Tax Cuts, First-Year Capex Expensing and Lower Regulatory Compliance Costs … and potentially more nimble Decision-Making and Flexible Sources of Funding?

      Looking for debate, here.

      Inviting Investment Pros to share
      • Analysts who’re focused on Companies that Make-in-USA
      • Investment Funds focused on the same,

      Liked by 3 people

      • Dutchman says:

        How about a MAGA fund, or portfolio?
        Someone with investment savvy, who really understands MAGAnomics, come up with a group of companies most likely to benefit from MAGA?

        Liked by 2 people

        • USA-only Steel producers.
          [Issue is, when will new plants come online, how far in advance will the market recognize it to bid up the stock prices, and how much of the market will wait until after the 2020 Election … just to be sure MAGAnomics is sustainable.]

          USA-only Metal fabricators.

          USA-only Cement producers.

          Companies that will displace China’s cheating and stealing XTE and Huawei.

          Note: These will win bigger under President Trump’s EO for his leadership team to induce/limit Government-funded Contractors, Projects, Programs and Infrastructure to Buy USA and Hire USA.

          Like

      • Interesting question. There is obvious tilt toward smaller companies overall, but imho, the sector is more important. Manufacturing heavy companies and their suppliers will do best–even if they have global portfolios. It matters how nimble they are in applying their expertise and plying products. My DH has been in manufacturing related business his entire career and has never been busier, even while working for a large corporation. He’s tripled his group in three years and revs more than that…with double current levels in sight. And this is selling all over the world–including in South America.

        Having worked in finance and then as a COO/CFO and turnaround consultant, there is no substitute for blocking and tackling and in-depth knowledge of company fundamentals. Market technicals may affect share price in short/medium term but not in long term.

        Just my 2 cents

        Liked by 3 people

  15. Bogeyfree says:

    What is amazing is 1/2 this country has been fooled to think…….

    1) that 1.9% GDP is better than 3.0+% GDP

    2) that 6-8% unemployment is better than 3% unemployment

    3) that having much higher unemployment for Blacks and Hispanics is better than lower

    4) that paying higher taxes is better than paying less.

    5) that having more government regulations in your life is better than much less.

    6) that having huge trade deficits are better than having fair trade deals

    7) that having less manufacturing jobs for Americans is better than much more

    8) that having no border wall is somehow safer and than having border walls

    9) that Fentanyl and child sex trafficking isn’t important enough to fight with a border wall

    9) that peace comes from a weak military vs a strong one.

    10) that a baby just days before their delivery date is somehow not a human being.

    11) that socialism will work better than capitalism

    Where is the common sense? How are so many people snookered by the left?

    Liked by 15 people

  16. Got243kids says:

    Back in the 70s and 80s each time major layoffs affected masses of workers and the hype of corporate takeover artists, coupled with workers must “learn new job skills” caused me to wonder “what the hell is going on?”

    Well now we know. Reagan changed direction for a spell but the fix was in. That’s why “they” (Romneys, McCains, Bloombergs) dispise TRUMP and MAGA with an unpresidented passion.

    It’s going to come down to bloodshed, it’s inevitable, don’t want it, but the writings on the wall. Pun intended. Exactly why the attack on the 2A. They know, that we know, that they know, we now see it and we’re having none of it.

    Liked by 9 people

    • slowcobra says:

      What’s the 2a?

      Liked by 1 person

    • Mandy says:

      Makes me sad but I agree, it is going to come down to bloodshed. ‘battle lines being drawn….’

      Liked by 3 people

      • G. Combs says:

        With luck it will be minimal.

        Remember the Left is mostly PAID ASTROTURF and PAID CRISIS ACTORS, MS13, idiot college Snow Flakes, the inner city dregs, college profs. and unfortunately mussie Jihadists.

        I can not remember where I saw it….. OH yes it was the late term abortion Numbers.

        Jun 13, 2018 ” Six in 10 Americans broadly support abortion rights in first trimester; Support … second three months, and by half again, to 13%, in the final three months….” https://news.gallup.com/poll/235469/trimesters-key-abortion-views.aspx

        A Rasmussen generic poll in 2010, before the Tea Party was systematically trashed, showed:
        “Democratic — 36%
        Tea Party — 23%
        Republican — 18%
        Not sure — 22% “

        So the hard cord left is between 13% and 36%, probably closer to 10% than 30% and MOST are Cowardly BULLIES!
        ….

