Sunday, June 14, 2026

The loneliness epidemic (Men)

 

There has been a lot said about the loneliness epidemic among men and women and now kids, young people. 


The loneliness epidemic is a painful thing to read about or see videos about it.


It reminds me of my childhood youth and teenage years all the way to my almost retirement years.


Im 56 and have been alone all my life.


Its a painful thing to think about. Not having friends or a girlfriend in your adult life is painful and being alone is not something id talk about much.


Even when I was married (Philippines) i was alone but the difference is when your in the Philippines your not really ever alone.


Theres always people in your apartment, theres always people that want to visit with you and talk to you.


I even had returned Filipinos I would have lunch with and talk about there days in Saudi or other places in Asia.


Most of my life I have spent it working and saving so I could live in Latin America or Philippines, sometimes Cambodia. 


I believe ive always dont that because ive never really had friends after my teenage years and no one to hang out with and spend time with.


Sometimes I think thats why so many young men leave the US and Europe to live in there countries. 


As the culture and economy change there are less places for men, and now I think thats just as true with women.


I see the culture change over the decades and people on there phones and how the AI software reprograms your brain to live in the consumer culture and it seems to atomize both men and women to not have friends and now boyfriends or girlfriends.


At least its what I see in North America and now slowly its spreading to the developmenting world.


I believe its leading to loneliness and its partly international so special interests can sell us drug's, porn, sex robots, AI girlfriends, boyfriends at least it seems to be the trend.


So I can see why more people are locating overseas where the cost of living is lower and things are still considered normal. 


I wonder if thats the attraction for expats going to Russia and Eastern Europe. 


I think its the attraction for Paraguay despite whats people say about lower tax, and cost of living. 


Even Mennonites and Amish seem to be relocating to these places to escape all this new AI Technology and escalating regulations and tax.


You see similiar in Europe and the UK.


At least its what I see on YouTube. 


It seems the Western World is getting more lonely and looking for solutions that dont involve drugs, gambling, porn and a consumer mentality to always be spending and in debt.


And ultimately alone and broke.


Thanks for reading. 

Saturday, June 13, 2026

The economy slows and the war with Iran drags on.

 

It appears from what President Trump says the war with Iran is over soon, but the people who run Iran seem to think differently.


The oil markets seem to be trending down so there appears to be a disconnect between what traders think and what the Iranian government thinks.


Some of the analysts I follow think the war will continue and the price of oil could stay elevated and may not come down much.


The price of food around the world may stay high and could cause problems in the developed world.


Fertilizers arent abundant right now, so crop yields may come down.  Some crops may not even be planted in many markets.


Of course the Western World will survive and will have to pay elevated prices for awhile. Im guessing the USD may stay strong to, even if theres more money printing.


Gold may be a buy here, its come down quite a bit from its highs.


Silver too, but im less sure.


Shares could stay elevated because of the Technology boom. Still I think interest rates are more likely to go down despite what market participants think right now today.


It wouldn't surprise me if emerging markets continue to sell off this month they rally, maybe the same in Europe, in Europe im more interested in the UK and Poland, Austrian markets ect.


Value shares that pay dividends are interesting too, I think they continue to rally and pay out dividends. 


Small cap in the US but overseas will continue to do well with the help of AI and continued inflation. 


Im not sure about bonds, but emerging markets bonds and high yield bonds may do ok long term.


Theres a few closed end funds at Pimco that buy them and specialize in them and use leverage in their funds that seem to do ok over time.


There yields are 10% to 12% so maybe ok for people who want income.


If interest rates come down there cost of leverage would come down and some of the bonds could rally.


They are good at managing risk so maybe useful for some people. 


Thanks for reading.  Good luck. 


Happy Hunting.

Friday, June 12, 2026

The war in Iran continues (despite Mr. Trumps tweete)

 

The bridge to peace seems as long as ever.


Mr Trump seems to believe peace is near, and the markets continue to rally.


Space X goes public today, so markets are somewhat optimistic about that.


Despite Mr. Trumps tweets, more market participants are waking up to the realization that both the US and Iran probably dont want peace and the longer the straight of Hormuz stays closed the more the US oil and banking interests benefits. 


So Despite the inflation numbers appearing to be cresting more and more people are waking up to an oil crisis. 


