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Thursday, February 21, 2019

A positive jobs report is only one part of the picture


Poor Man Survival

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A positive jobs report is only one part of the picture.


On January 4, the United States Bureau of Labor Statistics released its December employment figures, causing much rejoicing in America. A total of 312,000 new jobs were created, far surpassing the estimated 176,000 jobs. Wages were found to have grown 3.2 percent over the same time last year, again beating the 3 percent increase economists predicted. That year-over-year jump tied with October for the best month since April 2009.

This was positive news for the U.S. economy, coming amid growing concerns of a global recession setting in. After a week of terrible losses, new life surged into the stock markets. Many declared that the U.S. could push aside fears of a recession.

But while the job numbers were very favorable, they are only one part of the economic picture. Add a few more pieces to the puzzle, and the real picture of America’s economy appears.

A Few More Puzzle Pieces


Here is the first piece: One underreported fact from the December job report was who is being hired. The majority were workers 55 years and older. In contrast, the number of people in the prime age group (ages 25-54) decreased by 11,000. This says a lot about America’s financial situation. More and more Americans of retirement age are returning to the workforce, most likely because they can’t afford to retire. This also explains why wages increased more than expected.

Those of retirement age lack sufficient savings for retirement, and younger Americans are not saving for retirement. Data released last year by the Federal Reserve found that 4 in 10 adults couldn’t cover an unexpected expense of $400, and would have to go into debt or sell something to cover the cost. While this is an improvement from 2013, when 50 percent of adults couldn’t spare $400, it still shows how unprepared people are for even a small financial hardship. The most recent study on the issue found that 78 percent of Americans live paycheck to paycheck, up from 75 percent the previous year.

Here is the next puzzle piece: Not only are Americans without savings, they are maxed out on debts they cannot pay. The same Federal Reserve report found that more than one fifth of adults are unable to fully pay all their current month’s bills, which means they are stuck in an ever worsening debt trap. Consumer debt in the U.S. continues to smash records. Credit card debt, along with student and auto loans, are at all-time highs.

This is a problem from the personal level all the way to the federal level. In 2018 the U.S. government added an additional $1 trillion to the national debt, bringing the total to nearly $22 trillion.

This has some people worried, like Federal Reserve Chairman Jerome Powell, who said the government will soon have “no choice” but to face this issue. But most, including President Donald Trump, seem unconcerned. On January 8, he tweeted that he longed for interest rates to return to zero percent so he could have something to “play with,” like the last administration had, implying that he would add even more to the debt.

House Democrats also appear unconcerned with reining in spending. Now that they control the House, one of the first things they did was vote to revive the “Gephardt Rule.” This rule makes debt-ceiling increases automatic each time Congress passes a budget that would blow through the debt limit. But they have made the rule even worse.

As Conservative Review explained, “Obviously, Republicans control the Senate and are unlikely to cooperate with a Democrat-passed budget resolution from the House, so any Democrat budget will not become law under a concurrent resolution. To that end, for the first time in congressional history, Democrats are deeming just the House-passed resolution (without the Senate) as if the debt ceiling law was suspended for that chamber, thereby shielding their members from taking a separate vote” (January 3).

Thus, whatever budget the House approves can exceed the debt limit. It doesn’t need the Senate’s approval. With the new rules, the government need not worry about a balanced budget or having to fight to raise the debt ceiling to cover ballooning expenditures. There’s nothing to hold the government accountable for its spending. It can run up the debt as much as it wants.

Snapshots From Around the Globe


When you put these pieces together, a clearer picture emerges. Yes, jobs are being created, but that in itself doesn’t prove the nation’s financial soundness. What gets reported in the news is just a veneer of prosperity covering up a panoply of financial problems. The majority of Americans are unprepared for even a small economic crisis. The federal government isn’t ready either. The reality is that America’s economic dominance is waning, and quickly.

Consider these stories, all of which broke in the second week of January:

  • A study by the Standard Chartered Bank said that China is likely to become the world’s biggest economy sometime next year, surpassing the U.S. China is already the largest economy by some measures, but now it is ready to surpass the U.S. in all parameters. By 2030, it expects America to fall to third, with India hurdling into second place.
  • The Bank of England’s governor, Mark Carney, shook the financial world by stating that the U.S. dollar’s status as the world’s reserve currency was about to change. He stated, “[U]ltimately we will have reserve currencies other than the U.S. dollar.” He pointed to the Chinese yuan as an alternative. While nations that could be considered enemies of the U.S. have worked to discredit the dollar, it is surprising for a U.S. ally to question its hegemony.
  • Russia, which discloses financial data with a six-month lag, announced that in the second quarter of 2018 it had dumped $101 billion in U.S. holdings, exchanging it for euros and yuan. Fifteen percent of Russia’s total holdings are now in Chinese yuan, up from 5 percent at the end of the first quarter. This puts Russia’s yuan share at about 10 times the average for global central banks. Its total holdings of the currency account for about a quarter of the world’s reserves in yuan, according to International Monetary Fund data.
  • At the end of December, China increased its gold holdings for the first time in two years, adding 1,853 metric tons. China is just the latest nation to begin hoarding gold. Last year, Hungary increased its gold reserves by 1,000 percent, while Poland made its biggest gold purchase in over 20 years, raising its holdings to a 35-year high.

