The Coming End of The United States

“Hello, I’m Dr. Bean.  Apparently.  And my job is to sit and look at paintings.  So, what have I learned that I can say about this painting?  Well, firstly, it’s really quite big, which is excellent, because If it were really small, you know, microscopic, then hardly anyone would be able to see it.” – Bean

SAVAGE

If you look closely, you can see itsy-bitsy fur bikini women. 

The death of the United States as we know it is near.  COVID-19 isn’t the cause of it, despite being in the news nearly as much as a Kardashian.  Coronavirus is, rather, a symptom.  Like any organism, as soon as a nation is born it begins the process of growth and eventual death.  This cycle is a common theme in history, and I’ve visited it before in posts here because I find it more fascinating than, say, beekeeping.

One post I wrote about the how empires have a natural cycle and end date is here (End of Empires, PEZ, and Decadence).  That post contains information about Sir John Glubb’s paper called The Fate of Empires.  You can also find Glubb’s original paper here (LINK), and you’ll be pleased to find it’s been translated from Glubb’s original fish language.

Which brings us to Thomas Cole.  Mr. Cole was an American painter.  I say “was” because he’s now dead.  This is good, because otherwise he’d have to explain to his wife where the heck he’s been since 1848.  Cole did a series of five paintings depicting Glubb’s paper between the years of 1833 and 1836, which was pretty amazing, since Glubb’s paper wasn’t published until 1976.  Cole’s five paintings are collectively known as The Course of Empire.

The first of these paintings is called The Savage State.  It’s the first picture up above.  Cole wasn’t horribly inventive with names, and it’s rumored that he had a dog named “Dog” and a cat named “Cat” and subsisted entirely on a diet of unsalted boiled potatoes.  His painting, The Savage State is just that, a savage land dominated by nature, which is also how The Mrs. describes my side of the bedroom.  In his painting, you can see that the civilization matched the landscape – rudimentary and rough.  It’s chaotic, but that describes a great deal of the prehistory of man.  This period of history can last a very, very long time, and would have lasted even longer if humanity would have failed to invent shag carpet.

PASTORAL

If you look closely, all these paintings are set in the same place, at different times.  Cole even changed the time of day from morning in the first one to night in the final one.  I guess this is what you had to settle for as an 1836 version of HD television.

The next painting in the series is The Pastoral State.  Each of the paintings presents the same area, just at different stages in the development of the civilization.  The land from the original painting has been tamed enough for farming and herding animals.  The wild nature of The Savage State has been at least partially replaced by enough control of the land that a greater degree of specialization and start of civilization is possible.

At this stage in the civilizational cycle, there is generally a single dominant culture.  If there are two competing cultures, they’ll fight.  This explains the Spartans and the Athenians, the North versus the South, or my ex-wife and humans not possessed by Satan.  Having a single culture breeds trust, and the uniformity of purpose required for this phase.

The theme of the pastoral state is expansion along the frontier, and is characterized by growth and optimism.  It’s how it feels to be on the winning team.  Religion is dominant, as are ideals that are higher than self – in Rome, public service was considered honorable.  Plutarch wrote about Spartan mothers and their attitudes when their sons went into battle:  “Another woman handed her son his shield, and exhorted him: ‘Son, either with this or on this.’”

Legend has it that at one point when Athens was fighting Sparta, that a Spartan, hidden by a hill, taunted the Athenians by yelling, “One Spartan can beat a thousand Athenians!”  Enraged, the commander of the Athenians selected his thousand best men and sent them over the hill to kill the insolent Spartan.  After fifteen minutes of battle sounds and screaming, a single Athenian, mortally wounded, limped to the top of the hill and yelled down to his general:  “Don’t fall for it!  It’s a trap!  There are actually two of them.”

This state ends when there is no more expansion and frontier.  At that point, someone always gets the bright idea that they want to make a buck.  The pursuit of profit then replaces the pursuit of honor.

CONSUMM

This is the most beautiful and intricate of the paintings.  Of course, I had to meme all over it.  And looking at the multitudes of people in the painting I had to wonder, “What would a decent three bedroom in the suburbs cost?”

After profits have been pursued for a time, the Empire then reaches the height of power.  Cole depicted this phase in his painting The Consummation.  Both as a military and economic entity, the Empire will never be better off than at this time, well, at least until it builds that Death Star®.  It is here that the greatest works of arts and literature of the society will be created.  While the society retains the myth of the expansion, the reality is that is no longer a concern.

Also at this point, intellectuals will start rejecting all of the values that allowed the society to be great, and replacing them with ideals that are often the direct opposite of those that led to success.  Virtue is replaced by vanity.  Honor and discipline will be mocked as the philosophy of a fool, and be derided as inferior to the values and beliefs of amorality, nihilism, materialism, and collectivism.

Not that I have an opinion, or anything.

Somewhere about this time, with the Empire ceasing to grow, powerful groups figure out that it’s much easier to steal wealth than create it.  Politicians devise ways to maximize how much money and power their group can take from the others.

DESTRU

This is the Cole painting, The Destruction of Empire, I see most often out of this set.  Perhaps it’s a sign of the time, or perhaps it’s a sign that everyone likes a good Viking raid?  Okay.  Not everyone.  But remember that Roman soldiers are trained, but Vikings are Bjorn.

With the Empire past its peak, the wealth is used to create decadence.  Focus is on material goods, and religion declines across the Empire.  Since the focus is on wealth, the welfare state forms – Romans had bread and circuses, we have EBT and Netflix®.  Historically, foreign peoples from across the Empire stream towards the original culture.  Why?  Again, the focus is on material goods and not a cohesive society.  Why would a Greek want to leave Greece for Rome?  I prefer to read books about Rome in Braille – it makes it feel like ancient history.

And as the focus grows on material goods, the originality of the goods disappears.  Art becomes a cynical mechanism of control and a means to harvest cash.  The remake of the original is remade or rebooted to once again drag the culture for profits.  I heard that Hollywood was even going to remake a Muslim version of Footloose, but this time without the Bacon.

An example of that is Spain after the conquest of the New World.  Spain found itself with immense wealth in gold.  How much wealth?  So much that the Spaniards decided that they didn’t want to do the day-to-day things in life, and drew workers in from all across Europe to Do The Jobs Spaniards Wouldn’t Do.  So much gold flew into Europe that it changed the exchange rate and wrecked the market for gold.  After a century of such luxury, the Spaniards ceased to be the conquistadors that boldly conquered a continent with grit and bravado and became a culture that complained when the Dutch help didn’t peel the grapes correctly.

As an example, in one park I found a cannon seized from a Spanish warship during the Spanish-American War.  I looked at the engraving on the cannon – it was beautiful.  But this cannon, taken from the Spanish in 1898, was actually forged in 1780 or so.  The United States was using cannon that were state of the art and sophisticated, with more than a century of technological advances on the Spanish.

Heck, when a friend got at tattoo in Spain, I was shocked.  It was really good.  Why was I shocked that it was good?  No one expects Spanish ink-precision.

The destruction of Empire can flow not only from battle, but also from a checkbook – a financial collapse can be nearly as devastating as a foreign army, as Spain proves.  Regardless, when vigor is gone, pessimism prevails, and sacrifice for the common good to a trustworthy state disappears?  Why would you want to be a hero, as all of the national myths and heroes are, one by one, destroyed to make way for the new myths of the intellectual class?

Destruction is just around the corner.

DESOL

If you look closely at this picture, there are no people, only birds, which must mean that Cole felt that the birds would take over the Earth.  This is my favorite, because it makes me feel better about how my yard looks.

Cole’s final painting in the series was the Desolation of Empire.  The Empire is over.  The drama is over.  What remains are a scattered people and the ruins of a great civilization.  It sounds bleak, but it doesn’t need to be.

The desolation of Empire isn’t the ending for every person in it, it’s just the ending of the golden age of the way things were.  Imagine someone near the end of the Roman Empire, worried about what they saw going on around it.  Would the Roman Empire collapse?  Certainly.  Would all of the people die as a part of this collapse?  No.  But the globalism of the day did.

And the Roman Empire, in its death, set the stage for a new series of cultures all around Europe – from the reuse of Caesar as “Czar” in Moscow to the United States, which consciously adopted many of the symbols of ancient Rome.  What was the first name of the United States Army?  Under its first commander, Major General “Mad” Anthony Wayne, it was known as Legion of the United States from 1792-1796.

This isn’t the end of the world, it’s just the end of what we have now, and the end of the United States as we knew her.  It’s the beginning of something new as the old structures cease to serve us.  There’s a common phrase that I can’t find the source of but that describes the cycle simply and well:  “Hard times breed strong men.  Strong men breed good times.  Good times breed soft men.  Soft men?  They bring hard times.”

We are in for hard times.  But don’t fear.  This will make strong men, and, if they are strong enough, a new United States that deserves those strong men.

Another Way Politics Messes Things Up, Complete With A Bikini Picture

“Though in war, you only get killed once; in politics it can happen over and over.” – Battlestar Galactica (2000’s)

confuse

“The taxpayers are sending congressmen on expensive trips abroad. It might be worth it except they keep coming back.” –Will Rogers

Politics is not a great tool for a real, actual crisis.

Politics is, like our economy, about motion.  It’s about creating fear enough to spur people into an emotional frenzy, or bully bureaucrats.  One of my favorite stories along this line was when Amy Klobuchar, D(emon)-Minnesota, wrote to the Consumer Products Safety Commission (CPSC) about . . . Buckyballs®.  Buckyballs™, if you don’t remember them, they were small strong spherical magnets that were fun to play with.  They were generally marketed as a desk toy for adults.

One toddler died from swallowing seven of them.  Apparently, during the life of the product, there were 19 other injuries as well, though I don’t have details on those, but I have it on good advice (Ma Wilder) that nearly anything will put your eye out or result in a severed limb.  Maybe I would have taken her more seriously if we had more adults who looked like Captain Hook.

But there were hundreds of thousands of Buckyball® sets sold, and MILLIONS of little magnetic balls in circulation.  Cars, for example, are at least 287 times more deadly than Buckyballs©.  100 kids a year die on bicycles.  The biggest cause of death for toddlers?  Backyard pools.  Most dangerous food product for toddlers?  Hot dogs.

But dying because of small magnets?

buckyb

Clearly, common sense assault toy safety should be important to all of us.

That’s somewhere lower than “being hit by lightning while holding an aluminum replica of Celine Dion above my head on a pole while covered in barbeque sauce and crushed potato chips.”

Did Amy go after those bicycles or pools or hot dogs?  No, that would make her look crazier than usual and give her bad press.  Instead, Amy went after Buckyballs™.   And Amy got her way.  The CPSC shut down Buckyballs™, and went after the owner of the company with particular zeal.  Why?

Amy asked them to.  You see, in 2012, despite the looming Mayan Calendar Apocalypse™, Amy needed something to complain about.  So she found her reason in the newspaper and built her grandstanding off the back of that unfortunate fatality.  I can hear her complaint now.  “Children are dying in a very rare yet odd and public way that puts them in the newspaper!  The only thing that can save them?  Senator Amy to the rescue!”

I’m just sad that Amy didn’t volunteer to catch the Jarts© when her brothers were playing and she was a kid.  Seriously, Jarts™ were fun.  Jarts® child death toll over a span of 35 years before the CPSC banned them?  3.  Thankfully, you can still buy them, but to beat the CPSC, the company asks that you assemble them yourself.  It’s a kit.

Ha!

Jarts®, when played right.

The problem wasn’t with Buckyballs®, the problem was that there wasn’t anything else pressing that Amy could complain about and get away with.  Her party held the presidency, so most national issues were out of the question because if they failed, the Democrats would own the failure.  But she could complain about a tiny toy company.  The only victims would be the owner and the people who liked the toy.  Confession:  I bought six sets of Buckballs™ in their going out of business sale to help contribute to the owner before he lost his business.