        That said, what President Trump is doing is CUT OF THE $$$$$. Remember the sudden arrest of all those Saudi Princes esp Al Waleed.

        Think of the human trafficking arrests. “1,588 human trafficking arrests last fiscal year. 1,543 for sex trafficking.” One report said the girls are doing 30 -50 ‘customers’ a day.

        @ $50 X 30 customers X 365 days = $547,500 or a possible 1/2 million per girl per year!!!

        Operation Broken Heart (2017) netted 4,474 arrests and 68,000 children… nearly 2,000 were in California alone mostly in the LA area.

        And that does not get into the drug trafficking..
        ….

        NOW do you see why the DemonRats are panicking and fighting the ‘Wall’ tooth and nail?

        Like

        • TPW says:

          6 in 10 ….that is until it hits close to home and you see the mental anguish and pain caused because a young girl was misled into thinking there was nothing to it. It is a lifetime of anguish. The more informed people become…. those numbers ….which I am leery of….will change. I hope that the debate over this late term abortion issue will gather steam. Right to life advocates would be wise to run with it ….pushing the reality in everyones face.

          Like

    • Dutchman says:

      I don’t think it will come to CW2, pray it won’t.
      But if it does, I am confident Red wins.
      Its NOT a regional division like last time; North vs. South.

      Its city dweller vs. flyover. Cities are EXTREAMLY vulnerable; they need a CONSTANT influx of food, water, electricity, transportation fuels, heating oil, etc. in order to function.

      And once ‘things’ break down, everything goes south pretty quick.

      We Reds tend to be the kind of people that make things, and/or service things.
      Knowing HOW things work, we know how to make things not work.

      Living rural, we are used to a certain amount of deprivation. The road to town may be,washed out, or snowed in, so we stock up.

      City dwellers, not so much. Two simultaneous disruptions of essentials, and the animals take over, and finish the job.

      Hoping and praying it won’t come to it, but if you think its a possibility, consider getting OUT of the city, if any of you are still in. Make your plan, and make your move. Its not what STATE you move to, its where IN that state; city or rural.
      IMHO

      Liked by 1 person

      • montanamel says:

        Roger all, Dutchman…
        1 ton of food
        1 water well
        1 ton of ammo
        2 hands = 2 guns at any time…large selection…
        Know your enemy – his haunts – his trails – his/her name….
        Check-6

        Like

        • G. Combs says:

          If you are stuck in a city (JOB) then get to know the farmers in the neighboring areas. Heck we can ALWAYS use some extra free help.😉

          If the SHTF, then more labor would be appreciated. Most farmers are in there 50s and older. Feeding an extra family or three would not be the problem for me, having people to help would be great and we have plenty of room.

          Like

  17. Cache says:

    Hmm, a good time to buy a few select stocks.

    Liked by 1 person

  18. kurt72 says:

    I’m currently working towards a Masters in Applied Economics at SNHU. (My company pays for education so why not?) My professors are completely clueless! My last one actually works for the Fed and was willing to debate things. I got a 99 out of 100 as a final grade. My 20 page project compared the Great Depression to the 2008 Recession. He said he didn’t know the things I researched and put in my paper. I’m red pilling one economist at a time! 😎

    Liked by 18 people

    • NJF says:

      Good for you, well done!

      Liked by 4 people

    • G. Combs says:

      kurt, GOOD for you!

      You will love this Occasional Cortex vid. She has a degree in Economics and Micheal Moore thinks she would completely wipe out President Trump in the 2020 election if she was old enough to run. 🤣

      Liked by 5 people

      • clive hoskin says:

        Occasional Cortex’s greatest quotes:
        “I’m going to make the electoral college tuition free!”
        “We can land rockets on the sun, we just have to go at night”
        “My TV says ‘built in Antenna’, which is a place in China.”
        “I see the bread go in, and I see the toast come out…but where did the bread go?”
        The three branches of government? Nina, Pinta, Santa Maria, right?”

