Storm Clouds Gather Over The Bull Market-Podcast 665

We don’t see the storm building over the markets. Distractions. Shiny things that draw the eye and ear. A war of words between a North Korean dictator and the president. Kneeling football players and the Tweeter In Chief. Meanwhile, the long expansion in the markets may be about to end. A heads up for you on how and why in Storm Clouds Gather Over The Bull Market-Podcast 665.

Watch The Shiny Thing

We don’t look beyond the distractions in the media to see what they conceal. No amount of pointing and saying ‘look’ is going to change it. We have not had a serious market or financial crisis since 2008. Our economy has been on life support ever since. Now the DNR order has been signed. Find out why in Storm Clouds Gather Over The Bull Market-Podcast 665.

Market Shocks Have Political Consequences

Remember 2008? The market crashed. The banking system was going to seize up, they said. A republican administration suddenly bailed out the banks, insurance companies and big car companies. The shock changed politics. A new administration came in, in 2009. New banking regulations, more government spending and a very large stimulus package was passed by congress.

Hey! What Happened To The Punch Bowl?

The Federal Reserve, bank of last resort, began a program called Quantitative Easing in 2009. Over the next eight years the FED added trillions of dollars to its balance sheet as it ‘injected’ money into the US economy. QE one, two three and four indirectly supported the stock market through the purchase of hundreds of billions of dollars worth of securities. What happens when they take that away?

Pay Attention

So this is a simple heads up that it might be time to start paying attention. While we’re talking about things that don’t matter they are doing things that do. That storm roiling to the west, might be rolling in anytime. In Storm Clouds Gather Over The Bull Market-Podcast 665.

Sponsored by Brush Studio In The West End Saint Louis Park, and by Ryan Plumbing and Heating in Saint Paul.

Storm Clouds Gather Over The Bull Market-Podcast 665

 

 

 

Ready For Another War in North Korea? Podcast 626

North Korea continues to test missiles and make threats. The United States sends ships and rattles the saber. Time to talk about North Korea and War on the Korean peninsula in Ready For Another War in North Korea? Podcast 626.

Korean History

Korea has a rich history. Japan ruled Korea from 1910 to the end of World War II. In 1945 Koreans hoped for self determination. Didn’t work out that way. Russia and China supported the North. The United States supported the South. The peninsula was divided at the 38th parallel.

Costs Of The Korean War

In June of 1950, supported by Soviet weapons, Kim Il Sung invaded South Korea. Three years of war cost the United States 33,000 military deaths. Estimates of civilian and military deaths in the North and South during the war, range between 1.2 million to 2.5 million.

North and South Are Still At War

July 1953. Panmunjom. A cease fire agreement ended the fighting but not the war. 25 million residents of Seoul, South Korea live today under the threat of mass artillery attack from the North.

The North Is A Nuclear Power

North Korea has had a nuclear research effort since 1956. Since the 1980’s efforts to prevent proliferation of nuclear weapons have included posturing, threats, aid, agreements, negotiation. All failed. North Korea today is a nuclear power. It is researching development of ballistic missiles. Currently they have only about a 1500 kilometer range.

Trump’s New Direction

President Trump has appears to have taken a more realist approach to foreign policy. What does this new direction mean for the US and the world? Will there be a positive effect to pushing the North Koreans beyond their resources? What are the scenarios for a potential regime change? Does the administration have a plan?

Americans In The Dark. Again

If the US becomes involved in a military conflict on the Korean peninsula what will the costs be? What happens if the current regime is removed? In the rush to report on ships and planes, military capabilities, and the latest back and forth, once again we’re not being given key information by the media. In Ready For Another War in North Korea? Podcast 626.

Sponsored by Ryan Plumbing and Heating of Saint Paul and X Government Cars

Ready For Another War in North Korea? Podcast 626

 