What does one stupid senator’s quest against a (mostly) harmless toy have to do with today and the COVID-19 virus?

Everything.

schumer

Chuck saved me some joke writing.

Politics in 2020 is still about doing something.  But, more importantly, it’s the art of been seen to be doing something.  One day when I came home from work, The Mrs. was incensed.  “Schumer wants to allocate $4 billion to the Corona virus!  He’s insane!”  The Mrs. was skeptical at that point, primarily because we’re used to the media crying wolf about every little potential crisis, and secondarily because the Corona death toll was smaller than Jeffery Dahmer’s.

My response was simple:  “$4 billion?  Trump should say, ‘Make it $8 billion, Little Chucky, think big,’ but put in an asterisk that we’ll spend the money only if necessary, and in ways deemed by the President to stop a pandemic.  Heck, he could even get a few miles wall out of that.  Aren’t you tired of the Canadians, dear, coming in with their beavers and maple syrup asking ‘aboot’ everything?  Initiate Operation Leafblower*.”

“But John,” she replied, “the country doesn’t have $8 billion to spare.”

“So what?  We don’t have $4 billion, either.”

*I actually love Canadians.  And Canada, ever since I discovered Bob and Doug as a kid, beauty, eh.  It’s a joke, you hosers.

bikini

And this should add back in the RDA of bikini as suggested by the FDA . . . .

The Corona Virus, Chinese Virus, MOVID-19 (named after MOre streaming VIDeo in your basement) or whatever you want to call it is still an enigma.  Those that say it is not any worse than the flu really should look at the real-time consequences we’re seeing in hospitals, especially in New York.  However, is Corona Chan a wrecking ball like Joe Biden at a hair sniffing contest that, unless it was stopped, destroy civilization?

Nah.  We’ve lived through, and thrived through, worse.

But are we the same people who did that?

Right now, people no longer hold the idea of sacrifice highly.  Instead, the idea is the no one should ever be inconvenienced for the greater good.  Which is because in the mind of most people, there no longer is a commonly recognized greater good.

You can see this in the stories of the infantile people licking products, spitting on food, and stating that if they came down with Corona, that they were going to go to Trump rallies to infect as many people as possible.  There are people who think, “Well, the rules on staying home don’t apply to me.”  There is no us to them, no commonality, only the idea their needs, right now.

biden

I’m Joe Biden, and I forgot this message.

Why isn’t there a greater good?  It’s primarily being driven by the political rift between Right and Left, though there are other factors, as well.  Decisions are made not on the basis of what is for that greater good, but on the basis of what looks good for the cameras and can get more money for “my” group of constituents, and get more votes for me.

As such, every decision is a political one, meant to obtain or maintain power.  And every opportunity should be made to attack an opponent, whether or not they deserve it.  This means that every action taken in the muddled and unclear past is subject to criticism based on the perfect knowledge of the future.  Political attackers are looking for errors.

Let me explain, using a discussion of Type I and Type II errors.

The best way to explain what these errors are is to use an example that always stuck with me:   prescription drugs.  The two primary jobs of the FDA are to approve drugs for sale in the United States and surf social media during the day.  When the FDA approves a drug that it shouldn’t have approved, that’s a Type I error.  What happens with a Type I error is that there is a body count.  Drugs that show up on the market that kill people (even terminally ill people) make the FDA look bad, so they just won’t do it, and will go to ludicrous lengths to keep drug company profits high.

HOT DOG

So, the cat did warn the dog not to eat out of it’s bowl.

What happens when a bad drug gets through and into the market?  Does anybody at the FDA lose a job?  No.  Does anyone get demoted?  No.  But they look bad, which I guess is similar to public execution for a bureaucrat.

That leads to the second type of error, the Type II error.  That’s when the FDA doesn’t approve of a drug that it should have approved.   People still die, and maybe a lot of people.  But since they really died of the condition and not the lack of a drug that legally doesn’t exist, you can’t get to a body count.  You can’t convict without a body count, or at least that’s what my lawyer tells me.

Let’s go into an alternate universe where President Trump hears of the Wuhan Flu and shuts down access to China immediately.  Not only that, he shuts down access to secondary nations that have contact with China, and perfectly protects the United States from Corona.

Does he get any credit if he does this?  No.  No one will count the dead bodies that didn’t exist because he took decisive action.  In fact, he’d be called a racist xenophobe abusing his powers by the media.  You can read various articles making exactly this point that were written around the end of January and the beginning of February.    My favorite of these articles is one written by an avowed communist that includes the line, “The Trump administration’s ‘state of emergency’ should be regarded as a piece of more substantial and systematic hostility in its relations with China.”  The author then complains that people should move freely.  There’s a lovely comment at the bottom, “Well, this article aged poorly.”  I expect articles like these to be scrubbed from the Internet as people get around to it.

Trump’s critics kept complaining he was doing too much, until there was a body count.  At that point, the problem became a Type I problem – people dying because of choices that were made in the past.  So, with that upward ticking clock of bodies available live on the Johns-Hopkins Pandemicvision™, we are in a continually unfolding crisis complete with rolling odometer of sick and infected that, from a political standpoint, require visible action.

ISOLATE

To get a quick test result, touch Johnny Depp’s face and see how soon his test results come back.  Bonus?  Contact high.   

Or at least people pretending to take action.  Is the current policy of shutting down huge chunks of the economy the best one?  I’m not sure.  The information we have is very poor – we simply don’t have sufficient information to make great decisions.  I’m thinking the President has better info, what with deciding to put the Northern Command (the bit of the armed forces that’s concerned with North America) back into the nuclear bunker under Cheyenne Mountain, which is always the sign that things are going well.

The initial death rate was estimated to be up to 10%.  I think it’s clear that’s not the case at this point.  Some hack said that it’s so mild that, “half of Britain may have already had it.”  It’s also clear that’s not the case.  But every credible report I’ve heard says it’s big – intensive care units being swamped.  Time and data will tell.

But politician response has to be played for the crowd:  Nancy Pelosi is already blaming everything on Trump’s past decisions.  Her quote, “But as the President fiddles, people are dying,” seems to ignore Nancy’s own banjo lessons during the impeachment.

knuckle

I’ve never seen a more non-essential employee . . .

In a sense, we are where we are as a society because there isn’t anything that can ever be simple bad luck.  Blame must be assigned.  Every accident must have a cause, and every person at fault must pay, even if the outcome isn’t one that was intended, or even remotely likely.  The lady spilling coffee in her lap for hundreds of thousands of dollars in money from McDonalds is the norm now, not the outlier.

All political decisions are coming through these filters:  Type I Errors and Assigning Blame.  Don’t be surprised by the mindboggling amounts of money and silliness that will come shortly.

But sometimes sanity wins.  Buckyballs™ were made legal again when the CPSC got thrashed in the courts back in June of 2018.

How I Learned To Love The End Of The World

“We estimate between two and four megatons.  Everything within a 30 kilometer radius will be completely destroyed, including the three remaining reactors at Chernobyl.” – Chernobyl (HBO®)

Shelves

Thankfully, everyone is equally hungry under communism.  Bernie’s job is done.

I think I’ve always thought about what’s known today as “prepping” – even at a young age.  When I was young, we lived deep in the mountains.  How deep?  The next closest kid anywhere near my age was ten miles away and probably 2,000’ lower in elevation and was actually a yeti that had moved there from Tibet to get away from the crowds.  The nearest grocery store was twenty miles away.  The nearest movie theater?  Fifty miles.

When you live nearly so far from civilization that tourists try to pay you in beads and pantyhose, you have to think ahead.  Ma Wilder did.  Ma had designed the house with remoteness in mind.  Her pantry was always full, and it was huge.  She built in a pantry that consisted of one entire fifteen foot wall, floor to ceiling, a foot deep.

The pantry was always (and I mean always) stocked from floor to ceiling with canned goods.  Freezer?  Not one freezer.  Two.  And they were always packed to the brim with food.  Well, with the exception of when Pa would let the inventory go down so there would be room to fit half a cow.  Literally.  He’d buy a “side of beef” which was half of a cow.  Minus the hooves, of course.

Ma Wilder had also designed a root cellar that the contractor built.  For those of you not in the know, a root cellar is a small building (8 foot by 8 foot by 8 foot) that is 90% buried to keep vegetables so they will neither sprout nor spoil.  In order to do that, the cellar is dark and cool, like Nancy Pelosi’s heart.  Ma Wilder kept hundreds of pounds of potatoes there.  I should know – I was often the guy taking them down in fall and hauling them up in winter.  And to be clear, we kept the potatoes in the cellar, since Nancy Pelosi’s heart isn’t big enough to hold a French fry.

FRY

Exercise?  No, with COVID-19, it’s extra fries.

The house was designed to be heated in winter with firewood.  Since electricity was incredibly expensive up there, Pa Wilder made gathering, cutting, splitting, and stacking firewood his summer hobby.  As it was Pa’s summer hobby, it turned out to be my summer hobby, too.  It was hard work, and paid poorly until it came time to hit the blocking sled for football when it paid off with massive thighs of steel.

There is no jean size for “massive thighs of steel.”

But it wasn’t just the remoteness that drove Ma Wilder to be prepared.  First, I have to explain a little bit about the family.  My parents were older than I was.  Oh, sure, that’s normally the case, except in some places like Hollywood, but in my case my parents were a LOT older.

Why?

It turns out that I was adopted, despite the original story they told me of finding me as an infant in a crashed space capsule in a wolf den near the summit of Mount Olympus.  In reality, Ma Wilder was my biological grandmother and not who hiked around Greece looking for wolf-raised space babies.  Apparently, as a child the only super-power I had consisted of making my biological mother and father both disappear.

I blame the heat ray vision.

ORPHANS

I made a website for orphans, but it doesn’t have a home page.

So, I was adopted.  Since my parents were not only older than me, but also much older than even standard issue parents, they had hands-on experience with the Great Depression and World War II while they were young.  Apparently, those were events that may been somewhat memorable.

I do remember sitting down in rocking chair in the kitchen while supper was cooking.  After Pa Wilder had finished his chores for the day, he and Ma would sit down to talk about life, most often with a libation, as Pa Wilder called drinking.  I believe it was mainly bourbon, but I can’t really say since they were quite poor hosts and never offered me any.  Often, Ma and Pa discussed people I didn’t know.  This was so boring it made me want to go to and stick forks in outlets to test breakers.

Especially when they talked about people, I was often admonished that “what we discuss stays within the family” though it was implied that that admonishment probably counted for every topic.  I can see how it might be considered controversial how irritated that they were that the neighbor dog kept peeing in the snow by the back porch and they didn’t want me to tattle to the neighbors.   Or how economic collapse might be a thing.  Or how we might be headed towards nuclear war, and had Pa thought about buying dynamite so he could blow up the road leading to our house so we weren’t the victims of marauding, murdering gangs?

Yup.  That was an actual conversation that Ma and Pa had.  I think they only mentioned that idea once while I was in the room, but when your mother is calmly talking about having your father blow up bridges to save you from hordes of people (the parents of the kids you go to school with) ransacking your home after the Soviets gave America a “just thinking about you” bouquet of 10 megaton fireballs?

You tend to remember that sort of conversation when you’re 12.

MADMAX

I heard that after a nuclear war, there are high radiation levels, then only the politicians will be left.

Ma and Pa were acutely aware that all of their material prosperity could evaporate in an instant.  Ma and Pa had both seen rich men laid low by the Great Depression, and Pa Wilder had fought in World War II.  He had driven all through northern Europe, having been on Omaha at D-Day +3.  I can’t even imagine what he had seen.  Of course I asked him the obvious question, “Did any Germans shoot at ya, Pa?”

