All The Presidents’ Men: Bright Futures, Shady People and Murky Pasts ….

“I knew I’d be back, but I wanted to be sure.” (President Biden)

(Caption and lyrics by Credence Clearwater Revival, editing by the Author)

Summary:

·       The semiotics (and lack of substance) of Biden’s photogenic Ukraine Surprise support Harris’s War Crimes velleity and the subcontracting of US foreign policy to US Inc. and the Masters of the Asset Class Universe.

·       The Fed’s credible commitment to its inflation target disingenuously frames structural low real growth potential as economic resilience.

·       The Fed’s credible commitment to its inflation target is consistent with Team Biden’s re-election wager on Broad Inclusion, and the Baby Boomers, without immigration.

·       Free Cash Flow is King of Mr. Market’s Jibbers.

·       To Pay (Dividends, Interest, and Wages) is to Fail.

·       Company Jibbing is the disinflationary economic headwind that the Fed desires.

·       Le “Bete Noire” will not sign up for VP Harris’s and “Joe Le Patsy’s” Russian regime change plans.

·       Le “Bete Noire” will resist Le Brain Drain along Anglo-Saxon Friend Shoring tides with Eurocentric Franco Friend Shoring tides of its own.

·       The cost of German energy insecurity strongly vitiates Eurozone cohesion.

·       China applies neutrality camouflage to hide its alleged connections to crimes against humanity in Ukraine.

·       There is now a Chinese Worldview and an antithetical American Worldview represented by the two respective baselines on the Ukraine endgame.

·       President Biden is in the ambiguous, flexible, re-election framed global moral high ground.

·       The Johnson-led Brexit Purist battle for hearts and minds is terminal for the Conservative Party.

·       The Ungovernable Kingdom (UK) is entering a phase of Populism in which UK voters/taxpayers direct their hostility towards foreign capitalists demanding taxpayer-funded subsidies, rather than immigrants demanding taxpayer-funded charity.