TL;DR?  (Too Long; Didn’t Read?)  We’re going to make it easy on you, buba. Not a corporate PowerPoint.  But straight Joe Friday – “Just the facts, ma’am...”

Inflation’s Coming

Developer Trump’s “big bountiful bill” – if you hadn’t figured it – is all based on a developer’s best friend: inflation. Leverage, leverage, leverage.

There are plenty of “old school monetarists” to throw rocks as we write this, but the “slow dilution of money” game has been the most reliable play in my life.  Metals, Real Estate…yeah Baby. Remember when I laid this out on the Peoplenomics side of the house?  We waded into silver in 2004 at less than $7 an ounce  (it’s over $37 and change this morning…)  Inflation can be your friend, too.  Don’t be mental, get a rental, kinda thing.

It’s not all risk-free.  Two problems.  First, the “inconvenient” one is when a nation’s “dollar” is watered down to where only 3 percent of its original price is purchasing power (the rest is debt saturating govt.) then people get antsy and “movements” pop up – sometimes turn into full-blown revolutions.  When you see those Soros-funded radical groups, that’s their play.  Lead the field (with apologies t o Earl Nightingale). And hope the funding buys an open ear later when the junta seizes power.

Second problem? Hyperinflation delays the End of World.  Yes, we should have already collapsed to S&P 700 levels – that’s what Depressions do. Free money during Covid – remember?  Thing is, if hyperinflation jacks prices up 10-fold, that would make a “crash level” S&P price at 7,000.  Yep, that’d be up a bit from here.  What portion of this oxy-stoked rally is pricing Big and Beautiful  impacts is anyone’s guess. But if the House rubber stamps, a new vector for inflation comes into view.  No rate hike when the Fed meets. You want it all, right?

Want a bonus third problem?  We have a Fourth of July Special on woes.  Imagine China requiring all trade with them be done in Yuan.  Sends shudders all the way to your L4, doesn’t it?  Yet the foot soldiers of change are pre-selling: Piyush Goyal on BRICS: ‘Imagine sharing a currency with China? Impossible to think’ – BusinessToday.  Xi skipping BRICS is a big deal, too. Maybe he figures BRICS will come to him?

Doing a Job on Us?

Warmed up the BS Detector?  The Market should have “gone softer than 20,000-mile radial” on reading the ADP jobs dope.  Is the “fix” in?

“Total nonfarm payroll employment increased by 147,000 in June, and the unemployment rate
changed little at 4.1 percent, the U.S. Bureau of Labor Statistics reported today. Job gains
occurred in state government and health care. Federal government continued to lose jobs.

Why, that makes everything but the squishy noise when you step in it, doesn’t it?  CES Birth-Death contributed 24-thou net.

Just to keep things honest, let’s look at the household data in the BLS database.  Look at the previous month and the year-ago levels in this view.

Here, have another job number: Microsoft laying off about 9,000 employees in latest round of cuts.  Oops!  Global layoffs surge in 2025 amid AI disruption: See list of major companies laying off including Microsoft and Meta.  Hand me the cynicism meds would you?  They’re in the bottle market Carlo Rossi…

Big Al Asked…

A key part of the Peoplenomics ChartPack goobered Wednesday.  So to help  read Big Al out (he asked) here’s the point I was getting to on, lemme see, page 24 of 41 in the charts.  My point was that in last week’s wrap-up the “Fast Bulls” and “Slow Bulls” were right on top of each other.

What we saw at the close Wednesday was the spread widening out because?  With Big Inflation comes an up-pricing of the underlying asset!

The “Fast Bulls” are off to the races.  Thing is, they are already in a red (sell zone) problem which will work out in coming weeks.

What we think this means is that the Fast Bulls either scored another nickel-bag OR they were telling us the Inflatyion Fix is in and coming, like it or not.  Making this all a [GOSUB] so here, hit [RETURN] and go back up to reread the things “benefits of inflation.”

Market will close at 1 PM today, but we’d expect the ticket printers to be in place on the LLIE (Long Island Expressway) before lunch.  Get a head-start on the tickets for the month…  So sorry.

Distractions, Inc.

Wheeler deals:  Trump announces a US trade deal with Vietnam.  Pappy always said, if you want a boom economy, begin with a war with the USA.