“No, son, they never shot at me,” he replied with all the coolness of a Steve McQueen, “but I was with a lot of people they were shooting at.”

I’m ashamed at how long it took me to figure out what he was really saying.

PA

That’s not impressive, though.  One of my friends had a grandpa that brought down 15 German planes during the war.  Worst mechanic the Luftwaffe had.

I’m not sure that they ever mentioned the idea of nuclear Armageddon more than once or twice, but it doesn’t take long to make a kid connect the dots:  “Oh, that’s why we have all the food.  And all the guns.  And the 500 gallons of gasoline.  And the 250 gallons of diesel.  And Ma’s amusing utter failure to raise vegetables in the backyard, repeated year after year.”

My parents were preppers before it even had a name beyond “being prudent.”  It’s probably justifiable, especially on Ma Wilder’s part.  She had seen her family make it through the Great Depression okay, but her family had also raised several children whose parents weren’t well off enough to feed them.  I know that sounds crazy in the year 2020, but in the year 1930, sometimes parents couldn’t even figure out where to get enough money to feed a child.

I think those experiences were a driving force in Ma Wilder’s life.  She saved aluminum TV dinner trays.  She saved old clothes.  She could sew (fairly well), make soap (that was more like a caustic chemical burn in a bar), knit (very well), or ferment wine (she gave me a sip and to 12 year old me it tasted of pepper, hate and despair).  Back when she grew up, prepping wasn’t a hobby.  Prepping was what everyone did.

As I mentioned, one factor that made all the preparation seem even more normal was being so far away from anything.  Also, being so far away from everything meant I was pretty far away from the middle school.  I was the last one on the bus route.  That also meant I was the first one on, and the last one off.  It gave me a lot of time alone on the bus to read – a lot.

All of this might explain why I developed a love of fiction that featured the end of the world when I was growing up.  Lucifer’s Hammer, A Canticle for Leibowitz, Earth Abides, The Stand, On the Beach, The Postman, and I Am Legend were all novels that I read as I rode the green pleather seat on an endless loop back and forth to school.  My classmates might have been looking at the trees and houses or talking to each other, but I was living in a world where everything had changed, all at once and strong men did what they could to rebuild.  And without communists this time.

BALTIMORE

I think Baltimore jokes are just a riot!

My middle school’s library was filled with books that were older than me – many from the 1950’s with pages already becoming yellow and brittle with age.  There were dozens of science fiction anthologies.  Science fiction in the 1950’s was filled with the paranoia of a country that was just coming to grips with the concept of being able to destroy an entire planet and wrestling with the now obvious fragility of the human species.  One of the short stories I remember was A Pail of Air, by Fritz Leiber.  You can read it for free here (LINK).  It’s worth it.

If you’re not a fan of apocalyptic stories, you might think that the attractive part about reading the end of the world was about death – and you’re wrong.  Reading that literature was, for me, a celebration of life.  In most of those books and stories the human race didn’t die out.  To me, apocalyptic books weren’t about gloom, they were about hope.  No matter what was thrown at humanity, we would find a way through.

I am unabashedly pro-human, and most fiction in the 1950’s was pro-human.  Somewhere after that, we became a bit more self-loathing and reveled in the idea of our destruction.  I can’t help but think that self-loathing started with Doogie Howser, M.D., but I might be wrong.  Much of today’s literature isn’t fun, and isn’t optimistic.  Sure, I see tough times ahead.  But I feel quite strongly that we can make it through them.

Trust me.  We will.

What, you don’t think I developed psychic powers on Mount Olympus?

Eight Phases of Crisis: COVID-19 Edition

“You had a dishwasher box to sleep in?  I didn’t even know sleep.  It was pretty much twenty-four seven ball gags, brownie mix and clown porn.” – Deadpool

BATSLAP

One girl I dated in High School asked if she used too much makeup.  I replied, “Dunno, depends on if you are trying to kill Batman®”

“Great, now it’s the end of the world and we can’t get a new dishwasher,” The Mrs. actually said, after I finally relented that it would probably cost more to fix the dodgy old dishwasher than a new one would cost.  Plus, the old dishwasher is stainless steel, so if it were a hundred yards away, it would make quite a nice practice target.  I call that a win-win.  Besides, Amazon® actually has them in stock, so I could theoretically have one by next week.

See?  You can get quality appliances during the end of the world.

I started working from home yesterday, which was nice.  When it was lunchtime, I wasn’t hungry, but I was nice and warm so I took a nap right in my home office which is also known as the couch.  Good times.  I do have a concern – The Mrs. slapped my heinie as I walked by and said, “nice butt” so I’m thinking of bringing this up with HR.  I want to be treated as more than a sexual object.  I mean, not much more, but more.

As much as you might be interested in my derrière, I really do want to talk about COVID-19 and get to the bottom of how the issue will progress in the coming months.  While each crisis is different, they are all sort-of-predictable because in the end, people don’t change all that much, even though circumstances do.  Certainly we want to get this all behind us, in the rear view, so to speak.

Okay, I’ll stop.  Seven synonyms for the posterior in two paragraphs are quite enough.  I don’t want you to think I’m a bum.

But what is this pattern I mentioned?  Here are, as near as I can determine, Eight Stages of a Crisis™, a level at which each crisis can be evaluated compared to the other – this is my modification of work originally done by Zunin and Myers.  This is like the Kübler-Ross five stages of grief, but with the apocalypse in mind.  Why settle for one death, when you can have millions or billions on your mind?  It’s so nice and cheery.  The nice part of using this model is that you can gauge where we are in the current COVID-19 mess.

FRANZ

Who would he assassinate for a Klondike® bar?  Apparently Archduke Franz Ferdinand. 

The Warning

This is the opening stage of a crisis.  It may be short, as in 9/11, or it may be a slow-motion collapse like the gradually increasing troop buildups and mobilizations that led to World War I.  Everyone wanted to stop it, but no one was sane enough to say “no.”  The Warning before the first Civil War was literally decades in length.

In the current COVID crisis, The Warning came during and just after the December impeachment.  With the focus of the country elsewhere, who cared about the flu?  We don’t trust the media very much.  Why?  They don’t seem trustworthy.  Example:  when Trump shuts down air transport to China, CNN® says it’s racist.  When China shuts down air transport from the United States, CNN™ says it’s a wise and prudent move by China’s benevolent leadership.

In a world where CNN™ and the Chinese government have similar levels of credibility we tend to forget the ending to the story of the boy who cried wolf:  in the end, wolves really attacked.

DINOS

How did they not see this coming?

The Event

The Event is generally not long, but it can be.  It’s the Shot Heard Round the World at Lexington and Concord in the Revolutionary War.  The Event is when the rules change forever, and nothing can ever make the world go back to the way it was.  It’s the spark that lights the fire.  When people look back, everyone can see The Event.

Nothing is ever the same afterwards – The Event changes everyone that it touches, and often ends up changing systems permanently.  It is disruptive.  It may not be the reason that everything fails, it might just be a small event toppling an already unstable system.  In a crisis like 9/11, the event is obvious and instant.  COVID-19 has led to a slow-rolling avalanche across the economy.  Was it poised for a fall anyway?  Possibly.

As a longer cascade, what will be The Event that history will use to remember COVID-19?

In one of my more frightening thoughts:  what if we haven’t seen The Event yet?

DISB

I’m not sure he’s koalafied to make that decision.

Disbelief

When things have changed, and changed drastically, people refuse to believe it.  When the power is out because a tree fell on the power lines, I will walk into a room an automatically flip the light switch.  Why?  Habit, partially.  But there’s a part of my mind that is existing in Disbelief, perhaps, that doesn’t believe that the power could ever be gone.

Disbelief isn’t a coping strategy, and it’s not an attempt of the mind to protect itself, at least in a healthy person.  It’s more inertia.  You’re used to the world being a certain way, and when it isn’t, part of your mind isn’t quite ready to process it.

This might be an overreaction – COVID-19 might be no worse than the flu.  But that isn’t explained by the reactions we’ve seen so far from places that got it earlier than the United States.  Italy is locked down.  In two weeks, we will know more.  In a month, I think, we will have certainty.

PANIC

In order to calm panicked customers, Wal-Mart opened up a second register.

Panic

At some point, the mind is confronted with the new reality and forced to accept it.  But the rules are new, and unknown.  What to do?  One could take a deep breath, and review the situation and think logically or?  One could Panic.  Panic is easier, and doesn’t require a lot of thought.

Panic is the natural reaction when your brain realizes that it has done zero to prepare for the new reality.  So, what to do? Buy staples as required to build up the stockpile you’ve accumulated over time?  Or buy 550 cans of Diet Mountain Dew®?  Or just buy toilet paper, because everyone else is and you don’t know what to do or have any independent thought?   Toilet paper purchasing is Panic.

HERO

Not all heroes are able to walk.  I mean, some gained 400 lbs on the couch.

Heroism

While the Panic is ongoing, the first glimmer of Heroism starts to show.  Brave men and women working in the medical field are the first signs of Heroism.  Donald Trump talking with Al Sharpton to address the problems he sees is Heroism – realizing that there is a greater good, and that sacrifice is required.  Heroism is embodied throughout the response to the crises where a few have an opportunity to save many, and where enemies put aside squabbles for a time because it’s the right thing to do.

There was a family story – Grandma Wilder went during World War II to weld Liberty ships at the Alameda Ship Yard.  She would regularly get things sent to her from her mother who lived in the country in the middle of Flyover.  Needles were rationed in San Francisco, but not in Flyover.  Sugar was rationed in San Francisco, but not in Flyover.  Why ration needles and sugar?  To build common purpose, so even people not piloting P-51s or jumping out of landing craft at Iwo Jima could feel like they were doing their part.  To be fair, rationing was necessary in wide segments of the economy, it wasn’t a fake, but it did help bring everyone together.

Right now Heroism is going on, and we aren’t even asked to do anything more than to sit down and watch Netflix® unless we’re keeping vital industries going.  Here’s a link to Aesop’s place that shows the quiet heroism going on out there (LINK).  Read it all.

CLIFF

I read the other day that coyotes are about 10 miles an hour faster than road runners.  My entire childhood was a lie.

The Cliff

Keeping order requires energy.  Some part of the energy of the system is put into keeping order.  In a time of significant social cohesion, like World War II, the United States didn’t face The Cliff, even though virtually every other developed nation did.  Instead, the energy that the crisis took was replaced by people working together.

Most of the time in a real crisis, however, there’s The Cliff.  I wrote about it here: Seneca’s Cliff and You.

We have not fallen off The Cliff.  Is it certain that there is one?  No.  But every single leader, elected or appointed, is acting like it’s there.  I believe we will see it.  The new normal will be grow from events moving quickly.  Already at Wilder Redoubt, we’ve had nothing but home cooked meals for the last week, with a couple of store-bought sandwiches being the exception.

Will home cooked food, family dinners, and homeschooling be the legacy of COVID-19?

I expect that we’ll see The Cliff soon enough.  How deep will it go?  As I’ve mentioned before, no one knows.  The worst case is that the economy crashes through levels to Great Depression era lockup in two weeks or so.  Only 40% of Americans are able to absorb an unexpected $1,000 expense.  80% are living paycheck to paycheck, and those paychecks just stopped.

Dead.

Going first will be car payments.  The average monthly car payment is $800.  Me?  I’d sell you my daily driver for just two months of that, so expect car finance companies to seize up like an ungreased stripper pole.  But the businesses that employ those people aren’t much better off.  The best restaurant in Modern Mayberry came pretty close to closing down shop six years ago, but pulled through.  The second best restaurant didn’t survive.  There will be cascading failures as the debts owed from one business to the next go unpaid, and this won’t just be for small businesses.  I feel confident saying that several businesses with 10,000 or more employees will go bankrupt.  Overall loss to the economy?  40% of the GDP this year?

