Warm and wet, with possible tropical storm pushing up from the Gulf. Not that I was right about yesterday. It was hot. And it was humid. But it was also clear and sunny for almost the whole day. There were some glowering clouds in the distance late evening, and some lightning, but no rain for me. It was 80F at 1 am.
I spent the day doing some auction stuff, cleaning and organizing, and playing with the puppy. I wanted to get out of the house but couldn’t drop the kids at the pool, which ended up with me stuck at home all day.
I don’t think I can get my stuff ready for the pallet auction before I leave on the trip. I was hoping my wife could work from home today, but she’s got in-person meetings all day. I can’t even do ebay listings because I’d have to stop them in a day anyway to go out of town. It is very frustrating, and I feel like I’m falling behind.
I KNOW I’m falling behind, but I’m not willing to have my family travel without me either. Spending time with my mom is kinda important too. It’s getting closer to just calling a haul off company time…
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The world situation is changing quickly too. There should be no doubt in the G7 about where the US is, and is headed, assuming the coup plotters can keep a lid on the dissent. No one really knows when or if that will happen. What is radical islam doing? What are they plotting for us? China, Turkey, Russia, all licking their lips and rubbing their hands together about something…
Some things I’ll be watching for- our allies now know we are F’ed internally. They either know who is really running Joe, and approve, or they are realizing they will be on their own (as we turn inward). If the UK increases their military posture, brings troops and assets home, that might be a pretty good indicator which it is. Germany and France have their own internal issues but they should be positioning themselves for whatever they see coming, and soon. When was the last time we heard about bank stress tests, IMF loans, European central banks, and negative interest rates? Remember the concern over the PIIGS? Think they are in better shape after a year of wuflu lockdowns?
Estonia is probably pretty nervous right now. We moved a bunch of assets into the Baltics, iirc, what are they up to now?
Israel and the middle east is up for grabs at the moment, or will be soon.
I expect a bunch of realignment in the next year. And while I’d normally be a kind of ‘let them deal with their own issues’ if it happens because of our weakness, I am concerned that it won’t end with them.
So if you needed more reasons to stack, there you are. Stack it high. Can’t hurt. Might save your life.
nick