        Liked by 3 people

      • Carrie2 says:

        G.Combs, let the fat man get informed that she may not even be in Congress that long as she is disliked by many democrats, let alone us. She is ignorant, clueless, has no charm or manners, and economically can’t add 2 and 2 and get 4. She says socialism but really is pushing the typical DNC communism and to dumb to know that as well.

        Like

      • MrG says:

        There are people who do not care about facts. This AOC train wreck is gonna be around for a while

        Like

  19. California Joe says:

    So, what we’re going to see is major big money investors in Europe and Asia buying U. S. company stocks!

    Liked by 2 people

    • Dutchman says:

      I understand why POTUS reiterates we need workers from other countries, just legal.
      We aren’t even beginning to see the real effects of MAGA, yet! Wait till the factories actually begin coming ‘on line’, over the next several years!

      Anyone standing on a street corner through two lite cycles is gonna have someone offering them a job!

      We may actually experience negative unemployment, and some of those work visa’s that are only supposed to be when employers can’t find Americans to do the work, may actually become valid!

      Tack on a good trade deal with China, opening up their markets to American products, and “Whoa, Nellie!”

      In short,…You AIN’T seen NOTHING yet!

      Liked by 1 person

    • Already happening.
      Look the US economy is still the best in the world. And investors know that. But money is typically apolitical and will follow best rewards. Very large pools of money trade on minor levels of potential returns and arbitrage price mis-matches globally.

      All of the above is why it is far better to invest for medium/long term because short term swings can reflect non-fundamentals.

      Like

  20. G. Combs says:

    Do not forget the Small business ‘Engine’ was also ‘released’ by getting rid of idiot regulations (and hopefully Obummercare) Small businesses are mostly SELF FINANCED so the FED does not really impact them. Small business — the 2 Trillion dollar underground economy — is what kept the USA from a major Depression during the Obummer years.

    REFERENCES:
    https://www.cpapracticeadvisor.com/news/12149058/majority-of-small-businesses-are-self-funded-use-personal-capital-to-fill-gaps

    http://www.thedailybell.com/news-analysis/29040/2-Trillion-US-Underground-Economy-Is-the-Free-Market-Striking-Back/

    http://www.usatoday.com/story/money/business/2013/05/12/2-trillion-dollar-underground-economy-recovery-savior/2144279/

    Federal regulations cost businesses $1.75 trillion – Jan Norman on Small Business
    http://jan.ocregister.com/2010/09/24/federal-rules-cost-u-s-firms-1-75-trillion/45704/

    Liked by 7 people

  21. NJF says:

    This is what’s it’s all about.

    Liked by 5 people

  22. Suzanne says:

    This would be why VW is spending just under a billion to add a third production line here in chattanooga. They will use the new production line to build their electric cars. Probably 98% of those will be shipped right on out of the US since, other than some virtue signaling liberals, Americans seem to have have summarily rejected electric cars

    Liked by 2 people

    • KimmyK says:

      Hopefully they do the same with the autonomous ones too!

      Liked by 3 people

    • Carrie2 says:

      Suzanne, but the most amazing part of my having no interest n an electric car is that it also pollutes because it needs fossil fuel to hype up the battery. Learned this a couple of years back, so one winds up spending a small fortune for the pollution as we get from our gas cars.

      Like

      • Dutchman says:

        And, when the batteries go bad, and they will, the car is worthless, or nearly so.

        Liked by 1 person

        • WES says:

          Dutchman: When the battery fails and it will fail, try getting a second car loan for $15,000 to buy a new battery with reduced warranty when the first loan hasn’t yet been paid off!

          Like

      • jebg46 says:

        Exactly! I never could understand the concept because it takes forever to recharge the batteries. That means some power plant is chugging away spewing into the atmosphere. Plus you’re inconvenienced having to wait long hours to get back on the road. You might as well pay and pollute as you go.