Is there a better case?  Sure.  We contain COVID-19 in a month or so, and then call it good.  We only lose 10% to 20% of our GDP this year, and government pumps five or six trillion dollars into the economy to juice it back up.  That’s the best case.  And that’s just in the United States.

I’m not kidding, that’s how deep The Cliff is.  If we’re lucky.

EMPEROR

Something, something, Dark Side®.

Disillusionment

After the fall, things suck.  We had heroes, but the time for Heroism is over.  Disillusionment sets in when things don’t snap back to normal.  Things will seem rosy, only for failure to crush hope.  The more government “helps” during this phase, the worse recovery will be.  Roosevelt “helped” so much during the Great Depression that he extended it for years.

But politicians will take drastic steps, because they can’t help themselves.  The length of time Disillusionment lasts?  Months to years.

FIX

Some re-assembly required.

Rebuilding

This is the other side of The Cliff.  Whereas, as Seneca said you go down a cliff pretty quickly, you only build up slowly.  Rebuilding the economy will take years.  If we do it right, we’ll build a stronger economy, less dependent upon foreign supply lines, that guarantees freedom while preserving the traditional values that built the wealth in the first place.

If done poorly?  The system is controlled, oppressive, and coercive.  Leaders matter, but the quality of the citizenry to fight back against the system is even more important.  Rebuilding takes years, and by my best case scenario, four to eight years.

DISHWASH

So, I guess I’ll get a jump start on rebuilding.  Dishwashers on the Internet.  Amazing.  My only problem is that there’s this lady at work who keeps making suggestive comments and touching me all the time.  Just a few minutes ago, she told me that she expects me to share a bed with her!  They always told me not to get my honey where I got my money, but what happens when you work at home?

COVID-19: A Brave New World

“Because if just one of those things gets down here then that will be all!  Then all this – this bulls**t that you think is so important?  You can just kiss all that goodbye!” – Aliens

NEWT

I can’t stand people who are xenophobic.

Corona.  COVID-19.  There’s a catastrophe always lurking, but it’s never what you think.  But it’s always something.  Beer Flu.  Kung Flu.

Do you understand the magnitude?  Most people don’t.  I’m not even sure I do.

The last few nights here at Stately Wilder Mansion Redoubt have been especially enjoyable.  I took off some time last week, and plan on taking some time off this week, as well.  It’s a great time, especially if you’ve never read Poe’s Masque of the Red Death (LINK).

Rarely do things change so quickly:  we Wilders were preparing to go to a state-level event where Pugsley was going to compete.  Competing was an honor – it means that he was one of the very best in the state at competitive freestyle dramatic baking rhythmic knife combat.

The championship was cancelled – 6,000 people in the same place probably doesn’t make sense.  Why?  Mathematically I’m betting that at least one of the competitors or spectators would have been COVID-communicable.  6,000 would have been a wonderful place for one person to donate billions of virus fragments to thousands of others, just like one South Korean was responsible for over 1,000 cases.

batstew

Ahhh, panda.  So very tasty.  I like it with a side of bald eagle.

One of my friends and I were talking before the event was canceled and said to me, “John, it’s cancelled.  There is no way that’s going to happen.”  There was no uncertainty in his voice – it was clear he was 100% certain.  In my mind, I thought that somehow this event would sneak under the radar.  It did not.  And in retrospect, I found myself guilty of one of the chief sins of the universe:  thinking that normal can win in abnormal circumstances.  Thankfully, the penalty here wasn’t the usual penalty for such a sin:  death.  Okay, that was dramatic.  Mainly it’s feeling stupid.

Pugsley was disappointed since he had his katana sharp, his Hamlet memorized, and his recipe book tattooed on his left thigh, but cancelling the event was the right call.

The Boy was back in town for spring break, so the four of us Wilders are hunkered down in the basement as I write this.  The other three idiots have been taking turns invading my writing space playing a video game.  Thankfully, we like each other and have a reasonable supply of deodorant and soap.  If the soap runs low, I volunteer to try to make some out our fire pit ashes and the cat.

SOAP

But is it made from cat?

The Boy and Pugsley have been out into the world since COVID-19™ hit more than The Mrs. and I.  The Boy went back to his college on Saturday.  They say that the college will open at some unspecified time in the future, but sent a note out that maybe you should think about coming to get your stuff.  The Boy and Pugsley took a road trip for just that purpose.  While The Mrs. hasn’t had her job officially cancelled for the foreseeable future, I expect that will be the case.  I don’t expect either of the three of them to be required to be outside of the house in the month of March except for runs to Wal-Mart®.

TRIPS

Okay, it wasn’t that bad.  They didn’t even ask me for gas money.  Hey, have you guys seen my credit card?

My job?  It’s probably not directly required for the United States to keep going on a daily basis, so I could see myself being restricted to working from home unless I absolutely had to be somewhere to defuse a bomb or perform a circumcision an alien.  As it is, if I have symptoms of Corona, I can’t come back to work unless I’ve been cleared via a doctor’s note.  Assuming I can find one of the six doctors in the county, but, hey, I can sign a signature that might look like a doctor?  It looks just like an Ebola© virus, right?

I’ve really enjoyed the time at home.  It’s surreal, since as I listen to the Internet radio, I can hear everything crumbling as the news gets weirder by the day.  I dumped my 401k (the part that was in stocks) into the money market fund this morning on Sunday.  That means they’re supposed to dispose of it tomorrow.  But as the market is lock-limit down already, what does that even mean?  Can my money even find an exit point?

I’m betting the Fed dumps a trillion dollars, or maybe even two trillion into the market.

Tomorrow.

It’s that bad.  I hope I’m wrong, but I think it’s going to be October in 1929 bad.

COLLAPSE

Maybe this will work.  Seems stable, right?

It’s obvious that the world around us has already changed.  As we drove to Wal-Mart© on Friday for a scouting expedition, I looked at a parade of businesses that would soon be closed as I drove by them one by one on the street.

  • Move theater? Who’s going to go, especially since the movies are crap?
  • Diner frequented mainly by old people?   Old couples are going to be self-quarantined watching the Price is Right® until they welcome COVID-19 to escape each other.
  • Car dealerships?   I’d like to buy that new Jeep® Coronaâ„¢ Wagon.
  • Scented candle places? Okay, I’m not sure how they stay in business anyway in 2020, unless they launder meth money.
  • Insurance companies?
  • Laundromats?
  • Thrift shops?
  • The VFW?
  • Churches?
  • Bars?
  • Liquor stores?   Let’s not get crazy here.

People don’t really need those things.  Except for liquor stores.  From start to finish, what do people need in a modern society?  I left off Law Enforcement because they keep people I don’t like away from me.  Yeah, some of them are tools, but for the most part we really do want them around for a modern society.  Or, if we don’t have Law Enforcement, a lot more ammo.

HILLARY

But the FBI seems reluctant to stop them.  Even for speeding. 

And need is not for the basics of life, it is for the basics of life for a modern society.

  • Water
  • Transport
  • Grocery Stores
  • Electricity
  • Their Bank
  • Pharmacies
  • Internet
  • Gasoline/Fuels
  • Natural Gas

But each of these requires people going to work to make things happen.  The people who run the water system have to purify the water.  The farmers have to farm, ranchers have to ranch, and dairy owners have to, um, dairy?  The systems that provide water, milk, eggs, meat and corn are fundamental.  They keep us in Doritos® and salsa and Monterrey Jack™ cheese.

What will keep the system going?  The city water department needs chemicals, so we need a chemical plant to make chlorine.  But will we open the potato chip factory, or expect people can figure out how to cook potatoes?  Will we open the frozen food factory, or assume people can make their own pizza?  We move from a market economy to one where “shortages” are created based upon allocations – what’s the best way to minimize the number of people that congregate while minimizing the spread of CoronaChan?

I don’t know.   But I do know that some foods will be considered so frivolous or interpersonal contact intensive that good sense won’t let them be made.  Eating at a restaurant?  That involves additional people, from cooks to servers that are potential additional viral vectors.

BEAN

And as far as the tip, wash your hands.

What else don’t we need?  That’s a tough question.  Do we need the latest spring fashions shipped in from China?  Do we need the latest iPhone®?  Do we need Stephen Colbert?  Definitely not.  Heck, I’m not sure we need most of those things on any given day at all, let alone during a catastrophe.

And that’s just consumer products and a lame late night host.  How much gasoline do we need if we’re not travelling to and from work?  Not very much.  Lots of diesel is needed to move products in semi-trucks and on trains.  In the United States, about 9 million barrels (42 gallons per barrel) are used each day as motor fuel.  After Corona?

Three quarters of that?  Half?

This weekend I would have probably used 30 gallons.  Instead?  None.  Multiply that by millions of people, and gasoline demand is sunk.  Get ready for the lowest gasoline prices you’ll ever see in your life.  And, since we’ll not be transporting a lot of “stuff”?  The lowest diesel prices, too, and unlike the hoarded toilet paper, they’ll hit bottom.

ESSENT

Maybe there will be new markets???

I look at this from a standpoint that I’ve got some food in my house that I’ve bought for times just such as this.  I don’t owe much to anyone.  As I’ve indicated before, if you have money (and if money is still good, which may not be a given) you’re in for the buying opportunity of a lifetime.  Want an oil well?  You’ll never have a better chance at getting a good one, if you have money.  Especially the baby oil wells.  Contrary to popular opinion baby oil isn’t made from babies, but from toddlers.

But it’s the people who don’t have money that I’m concerned about.  The theater owner can’t keep the theater going if there are no butts in seats.  The diner waitress can’t make the payments on their car if they can’t bring plates filled with eggs and bacon with a side of biscuits and gravy to Grandpa Verne.  She depends on the tips that pay the bank for that car, since Virgil can’t hold a job now that he’s in the county lockup for fighting Clem again.

Most people depend on this week’s income to pay this month’s bills.  I’ve been there.  I lived several years of my life one month and one lost job away from bankruptcy.  Thankfully, now I can live without a month of income.  Most people can’t.

How does that end up?  It’s simple enough to say, “Well, let the banks take a hit on a month of payments.  They’re greedy and don’t need that money.”

But . . . it’s my money you’re talking about.  My money is in the bank.  How does Hells Wargo® pay me back if my money isn’t collected from the waitress and the theater owner?  For every transaction, there’s another party.  And if you have more money than zero, you’re impacted.  That money of yours that your bank has?  You loaned it to them.  And if the loans that they made don’t pay back?  What happens then?

Another system failure.  I’m expecting that the Federal government will just pony up several trillion to make it all go away.  They have a printing press, ink, and paper.  Why not?

INFLATE

It worked out okay for Zimbabwe and Venezuela, right?

From the best available information I’ve seen slowing down the WuFlu® isn’t enough.  It has to be stopped.  COVID-19® isn’t the flu.  All available data indicates that it is far more deadly, and far more contagious.

At the high end of mortality, it would kill up to 7,500,000 Americans, assuming half of the people in the US get it.  What else is a factor?  How quickly we get it.  If you want to live, having a ventilator will be an issue for some percentage, say, 5% of people who get it.  No ventilator for that 5%?  They die.  Mortality rate skyrockets without care – it’s the difference between as low as 0.5% (as observed in South Korea) to as high as 5% in overwhelmed countries.

My trigger for “not the flu” is 30,000.  That seems like a big number, but when you divide it by the number of people in America, it’s really not.  The flu (as near as we can see today) is a LOT less fatal.  And, unless I missed a day in kindergarten, 30,000 is a lot less than 7,500,000.

heaven

Okay, not me.  I have to write.  And I have HBO®.