Possibly a famine crisis.  Despite that most countries will readjust and survive and be ok, accept the lower income countries. Thats sad but that appears to be the case.


While all this goes on the AI boom continues probably driving down the cost of living for some but at the same time driving up unemployment.


Possibly leading to UBI which may lead to resentment among different people in our society.


My only conclusion is to accept this is an inflationary boom that may collapse then reinflated to pay for the S.S. payments and UBI payments not to mention healthcare.


Although AI will drive down healthcare costs in Western countries, and probably increase most peoples lifespan and quality of life and overtime there prosperity but the road will be bumpy.


It will be interesting to see how it all unfolds and my only answer is to keep saving and buying assets, a little gold and keep some cash, (dry powder)


Good luck.

Thursday, June 11, 2026

The inflation rate will tick down in six months.


 The share markets and bond markets, even including commodity markets, continue to price in lower inflation over time.


The current rate of inflation is running over 4% and market participants seem to be pricing in an interest rate hike in a few months. 


Im guessing in six months the inflation prints will be in the 2% range and the market maybe pricing lower interest rates, and probably a weaker USD.


At some time I think there could be a USD crisis but not yet.


The war in Iran maybe winding down and it could be true in Ukraine. 


At least commoditys are trending down today, gold still trading down. Oil maybe getting ready for a fall.


Jobs seem to be harder to get and wages arent really going up. 


It will be interesting to see how AI may unfold in the future.


So far I haven't been able to find a job. It could be my age. 


Jobs in the SW United States arent as abundant as in the Midwest US, and wages much lower.


Thats it for now.


Happy Hunting.

Wednesday, June 10, 2026

The blood bath continues (share prices crash)

 

Gold prices crash almost 5% today.


Share prices down 2% or more. People sold there Tech alot of commoditys today.


REITS were one asset class up today and yesterday. Bonds were up if they were short dated bonds and of course cash was doing ok too.


It looks like the inflation numbers were expected and people dont believe the Fed will cut rates anytime soon..


I think it maybe sooner than people think and that could hit the USD although not soon.


I think a weak dollar may come next month but not today but who knows...


I believe we will get a brief bond market rally but am not convinced it will last long.


Longer term the government will wont to debase the dollar but I think it will not go smoothly. .


So there will plenty of time to see a strong dollar but im not sure, markets are do volatile now. 


With gold down over 4% it make me think the doller  will rally but it didnt do much today.


The dollar is over bought but for how long I dont know.


In other news.


In other news its getting harder to find a full time job.


Wages arent really going up.


Its getting harder to find a full time job.


The best you can do is when your employed is max out 401K contributions and the same with ROTH contributions. 


And hope you can get enough contributions built up to recieve enough monthly dividend income and bond income to pay the basic bills.


If thats not enough move to S.E. Asia and get a cheap place there and build up an online income to save for emergencies and then to build up dividend income. Assuming theres no exchange controls coming.


Tomorrow is Thursday it will be interesting to see how markets open and if we get another sell off before Friday when we get the SpaceX IPO.


Thankd for reading.

Tuesday, June 9, 2026

June, 9,2026 Markets sell off

 

Markets rallied on the open this morning but sold off this afternoon. 


More and more shorts are working and it could be time to add to shorts and possibly go long bonds 


Gold continues its sell-off.


The other metals rallied this morning but I was able to short, my order didnt seem to fill.


We are getting closer and closer to a quad 4 where prices decline and cash and bonds are usually the place to be.


It will be interesting if the inflation numbers come out tomorrow on the low side and USD sells off.


Mostly emerging market currencys are selling off, ill be watching the Aussie dollar to see what happens. 


More and more Governments are raising interest rates, possibly scaring investors towards US Dollar assets.


Only time will tell if this rally continues.


Good Luck.

The share markets rally June 9,2026

 

US share markets continue to rally 


The trend in oil and oil shares continue to trend down. 


Same with precious metals. 


I think we get the inflation numbers out tomorrow. I believe they will come out lower than expected. 


I think thats why long duration bonds have been rallying. So if your short take your position size down to its minimum.


I believe the economy is slowing. I think thats why consumer shares are down like restaurants and consumer staples. They may continue to trend down.


The overseas emerging markets like Indonesia, Philippines, India may continue trending down too.


Commodity producers in Australia will probably trend down too, the whole share market could trend down including the Aussie Dollar.


