This follow-up blog will travel down some interesting rabbit trails; some will leave you scratching your head as to how they relate to finance or the economy. Trust me they do, and I’ll do my best to tie everything together in the end. If you haven’t read Part One, access it here: Part 1
To make sure we start off on a financially oriented path, consider this: for most of mankind’s history the dominant commodities were either monetary (gold or silver) or food items (grains, cattle). As technologies advanced, societies became more self-sufficient, able to either produce a variety of food for their population or generate enough wealth to buy what they needed. Then the combustion engine was invented, and petroleum became central to a country’s ability to compete in just about every capacity one could imagine. One big challenge however – not every country has a pool of oil underneath their feet.
In the 1960’s and 70’s if you had a piece paper that you wanted to duplicate you would make a ‘xerox’ of it. Now days we say “copy”. Why? We still say, “I need a Kleenex’” or “I have a hankering for some Jello” or when someone asks a question, we reply “why don’t you Google it?” All three of these are examples of first mover, market leader dominance. So much so, that each category is literally defined by the product itself. There are countless facial tissue and gelatin manufacturers, and there’s certainly no shortage of search engines. But, why did we get away from saying “Xerox”? I bet if you asked anyone under the age of 30 what Xerox meant, they wouldn’t have a clue.
Xerox seems to be the Buffalo Bills of technology creation, frequently going to the Super Bowl, but never quite winning the Championship. In 1972 they introduced Alto to the world as the first desktop computer with a graphical user interface (GUI). Named after Xerox’s Palo Alto Research Center, the computer introduced the world to the window-oriented mouse and keyboard interface we use today. The Alto also had a distinctive portrait screen — an idea that was well before its time. Then Steve Jobs made a visit to PARC and soon after the Mac was introduced, changed the world and we still don’t say the word ‘Alto’, much less ‘Xerox’.
So, why the technology history lesson? Because as Mark Twain said, “History doesn't repeat itself, but it does rhyme.” One of the main takeaways form Part One should have been the effort made by some Middle East countries to diversify from oil (Saudi Arabia) and those that don’t (Iran). An “oil rich nation” is exactly that, RICH. And with dizzying wealth comes power. And you know what they say, “Absolute power corrupts absolutely”.
Because of the interesting timing, let’s touch on Iran and what I mentioned in the previous blog about a Middle East Peace Deal. Friday, May 3rd was an incredibly important day, because it marked Trump’s ending of the sanction waivers to eight countries importing Iranian oil. You think there’s chaos occurring in Venezuela because people are starving and thirsty, try adding a ballistic missile arsenal to the mix. Iran has NO other economic tool other than oil. Things will decline very quickly. I can only speculate it’s because we’re ending week one of the four week-long season of Ramadan and Muslim’s are fasting anyway…
Iran’s tentacles reach far and wide, both in countries (Syria) and terrorist organizations (Hamas and Hezbollah). Their backed into a corner, with the choice of giving up or come out swinging. The United States and Israel are preparing for the latter, both of which last week escalated their military alert status to the highest level possible, short of war. And last week, as a precursor to the sanction waivers ending, Russia kicked Iran out of 4 Syrian Air-bases, which held the total of the Iranian Attack Drone Fleet.
If you recall what I said in the last blog about Jared Kushner’s tact in brokering a peace deal - that it will be centered around economics. In fact, just this past week he said, “What we will be able to put together is a solution that we believe is a good starting point for the political issues and then an outline for what can be done to help these people start living a better life,” Reuters, May 2, 2019.
Palestinians in and around Israel want food on their table and good jobs. Iranians want the same. Palestinians don’t have their own oil and Iran can’t sell the oil they have. If you don’t believe me, look at the leverage that Prince Salman, whom I highlighted in the last blog, is attempting to use in favor of what Kushner is doing: Saudi-Arabia-offered-Abbas-10-billion-to-accept-Trumps-peace-plan.
Let’s add America to the oil conversation. Donald Trump the candidate ran on restoring our economy, with a particular emphasis on domestic energy production (not just oil, but coal). And he famously declared June 25, 2017 for U.S. ‘Dominance’ in Global Energy Production, in a speech at the Energy Department. By November 2018 the U.S. was a net exporter of crude and products for the first time since at least 1991. These two charts pretty much sum up what’s continuing to happen:
Big picture – the United States can afford any role and outcome in the Middle East without having to worry about it affecting our economy through oil price reprisal.