But until we see how it pans out, I guess I get the big prize:  spending time with Wilders.  And I’ll enjoy spending time with each of them.

Except the cat.

The Coming Recession, Explained Using Six and a Half Bikinis.

“Well, just find yourself a man with a spotless genetic makeup and a really high tolerance for being second guessed and start pumping out the little uber Scullys.” – The X-Files

FIRST

After the next recession, most people will be on their feet in no time, after the bank repossesses the cars.

This wasn’t my originally planned topic. My originally planned topic was a discussion of PEZ® seed pricing mechanisms in 1850’s Great Britain, complete with discussion on how many orphans could be traded per bushel of finished PEZ™. Alas, I’ll have to return to that exciting topic some other time, since the world financial system seems to be imploding.

Okay, imploding isn’t the right word. And it really may not be as bad as it looks.

But today? It looks bad. Maybe not implosion bad, but I heard that some bankers had been discouraged. I guess they lost interest.

How bad could it be?

If it just stays at a financial level, the worst I would expect would be a W.I.L.D.E.R.™ Level 4 (Great Depression) in the United States, though it might hit a W.I.L.D.E.R.™ Level 5 (National Collapse) in China. You can read all about the W.I.L.D.E.R.™ Levels here (The Lighter Side of the Apocalypse) in an article praised by critics as “one of the best things ever written by a man with such questionable levels of personal hygiene, fashion sense, and grooming.”

In order to understand and guess at the future, let’s take a look at the past. The most recent past economic downturn was the Great Recession. What happened then?

sp500

As you can see from this chart, the S&P 500 experienced a big downturn right around the calf and knee area. Feel free to enlarge – just explain that the study of economics is really interesting.

Several things: first, lowered interest rates and the idea that anyone could and should get a mortgage led to a massive mis-investment in housing. Part of the cause were things called stealing and looting mortgage-backed securities and collateralized debt obligations. I won’t go into technical details, but it was a way that Harvard® educated MBAs convinced themselves that a strawberry picker making $14,000 a year could afford a $720,000 mortgage (LINK). And, yes, this really happened.

Second, the world was awash in money after the Fed flooded the fields with money after the Dotcom Bubble. Where did that money go? Everywhere. Houses. And . . . oil. Oil prices skyrocketed during that time. Companies rented oil tankers and kept them full, sitting at sea, continually selling futures on the oil in the tanker. They made fortunes by pretending to sell oil. I know that sounds like I’m making an obscure joke, but no, that really happened.

The price of housing hit the financial system like a mousetrap on a cat’s tail. Or a cat with a mousetrap on its tail? Or . . . nevermind. People kept borrowing more on their houses as their houses appreciated. They spent that money on pickups and boats and child care and food and vacations. The people weren’t evil, but they thought that the value of their house could never go down, so the risk was small. Rational people, like bankers, were telling them this. Heck, some even invested in more houses so they could double or triple their magic ATM.

30year

This view of 30 year mortgage rates explains that there have been mortgage rates. Look closely, and you can see them.

Finally, one day the music stopped on the housing prices. Was there a cause in particular? Not really. But the market lost the one thing required to keep it afloat – belief. Every market rises as the beliefs of the participants overcomes the worry of loss. Wow, that sounded poetic and cool. But it’s also true.

In many ways, the stock market is a barometer not only of the actual underlying economic performance, but how people feel about the future. It keeps going up as long as people keep being optimistic and has proven to be a much better barometer of economic activity than the amount of leg hair I grow before each winter and then form into a nice, soft nest to sleep in when it gets cold.

crude

Crude oil prices had Exxon® jumping for joy in 2008!

One thing that brought the mood of people down in 2008 was the price of oil. In the midst of the recession that came from the housing bubble, the secondary oil bubble inflated. Prices increased more than double in a single year – from $70 per barrel to over $140 per barrel at the peak. Oil acts as a tax on everything to do with physical goods. To move a Tom Brady’s booty dinghy from where it’s made in by incontinent baboons in Romania to his rump mechanic in Massachusetts requires energy – energy from oil.

So that’s the “why” for 2008. How does that relate to today?

The Great Recession was brought about by an actual recession – things slowed down in the country because there were only so many houses that could be made. That’s different than today’s trouble. The stock market is tanking not because of a recession, but because the worry about Corona-Chan locking up the flow of physical goods from China. I wrote about that last week (Corona Virus, with a Slice of Recession?).

What have we seen so far?

stand

This was a pretty good miniseries documentary.

The stock market has decreased in value. In general, a stock price has two components – the first is the value of the factories and land and machinery that the company owns. This is boring, it’s like saying a Stradivarius violin worth less than a piece of firewood because the firewood weighs more – in the hands of a genius, the violin can make masterful music, though in the hands of my kids it just made me contemplate the positives of being deaf.

The second and often biggest component of value to a stock is the assumed growth of that stock. This is why older, boring stocks like Ford® are priced closer to the value of the assets they own – no one thinks that Ford™ will end up tripling in size in the next three years. There’s an ex-wife “tripling size in three years” joke, but I’m bigger than that.

But people do think that Tesla© can triple in size in three years. Therefore, people value Tesla™ more than Ford® even though it sells about six million cars a year and Tesla© sold only 370,000 cars in the last year. You’d think that Ford™ would be worth about 10 times what Tesla® is. But in reality, Ford© is valued at $28 billion, while Tesla™ is valued at $147 billion. Is Tesla™ really worth that much? That’s up to Tesla®. But give me $147 billion and I bet I could sell 380,000 cars a year, too. And they would be pretty neat ones and they wouldn’t look like they were designed by a third grader with limited imagination.

cyber

Elon took a lot of heat for the Cyber Truck design, primarily because it looks like something that no human would buy. Thankfully, Elon’s next advance will be robotic customers.

Tesla© has convinced people it is almost six times more valuable than Ford©. That’s what I call optimism. Or a con, but at least a con for a good cause (Elon Musk: The Man Who Sold Mars).

Since the stock market is based on optimism, this latest decline in February of 2020 shows that investors are shaken. The world hasn’t (yet) changed but the implications are now becoming concerning enough to cause the market to drop. Is this going to be a big drop, like in 2008, or another head fake?

I can’t be sure. But I do know that this seems like a good time to trot out what I learned the last time the economy went south.

Lesson One:

Market bubbles aren’t rational. Companies rise faster and farther in a bubble without regard to, well, anything. Uber®, which is basically “Taxi App” is worth $61 billion dollars, which is more than Elon Musk spends in a typical year on hair plugs. Uber© lost $8.5 billion dollars last year while generating tons of bad publicity because its founder is a douche and it treats drivers worse than Mongolian bull milkers. There are tons of companies just like Uber™, and all with an idea that they’ll “disrupt” segments of society. Essentially, disrupting involves an app, a smart phone, and booting someone out of a job. Some are, I assume, legitimate ideas that will be profitable in the future. Others are like GoPro™, which is (in Karl Denninger’s words) just “camera on a stick.”

I heard someone call this the Disruption Bubble, and it’s as good a name as any to describe the distortions and irrational money flows as everyone tries to find the next Amazon™, Facebook© or Google®. In a real panic, stupidly valued things like Uber® deflate, and deflate quickly. But companies that are really worth something will fall in value, too.

The best time to buy a company is when it is cheap. It will never be cheaper than when people are panicking like Godzilla® is hungry for Japanese take-out and orders Tokyo. Finding quality companies that are selling at a 90% discount is possible during a real panic.

Lesson Two:

When the market falls, investors have less money. But they still have bills. So what will they do? If this is like 2008, they’ll sell other things. What kinds of things? Cool cars will be cheap, but not everyone is in the market for a Lambo. But gold dropped, too. During 2008, gold went from $1000 per ounce to as low as $720.

gold

You can see the price of gold really drop around the shoulder area, and take off afterwards.

I can’t guarantee that gold will drop, but I’d be watching if you want to buy some – there might be a great opportunity to buy gold at a lower price than the current $1655 per ounce.

Lesson Three:

In past recessions, the interest rate that is charged for the 10 Year T-Bill generally dropped. Why? People wanted to get to a safer asset. That asset has generally been the dollar. The most likely candidates to replace the dollar were the Chinese whatever-they-call-it and the Euro. As China is now in the grip of Corona, it’s not a flight to safety. Every European country with a beach is thinking about dumping the Euro and exiting the EU so they can print wrapping paper and call it money, the Euro isn’t a great one, either. The Swiss Franc is kinda awesome, but they only make so many of those.

10year

Look closely and you can see that the Fed doesn’t have a lot of room to lower rates.

Nope. It’s the dollar. In times of economic uncertainty, the dollar will increase in value relative to other currencies. Does it make sense? Maybe? It seems that the world notices the Navy, Army, Marines, and all of those nuclear weapons and those make the banks in New York seem a bit more secure.

Expect that if this goes like 2008 for a while you can buy foreign stuff like a king. For grins I track the New Zealand dollar – it’s right now at its lowest value in five years. I bet it goes even lower soon, so sheep should be quite a bargain. Remember New Zealand’s national motto: “We’re not Australia.”

Don’t expect to find a great place to get a good yield anytime soon if Uncle Sam is paying less than a 1%, you’re not going to get even that good of a deal. Negative interest rates have already hit Europe, and there’s no reason they won’t hit the rest of the world. Investing in cash in mason jars buried in the backyard might be a good idea. Send me your map, and I’ll keep it safe.

Lesson Four:

No financial collapse looks the same. Each one of them is unique, and this one has been a long time in coming so, if it’s hitting right now, it could be really bad. Each of the above lessons might be wrong, so look for opportunities where you see them, not where an Internet humorist thinks they might be, no matter how charming and freshly showered he might be. Oh, if you have cash, it does no good if it’s in a bank that collapses. Just sayin’.

A friend of mine made the joke in 2008 that “when the tide goes out, you see who isn’t wearing a swimsuit.” There are vulnerabilities that very few people know about right now that will (in hindsight) become obvious in the days or years ahead. Just nod sagely and pretend like you expected it would happen all along. That’s what I’ll be doing.

Wildcards:

Desperate people sometimes do desperate things. As the Soviet Union collapsed, there was some small risk that an official decided he was better dead than not red, and pushed the button. That didn’t happen – in large part because by the time the Soviet Union collapsed, nobody believed in it anymore: it was as tired as Joe Biden’s campaign.

mankini

Okay, I’m sorry.

sorry

If China were to teeter near collapse, would they decide to launch a regional war to keep the people together so the nation didn’t collapse or fall into civil war? Hopefully not, but the chances of it happening are greater than zero. As you prepare for a world where there is a financial dislocation, don’t forget to prepare for a cultural dislocation as well. Buying food now when it’s cheap and easy to get doesn’t make you a hoarder – it makes you one less person who is drawing on system resources if things go bad. Preparing for bad times when times are good is a profoundly moral thing to do. But don’t forget to complain like everyone else.

Nobody likes a smug prepper.

Disclaimer:

Keep in mind, this is NOT INVESTMENT ADVICE. I make fun of Johnny Depp and PEZ® and post pictures of girls in bikinis over economic graphs and am even writing this sober. Consult someone who has those credentials and maybe drinks martinis at lunch since that seems pretty swanky. Also, I don’t own any direct positions in any of the stocks discussed, and don’t plan on taking any positions in them (maybe ever), though I do own a Ford™ truck. I’m betting that maybe some of my 401k money is investing in, well, something and might include these stocks, but I don’t know. Maybe it’s just invested in magic beans?

Corona Virus, with a Slice of Recession?

“Global? Oh, great. I’ve doomed humanity.” – Ash Versus Evil Dead

china

I hear it can only be caught from crowds.  Introverts everywhere smiled as they stared at your shoes.