        Like

        • montanamel says:

          AND…don’t forget to figure in COLD WEATHER when looking at electric cars…
          Batteries loose about 20-25% of their charge effectiveness below 40 deg f.
          It gets really bad / dangerous during sub-zero spells…like now.
          So…when the grid is taxed above 100% already for heating load, you add another 10-20% demand on top of that for elec autos…smart, eh?…. Go fish, Magoo!! Check-6

          Liked by 1 person

        • tampafan says:

          Sorry, have to chime in here. Have had my Tesla for 4 years (and bought it used), and drove every gas-powered SUV as soccer mom for 20. I’ve always laughed at people who think it is a “green” solution – I drive it for the performance. It is spectacular. Drives like nothing else and strip all the politics/subsidies/Elon Musk bullshit out of it, it is the future. Husband has a mud-covered pickup but is looking at a 2nd car (thank you, Main Street economy), and now he, too, wants electric. Some of my facts:

          -fully charges in under three hours. I use it for around town, so charge once a week overnight
          – Serviced once/yr to get new tires. Never had ANY mechanical problems
          -Interior more room than my previous GMC SUV: battery takes all humps and bumps out, so can get 3 big people comfortably in the back seat, the trunk is huge, hood opens for storage.

          Seriously, nothing like it re: responsiveness: Accelerates/decelerates based on foot pressure with NO lag time, so very safe – in traffic. Only problem is that they all look alike with limited colors, so no motivation to get a new one (software is automatically updated remotely about once a month, so all current).

          Like

  23. Q&A says:

    This is what happens when politicians refuse to govern…the business world moves on.

    https://www.washingtonpost.com/business/nissan-cancels-plans-to-make-x-trail-suv-in-the-uk/2019/02/03/855a0c3c-27ac-11e9-906e-9d55b6451eb4_story.html?utm_term=.4d3528538630

    British Prime Minister Theresa May’s Brexit strategy took another blow Sunday when Nissan canceled plans to make its new SUV in northern England amid continued uncertainty over the country’s future relations with the European Union.

    Nissan said it decided NOT to build the X-Trail model at its existing U.K. plant … it instead plans to consolidate production of the next generation X-Trail at its plant in Kyushu, Japan, where the model is currently produced.

    “While we have taken this decision for business reasons, the continued uncertainty around the U.K.’s future relationship with the EU is not helping companies like ours to plan for the future,” Nissan Europe Chairman Gianluca de Ficchy said in a statement.

    The announcement also confirmed an ongoing trend of carmakers thinking twice about future investments in Britain…“This is a big turning point, and I think it does signal that the big companies that we relied on to generate employment, and high quality employment in manufacturing industries, are now very seriously reconsidering their future here.” says Vince Cable, leader of the opposition Liberal Democrats.

    Liked by 1 person

  24. stats guy says:

    The Car and Driver article that sundance links to wrt the Obama dictat of 54 mpg CAFE standards is a text book case of state-run capitalism, which is a phase of socialism. As usual with socialists they are wrong and actually stupid. And so GM wants to go electric cars…that’s how stupid they are.

    From Wired:

    After more than a century peddling vehicles that pollute the atmosphere, General Motors is ending its relationship with gasoline and diesel. This morning, the American automotive giant announced that it is working toward an all-electric, zero-emissions future. That starts with two new, fully electric models next year—then at least 18 more by 2023.
    https://www.wired.com/story/general-motors-electric-cars-plan-gm/

    The profound stupidity is how to generate the electric to run the cars?

    So now GM will have to campaign for a socialist in 2020 to get back their investment in electric cars.

    And that’s where all these global plans converge, large scale command and control

    From light bulbs to cars

    https://en.wikipedia.org/wiki/Phase-out_of_incandescent_light_bulbs

    Like

    • G. Combs says:

      The only way an electric car is viable is:
      #1. NUCLEAR energy
      #2. Short driving distance (cities)

      If France had stayed with her nuclear energy, then electric cars would make sense in France.