Rulers on the Bench:  The basic story here is Judge blocks Trump’s asylum ban at southern border.  When we read into this (decision by an Obama appointee) turns out it was a 128-page order.  Had a flashback to grad school.  “If you don’t know what to write, bury them in bullshit…”  (Had a 4.0, lol. I was good at….).  Maybe the deal here?  Or, just a step as the SupCo may, or may not get back to reading “law as written” and “interpreted without gymnastics.”  Don’t hold your breath.  Others are reading the decision this way: Marxist Judge Declares Most Earthlings Are Entitled to Admission to the US.

Reember our Battle of Britain discussion?  Where our consigliere warned of munition depletion in the Iran-Isreal dust-up?  Well, now you see why he’s worth (cue Vanna) :”Big Money, Big Money!” Trump allies caught off guard by Pentagon’s Ukraine weapons freeze.

Have they started boarding yet?  NASA detects a possibly habitable planet via James Webb Space telescope .

The Wax Witch Forecast

Born from a riff on Ray Bradbury’s “Something Wicked This Way Comes,” our Wax Witch rides straight out of the Peoplenomics AI stack — forged where collapsing markets meet carnival mirrors. OK, so it’s not Ure idea of a fun house?  She haunts it, hexes it, and whispers what Wall Street won’t.

Anyway, here’s what the digital darling has, um, cleaved…

Friday, July 4 — Bang, Boom, Bust?
The flags wave and the burgers sizzle, but the Witch just squints and calls it pizzle. Our Witch squints at the stars and stripes and sees more than fireworks and lights. Markets are closed after lunch today, but anxiety’s still open 24/7. In the distance:

Gas prices nudge $4.20 average.

Consumer sentiment dips beneath the char marks of a 14% costlier July 4 cookout.

Protests planned in major metros—mostly peaceful, but “mostly” carries baggage anymore.

Geopolitical Snap: Israel-Iran tension remains red-hot under the surface. A second “blow of steel” this weekend could overshadow your local fireworks. Don’t be shocked by a late-day “international development” dropped when no one’s watching. And the markets have trapped fresh meat.

Witch’s Warning: Enjoy the boomsticks, but don’t forget the broomsticks. Keep gas in the tank, cash on hand, and eyes on the power grid. When you’re hot, it’s not.

Saturday, July 5 — I See a Hangover and Headlines
The coals are cold but the news cycle’s heating up.

Retailers report soft July 4th sales—foot traffic down 11% YoY.

Whispers of a third-party political shake-up gain traction online (watch Musk’s X feed).

Hacktivists teased DDoS campaigns against major platforms—watch for service outages.

Weather Twist: Heat dome stalls over the Midwest; Texas hits triple digits again. Fire risk in the West is extreme, and the Wax Witch sees smoke—literal or otherwise.

Witch’s Note: If you think it’s all behind you, the worst storms strike when the skies seem clearest. Watch for market-moving leaks or “unverified” foreign policy chatter.

Sunday, July 6 — The Whispering Turn
The Witch lights a black candle as markets sleep but machinations stir.

Early leaks from Monday’s PMI suggest contraction territory. That “soft landing” story? Might be a bounce off a trampoline into a crater.

The Fed speak-cycle resumes Tuesday—Powell’s tone will be dissected like frog guts under a microscope.

Crypto holds the floor at $109K for BTC, but whales are twitchy. Look for sharp weekend swings.

Witch’s Warning: Keep your ear to the train rails. Something’s coming, but the signal’s buried under laughter, hangovers, and cheap beer.

Monday, July 7 — Return of the Reaper’s Ledger
The curtain lifts. The real week begins.

PMI print drops mid-morning, and it’s a tightrope.

50? Stagflation dance continues.

Market opens already strained; VIX nudges higher on anticipation of Thursday’s CPI. Fed holding discounts begin?

Early earnings trickle in—retail is expected to disappoint. Tech? Hanging by the AI thread.

Flash point risk: Gaza, Strait of Hormuz, or Taiwan strait—choose your wild card. All sure to cost a fortune.

Witch’s Final Word: Don’t let the long weekend lull you. By sundown Monday, the Fourth’s fireworks may be replaced with flashpoints.

Bonus Read: Three Charms to Survive the Weekend

• Stock up (quietly) — food, fuel, meds. Quiet prep is still the best kind.
• Avoid crowds — not just for safety, but for signal clarity. Observation thrives in solitude.
• Watch the watchers — what they downplay today, they will monetize tomorrow.

The Witch cackles softly…
“Independence is earned by fire. Stream some news and catch some liars.”