Similar in New Zealand.

.

It seems we are entering a breaf quad 4 where everything trends down accept Utes, US Treasury Bonds ect.


As of now the Tech book continues via chips, AI and related shares.


In other words the inflation scare maybe coming to an end, at least for a month or so.


It will be interesting to see how it all pans out.


This Tech boom will be big I think but am not sure how it pans out.  I hope its deflationary and gives us more liberty and prosperity. 


So far the Tech Bros, as they are refered too, want a new kind of feudalism. A new kind of slavery. 


One version of it is the Hunger Games, another is Sarajevo Safari. 


Its all pretty grim but I prefer to be optimistic, plus I think some of this slavery will be hard to be enforced.


If there is no incentive to produce peopke wont and robots and software cant do everything despite what people say about sex robots ans AI girlfriend s / sex robots. 


Anyways have a great day.


Happy Hunting. 

Monday, June 8, 2026

The share markets roar back!

 

Markets have roared back this Monday morning.  Volatility has plunged and all the usual tech shares have rallies quite a bit this morning. 


We seem to be ending the war in the middle east every week, at least thats what the president says.


Mr Trump is losing credibility every week or day with his tweets on X.


Only time will tell when the big sell off comes, but I think its getting closer.


Bonds seem to be going up and if they go above the trend line it may signal an economic slow down in the economy and slowing inflation. 


We are not there yet but maybe in a few months, time will tell and the markets will signal in advance what will happen. 


It is a bit worrisome the way most politicians are making bad economic decisions and putting our economies at risk but it seems thats what voters want.


So trade/invest what you see not what you want or expect. 


Speaking of gold it keeps selling off, thats another potential signal the economy is slowing,  same with utilities. 


As always thanks for reading,  Good Luck.

Sunday, June 7, 2026

The war in Iran continues.

 

The war in Iran continues. Its June 7, Sunday afternoon, 2026.


The futures are down last I looked. I believe gold is down and oil futures are up a little.


I presume the UD Dollar might spike up against the major currencies. 


The seems to be a consensus building that the war will continue and the USD will spike higher and the economy will slow with inflation not going down much.


Id expect US Treasurys to sell off, if they dont and start to rally that maybe a clue inflation has spiked high enough and there maybe a deflation scare which will lead to more money supply increases and inflation and rising asset prices down the road but before that asset prices may decline even commodity prices.


Survival Lily


Survival Lily said in her last podcast, there are more young German men and women settling in Austria and Switzerland. 


She was talking about the German government sending out surveys to young people to fill out and return and if you didnt it could be met with a fine.


She was suggesting more Germans are moving to avoid a potential draft in Germany for the war in Ukraine, many Germans dont want to be used as cannon fodder for the war and get used and thrown away.


It appears the young dont trust the ruling elites or there judgments in this war and not to mention how they are handling the taxes and benefits for society. 


I understand they may or already have raised the retirement age to 70 and thats after paying rising taxes over the years and thats also with more healthcare workers leaving the country,  even Doctors and nurses and other specialists. 


I have even seen documentaries on more homeless people on the streets who are retirees. A sad thing to see.


The trust in Germany and many Western countries is at an all time low and many young people are migrating out of Europe while many third world people are migrating in to replace them despite them being on benefits and not working.


I can see this all over the world but still think the English speaking world, Australia,  New Zealand,  Canada, the USA will do better, despite our problems. 


We still have much lower taxes and regulations and in some cases a desire to turn things around,  im thinking of the UK.


I dont know what will happen but continue to think being diversified and willing to move and follow the trends and to work for yourself will be better than doing nothing.


Its getting harder to find any job to save money to be flexible and have the resources to move and start a business but we will need to do what we can.


Good luck.

Saturday, June 6, 2026

Survival Lily, Europe update

 

I just watched the latest update/video on whats going on in Europe.


She highlighted the high rate of tax in Europe, including income tax, sales tax, value added tax ect. Hungary apparently has the highest value added tax when you buy anything, I believe 28% thats pretty high considering peoples salaries are lower their than Western Europe or even North America. 


When you consider all the tax there and the lower standard of living yhere people are moving. 


She even said Austria is receiving a high influx of Germans now, who seem to fit in better than all the Muslims who are their.