The other day I was emailing back and forth with James M. Dakin, proprietor of the Bison Prepper (LINK).  I mentioned that I’d bring up an old essay we’d both read back when Jim and I went to different high schools together.  That essay was I, Pencil.

I, Pencil was written by Leonard Read and published in 1958.  The essay is available here (LINK).  I, Pencil is a fairly short essay with a fairly long introduction.  Spoiler alert:  Leonard felt that no single person on planet Earth can make something as simple as a boring old yellow No. 2 pencil.  And, he’s right.  A pencil, even a 1958 version, uses components that are sourced all over the globe.  Mr. Read makes a great point – the free market takes components from all around the world to make even the simplest and most mundane object.

pencil

I cut myself with a pencil – I drew blood.

Likewise, the knowledge required to make that pencil is distributed across the globe.  No single person can make the pigments for the paint by milking the Tanganyikan paint turtles, and pick the aluminum from the Australian aluminum trees to make ferrule that holds the eraser on.  And that eraser?  It’s made of rubber from the Congo.  I’d make fun of the Congo, but, really.  It’s the Congo and they have enough problems (LINK to a really fascinating story of crossing the Congo).  Plus the wood is made from sustainably farmed free-range vegan trees in California.  Don’t forget the graphite – it’s from the Sri Lankan graphite glaciers.

The humble pencil is a creature of Globalization.

How much Globalization?  Sadly, it looks like Dixon Ticonderoga used to make most of its pencils in the United States, but now apparently makes only enough pencils here to claim that it actually makes pencils in the United States (LINK).  There were a few pencil jokes I was going to make here, but they’re pointless.

While we talk about globalization as being a new phenomenon, Globalization has been a thing since the days of the American Revolution – the tea that Sam Adams threw in the harbor during the Boston Tea Party came from halfway across the planet.  Even back to the days of Rome, there is evidence of far flung trade – shipwrecks found in the Mediterranean are often found filled with wine or olive oil being shipped across the Empire.  Sadly, the Romans abandoned those cargos after they broke the V second rule of being on the bottom of the ocean.   

ROME

X/X

Globalization provides a huge advantage.  Some things aren’t available around the world – resources come from other places for a reason – corn is imported to the South Pole because corn grows rather poorly in ice.  Shockingly, wood comes from places with trees, and having Saudi Arabia export timber is probably not a great business strategy.  But having Saudi Arabia export oil is.  And having the United States export food also makes sense – we grow more than we can eat.

When done right, Globalization provides the benefits of bringing together resources and knowledge from far-flung corners of the world to meet the needs of people that most of them will never meet.  But Globalization doesn’t consist only of benefits.  With Globalization, Ticonderoga® can decide to make pencils in China.  Hundreds of jobs are then lost in the United States.  A typical journalist would indicate that the people who lost pencil-making jobs should, “learn to code.”  When those same journalists lost their jobs due to Globalization, they cried on Twitter® when told that perhaps it was their turn to #learntocode.  The journalists even got people banned for suggesting they take their own advice (LINK).  Still missing:  journalists who became coders.  Also missing:  journalists with a sense of humor and irony.

Although the United States spends hundreds of millions of dollars a year on yellow No. 2 pencils made in China, should pencils stop showing up from China, there won’t be chaos and anarchy in the streets except around SAT® test taking time.  I mean, we all remember the No. 2 pencil riots of 1989, right?

But that is just a humble pencil.  What other things are imported from China (LINK – warning – quite an addictive set of graphs)?

crust2

You can tell that toothpaste was invented in New York City.  Otherwise they would have called it teethpaste.

A lot of the things the United States imports from China are trivial, or convenience items that we could live without:

  • Lots of toys are manufactured in China, including trikes and video game consoles, virtually all Christmas decorations, and (the census has a category for this) practical jokes. Yes, the Corona Virus could directly cause a shortage of fake dog poo.
  • Strollers and toasters are almost all made in China. Why did I combine these items?  No reason.  None at all.
  • Millions of wet heads could result.
  • Artificial flowers. Now here the Chinese are particularly cunning – they’ve cornered the production of not only plastic artificial flowers, but also artificial flowers not made from plastic.  This is a true strategic threat.
  • Nearly every thermos. The United States could bankrupt itself in additional ice costs.  Also, cold soup?
  • 100% of lawn edgers are made in China. 100% of my lawn edger hasn’t left the garage in five years.

Okay.  There is a lot of stuff that comes from China we live without.  Unless you work at Wal-Mart®.  Without those imports to be sold, the impact should be minimal.  Very few people have ever had a life or death situation that could be solved by fake dog poo.  I’m pretty sure this is the first time that last sentence was ever written in the English language.

polystat

Had much super fun time inserting receptacle into hand.

But . . .

  • Nearly every “portable digital automatic data processing machine not weighing more than 10 kilograms” comes from China – all $37 billion worth.
  • 65% of cell phones – $72 billion.
  • 80% of “other radio telephones” $44 billion.
  • And, oops, it seems that 80% of pharmaceuticals and 97% of antibiotics in the United States are imported from China ().

Amazingly, everything that China exports to the United States only amounts to (about) 3% or of the United States economy.  Stopping Chinese imports to the United States would have an immediate impact because of lowered sales regardless of what we import.  But as the bullet points above show, slowdown of imports from China could also have an immediate effect because of what we import.

The third impact would come from what we make out of the things that China sends us.  Things like . . . cars and pickups.  Where does the housing for the alternator in the Ford® pickup come from?  Touch screens?  How many are made in China?  How many days until Chevy™ can’t build a car because it’s missing a switch that runs an air conditioner?  Last time I checked, most cars need nearly 100% of the parts to be called a car.  At least until I work on the engine – then I always seem to have a few bolts left over.

headlight

Not one of my repairs.  But I have used zip ties as a structural material.

The third impact of reducing manufacturing in the United States would be large.  I don’t have precise figures but I can guess – it might be as much as a 10% drop in the economy in the year it happened.  For reference, the Great Recession of 2008 had a 4% drop in economic activity.

I’m probably not the guy to talk about how the Wuhan Flu is going to spread.  I’m certainly not the guy to tell you how to treat it if you get it.  But I do know that something like the shutting down of factories in China can spill over to the United States and cause recessions or worse, even if the Corona virus never became an epidemic here.

Stock up on pencils while you can . . . .

A Texas Church, Aesop, and the Future of Freedom

“I’m the plumber.  I’m just hanging around in case something goes wrong with her pipes.  (to audience) That’s the first time I’ve used that joke in twenty years.” – Horsefeathers

groucho.jpg

“Why a four-year-old child could understand this report.  Run out and find me a four-year-old child.  I can’t make head or tail out of it.”

In a Texas church this weekend, the worst nightmare of the Left happened.  The only thing that could have been worse for the Left would have been a video of Bernie Sanders spending his own money.  A good guy with a gun (Jack Wilson) stopped a bad guy with a gun.  Part of what made it bad for the Left:  clear video evidence showed a good guy taking down a bad guy with a single shot.  To make it even worse for the Left:  the bad guy was a killer, shooting a pair of grandfatherly looking men in a room filled with grandma and grandpa types.

It was quick.  From the time the bad guy pulled his gun to the time the bad guy ceasing to . . . be was five seconds.  Five short seconds.  This was, perhaps, a final blow for the Left.  The idea that the police, who arrived very quickly (four minutes or less) should be the only ones with guns evaporated, especially since two church members were dead within three seconds.  A very well-trained citizen saved lives – how many we’ll thankfully not know, since he acted.

Not a cop.  A citizen.

Every Leftist commenter on the web that was trying to justify gun control in the wake of this tragedy couldn’t do so without defending the shooter as being somehow justified in wanting to rob the church.  The biggest problem in the eyes of the Left, perhaps, is that the churchgoers weren’t sufficiently Christian enough to quietly line up to be shot.  Texas is probably not the state for that.

What made the difference is that the good guy was able to ignore disbelief at the situation occurring right in front of him, and was able to react.  How could Jack Wilson do this?  He didn’t know exactly what threat he was going to face.  He didn’t even know if there ever was even going to be a threat.  But yet, he trained.  Dare I say it?  He was prepped.

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Ok, Zoomer.  (For the record, I’m neither.  I just like stirring things up.)

Jack Wilson scanned the churchgoers.  He was looking for data points.  He saw them and acted.

This week, Aesop over at The Raconteur Report posted his 2019 Quincy Adams Wagstaff Lecture.  It’s here (LINK).  RTWT.  As usual, Aesop writes excellent material – not only to ponder upon, but to act upon.  There are many wonderful points in it, and here is the opening:

Wherever you’re reading this, you’ve had unmistakable evidence that things aren’t going to go all rosy.  Perhaps ever again.  Perhaps just for a long dark winter of the soul, and/or of the entire civilization. There has been more than one Dark Age period in human history, and they will happen again.  You may very well get to see this firsthand, and experience life amidst it.  Howsoever long or briefly.

You’ve had a respite of some 37 months to get your metaphysical crap together in one bag, and use the time prudently.

If you’ve squandered that lead time, woe unto you.

This post made me think, which is dangerous.  At least that’s what my therapist says.  My therapist who says I’m “mentally creative” and “reality impaired.”  Thankfully, she’s imaginary, which really lowers her billing rate.  But what that post made me think most about was:

Mindset.

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This is what would happen if my imaginary therapist talked to The Mrs.  It’s funnier if you read the whole thing in a pirate voice, really.

Aesop mentions mental readiness, and that’s key.  The last 37 months have been, to put it mildly, an indication that we are headed towards a very uncertain future as the culture around us continues to polarize, as the monetary debt we face (all over the world) continues to mount, as soccer is still taken seriously as an international sport rather than a game for attention challenged three-year-olds, and as the international stability that was so hard won with the fall of the Soviet Union and the end of the Cold War dissolves.

I’m not trying to sell you on any one future, on any one fate, unless there’s money in it.  But I am trying to emphasize the start of your salvation:  your mindset.  If you believe that the world will continue in an unbroken, linear stream, I can assure you that you’re wrong.  We’ve had the precursor warnings of 9/11 and the Great Recession.  If I am correct, this decade will bring tumult of a similar, if not greater magnitude.

disaster.jpg

Evacuate the women and children first!  Then we can solve this in silence.

You should believe this, too.  Not on a surface level.  This is a mindset.  Your daily decisions should take these future unknown and unknowable calamities into account.  Why?

Because if I’m right, and you’re prepared a week, a month, or five years before you need to be, you win.  Also?  Society wins, because the more people that are prepared, the better we come through the next crisis/shock.  If we were all prepared, a hurricane could hit the shore and the stores would still be full.  When we prepare, we manage to make sure there will be less stress on the system during an emergency.

The other way to help is with skills, and the longer the crisis, the more important those skills will be.  And, no, your experience in saving the Princess® in Super Mario Brothers™ doesn’t count.  At least my therapist says it won’t.  Real skills provide for a basic human need, like food.  During the Great Depression, people gardened and farms weren’t big factory affairs – they were much smaller Mom and Pop style farms.  Even though there was significant malnutrition, starvation deaths in the United States were minimal.

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He said his New Year’s resolution was 1920×1080.

More evidence?

One of the biggest enemies of seeing reality is seeing the world you think should be, not the world as it really is.  People look at Antifa® rioting and think, “They should be arrested.”  They aren’t.  What does that data point tell you?

The government of Virginia is threatening to take semi-automatic guns, dedicate a team to confiscating guns and the government should allow honest, law abiding citizens to exercise the right to self-protection.  But the government wants to take it away and make honest people felons.  What does that data point tell you?

