TRUMP’S VISION FOR AMERICA: PROBLEMS, VISION, GOALS, OBJECTIVES, STRATEGIES, OBSTACLES, AND SOLUTIONS

9 May 2025 Trump’s Vision for America: Problems, Vision, Goals, Objectives, Strategies, Obstacles, and Solutions This post summarises: 1. President Trump's view of the problems in the American and global economy today 2. his vision 3. goals 4. objectives and 5. strategies for making America great again 6. the obstacles to executing his transformative economic plans, together with 7. ideas for overcoming them. 1. Problems in the American /...

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DOLLAR MILKSHAKE - PART I

Dollar Milkshake – The Theory (Part I) 1. Introduction: A New Monetary World Order? Something big is shifting in global finance. Currencies face fresh pressures, debt is piling up, and central banks seem to be tearing up old rulebooks. Enter Brent Johnson’s Dollar Milkshake Theory, a lens through which we can examine: Why the US dollar remains dominant How it causes global imbalances What might happen when those imbalances become too big to ignore We’ll unpack the mechanics and risks, reflect on long-term investment lessons, and list macro...

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THE OPPORTUNITY COSTS OF ASYLUM ACCOMMODATION SPENDING IN THE UK

9 May 2025https://www.telegraph.co.uk/news/2025/05/07/true-cost-of-asylum-hotels-migration-channel-labour/ A government minister thwarted by the obligation to house asylum seekers and migrants, arising from domestic UK law, international treaties, and human rights frameworks. "More fool us" is the public response - and they vote in "populist" candidates in consequence, radicalising the politics of the country in ways this Minister does not appreciate...

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THE FOURTH TURNING

7 May 2025The Fourth TurningNeil Howe’s theory of the Fourth Turning is about a cyclical pattern of history where every 80-100 years, societies undergo a major crisis that reshapes institutions and values. According to Howe, we’re currently in the Fourth Turning, a period of upheaval that began around 2008, following periods of growth, awakening, and unraveling.How We Got HereThe Fourth Turning is the result of the failures and unresolved tensions...

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HOW TO AVOID RECESSION AND A CATASTROPHE FOR THE WORLD'S RESERVE CURRENCY

7 May 2025The United States, already running a 7% fiscal deficit, risks spiralling into a full-blown debt crisis if hit by even a mild recession. As tax revenues collapse and government spending surges, the deficit could expand to 18% of a shrinking GDP—an unsustainable level that would force massive borrowing, trigger bond market turmoil, and unleash inflation that erodes savings, wages, and financial stability for ordinary Americans.https://youtu.be/9o7OQXSzrqs?si=henhdbIw-xPgKq-8 ...

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BRUSSELS IS USING RUSSIA AND TRUMP TO CENTRALISE POWER

7 May 2025 The EU Zombie uses Trump as Cover to Further Feed on Citizens  A clueless EU whose only thought is how to hang on to power and get rich with manipulative stories about forces ranged against Europe.No positive vision, no realistic solutions. It's classic losers' politics.SUMMARY1. Introduction1.1 Trump as a Useful EnemyTrump is the boogeyman the EU loves to hate.He’s used as a cover story to justify just about anything...

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WORLD BANK DEFINES POVERTY

Poverty thresholds The definition of poverty depends on a country’s income classification. The World Bank applies different daily poverty thresholds according to income level: $2.15/day – for low-income countries $3.65/day – for lower-middle-income countries $6.85/day – for upper-middle-income countries Upper-middle-income countries like Indonesia are nations with a gross national annual income (GNI) per capita between US$4,046 and US$12,535. The...

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FLOURISHING IN INDONESIA

5 May 2025 https://fortune.com/2025/05/02/indonesia-flourish-study/1. Reflections on Flourishing: What Makes a Life Truly Good?1.1. A Fresh Perspective from the Global StudyA new five-year study by Harvard and Baylor finds that Indonesia tops the global chart for “flourishing”.That’s not about wealth — it’s about a full, good life: purpose, health, social ties, meaning.In fact, countries with strong religious and community life beat wealthier,...

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HYPER-FINANCIALISATION OF THE AMERICAN ECONOMY - SYMPTOMS, CAUSES, CONSEQUENCES, KEY ISSUES

PreparationWorth reading "the balancing mechanism" first to make sense of this article. This article gives the symptoms, causes and consequences; and explains why hyper-financialisation is important in the lives of people, rich and poor. It doesn't suggest any remedies, other than recommending we all take to the streets in protest - what better time for a Revolution?. That will be for a future article.Meanwhile, we will finish on a lively discussion...

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ACCOUNTING FOR AMERICA'S TWIN DEFICITS

Why the U.S. Trade Deficit Must Always Be Balanced - And What Happens When It Isn’t "The balancing principle". Not everyone will be able to stay awake till the end of this article, but everyone is capable of understanding this simple double-entry bookkeeping principle, as applied to international finance, called "the structural mechanism". It is fundamental to understanding "hyper-financialisation", that we shall look at in the next post.... ...

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ARE MIDDLE EAST POLITICS DRIVEN BY ANCIENT APOCALYPTIC NARRATIVES

2 May 2025The idea that Netanyahu's vision of a Greater Israel is driven by ancient Jewish apocalyptic texts promising death and destruction before salvation seems a bit mad... is there any evidence? Netanyahu seems bent on creating WW3, but is there any evidence that this threat has roots in eschatological beliefs? Ancient Roots: Apocalyptic Texts and the Vision of a Greater Israel The concept of a "Greater Israel" has its origins in...

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DOLLAR MILKSHAKE PART III

 1 May 2025   The business cycle for tradersThe business cycle for investorsTA, Gold, and the Last Man Standing Technical analysis (TA) cannot predict the future, and doesn’t pretend to understand the economy. All it does is track price action, look for repeating patterns and try to spot momentum. You might say it is as useful as astrology. It correlates with the economy, but investors are always ahead, on a parallel wave. Worth...

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