Alternative Visions

Alternative Visions - 7-10-26 

Today's show reviews the recent 'deal' announcement for ceasefire in the Iran war. What's a 'deal'. This is just an MOU, an outline of items to be negotiated over next 60 days. A framework for negotiation. Is it the beginning of US retreat from middle east? Why did the regime change fail. How do regime change ops succeed? Why not Iran. Takeaways from the 'deal'. Economic fallouts for US: inflation...

A detailed look at the latest May inflation and jobs reports. What's behind the legacy media headline reporting? What US oil CEOs are saying about global oil supply and prices. August jobs adjustments coming. Hourly wages trends. AI and stock bubbles' volatility continuing. AI threats to cyber security. Latest GDP forecasts. Updates to Iran and Ukraine wars deteriorating

Our update on the instability of the private credit financial markets continues as concern spreads to insurance industries now. Regulators start looking at it. Meanwhile, credit card debt rises to $1.25 trillion. How credit cards are linked to private credit. The real unemployment rate after the collapse in the labor force participation rate is considered. Trump's new tariffs. A radical Fed coming...

 Today's show starts with review of latest US GDP, inflation and income numbers showing inflation accelerating and GDP slowing sharply in latest 2nd GDP numbers. Rest of show focuses on dangerous new events in the Ukraine war as Europe pushes drone attacks deep inside Russia and Russia public opinion demands more aggressive action by Putin. Russia warns 'get out of Kiev' as something big coming so...

What's happening to bonds in US and global as interest rates surge to 2007 and 2023 levels precipitating financial crash events? Bond markets way bigger and more important than stock markets. Iran war re-escalation expectations by investors, with more inflation and Federal Reserve expected to start raising interest rates again. Consequences for stocks, especially AI bubble. What's impact of Trump'...

Trump and an entourage of 2 dozen big US corp CEOs, mostly big Tech, went to China this week. What was it about? (Not Iran or Taiwan!). New York mayor, Mamdani, falls in line with the Democrats. Why no big tax increase on the rich as he promised. Latest on Trump's plan for Cuba regime change. Why Russia may extend war to Europe war production. Inflation vs. wages latest data. US gerrymander wars m...

Trump's nexus of personal corruption with UAE and Gulf states becoming increasingly clear as latest deals between his Crypto company, 'World Liberty Financial',  and UAE's sheik MGX company strike deals. How Trump personally benefits. How Trump's Iran war announcements create volatility in energy stocks sales worth $7B since war began. Update on why 'Project Freedom' collapsed in 36 hours, Trump's...

Today's show reviews latest US GDP numbers showing mostly driven by AI investing and top 10% consumers' spending. History of GDP from 2020 covid recession to the present. Why after $10 trillion fiscal-monetary stimulus we're still getting only a 2% annual growth rate. Show also discusses Fed chair Powell's decision to remain and implications for interest rate policy. AI boom latest numbers. Why th...

Talk is growing globally of the negative impacts of the Iran War on the US and global economies. The US and Iran appear to have settled into a longer term conflict, as Trump will likely escalated the conflict inevitably over the next four weeks. The long term impacts on global and US GDP are considered. On the fate of the Petrodollar. Asian and EU economies. The multiple impacts on US inflation. T...

Latest news on Trump's attack on the Fed, the US military industry complex short of weapons, and AI job bloodbath now accelerating. Update on Iran war negotiations: Trump's lies on Hormuz and events of the past week.

Today's show revisits the continuing instability in the private credit of the US financial system. Is the fragility steadily getting worse? Latest US inflation stats and jobs numbers. Update on the  ceasefire in Iran that isn't and why the hot war and economic destabilization will renew after 2 weeks.

Trump's talk to the nation this week he promised to destroy Iran's civilian infrastructure next two weeks and blast them 'back to the stone age'. Oil and stock markets plummeted. Direct costs per day continued past $70 billion. Will he go 'TACO' or send US troops into a ground war? Either way, the broader economic costs will almost certainly push the US, and possibly, global economy into recession...

today's show reviews the condition of the US financial and real economies as Trump and Zionists prepare for a ground war in Iran. The fragility of the private credit sector in the US is reviewed, as contagion spreads from AI to software companies to their private credit lenders. How multiple forces are driving up inflation in the US economy now, not just from oil prices. The impact of the Fed not...

Alternative Visions - 3-20-26

As the IAEA predicts a global oil price shock worse than the 1970s, as the Iran war enters its second week the economic effects and implications now begin to deepen. Crude oil prices return to more than $100 barrel, with predictions by Golden Sachs could hit $200. What are the Trump responses so far? Why are they insufficient. What's the impact on US inflation from the Oil shock by sector? Jobs an...

Last Tuesday Trump gave his 1 hour and 47 minute State of the Union speech to Congress. While most was the theatrical clown show that has come to define SOTU speeches, with lemming like Congresspeople jumping up and clapping at every fragment of sentence, the first 30 minutes or so was about how great the US economy was doing—filled with misrepresentations and outright lies about the US economy's...

 The NATO-Russia Ukraine war is 4 years old on February 24, 2026. Despite talk by US media and politicians, a peace agreement is not imminent. Today's show reviews the history of the conflict (politically, militarily) and presents an analysis why the end of the war is not anywhere near. Positions of the parties today (EU, Zelensky, US, Russia), why Ukraine elections this spring won't change anythi...

Continuing the theme of recent weeks observing the slow motion crisis in AI and financial asset markets (SP500, Nasdaq, Cryptos, Gold-Silver), today's show discusses how it appears contagion across financial asset markets has begun. Where's the likely 'black swan'? What's happening to stocks in software, financial, and transport as AI destruction becomes more evident. What's driving the imminent c...

Alternative Visions - 2-6-26 - Today's show discusses the contractions in asset markets this past week and the causes underlying and potential contagion across them: AI driven S&P500 and Nasdaq stock markets, Bitcoin & Cryptos markets, and Gold and Silver markets. The current contractions vs. past 3 years performances in each are described. What's behind the February crashes. Will they now...