      Nov 18, 2018 ” … France to cut nuclear energy reliance by 2035: minister. PARIS (Reuters) – France aims to reduce the share of electricity produced by nuclear reactors to 50 percent from 75 percent now by 2035… https://www.reuters.com/article/us-france-nuclearpower/france-to-cut-nuclear-energy-reliance-by-2035-minister-idUSKCN1NN0OK

      Like

      • WES says:

        My Stats: Sadly GM is betting their future on EVs. There will be little demand for these vehicles for very practical reasons. The top third of the US is simply too cold for EV vehicles! You can not charge a cold battery or you will destroy it! Most people simply cannot afford to own two vehicles at one time! Then there is the increased financial risk that comes with buying an EV. Should the battery fail, and it will fail, how difficult will it be to obtain a second loan to buy a new $15,000 battery if the original loan hasn’t been paid off? Second if the battery fails then your car essentially has no residual value! There is just too much uncertainty for average folks to deal with.

        Like

        • piper567 says:

          one thing I’ve always wondered ab with EVs is what happens when they are totaled?
          How is the battery stuff disposed of?
          Was around wrecking yards when I was young, and cars were just crushed for scrap.
          what happens with an EV?

          Like

    • Fools Gold says:

      hmmm, So their saying semi’s running down the freeway will all have 2 trailers? One large one for the batteries and the other smaller one for the 8 tons of freight…

      Also what good is a 3/4 or 1 ton duel wheel pickup for a farmer that has to have a trailer to haul its batteries…

      Can you imagion the size of a farm tractor needed to pull a 24 row disc all day.

      Like

      • Q&A says:

        Had breakfast with my brother who works in the car industry. He says a real problem is with the charging stations. There needs to be a whole infrastructure of charging stations in various locations and many of them to accommodate the wait times for charging the batteries. How long does it take to charge an EV battery? Imagine a line of several or more cars taking over an hour each.

        Like

  25. Deplore Able says:

    Darn, I am out of winnamins again. I need to start buying them by the case. The good news is that I am paying less in taxes and have more income, so I can afford more winnamins!

    Liked by 1 person

  26. Fools Gold says:

    I wish POTUS would exempt boat engines from using alcohol blends. It’s the worse thing you can put into one because alcohol is a water collector So the fuel system must have a water separator. Also old alcohol fuel creates a hardened tarnish on fuel injectors, fuel level valve, and fuel bowl. I bought a newcboat with a Honda four stroke years ago. It’s quite and powerful but you don’t dare let the boat sit up for very long without completely draining the fuel system unless you want to pay a dealer to replace the fuel separator, fuel pump, fuel valve and float. It’s $$$$ unless you do it yourself like me but it’s still $$$ for the parts. In fact I’d like to see the corn used in all fuels eliminated so it can be sold to China…😜

    Liked by 1 person

    • G. Combs says:

      I just plain DO NOT BUY gasoline with Alc. Te stuff is BAD NEWS for an engine so I stay completely away from it.

      (My vehicles are all old — 1987, 1992, 1993)

      Like

      • Fools Gold says:

        The only fuel I can buy locally here w/o it is farm diesel from coop. They have both diesel blends there but How much red dye can you burn in a 1975 4 cylinder diesel tractor on 46 acres… It suxs big league.

        Like

    • WES says:

      Fool: you also get lower mileage too!

      Like

      • Fools Gold says:

        Actually I’ve had 2 other 2 strokes the size of this Honda but they both burned twice as much fuel as this one but those weren’t fuel injected.

        Like

  27. William Schneider says:

    I believe Sundance has nailed it again-this time in economic ballpark. If Trump can continue to win the battle in the economic arena he will more than likely win in the political battle of 2020. I am betting and investing that Trump wins in both arenas. I will also continue to pray for this man of God to stay strong and clear thinking amid the maddening resistance of the democrats and MSM. Prayer is Trumps greatest aly-I believe he has the larger army of praying folks.

    Liked by 1 person

  28. MrG says:

    Kinda weird-but I never had a problem getting job no matter who was POTUS. I am retired now, but in about 18 months, I’ll be 66. I think I’ll get my Class A CDL re-instated and rake in the dough while collecting SS with no penalty. IDK-I just like the sound of that.

    Liked by 1 person

  29. quintrillion says:

    This commercial is amazing:

    Liked by 2 people

  30. tominellay says:

    I’m an old geezer, now retired and living overseas; I enjoy reading your posts about MAGAnomics. Thank you, Sundance.