Podcast 497

Midnight Deck Radio. It’s that time of year again. Just before the bugs, when the trees are full and the nights are cool. But, the coffee’s on and the Tiki Torches are lit, time for some Midnight Deck Radio. As we wait for the planet Mercury to transit between the Earth and the Sun in the 6:00 hour Central Daylight Savings Time on Monday, May 9th, it’s time to update Bob Davis Podcast Listeners for the week ahead. You wouldn’t know it if you listened to talk radio or to the 24 hour cable television channels, but there isn’t much to talk about in politics until the next spate of primary elections. Even then, there won’t be any real fireworks until just before both mainline party conventions late this summer. That doesn’t stop the media machine though, rehashing and churning away with more opinion and commentary on the same issues again and again, and again. How many times can we talk about whether or not Hillary Clinton will be indicted (um, no she won’t) or how Donald Trump is the ‘presumptive’ nominee of the Republican party? One of the things I’ve learned doing the weekly ‘Bob Davis Podcasts Radio Show’ is how prescient the Bob Davis Podcasts can be when it comes to forecasting political events and issues ahead of the curve. The podcasts have been talking for weeks about the potential for an establishment fight over the ‘presumptive’ Trump nomination. Just before the weekend all the stories broke about republican establishment types concerned about the down ticket, former presidents who say they won’t attend the convention, establishment donors and potential candidates refusing to endorse the ‘presumptive’ nominee. Which brings us to the media itself. A New York Times article last week about White House Media advisor and Deputy National Security Advisor Ben Rhodes has lots of people talking about how the White House ‘controls’ or thinks it controls the media. The main point of the story was Rhodes’ comments about how reporters sometimes copy and reprint whole press releases word for word, because no one actually does any real reporting work anymore when it comes to news. This is was an ongoing topic of conversation when The Bob Davis Podcasts was on the road in Mobile Podcast Command covering the primary election season in Iowa, South Carolina, Florida and Texas this spring. Yes there are a few actual reporters in Washington and New York who work sources and check out stories, but for the most part these days if you’re watching the 24 hour cable channels or listening to the radio you’re getting nothing more than a rehash of someone else’s writing and very often, it’s a press release written up as a new story without any fact checking or source confirmation. What missing is the kind of information people need to be able to discern what are facts and whether those facts are important or not. This is one of the reasons why American Politics isn’t a process for problems solving but a national representation of an increasingly tribal population. How do we build a future when all we’re really concerned about is what tribe each other belongs to and whether we can talk to each other? Digital media can help with that, or it can exacerbate the problem. How do podcasts make a difference? What’s the mission of this podcast these days? Sponsored by X Government Cars and Ryan Plumbing and Heating of Saint Paul.

Podcast 442

God Isn’t Fixing This. In the wake of the San Bernardino shootings we’re left as confused as ever, and the media treats every single shooting as a one-off single story, rather than a series of shootings in an ongoing struggle. It makes talking about it difficult, yet this is what people are asking about, as 24 hour coverage drives home the media favorite story-line of the moment. Everyone followed the President as he climbed aboard the ‘workplace violence and guns kill people’ train, but surprise! That train derailed just outside the station when facts surfaced suggesting something more sinister and dangerous. We’re still being told, “avoid the rush to judgement”, and “it may still be a workplace violence issue”. Trouble is, like the Fort Hood shootings a few years ago, evidence shows the San Bernardino attack was premeditated, with detailed preparations including, legally obtained weapons, even with California’s ‘assault weapons ban’, stockpiles of ammunition, pipe bombs, communication with people on terror watch lists, destruction and cauterization of communication and social media links before the act with similarities to attacks in Paris and Boston. While the ‘thoughts and prayers of the nation’ are with the victims, guess what? God Helps Those Who Help Themselves. There is a war being waged for our minds and the minds of our attackers. It is waged though propaganda and media. The weak succumb to its charms, and the fears it generates. Only the strong will protect, persevere and prevail. Are you strong enough? Are we strong enough? Clearly our leaders aren’t that strong, because if they aren’t mealy mouthing thoughts and prayers, they’re trying to pass gun control legislation or spend more money on mental health research. What’s that you say? Strategy? Foreign Policy? Addressing the problem? Expecting real leadership is apparently too much to ask of the denizens of Washington. We depend too much on our leaders to show us how to be strong, but it seems as though we’re going to have to show them how to be strong, because apparently they can’t do it. These kinds of terror attacks are a cancer that is spreading, and it will get worse. Its causes took decades to develop. It can’t be solved with a campaign slogan or some rant on a talk show. Sponsored by Pride of Home and Luke Team Real Estate and Hydrus Performance

Podcast 320

The Islamic State Threat. What should the United States do about the Islamic State? As attacks, beheadings and burnings become more extreme, the west’s response seems muddled. The public discussion of the issue is emotional and often devoid of facts, lately centering on whether the Islamic State is payback for the Crusades. Last summer President Obama initiated airstrikes on the Islamic State; a group he had referred to as the ‘JV Team’ of terrorists, a remark which will go down as one of the greater mistakes of his administration. Later he called for airstrikes, promising ‘no boots on the ground’, now he is asking Congress for a new force authorization which may or may not give Obama – or the next president – authority to send troops into the region to fight the Islamic State. As the group expands into Libya, Yemen and threatens Europe, it’s time for ordinary Americans to start thinking about what the country’s response should be. Yes, this will be an election issue in 2016 because the threat will get worse before it gets better. Has anyone told you how the Islamic State differs from Al Qaeda? What are the theological underpinnings of the group and how does its theology appeal to Sunni Tribes in the region? Is this a religious conflict, or tribal? What is Iran’s role in the fight? These aren’t questions for foreign policy experts, but for ordinary Americans who are going to be voting for presidential candidates, as the 2016 race begins in less than one year. Do you know what you need to know? Or, are you ok with going into another conflict, where service men and women are going to die, without asking the important questions; Why? What are the stakes? What is the foreign policy of the United States. What should it be? How do we conduct ourselves in the world? What interests are we willing to use deadly force to protect? How might we have caused this conflict. How do we avoid this happening in the future? What have we learned as a people about these kinds of struggles, since the US first invaded Iraq in 2003. Has our Afghanistan experience taught us anything? You can listen to people scream and yell at each other on cable TV news and talk radio, or we can get down to business and discuss as many parameters of the issue as possible (Editor’s Note: Or at least the parameters I have been able to research so far). The Islamic State is a gathering storm. The current state of affairs in the Middle East is becoming a dangerous threat to the region and Europe directly, maybe the United States directly. The old World War 2 and Cold War foreign policy paradigms won’t work. Those who are ignorant of at least the broad contours of the situation are more easily manipulated in the political process. Take some time and get a little more balanced view of the situation. Sponsored by Depot Star