Okay, according to the headlines of these two blogs: What does Oil, Vegas, 5G and Salman have in common, we covered everything but Vegas. If you recall, I ended Part One with the warning to “buckle up” when we start connecting all these dots. So, before we begin, a few intimations. I’ve put a bunch of links or brief videos in this progression and it’s important that you take the time to look at each one along the way, because I’m going to challenge you to think for yourself. It will be too easy to read my position and then just dismiss as speculation or conspiracy theory. I’ve put hundreds of hours of research touching the material in this brief 6-page blog. I’ve put the time in. I don’t have all the answers, but I have a high level of confidence I’m on the right track. You can’t disagree if you aren’t willing to answer some hard questions.
We’re going to start current day and work back 50+ years. Donald Trump ran on two basic platforms: Make America Great Again by addressing all things economic and Drain the Swamp, which encompasses anything affecting our National Sovereignty. ‘The Wall’ represents a lot more than protecting our physical sovereignty. Let’s further define the second platform by really understanding ‘Drain’ and ‘Swamp’.
We’ll start with Swamp. If you’re thinking purely political, that’s a mistake. Trump is going after much more than people who don’t agree with his stance on public affairs. He’s targeting anyone or anything that is counter to the founding ideals of America. That includes corrupt politicians (Democrat AND Republican), unscrupulous media arms, scandalous corporate execs, dishonorable judges and compromised leaders of countries or their military.
Drain is a lot more substantive than people give Trump credit for. We focus too much on Tweets that are interpreted as petulant or boorish, when we should focus on this:
I, DONALD J. TRUMP, President of the United States of America, find that the prevalence and severity of human rights abuse and corruption that have their source, in whole or in substantial part, outside the United States… have reached such scope and gravity that they threaten the stability of international political and economic systems.
The United States seeks to impose tangible and significant consequences on those who commit serious human rights abuse or engage in corruption, as well as to protect the financial system of the United States from abuse by these same persons.
For full reading click here: Executive Order - Dec 21, 2017
This is a drain if I ever saw one. The President has given full powers to the Secretary of the Treasury, Secretary of State and the Attorney General to seize assets and arrest for justice in the style of Military Tribunal all enemies affecting human rights. Now you know why Senator Lindsey Graham was so deliberate with this line of question in the Kavanaugh confirmation process: Graham + Kavanagh
The United States has Swamp characters and so do other countries. It only makes sense that if you’re going to Drain your Swamp, you need to find like minded leaders of other Swamp’s and coordinate efforts, right? Otherwise, the old “nature abhors a vacuum” thing takes affect and you end up right back where you started. In fact, that happened in 1961, but we’ll get to that shortly.
Notice how the Executive Order linked to economic systems, as well as political? That’s Trump’s sensitivity to MAGA – you must get the economics right. For Absolute Power to Corrupt Absolutely, there must be a wallet behind the power. Attack that and you remove the power. That’s why economic sanctions work so well and that has been the big stick Trump has used the most. Think North Korea, Iran, Mexico and China.
Speaking of economics, do you know what the highest margin traded “item” is on the planet? I would say commodity like gold, currencies, stocks, bonds or even drugs, but that doesn’t quite fit. The answer is Human Beings. Let that sink in for a moment. The mob and drug cartels are already dealing illegally, so it would only make sense that they deal in something that creates the most money. When a drug is used, it’s done, no more. A human being has much longer utility. I know this comes across harsh, insensitive and cavalier. But I do this because the people that are trafficking this way have lost their souls. They don’t have the ability to care and should be dealt with in exhaustive reprisal.
Do you know where the epicenter is for Human Trafficking? Answer = Saudi Arabia. In fact, it has the nickname Wonderland and the traffickers are White Rabbits. Since we discussed the Crown Prince Mohammed bin Salman in the last blog, let’s re-engage and see if there are any parallels with him and Trump. We know that not every Prince is a Trump fan. In December 2015, Prince Alwaleed Bin Talal tweeted this:
To which Donald Trump responded:
Did you know that Alwaleed bought $300 million worth of Twitter? Full article here: CNN:Saudi Prince purchases $300m of Twitter. And we’re shocked when we hear Twitter treating Conservatives differently than everyone else.
Have you ever wondered how the Las Vegas incident, which is the deadliest mass shooting committed by an individual in the history of the United States, just kind of went away? I mean you look on any search engine and it’s the same story:
On the night of October 1, 2017, Stephen Paddock opened fire on a crowd of concertgoers at the Route 91 Harvest music festival on the Las Vegas Strip in Nevada. He killed 58 people and wounded 422, and the ensuing panic brought the injury total to 851.
Let’s rewind to May 14, 2017 when President Trump met with Crown Prince Mohammed bin Salman. What do you think they talked about? Human Trafficking? Oil? Economics and Diversification? Middle East Peace Plan? Swamp Creatures???
Just like the Swamp has been fighting Trump, Salman’s Swamp wasn’t going to just roll-over. Take a wild guess at who was in Las Vegas the night of October 1st? That’s right, Salman.