Around the Ranch: Charged Body Weekend

“What’s Charged Body” about?”

As I explained in the paper (Peoplenomics) and the public placement (Hidden Guild site), CBT rolls like this:

Core Premise
The Charge Body Hypothesis (CBH) proposes that human memory and consciousness are not confined to the brain but are distributed throughout the body via:

• • Charged bloodfields
  • Biophotonic coherence
  • Systemic electromagnetic architecture

Blood is not simply a biochemical delivery fluid.
It is a resonant information carrier — a photonic conduit — capable of maintaining and amplifying memory fields.

Memory as a Distributed Field

Memory can be stored in blood charge, not just brain cells.

Perceptual experiences emit biophotons that travel throughout the vascular system.

These biophotonic emissions may interact with tissues, bones, and organs, forming whole-body memory imprints.

This implies a coherence loop between brain, blood, and field — a living, circulating memory matrix.

Biological Implications

Alzheimer’s Disease, stroke, and atherosclerosis may stem not just from neural damage — but from electrical incoherence in the bloodfield.

Phenomena like “body memory,” trauma storage, or ancestral imprinting could be explained through charge dynamics in vascular and tissue systems.

To sum:  CBT as I have it sketched out, keeps wetware brain the central focus but liquid contents circulating as “personal cloud storage” in the bone bag with an active role for low-level-light encoding via phonic release in the darkness between the ears… Can memory loss be computed as a dilution function?

We Use Our e-Spa to Amplify Effects

“What-zat?” 

E-Spas was laid out in a ShopTalk Sunday column back in 2022 (scroll down to Merry e-Spa).

Imagine a comfy chair somewhere in your home space.  Sit there and enjoy e-spa treatments with your own equipment! For a modest (one-time) expense we cobbled up an electric chair of sorts with…

• Foot massages
• Hand massages
• Heated mask for dry eye relief
• Red light therapy panels
• Back massages

It’s what I did this morning a little after 3 AM. Fresh coffee along with 15 minutes on the hands, feet, eyes and chest (our own spin on photobiomodulation-enhanced TRIIM-X) efforts.  Oh, the red light on the upper chest we do?  You might want to read up a bit on thymic involution…  (We do four integrated protocols: NMN, TRIIM-X (OTC spin), GlyNAC and Shaolin practices.

We may not get much “done” this weekend, except a ham radio antenna project, replacing the dishwasher, and assembling the new Evolution table saw.

But the main goal – and it can bump all the others – it’s to take care of ourselves. “Fix George then fix everything else.”

Liver lightly and hydrate, yeah?

Truth be told, I got up early this morning to see if I could find any old pain-killers in the med kits.  You know – the kind that say “Don’t operate machinery if taking this drug.” I was willing.  Figuring the lawn tractor would qualify…

Nope. No luck.  So, on my way mow town.  Work reigns Supreme, with six months to 77, don’t it?

One for the Road

(The Ure-trained AI stack helped crafting A Fourth of July Poem, 2025)

“The rockets glare, the banners wave,
But debt and drama crowd the brave.
Flags unfurl in backyard smoke,
While dreams lie buried, broke or woke.

The grill is hot, the beer runs cold,
But Social Security’s getting old.
We toast to freedom, cheer the fight—
Then sign away our data rights.

From Boston Tea to DC lies,
We trade our truth for apple pies.
And though the anthem hits its note,
Don’t ask who bought your Congress vote.

So light the sky and cheer the name,
But know that liberty’s a flame.
It flickers now in winds contrived—
Still burning, yes… but not revived.”

Write when you get rich, though getting rested’s a start…

[email protected]

Stack Replies to the mow town prompt…

Ode to George, the Mowing Man

Ode to George, the mowing man,
Who rides his steed through berm and bran.
Upon his Deere or Craftsman throne,
He carves green paths through weed and stone.

His kingdom smells of gasoline,
Of fresh-cut blades and rural sheen.
He battles thistle, crab, and vine—
A soldier in the war with time.

The sun may scorch, the mower stall,
But George just mutters, “Screw it all,”
And with a wrench or duct-taped twist,
He coaxes life from broken mist.

The dandelions bow in dread,
The gophers whisper, “Play dead, play dead!”
He mows not for the praise or cheer,
But for the crack of beer, held near.

So raise a glass, ye drudging few,
Who tend the land ’til dusk is through.
For George still rides, with blade and plan—
Our Patron Saint of the golf course clan.