    Liked by 3 people

  31. Heathermist says:

    MAGAnomics and it’s Magic Wand
    #AMERICAFIRST

    Liked by 1 person

  32. TwoLaine says:

    I don’t believe anything that any of the media says, or any polls they push. PERIOD.

    President TRUMP & his little friends have this MAGA economy and administration under control. It is humming like a fine toothed comb out here in flyover country, where real Americans live.

    We understood from the beginning that all these b.s. treaties and trade agreements are ALL lopsided against the USA and would only have given away more or ALL of our sovereignty and sucked out the rest of our riches. I love it they all have to abide by their ridiculous atrocities and we do not, because our President is doing his job, fighting for our sovereignty daily, America First!

    Speaking of riches, President TRUMP and team have created a lot of new wealth for the USA in energy, mining, etc. It makes you wonder if the DIMs will keep it around or shut it down for their “green” agenda.

    Will they kill all of these industries President TRUMP has revived and send millions back into jobless poverty again? Or, will they keep it going because they would have even more $$$ to spend now. How will they stifle their GREED? We need to get them all on record ASAP. 🙂

    I posted this yesterday:

    https://theconservativetreehouse.com/2019/02/03/president-trump-superbowl-sunday-interview-with-cbs-margaret-brennan/comment-page-1/#comment-6656379

    “The Department of the Interior manages one-fifth of all the land in the United States, including the wealth of oil, natural gas and coal below the ground. Under the Trump administration, oil and gas leases on public lands managed by the department last year generated $360 million, an almost 90 percent increase from 2016.

    Bernhardt sees himself as a foot soldier for President Trump’s pro-energy development agenda.”

    Read more:
    https://www.npr.org/2019/01/02/677390503/the-new-acting-interior-secretary-is-an-agency-insider-and-ex-oil-lobbyist

    #MAGA

    Liked by 1 person

  33. amwick says:

    So, I don’t often disagree with our host SD… I am reading and re reading this post, because this is something I find hard to follow, but I try… I came across this..

    The intentional shift in economic policy is what created distance between two entirely divergent economic engines to the detriment of the American middle-class.

    This is where I disagree, to a point… working people basically were encouraged to save for retirement through that enticing program we all recognize as 401ks. ( In hindsight, many companies did away with their pensions, and this was the only option. ) Some people I know managed their funds, others left it to financial such financial giants as Vanguard. So a segment of middle class people did benefit, for a while a least. Retirees and current 401k participants are now feeling the volatility as economic forces re organize. But I have hope..

    The paper economy, the investment class, follows the path of greatest return… that brings investment back to Main Street. Again, that’s our now; that’s what is happening around us.

    Like

  34. Peter says:

    Sundance, how do you suppose MMT monetary theory affects the Wall Street and Main Street economy. Crazy Bernie and his ilk are piushing the idea.

    Like

  35. TwoLaine says:

    One of the other cable channels today is hilariously promoting that President TRUMP & team are concerned about a primary challenger.

    Pure comedy! 🙂

    Like

  36. Doug Amos says:

    A little tip on the hybrids. A friend who has been in the used car biz for over 50 years, mainly because he is honest and intelligent, will not touch them. There is no demand for used hybrids!

    Like

  37. This is all very positive and welcomed news; but manufacturing jobs declined slightly in January. The trend is up, which is great.

    Not being an Eyeore, just getting the facts out so we stay well informed.

    Like

  38. Christian Warren says:

    “Wall Street ha[s] to drop in value as asset equities [a]re re-positioned.  However, as investors chase the best rate of return; and as Main Street continues expanding; the investment money flows back into the U.S…,

    Will Sundance be dismayed when the “money flows” stack up to mountainous heights and the industrial output is exported in exchange for this “foreign” investment? It will result in more money chasing fewer goods, AKA inflation/monetary depreciation.

    We are not being ruined by China and Wall Street; our injuries are self-inflicted. Chronic deficit spending spending is drying up the capital markets and forcing domestic industry to borrow from a diminishing pool of savings.

    The tax cuts merely put off for another day the central question of how to squelch the trillion-dollar deficit so that more money is made available for industrial expansion. Economic production comes at the expense of political patronage. The real battle is not against the capitalists; it must be waged against the Deep State.

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s