Podcast 280

FaceBook Politics. Comments on Facebook provoke a podcast about rhetoric in place of political involvement and activism with people on the right side of the political spectrum. Social media, specifically Facebook but increasingly Twitter as well, has become a dumping ground of snark, rhetorical, even nonsensical comments that don’t advance issues, don’t persuade, don’t make arguments and in short spread despair and resignation. One of the chief problems with right wing politics is its inability to define itself, use terms that actually have meaning, make cogent arguments with supporting examples and evidence, or even to understand how the political process works. In this podcast you’ll hear a few of the comments on The Bob Davis Podcasts Facebook page. Taken out of the context of social media, you can see, or hear readily what’s wrong with so called Republicans, and others on the right in this country. Despite all the shouting, screaming, pounding, snark and complaints about ‘principle’, Republicans already appear poised to accept former Florida Jeb Bush as a presidential candidate. Why are so called ‘activists’ unable to take control of their party (at least in Minnesota)? Because there is no organization behind the rhetoric. Without involvement in politics, opinions are…well let’s put it this way; Everybody’s got one. Just opinions. Why get involved. How to get involved. What to do when you get involved. Why incessant whining about the two-party system is a waste of your time, and everyone else’s, and once involved, what the goal is…in Podcast 280. What can you learn from political involvement? Can involvement make you a better person? Why the typical excuse of, “some of us work”, or “I’m too old”, is total crap and why this particular ailment seems to be exclusively Republican these days. The party that used to call itself ‘The Party For People To Think’, is the party that can’t think. If you believe nothing can change … If you believe you have no voice; Listen to Podcast 280. Sponsored by Depotstar

 

Podcast 269

Torture. Budget. Washington struggles with the release of a damning Senate Intelligence Committee Report on Enhanced Interrogation Techniques, and democrats appear to be willing to shut the government down over language in the budget bill concerning Dodd/Frank. These issues show how the contours of ‘partisanship’ and the causes of ‘gridlock’ will change after the new congress is sworn in, in January 2015. The Senate Intelligence Committee investigation and report was conducted and written wholly by democrats, offers no suggestions on what to do about what it called torture in the future, or for curtailing the CIA when it runs amok, and none of the accused parties were interviewed for have had the chance to defend themselves. As former Democrat Senator and Senate Intelligence Committee member Bob Kerry suggests, this does not bode well for the objectivity of the report or win any friends at the CIA. Even President Obama has been put in a difficult situation, since current CIA Director Brennan is furious that the report paints a one sided picture of what happened at the agency after 9/11. Maybe it is a good thing this information is released now, maybe not. One thing is for sure, neither party has come up with a foreign policy that addresses asymmetric warfare going forward. Libertarian, Interventionist, Neoconservative, Neoliberal, or whatever you want to call them, these policies aren’t going to be effective in future conflicts where it is likely potential state enemies of the US will use asymmetric methods because they strike at our weaknesses. On the budget front, Democrat Senator Elizabeth Warren threatens to block passage of the budget bill because of changes it makes in Dodd/Frank regarding how derivatives are regulated. Which party is ‘obstructionist’ now? What will the minority party do after Republicans take over the majority in Congress? Expect a return to ideas like increasing gas taxes and ‘rebuilding’ America’s ‘crumbling infrastructure’, and to the idea that – since we can’t prove ‘inequality’ hurts the economy – we now have to deal with the ’empathy gap’. This is the idea that the working poor are just unfortunate and that we have to have laws to make the economic system ‘fair’, since hard work and brains have nothing to do with success. The founding documents talk about being created equal and having unalienable rights to life and liberty … not a ‘fair’ economic system. What you do with your liberty is your choice, rich or poor. The good news? All of these stories will be swept from television screens because of the storm-of-the-century in California. Finally, out of nowhere a movement we can all get behind, or in front of. “Free The Nipple”. Sponsored by Baklund R&D