Add these pieces to the puzzle, and a more serious picture emerges. The strength of the dollar is being questioned by America’s allies, while hostile nations are pivoting to the yuan. Meanwhile, nations are hedging their central banks with gold, a tangible asset. The U.S. dollar isn’t backed by gold. So why would these nations increase their holdings unless the see a need to return to the gold standard? The only reason for that would be if the dollar collapsed.

Look at the Cause


While the markets celebrated the December jobs report, a much bigger picture needs to be examined. America’s economy is not flourishing. In fact, it is in decline and under assault.

What is the cause of all this economic trouble? Is it just poor fiscal policies in Washington? Or are there deeper issues?

Historian Niall Ferguson described the phenomenon of our irrational attitude toward living within our means and rational thinking in this week’s Sunday Times, writing, “We no longer live in a democracy. We live in an ‘emocracy,’ where emotions rather than majorities rule and feelings matter more than reason. The stronger your feelings—the better you are at working yourself into a fit of indignation—the more influence you have.

Final Thoughts…

For the past several months, the housing market has been in steep decline with sales cratering in December by 10.3 percent-Housing prices are falling in many areas of the country but lag (as they tend to do) far behind the more immediate indicator of sales. The Fed's increasing interest rates have translated to higher mortgage rates across the board. Without low interest rates corporate buyers are leaving the market, resting the fate of housing on normal consumers who clearly do not have the capital or credit.

Auto sales have been dismal, posting declines through the end of 2018 into early 2019, with 2019 expected to be the worst year overall. Once again, with rising interest rates, major purchases have become less appealing to the average consumer.

Retail sales have now posted the worst December numbers since 2005. Retail sales are often presented by the mainstream media as the end all argument for economic recovery. Yet they fail to mention the problem of consumer credit, which has ballooned over the past several years to record highs. In our unstable economic environment, low interest rates fuel debt, debt fuels credit and credit (instead of savings) fuels consumer purchases. Without low interest rates, the entire house of cards comes tumbling down.

I also find it interesting that while retail sales are crumbling, consumer debt continues to rise. If consumers are taking on more debt, where is that money going if not into purchases? My suspicion is that new debt is being taken on in order to pay off old debts.
 
 
Gallup Poll-Dec ‘18
“Americans were more likely to cite the government as the most important problem facing the US than any other issue.”
One of five Americans [19%] now say some aspect of the federal government is the top problem facing the US – however, only 3% named gun control or guns!
When I was a volunteer for the SBA and speaker and board member for the Council of Smaller Enterprises [COSE] government [at all levels] was named as the number one obstacle for entrepreneurs when starting a business.  The United States continues to drop worldwide in terms of free enterprise and thus job creation…New Zealand and even Singapore is more competitive than America. 
When Pres. Obama was in office, Democrats created more job and business strangling regulation than ever before which is why job creation during his administration was weak.  It has improved under Pres. Trump due to his reduction of regulation.  It can do even better!
“We have too many of our elected officials who have never been responsible for profit and loss, never been entrepreneurs, never been anything to do with understanding where a dollar really comes from.
 
 
 

>>Beijing has made primacy in the wireless industry a national priority. It has taken a whole-of-government approach (including policy, financial, and diplomatic initiatives) to achieve this geostrategic priority for Beijing. The U.S. has started to take diplomatic steps to counter this push. But more is needed – and quickly.

China and the West are locked in a struggle for control of the future of communications technology, the next generation internet, and the flow of information.

The next two weeks may well prove decisive in deciding who wins the future. The Chinese know it and are acting with speed, decisiveness, and commitment. The American government and American companies are far behind and just starting to play catch up.

Our own laissez-faire tendencies and preferences are being used to defeat us. If we don’t take decisive action soon, we will find that the Chinese have occupied an overwhelming position in wireless on the geostrategic map. We will find ourselves surrounded.

 

Here’s my idea for a new bill

 

Since term limits never seems to gain any traction perhaps we should entertain the idea of zero pay for elected officials after their third term in office…give them their office, expenses, health insurance while in office and a living allowance only=much like our Founding Fathers and see how many decide to remain in office.

 


Yours for a more secure future,

Bruce ‘the Poor Man!’

P.S.  A little note to the assumptive twit on twitter who decided to insult me by writing that I sounded like I had a life of privilege when starting my various businesses & had never experienced any hard times…screw you!  Every business I’ve started was via the bootstrap method.  Most were successful but not all.  I was given the President’s Award for Entrepreneurship and have been featured in Entrepreneur Magazine, Venture Magazine and 100s of others while volunteering with the SBA & at Veteran’s groups [and others] teaching them to how to launch their own small business!

 

Final Notes…

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Free:  Economics in One Lesson - Something the ‘new’ Democrats should read!


 


People need to become more self-reliant, not more dependent on government.

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1 comment:

Randy said...

Atta boy-always knew about your business acumen and we used to follow your seminars and business exploits in Crain's and other journals!