Government debt today is at 106% of GDP.  During the worst of the Great Depression, debt was less than 50% of the GDP.  During the height of the Vietnam War?  Debt was less than 40%.  What does that data point tell you?

I can’t promise the cause of the next crisis.  But I can promise that it’s coming.  Cultivate the mindset.  It’s the first step.

The key is to avoid despair even though you see the world as it really is.

“I, not events, have the power to make me happy or unhappy today.  I can choose which it shall be. Yesterday is dead, tomorrow hasn’t arrived yet.  I have just one day, today, and I’m going to be happy in it.” – Marcus Aurelius Groucho Marx

I have been accused of being too cheerful from time to time throughout my life.  And I plead guilty – with a smile on my face.  Why?

First – I’m naturally an optimist.  I want to achieve the best, but I also know that there’s no fixed way the world should be.  There is just the way that the world really is today.  If I don’t let myself get upset at the difference between an ideal and reality, I sleep a lot better.  Does that mean I’m satisfied?  No.  I work with every fiber to change some things for the better, but I don’t let it wreck my life like a pink-hatted blue-haired creature of fluid gender when confronted with a person who had to ask what their gender pronouns are.

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The first two hours are rough.  Caffeine is my best morning friend.

Second – Life has been awesome for me.  I can think of a LOT of times that I thought it was ruined.  But each of those times resulted in a situation that was pretty good for me.  Am I worth $30 million dollars?  No.  But that’s probably for the better.  If I had that kind of scratch I’d probably make Elon Musk look like the model of public restraint.

Third – I’ll admit, there was a time (about a year ago) where I got a little gloomy myself. But as I looked around me, I looked at what we have done.  I realized that freedom has won here in the United States for hundreds of years against all odds.

There were 2.5 million people living in the 13 colonies in 1776.  That’s less than the population of Utah.  In that 2.5 million we had a Washington, a Franklin, a Jefferson.  Sure, Franklin in 1789 might have drank more than the state of Utah in 1989 all by himself, but there are men that are the equal to our founders, and they exist in every state.  You know they exist, too.  The tricorn hats and powdered wigs are a dead giveaway.

Always remember that there is a line.  If you look at them standing along the church pews, scanning the congregation to keep them safe, they look nice.

Heck, they are nice.  Until they cross the line.

Then they’re not nice.  Then they become good men.

So, to gently change Groucho:  The past we wish to cling to is dead.  The present that we have is generally not so bad.  And we have a future, even if we can only see it dimly now, even if its golden age is years or decades away.

Let us go and make it.

Be Prep-ared

“Be prepared, son.  That’s my motto.  Be prepared.” – The Last Boy Scout

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The most prepared person is my friend, Justin Case.

When I was a kid, camping meant backpacking.  I had the good fortune to live in the mountains, where it my daily view waiting for the school bus was what people took vacation from work to see.  Heck, it was valuable enough to them that they would buy an SUV to haul a miniature home to come and experience for five days.  But to me, that wasn’t camping, that was daily life.  It’s amazing how we can become bored by splendor when surrounded by it daily.

Backpacking was camping.  When you camp as a backpacker, everything that goes up the hill goes on your back.  You are the SUV, which may explain why Pop Wilder put a bumper sticker on my butt.

bumper

Okay that wasn’t it, but if it were 2019 the sticker would say, “Hey, vegans, you can thank me for killing that cow that was eating all of your food.”

When you backpack for more than a day or so, you really learn what’s essential.  The Boy and then later Pugsley joined the ranks of a familiar organization in hopes of becoming . . . “A member of an elite paramilitary organization: Eagle Scouts®” so that they can avenge me after the communists put me in the drive in movie camp.  I just know that there won’t be Raisinettes©, because communists hate Raisinettes™.

When The Boy first joined Cub Scouts® (the younger version where parents have to camp with the kids), my brain still equated camping with backpacking.  The tent I bought for camping with him?  A good four-man backpacker.  If you know anything about tents, you know that a four man tent is not big enough for four normal-sized humans.  In fact, it was just big enough for me and The Boy and our gear, and it was one you had to get on your knees to crawl inside.  To sleep on?  Self-inflating sleeping pads.

Honestly, I’ve never camped with anyone that I wanted to kill more.  When I was sharing the tent with him, every time I’d start to drift off to sleep, The Boy would shake me back awake.  Every time.  Why?  Because, allegedly, I would snore.

If you have never spent two nights camping with someone who intentionally wakes you up just as you’re getting ready to go into deep sleep, you may not understand that’s the sort of thing that makes you think . . . “You know, The Mrs. could produce a decent copy of The Boy that looks a lot like this one.”

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I shouldn’t make too much fun of Charlie Sheen – I hear he’s got a new show set for later this year – Two and a Half Personalities.

Everything I brought camping for that first Scout© trip including the tent and cooking gear fit into one decent-sized backpack.  Surely everyone else had the same idea about camping, right?  No.  When I got there I saw that spacious, palatial multi-room tents with cots, tables, and even sinks was the norm.  On one camping trip, the leader even brought a gasoline-powered electric generator for powering his tent.  I’m pretty sure at least one family brought a television, but since I was sleep-deprived, my memory might be suspect.

It was at that point I realized that outside of where I grew up, camping meant “living in a fabric palace with every possible amenity known to man.”

Yikes.  Eventually I gave up and bought my own fabric palace for camping with the The Boy and Pugsley when they were Cub Scouts©, though I stopped before we bought a generator and sink.  But when The Boy moved over to the actual Boy Scouts®?  Things changed.

The idea of camping there was that the boys (not the adults) were responsible for their own cooking, cleaning, equipment, and logistics.  They planned the meals, they selected the cooks, they divided the work, and nobody considered a fabric palace with a generator – it was not quite the austerity of backpacking, but it was close.  One especially nice rule was “no phones” for the kids.  As I was an adult leader in this elite paramilitary organization, I got to go camping quite a lot – sometimes over 30 days a year.

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My first trip, packing took an hour.  My most recent trip, packing took about five minutes – I’ve discovered that if I forgot it?  I can live 48 hours without it.

I experimented with gear – what gear made sense, what gear should be thrown out.  Thirty days of camping gives a lot of testing time, and do it over the course of several years?  Soon enough you’ve put nearly 150 days into the field for gear testing.  I learned what was useful, and what was useless.  Probably the best lesson was about things that were sometimes useful.

What was always useful?  The list is in (more or less) order from “never give up” to “might give up based on the trip.”

  • Clothing – Fully half the days of the year near Modern Mayberry, if you chose to go camping and it wasn’t raining, you’d need no more than your camping clothes to sleep. Might it be a chilly night on some nights?    But you’d be okay.  We often forget that the first line of defense against everything from sunburn to bugs to cold weather that we have is our clothing.  Clothing also keep us from getting arrested, or at least that’s what my probation officer keeps saying.
  • Shoes – Foot protection is important – no protection on the feet, you won’t be moving around. Sure, people in the distant past . . . yada yada.  It takes years to build up the appropriate calluses on your feet to walk around.  Having good shoes is just a trip to buy them.
  • Tent – I know one leader that made due with a tarp. I know one that only used hammocks.  I liked actual tents – it keeps the bugs out.  I eventually caved, and in car camping I use a tent that I can stand up in.  I know the others could work for me, but that’s what I chose because I’m old.  It was also good down to -15°F (-456°C).
  • Knife – I always carry one. Can cut a rope, I can cut dinner, but I just can’t cut the mustard.
  • Matches – In the winter, staying warm is a must, and fire can cook food.
  • Sleeping Bag – I take a sleeping bag, even in summer – worst case, you can sweat all over it.
  • Cot – I experimented with sleeping foam, and inflatable sleeping pads, but a cot is about the best. Sleeping pads are a pretty close second.
  • Coffee Cup – Yes, for coffee. But also for soup.  Or stew.
  • Bowl – I started out using a fancy mess kit. I know one person who used a Frisbee®, but I just settled on an unbreakable ceramic bowl.
  • Cookware – The bowl could double, if it was metal. I’m all for having both a bowl and a cooking pot.
  • Spoon – Spoons are like bowls on the end of sticks. Amazing that people would invent a smaller bowl to empty a larger one.
  • Book – I always took one, I always read one. Nice during down time.
  • Toilet Paper – Better than using poison ivy leaves.
  • Folding Chair – Sure, silly, but it was always used. You can only stand so long.  A stump works, certainly, and when I backpack we’d pull up a log.  But chairs are nice.
  • Light for Inside the Tent – Mainly useful for reading the book.

useless.jpg

This was nearly as useless as that glass hammer that I got from E-Bay®, or that wooden frying pan that I got from Amazon©.

What was sometimes useful?  The order is less useful here, since depending upon weather or other conditions, some of these would really be essential.

  • First Aid Kit – I still always carry one, though mine is a bit more tricked out than an over the counter version – I’ve added Super Glue®, butterfly bandages, a foam splint, and blood clotting agent. It’s hard to be John Wilder:  Civil War Surgeon® without a bag tools.  Did I mention I have a knife?
  • Bug Spray – Depending on the time of the year, this is really nice to have. I tried not showering as an alternative, but that only works as a people repellent.
  • Rope – Paracord is about right – you could always use more if you were hauling something heavy, but we never ran into any situation where paracord wouldn’t work.
  • Rain Poncho – Useful when it was raining, in theory. In practice, when it’s raining and 80°F out, it’s not required unless you happen to be made out of sugar.  When it’s raining and 40°F out?  It’s a necessity.
  • Water Bottle – Why isn’t this useful for every trip? Well, most places we went had water.  If they didn’t?  We brought it.  If unlimited fresh water wasn’t the case, I’d revert to my backpacking days where a water bottle and a water filter were near the top of the list.
  • Saw/Axe/Hatchet – Most fires that we made were out of small wood that we could easily break by hand. We used saws/axes/hatchets more for making things.  In deep winter camping, we’d probably want better firewood, so a saw becomes more useful.
  • Map – This is listed in “sometimes useful” but only when we taught map reading. We never went any place so far off the beaten path where a map was required.  If you didn’t have a cell phone?  This might be useful once again.
  • Frisbee/Football – Good times. And football doesn’t mean soccer ball.
  • Flashlight – When I started camping, I thought this was essential. Between firelight, moonlight, and starlight, rarely did I use a flashlight after the first thirty days.
  • Cell Phone – Okay, I’ll admit I surfed Drudge® while I was camping. And it’s great to have as an emergency backup, if there’s signal.

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I always carry a knife when I have a flashlight – you won’t see me taking a stab in the dark.

What was rarely (if ever) useful?

  • Compass – Modern GPS technology and cell phones have made this of similar usefulness as a buggy whip. I have several.
  • Bear Spray – Not very good for spicing up my chili when camping. When hiking, scouts make enough noise that bears are afraid.  And my (alleged) snoring would keep any bear away at night.
  • Wallet – Nothing useful there for camping, unless they need to identify the body.
  • Keys – Useful before and after camping. Not so much during.

A camping trip isn’t the end of the world, so there are things that we plan to take with us that we consumed during the trip:

  • Water – Needed. Unless you’re a kangaroo rat.  Clean water is of great importance, but maybe we take it for granted – and remember, it’s no substitute for beer.
  • Food – Unless you have a medical condition, over the course of any short duration, food is not a necessity, it’s a comfort item. We were comfortable campers.
  • Paper Towels – 99% of cleanup is done with paper towels. Not a necessity.  But nice.
  • Soap – To wash dishes. Or yourself.
  • Trash Bags – In a pinch, you could use them for rainwater collection, as a poncho, or weave it into a plastic rope to let yourself out of a psychiatric prison again. We just put trash into ours.

