This is the time of the calendar that makes for A LOT of content in writing form…. thank goodness no writers block (For the record it has occurred)
The complete article is on the way to the printer, but came out so good … thought we would preview it here in shortened form!
Ben Hunt on Narratives
Ben theorizes that words are used to shape our behavior and as such he and Rusty, his business partner have a goal to identify when such events are occurring.
This is NOT a Fact Check, and not meaning that you as the reader will disagree or agree with them, only alerting to the fact that there may be some persuasion occurring in the narrative
The Missionary Statement or Strong Direct Narrative
Ben and his partner theorized that Missionary statements once saved for Oval Office wartime speeches or the like are now used in part due to the way we consume our information by almost everyone, leading to an overload possibly of missionary or breaking news like headlines and narratives.
The possible effect of strong missionary statements or narratives, again Ben theorizes is that when there is the need for a very strong subject matter or narrative, if we are not careful we have become desensitized to things because of the possible dramatization of other headlines and narratives that it’s not taken serious.
Comments from the Grant Williams Podcast
In the Podcast Grant mentions something Ben brought to his attention that he uses to decipher his in take of information.
“Why am I reading this, and why am I reading it now?”
The gist of this is to be curious, or maybe slightly skeptical, but not pessimistic or negative, just having front of consciousness thought that maybe there is a slant or a narrative here that’s trying to persuade.
With Headlines being dramatic and very Negative during slowdowns, most notably very near the end of the slowdown…. a timely review!
Have a Great “Watch the Narrative Headlines” Day! Watch for the Newsletter Video for an Audio/Video/Podcast review of the article if you find it interesting!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
$treet-¢ents 
Q4 2022 J.K. Financial, Inc. Newsletter … Slowdown Time to Clear, Ben Hunt Narratives, Peter Zeihan Global thoughts … Video Audio Podcast Review ! By John Kvale CFA, CFP …
Welcome to our Video and Audio Podcast Review of our Q4 2022 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.
Click the Download button below, for a direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page
Let’s get going! We hope you enjoy!
Q 4 2022 Newsletter
(YouTube)
Patience – Real Slowdowns take a while to clear
Bear Markets about 20 months
Slowdowns average about 14 months
Narratives by Ben Hunt
With the news being the worst near the tail end of a slowdown, after crossing paths with Ben over five times, we thought it a great time to review some of his thoughts and research…
The Missionary Statement or Strong Direct Narrative
Ben and his partner theorized that Missionary statements once saved for Oval Office wartime speeches or the like are now used in part due to the way we consume our information by almost everyone, leading to an overload possibly of missionary or breaking news like headlines and narratives.
The possible effect of strong missionary statements or narratives, again Ben theorizes is that when there is the need for a very strong subject matter or narrative, if we are not careful we have become desensitized to things because of the possible dramatization of other headlines and narratives that it’s not taken serious. Said simply, the boy who cried wolf
“Why am I reading this, and why am I reading it now?”
Dr. Hunt mentions that they have actually had a number of news organizations and authors directly communicate with he and his partner in order to make sure or check that they are not accidentally using a narrative, which is a fantastic possible change moving forward
Peter Zeihan – Russian Ukraine Thoughts – Demographics made It Now or Never
With regards to the Russian invasion of Ukraine, Peter theorizes that this is a recapture of multiple ports of invasion that Russia has given up over the past many decades. He also mentions that because of poor demographics the Russian invasion was an absolute necessity sooner rather than later due too an aging population
Interest Rate Thoughts
“The Federal Reserve led by Jerome Powell, has long wanted to get rates up to a more normalized level” For the record this has been a known goal in the halls of Wall Street and the Federal Reserve for that matter.
Peter goes on, “Seems to be a feeling from the Fed Officials, that if a recession is going to happen anyway, let’s get our toolkit back of a higher interest rates!”
Talk to you after the turn of the calendar !l!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com
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