Anyways shes pointed that before in the past in her childhood her friends could work most any job and earn enough to buy a house save for a retirement and save enough for the annual vacation, which is not the case now.


Anyway, I understand in many Western countries we are now functioning slaves like back in the good ol days in Europe, and thats why our ancestors left Western Europe and most of Europe even Russia. 


Anyway we can expect more people to move to lower tax jurisdictions and lower cost of living places, like Asia and Latin America, even Eastern Europe. 


Thats it for now. Thanks for reading. 

The world seems to be decentralizing, more and more

 



The more im on social media, the more clues I see that the whole world is decentralizing. 


Im not sure what to make of this trend but short term Im guessing things get more expensive but longer term the cost of living may come down.


I still believe owning assets will be one of the better way to profit from this trend and ultimately survive whatever comes.


I also still think the trend where more people own there own business will continue, weather it is the US and its allies or our perceived enemies 


As sanctions dig in and undermine wealth creation and wealth transfer (exchange controls) this will just excellerate people being more diversified and more independent of government intervention, weather your in China, Russia, the EU or the US.


I bring all this up because I see more people losing there trust in government, here in the USA, the UK and I guess even the EU.


No one trusts government promises in Russia or China.


I see more people are buying gold, not for profit but for keeping wealth out of government hands 


I see more off grid living in North America, Mexico too.


I see more people looking for alternatives to the current high cost of living, including the regulations that are causing high costs and lower quality food, and other products losing their quality from regulations and the bad actors regulations protect from compensation, and recourse when people get hurt by all these regulations but dont make society safer. People are starting to see through these issues and now are taking action. 


I mention off grid living because of the many channels on YouTube showing people how they do it in Mexico, and Thailand just to name a few.


I see it in the Philippines too.


All those countries have the advantage of low cost of living if you have USD income, or Euros, Pounds ect.


Now with all the different payment processors online through apps, it dosnt matter where you live, you can access USD or Euros ect and stable coins even in Russia or China plus the US.


I see more people accessing stable coins on crypto apps both onshore and offshore, and these apps can buy you almost anything from airplane tickets, pay your rent in many countries, all utilities, food at store ect, and in some cases punch in a code at ATM machines and take out cash.


This is not everwhere but is in the Philippines of all places, and as of now no ID required, but for high amounts ID required which isnt difficult if your creative, weather you have ID or not.


Of course this is a cat and mouse game and loopholes get cut off but then new ones appear. 


Its hard to destroy the creativity of man to survive the current slavery we have in some countries. 


The Tech is moving so fast I dont think governments can stop this in most Western countries much less China or Russia or similar countries.


All this is what I call the decentralization of the economy, you can see it in Africa all over the place in Africa to North America, Europe ect.


Im not saying we will see the death of government but we will see less government strangulation of the economy, which may lead to less government effective taxation and less benefits paid out to pensioners and or welfare benefits and housing benefits ect.


The marketplace will fill the gaps like they are now, and with social media spreading this knowledge it will be difficult to stop.


Its similiar with social media spreading the knowledge on how to migrate to the EU, North America ect weather legally or not and all the fraud you see their. Governments so far haven't been effective stopping it.


I can see the lovers of libert doing as their enemies,  not the fraud part but the use of social media and technology to avoid the worse part of regulations and tax ect. And to move to societys where they are accepted and treated well and valued. 


Again I dont see government stopping these trends, even if governments stop internet services like in China or Russia. 


Of course I prefer to be optimistic as apposed to pessimistic but its what I see out there under the current of current events that few people are talking about.


For example theres more news channels starting like Chase Hughes studio.


Theres more financial instruments like ETFs that are trend following strategies and even currency ETFs that trade FX that trade the carry, like hedge funds do or whats banks in Denmark or Switzerland,  Austria do and other countries babks do for wealthy countries.


Simplify does this strategy and many others so its now easier for the average man and women to use these strategies and have less volatility in there lives and more income, giving them more time for there business or jobs and careers.


Everything im talking about is happening at breathtaking speeds, alomg with the wars, depopulation ect but underneath it is where the opportunity is.


Thats it for this post.


Happy Hunting. 

Friday, June 5, 2026

Faith in Twitter man (Mr. Trump) is fading fast.

 

Faith in President Trump is fading fast. At least in the markets today they are in the toilet. 