“Here’s a lesson to test your mind’s mettle:  take part of a week in which you have only the most meager and cheap food, dress scantly in shabby clothes, and ask yourself if this is really the worst that you feared.  It is when times are good that you should gird yourself for tougher times ahead, for when Fortune is kind the soul can build defenses against her ravages.  So it is that soldiers practice maneuvers in peacetime, erecting bunkers with no enemies in sight and exhausting themselves under no attack so that when it comes they won’t grow tired.”

– Seneca the Dead Roman Dude

“It is precisely in times of immunity from care that the soul should toughen itself beforehand for occasions of greater stress.  If you would not have a man flinch when the crisis comes, train him before it comes.”

– Also Seneca the Still Dead Roman Dude

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Roman algebra was boring.  X was always equal to 10.

One of the best parts about camping is that it allows you to walk away from 2019.  It allows you to leave behind the past and live with virtually no technology younger than 70 years old.  Camping pulls you away from most of the meaningless parts of our world, and it’s interesting to see people cope with moving from an environment that manages to provide amusement on demand to one where high-tech includes propane stoves and fire.

One particular campout brings this one to mind – an adult was continually whining about the weather.  Sure, it was November, and there was a constant rain.  Thankfully, we had an adult whining about the weather every chance he got.  Since the boys were off doing their own thing, they weren’t exposed to the negativity – the boys loved it, cooking oatmeal in the rain for Sunday breakfast.  Several thought the campout was one of the best they’d been on.

The lesson?  You don’t need most of the things you think you need, not even good weather.

Things that you need that you don’t think you need:

  • Practice – spending that amount of time away from a house taught me a lot about what I need, and what I don’t.
  • Mental Toughness – The life we have on a daily basis isn’t really normal, especially when compared to the lives people have lived throughout history. We live in luxury, with a great freedom from want, and ample food for everyone:  whether it gets distributed is another matter.  Living without these luxuries for a week and learning you can be happy with less is a great way to prepare for emergencies.
  • Amusements – Simple things like a deck of cards can help with the withdrawals from 2019. The next step is meaningfully connecting with people.  Crazy idea, that one.
  • Purpose – Understand why you’re doing all of this. Having a purpose that’s beyond Facebook® is priceless.

Here are some lessons I picked up from Hurricane Ike:

  • 90%+ of people don’t prepare at all until the last minute.
  • Unless you’ve practiced, you’ve forgotten something. I forgot propane for the gas grill, my neighbor had some.  He forgot gas for his car.  I had some.  Even trade.
  • Unless your family has practiced, they’ll be mentally weak. Even just a few days without power had people missing it, and in the aftermath of the hurricane, it got hot.  With no air conditioning, Houston was just plain horrible.  None of us were used to that.  Another week of no power and I’d have shipped off the rest of the family to a hotel.

The basics of survival are simple:  Air for breathing.  A place to get out of the cold.  Water.  Eventually, food.  Survival is hard to practice for – taking a few days off and camping is easy.  Taking a month off is harder, and taking a year off is nearly impossible for anyone who has bills to pay.  But if you’re ready for a disaster that lasts a month?  You’ve already gone to the head of the class.  And if you’ve learned to not murder your child because he wakes you up every time you start to snore so that sleep is impossible?

Well, that’s a positive, too.

Remember:  just because it hasn’t happened, doesn’t mean it won’t.  And when you’re prepared for a range of outcomes, both physically and mentally, you’re ahead not of 90% of the population, but 99%.  What will the future bring us? That’s a big question, but if you prepare, remember that practice is a part of the preparation.

As Concerned American always notes over at Western Rifle Shooters (LINK), “This material will be on the final exam.”

The Impending End of The Age of Oil. But Not This Week.

“You have raw emotion deep under your surface.  Frack it!” – The Simpsons

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From the movie Sad Max®:  Beyond Soy Latte™.

Energy rules our world.  Advanced civilization depends entirely on the availability of inexpensive energy, and wars have been fought for energy, and lost because of the lack of energy.  Every task you or I do during a day is made easier by the availability of that energy.  Every task.  Even something as simple as a hike in the woods is made easier due the hiking shoes I wear that incorporate polymers and plastics and artificial fabrics made possible through cheap energy and more specifically:  cheap fossil fuels.  Cheap energy gives us fresh strawberries in winter, and baby oil for sunbathers in summer.

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Even though the oil changes are more fun, I imagine the upkeep is more expensive than a Buick®.

I’d even make the case that when energy is cheap, freedom flourishes.  Why have a slave?  It’s much cheaper to have a gas powered weed trimmer.  Slavery is immoral, but cheap energy removes that pesky incentive.  Why have serfs?  You have to feed them, which is a big drawback.  If the Russian Emperor had used tractors instead, he might have lived long enough to be on Dancing with the Czars®.

Cheap energy is freedom.

One of the biggest recurring questions that has popped up (again and again) during my lifetime has been the impending end of the Age of Oil.  If you say “impending end of the Age of Oil” in a really deep, booming baritone like Brian Blessed it sounds even cooler.  The first time the impending end of the Age of Oil reached mass public consciousness was in the 1970’s, and for good reason.  Texas had passed its peak in oil production in 1973, it was thought that every year after would see the production decline.

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True Life Snippet From Stately Wilder Manor:  Whenever I agree with The Mrs. by saying, “Indeed” she says, “Now say it like Brian Blessed.”  And she’s serious.  She won’t let me say the word “Indeed” without impersonating Brian Blessed.

How crazy were we for oil in the 1970s?  When oil was found in Alaska on the North Slope, several major oil companies put together a four-foot wide (16 meters) pipeline that brought oil 800 miles (6 kilometers) from the Arctic sea down to the Gulf of Alaska.  At the time, the project was one of the most ambitious construction projects in United States history, and cost the equivalent of $34 billion 2019 dollars, or about what Elon Musk spends on weed and hair implants in a year.  It was expensive, and even in the 1970’s the lawyers and environmental groups had their knives out.  In 1970, they were all NIMBY – Not In My Back Yard.  In 2020?  They’ve gone BANANA:  Build Absolutely Nothing Anywhere Near Anyone.

Nothing as grand or great as the Alaska Pipeline will ever be built again in the United States.

After the Alaska Pipeline oil started flowing and the United States sweet-talked the Saudis into making oil cheaper than a date with Miley Cyrus, oil concerns continued – with oil companies looking for oil in ever more remote locations, including the a mile under the sea, couch cushions, and the faces of teenage boys.  Billions were invested in both conventional oil (think about a Texas oil derrick) or unconventional (think about the oil platform used by a James Bond villain as a secret hideout).  Exxon© even spent millions trying to learn how to mine shale, crush it, and cook it so that it could be turned into Happy Motoring™ gasoline, but gave up.

These concerns disappeared in 1999 when it became obvious that if you wanted a barrel of oil, in the future all you would have to do is order one on the Internet via Hotmail® after you looked it up on AltaVista™.  At that point The Economist© had a woefully stupid cover proclaiming that oil would be cheap from here on out since it was trading as low as $15 a barrel at that point, even though oil doubled in cost over the year.  In 2008, crude oil would hit its (so far) all-time high in 2019 dollars of $173.

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On a positive note, with her skin Meg Ryan could now do commercials for Jack Links® beef jerky.

The thought in 2008 was that we were certain to have hit impending end of the Age of Oil (indeed!).  How certain?  George W. Bush, an oilman president from Texas, was in favor of creating incentives to add ethanol to gasoline, despite the anguished cries of people who would rather have consumed the alcohol directly.  Ethanol plants appeared throughout the corn belt of the United States, turning seed, sunlight, fertilizer, and diesel fuel into food.  Which was turned into fuel.  Farmers loved this.

This led to yet more investment in energy alternatives – schemes to turn natural gas into ammonia for fuel, yet deeper wells into the ocean, fracking, turning coal into liquid fuels, turning “switch grass” into fuel, and any other silly idea that would could come up.  People even touted the coming “hydrogen economy” because they forgot that hydrogen had to be made using some other form of energy.  The world was needing an energy savior.

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Or, could he be the foretold Anti-Cat?

A Funny Thing Happened On The Way To The Apocalypse

Of course in 2008, the trend was clear:  impending end of the Age of Oil (indeed!) was upon us.  But one of the unlikely saviors had turned out to be real.

In 2012 if you would have asked me, I would have told you that fracking was just a great way to turn money into wasted fuel – it took almost as much fuel to make fracked oil as you got out of it – not a good investment.  In 2015, I would have told you the same thing – the fracking companies were losing money like there was no tomorrow – if you had to invest more energy (think Btu or kilowatts) into getting oil out of the ground than it was worth in energy terms, you were just sinking yourself faster by using that kind of energy – it’s like burning your blankets to keep your bedroom warm in winter.

I was putting together my notes for a Big Energy Post in October of 2018, and had even written the first few paragraphs (okay, 500 words or so) when my research was showing something different.  I skipped the Big Energy Post and moved on to another topic, since it was clear to me that my preconceived notion that fracking was a waste of energy might be wrong.  My research was showing something other than fracking was a waste of energy.  It was showing that fracked oil might actually be  . . . worth it?

It turns out that when anyone first starts doing anything, they suck at it.  And unless it’s me practicing singing, I have learned that if I practice, I’ll get better.  There’s even a curve that describes this – it’s called an “S-Curve” or logistics curve or learning curve.  When you first start walking, you suck.  When you first start driving, you suck.  When you first start, well, anything you’re awful at it.  Over time you get better, and the more you practice, the more competition there is?  The better you get.

If you have hundreds of people practicing something with billions of dollars on the line?  They get better.  Quickly.

And that’s the story of fracking oil in the United States.  Water usage in fracking is down.  Chemical usage in fracking is down.  Drilling costs, energy expended, and labor per barrel are down.  After practicing thousands of times on thousands of wells, companies have figured out how to frack a well to maximize crude oil production and minimize cost (and energy) put into it.  One metric I saw showed that fracked oil was now competitive (with a profit) compared with the cheapest oil on the planet – oil from Saudi Arabia.  Companies have gotten so good at fracking that natural gas in the United States is essentially free.

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I guess I’m not a fan.

Fracked oil is on a trajectory to be competitive with the lowest cost oil produced conventionally any place in the world.  And fracked oil has some other advantages – it’s “lighter” than conventional crude – that means it contains more gasoline and diesel, and less of the “heavier” stuff that is harder to turn into gasoline and diesel – think asphalt.

The United States is the largest crude oil producer in the world.  I never thought I’d type that sentence and it represent a real fact, but in 2019, it does.  The United States is, as promised by every president starting with Nixon, actually, really and for trues, energy independent.

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[Edit – Chart added after Lathechuck’s comment]

Was it alternative energy, like windmills?  No.  Was it the communist fever dreams of The Teen Girl Congress Squad®?  No.

Is it “sustainable”?  Kinda.  It is for a while.  There are an estimated (as of 2019) 1.7 trillion barrels of recoverable shale oil in the world, 293,000,000,000 of them are in the United States.  At 20,000,000 barrels a day in just the United States, using just United States resources, that’s forty years that we have from 2020 – until 2060 – to find an alternative, like, oh, nuclear.  And don’t believe me – here’s an actual clean energy evangelist who finally did that math and discovered . . . windmills are worse than natural gas as far as carbon emissions.

We still face headwinds – economic, exponential growth, two billion people that would love to hop the border to the United States, and communists that want to tear the place down.  But oil?  Oil isn’t the place to look for an apocalypse, at least this week.

And, trust me, if I hear a whiff that any of the above is wrong, I’ll pop it right back up on this blog as soon as I can confirm.

So, at least for today, Happy Motoring©.  We have maybe forty years to fix this, so let’s not waste it.  This has obvious foreign policy implications we’ll discuss in future posts.  Upside?  Why do we care about the Middle East anymore?