Did you know the top 4-floors of the Mandalay Bay Hotel in Las Vegas isn’t owned by Mandalay Bay, but by the Four Seasons? Take a wild guess who owns that Four Seasons? That’s right, Alwaleed.
I believe the reason the Las Vegas Massacre has been sown up tight is that there was an assassination attempt on the young Prince, but it failed. And just so you know, a Royal Prince like Salman travels with a mini-army of body guards, 20 at minimum. So, an attempt on his life wouldn’t be possible by a lone gunman. Lot’s of assassins, with lots of distraction for what they’re attempting to do.
A mere 4-weeks later two very interesting things occur. Our President tweets this:
And this hits all the newspapers across the globe:
Corruption Crackdown? Hmm, seems like we’ve seen that language before. Seems like young Prince Salman took some advice from our POTUS and since he doesn’t have a bunch of hand-wringing politicians to worry about, he just simply arrested all his enemies, froze all their assets and pulled the plug on his Swamp.
I know what you’re thinking. Wait a minute, 58 Americans died because of an assassination attempt on a Saudi Prince – where’s the FBI? Where’s justice? Where’s the closure? My only answer is Ruthless. The people in power are ruthless and will do anything, including kill innocent people, in order to stay in power.
What about Trump? Has his Swamp retaliated the same way? Don’t act shocked. Its not like we’ve never had a President assassinated before. In fact…let’s see if there are any connection points worth considering. We’ll start here.
“You take on the Intelligence Community and they have 6-ways from Sunday at getting back at you.” Senator Chuck Schumer, January 3, 2017. Full 1 minute video: Schumer on Maddow Show
How did John F. Kennedy view his intelligence agency?
I find it interesting that most of the energy surrounding JFK’s death is invested on the ‘who’ versus the ‘why’. Who killed him? The CIA, the Mob, Cubans, other Communists’? I believe the answer is ‘Yes’. All of them. You know why I say that? Because if you focus on the ‘why’ did they kill him, you’ll realize that all these Swamp Creatures wanted him dead. Why? Because he made an overt threat to Drain the Swamp. Think I’m kidding?
Nope. He said it crystal clear at the Waldorf-Astoria Hotel on April 27, 1961 when addressing the American Newspaper Publishers Association. Here’s a few excerpts:
“For we are opposed around the world by a monolithic and ruthless conspiracy that relies primarily on covert means for expanding its sphere of influence--on infiltration instead of invasion, on subversion instead of elections, on intimidation instead of free choice, on guerrillas by night instead of armies by day. It is a system which has conscripted vast human and material resources into the building of a tightly knit, highly efficient machine that combines military, diplomatic, intelligence, economic, scientific and political operations.”
“Its preparations are concealed, not published. Its mistakes are buried not headlined. Its dissenters are silenced, not praised. No expenditure is questioned, no rumor is printed, and no secret is revealed."
I have two clips for you. The first is a brief audio version covering the secret societies portion of his speech JFK audio brief. The second is a full video clip of his speech, which I’ve placed at the end of this blog.
I also have a video of Donald Trump. It’s the speech he gave just before the election and he SAYS IT ALL. We just weren’t paying attention. The parallels between his speech and JFK’s cannot be coincidence.
So, before I wrap this up, allow me to tie some finance and economic strings together.
- I believe after Ramadan is over, Kushner will unveil a Peace Accord. It may not be “The Deal”, but it will have legs and massive economic development will begin.
- I believe a China Trade Deal will get done. I believe President Xi has been profiting bigly from Our Swamp. There’s something odd about all the Californian Congressional and Senate Democrats with very close ties to China. Trump’s Administration has been conducting audits and on April 29th forced the sale of China’s ownership of its Long Beach Container Terminal (one of the largest and most automated in the country). The price tag is $1.78 billion. The sale was initiated by National Security Agreement with the U.S. Department of Homeland Security and U.S. Department of Justice. This is an example of Trump proving two things. There’s a new Sheriff in town and he’s here to stay. And, if you want to hitch your wagon to the hottest economy in history, you better play ball the right way. Xi will continue to play both sides against the middle and we’ll see some volatility until he’s convinced the new path is the best choice.
- The Fed is full of Swamp Creatures. A swift rise in interest rates could take a lot of steam out of our economy and thus Trump’s #1 2020 campaign lever. I believe POTUS has already been operating in this institution to protect himself and our country.
Believe it or not, I really only scratched the surface today. We’ll see what readers reactions are and maybe we’ll go deeper in future blogs.
Here’s the Trump video you should watch: Trump - Our Movement
Here’s the JFK Full Video.