Mr. Trumps Tweets or X as its called now aren't inspiring confidence. 


He has been tweeting the war in Iran is over and things will go back to normal. 


Well the Nasdaq was down more than 4% today, 6/5/26. S&P 500 was down 2 and a half persent, Russell almost 3 and a half persent and no one cares about the Dow anymore.


Many Tech shares and gold mining shares were down 20% in one trading day.


It appears markets dont believe much of what Mr Trump says much less tweets. Im not sure this is the beginning of a crisis or bear market only time will tell.


What is interesting is more market professionals are believing what many experts are saying and they are now verifying whats being said to what is actually happening and it starting to be seen in market action.


The jobs numbers came out to I believe and the economy is humming along just fine and interest rates will be higher for longer and the dollar took off and gold sold off3 and a third persent. 


A dollar crisis could be brewing I dont know but it wouldn't surprise me.


The people who rule want a strong doller and want more dollar transactions done through stable coins and the US stable coins could be used as a weapon and it would be used as a way to buy US Treasury s to help fund the growing deficit. 


Anyways I dont know how this will play out but think the bull market in assets will continue and we are not yet into a bear market but could be soon.


I still think the Iran war will continue at least for now, only time will tell if assets rally back.


Either way I expect a crisis eventually and then the US will inflate the US money supply more than even now and then we will see how this all ends.


Happy Weekend.  Good Luck.

Thursday, June 4, 2026

Markets are still plunging but we maybe turning a corner.


 

I got my latest issue of Lyn Aldons newsletter, the free version and it was pretty interesting. 


It compared the current times, bull market in Technology and Chips and Space to the 1920s bull market. 


We had quite a bull market in the 1920s in a time of little regulation and tax in most  of the world including Europe. 


One of her observations was back then it was difficult to get information and took days to werks for panic to spread even the banking crisis s in Europe took time to spread.


What really impressed me is how much trust there was back then despite the introduction of income tax in the US 1912 I believe and the introduction of the Fed, again 1912.


You could still withdraw gold and silver coins back then in most of the world including Africa, Asia and North America to Europe. 


Of course not now, now its all fiat, except maybe in China. In China you can still get fiat but few people accept it, its all QR codes and apps their for the most part. Although you can still buy gold and USD 100 bills clean and crisp bills no less. 


Lyn talked about the current inflation and wars and more importantly information. You cant really get accurate information online anymore. 


With AI created videos and bots posting fake videos and pictures its hard to detect the truth. Plus they can spoof real people like you or me and make videos of us committing crimes, inflaming people to violence ect.


They can even erase your identity and sieze you bank and brokerage account, like what happened at Fidelity where a woman coulnt sign in to her account and when she called customer service and was helped by a bot or AI they didnt acknowledge her or her account. 


Luckily she called a human and had saved her online statement s to her laptop and proved she had an account there and got things resolved and her money back.


As I understand a computer clich erased her account accidentally or on purpose I dont know but people will learn this can be done and gotten away with in some cases and some countries. 


Owning a few gold coins in your wallet may come in handy one day.


Anyway Lyn had a good letter on how we live in interesting times and how we earn income is changing fast, AI will change everything and probably faster than I think.


What's the answer to all this?


I believe E.B. Tucker is right, one answer is to be in the moment and enjoy life. Some of the most enjoyable things are cheap to free if you live in the Western World.


I think in a low trust society it will be more important to live in smaller cities or towns where you can build up trust in those societies so when things go wrong you can band together and survive the crisis easier. Much like you see in Russia or other similar places.


I think living in smaller states in North America will be better and the smaller towns will do better but it will be similar in places like Saipan, or the Philippines or even Singapore even Sark comes to mind.


I think as things decentralize people will move to rural areas and live in places where government rules and regulations will not really be enforced even taxes to some extent. 


It will be safer in those areas to, the downside is big city life and health care will be less.


As it becomes easier to earn and spend income and have things shipped by drones we will see people live where they are treated best so people will migrate to these places.


It will be difficult to stop the migration and the migration of capital just look at China. 


Of course governments will have currency controls and will try to stop this but they cant stop migration from Africa to Europe or migration from Central America to North America. 


Only time will tell. You already see people leaving the West for Asia, Eastern Europe and Latin America. 


I think these trends will continue and thats where I will invest in.


Happy Hunting.