Summers-End-Turning-Point-2022-Bob Davis Podcast 1068

Summers End Turning Point 2022

Firstly summers end is always a turning point. You might remember this one for a long time. Details in Summers-End-Turning-Point-2022-Bob Davis Podcast 1068.

Not Political

Secondly these are not political podcasts.

Economy

Certainly they have to do with the US and world economies.

However one of the chief mistakes of many analysts is their penchant for attaching economic problems to current political leaders.

Inflation Years In The Making

Most importantly the inflation nomads and people back home are dealing with was years in the making.

Major Slow Down Ahead?

In addition one of the biggest takeaways from this podcast is the increasing possibility for a major slow down and a shift from inflation to deflation.

Recession

For example Germany, China and technically the United States are already in recession.

Feeling The Pinch

And smaller economies and developing economies are also feeling the pinch.

The Cause? Not What You Think

While much has been made of the war in Ukraine or supply issues these are not the root cause of the inflation in the United States.

Gas and Food For Nomads

Above all we nomads feel the pain when it comes to gas and food prices.

Everything For everyone Else

And for the people in the and of bricks and sticks it’s just about everything else.

In Summers-End-Turning-Point-2022-Bob Davis Podcast 1068 I argue that the inflation we’re dealing with has been caused by years of near zero interest rates and something called quantitative easing.

Don’t Bet On A Pivot

In the same vein analysts keep saying the US Federal Reserve will ‘pivot’ soon.

95 Billion Every Month Bought For Years

To clarify Quantitative Easing has taken the form of the central bank buying 95 billion dollars worth of bonds EVERY MONTH.

Now Selling 95 Billion Every Month

More importantly Quantitative Tightening is the central bank selling off 95 billion dollars worth of bonds EVERY MONTH.

Moreover those bonds are ramping up to a full 95 billion EVERY MONTH in September.

That’s a lot of liquidity sucked out of the banking system.

Therefore listeners can see why I say Summers End is a Turning Point.

Meanwhile I emphasize EVERY MONTH here because I did not in Summers-End-Turning-Point-2022-Bob Davis Podcast 1068.

Summers-End-Turning-Point-2022-Bob Davis Podcast 1068

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Winds-Of-Change-Bob Davis Podcast 1043

Winds Of Change

Firstly Winds Of Change are blowing. And suddenly media has exploded with prophecy and prediction. I won’t do that. Learn why in Winds-Of-Change-Bob Davis Podcast 1043.

Cycles

Secondly many cycles are ending all at once.

Tough Three Years

Certainly we have run the gamut in the last three years.

But more is to come.

Storm Of Change

Most importantly rather than tell subscribers and listeners what to think and what to do in Winds-Of-Change-Bob Davis Podcast 1043 I’ll talk about the fact that we’re in the middle of a storm of change.

No Predictions

Above all I won’t make predictions.

I won’t tell you what I think this leader should do.

Even more whether I think another leader is off his or her rocker.

Listen Dream Think

However if you’re back in the world this podcast is an opportunity to listen, dream and think.

Fear and Uncertainty Back Home

Further it’s an opportunity to avoid the swirl of fear and uncertainty that characterizes the world of bricks and sticks.

Nomads and Crisis

Therefore let’s spend some time talking about how we nomads deal with these kinds of crisis.

Time Lines

For example our time lines are different.

Thinking It Through

That is to say we have more time to process these things.

To think it through.

Called To Be Here

In the same vein I have talked to many nomads who feel they were called to be out here at this time.

Certainly they don’t always know why.

Just that they are here.

Uncertainty

Whether it is the Ukraine, The Pandemic, Inflation or economic uncertainty it impacts nomads differently.

Wonder and Worry

In short when I look up into the stars late at night by the fire I too wonder and worry about the future.

No Homework

On the other hand with so many cycles bisecting the present time I am not sure what can be ‘done’ about it.

And I refrain from doing homework for people.

No Telling You What To Think

Or telling them what to think.

Winds Of Change Blowing Hard

In conclusion the winds of change have been blowing pretty hard for the last three years or more.

Impacts

In addition even nomads may see impacts in terms of rigs and fuel.

Let’s Start Building The Future

Finally future developments depend on a number of technology breakthroughs underway as we speak.

To sum up, let’s get on with it.

Sponsored by The Independent Refueling Station at 36th and Lyndale Avenue South 36LYN

Winds-Of-Change-Bob Davis Podcast 1043

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Shortage-Lies-Damn-Lies-Bob Davis Podcast 1022

Shortage Lies and Damn Lies

Firstly I don’t know whether the shortage predictions will come true at some future date. But what I am hearing on the news doesn’t jibe with what I am seeing all across America. Learn why I say this in Shortage-Lies-Damn-Lies-Bob Davis Podcast 1022.

Might Be Shortages

Secondly I am not saying there aren’t shortages in some places.

Maybe Some Can’t Find What They Want

Even more not saying some people can’t find the things they want.

Above all that all might be true.

My Survey Of Stores In The Southwest

However recently I completed an organized informal survey of several Walmarts in the American Southwest.

A Method To The Madness

Specifically my conclusions are that there are patterns to the empty shelve syndrome we keep seeing on social media.

Inflation?

In addition there are probably two other causes of shortages where they are seen. Both causes seem to make the case for disinflation.

Doom Triggers

Most importantly I think some prognosticators and politicians get a benefit from predicting doom.

No Toys For Christmas!

For example we keep hearing there won’t be any toys for Christmas.

No Candy For Halloween!

Or that Halloween Candy will not be available.

Truth

Firstly the truth is I have been in several stores in Nevada and California in the last two days and there is plenty of Halloween stuff.

Santa’s Loaded Down

In addition the toy and Christmas aisles were jam packed with goods and these same stores.

Trucker Shortage?

But what about the trucker shortage Bob Davis?

Containers Sitting In The Ocean?

Above all what about all those containers sitting in the ocean at the LA Port?

Are We Sure Retailers Want The Containers?

To clarify I personally don’t think a lot of retailers want those containers to be processed and the goods to end up on the shelves. I’ll tell you why in Shortage-Lies-Damn-Lies-Bob Davis Podcast 1022.

Trucking Companies Driver Problem Goes Back Ten Years

And the trucking companies have been complaining about trucker shortages since the early two thousands.

What’s different now?

Mom’s Buying All The Sugar and Flour

Meanwhile what I am seeing fly off the shelves at are staples.

Flour. Sugar. Rice. Syrup.

But Not Honey Nut Cheerios

They’re not even buying Honey Nut Cheerios.

Or Whiskey.

Therefore something else is going on.

Finally these days I don’t like to do controversial subjects. It just ends up being an argument anyway.

But…

I don’t have some deep need to be relevant.

To sum up I’m doing this because all this talk of shortage is not matching what I am seeing in my travels across this country.

It’s All Good

In short from California to Maine and back again I have not been able to find something I need.

Plenty Of Grass Fed Beef

Even more while I have seen the bottom shelves where the sale stuff is empty, I’ve also seen stores packed with consumer goods of all kinds.

In conclusion with the truck stops packed and stores full I am starting to wonder if someone is lying.

Shockingly I always thought you could trust YouTube prep guys and politicians.

Shortage-Lies-Damn-Lies-Bob Davis Podcast 1022

(Editor’s Note: My definition of disinflation is not very good on this podcast. For a great definition click on the word ‘disinflation’ above.)

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