Recent "Jobs" increase of 200,000 was Joke

Well, the MSM’s recent PORE that widely and wildly promulgated the surprisingly good and highly predictive “Jobs” numbers has been exposed by none other than Morgan Stanley.  It turns out, as with so many other of these phony economic calculations, to have been artificially crafted.

This should be instructive for all; the MSM is right now setting the stage for the “Great Deception of 2012.”  Are you and your company ready for the VERY LAST buying-surge of the DCBF’s, who will be maddened into a frenzy by the glowing reports crossing their FV’s in late 2012 and early 2013. (See our Polestar acronym lexicon on the bottom of our Home page @ www.polestarcomm.com for meanings of FV, DCBF and PORE.)

More importantly, are you and your company ready for the horrific economic implosion that is now ordained after these things, when the Tsunami Super “Kondratieff” Long–Wave’s second wave sweeps over all the world’s economies?

 The following is from: http://www.zerohedge.com/news/massive-beat-not-so-fast-morgan-stanley-warns-42000-jobs-due-seasonal-quirk

Massive Beat? Not So Fast - Morgan Stanley Warns 42,000 "Jobs" Bogus Due To Seasonal Quirk

Submitted by Tyler Durden on 01/06/2012 08:59 -0500
"Enamored with the 200,000 number? Don't be - the reason why the market has basically yawned at this BLS data is that as Morgan Stanley's David Greenlaw reports, 42,000 of the 200,000 is basically a seasonal quirk, which will be given back next month, meaning the true adjusted number is 158,000, essentially right on top of the expectation. From David Greenlaw: "some of the strength in this report should be discounted because of an seasonal quirk in the courier category of payrolls (Fed-ex, UPS, etc).  Jobs in this sector jumped 42,000 in December, repeating a pattern seen in 2009 and 2010 (see attached figure).  We should see a payback in next month's report."

Average:

"Sheeple" NOW being set up for the "Great Deception of 2012"

Well, the MSM’s PORE campaign for setting up the “Great Deception of 2012” (and its congruent HUGE stock market rallies in BOTH Europe and in the US) is now in FULL swing!

Once you understand the macro-moves that are even now being affected by the MSM for the psychology of the “Sheeple,” then these things all fall into place and the veil will be removed from before your eyes.  The following article is the BEST and Prima Facie evidence possible to prove all the points we have put forth on these matters. 

I have excised much “White Noise” from this article leaving the nuggets of the MSM’s PORE campaign in full view, with their most important “Psy-Ops” talking points in bold fonts.  My comments are really quite unnecessary, as they will be readily recognized by those who have read our Market Review.  Even for those rather perspicacious ones who have diligently read ALL of our Blogs, the PORE campaign's efforts should become quite apparent.

Are you and your company ready for the HUGE stock market rally of 2012 and early 2013 and the HUGE positive boost that the artificial and insanely directed stock rallies will foster among the DCBF “Sheeple?”

Are you and your company - then getting prepared - for the VERY last buying-surge of the crazed and maddened DCBF “Sheeple” in late 2012 and early 2013?

And, MOST importantly, are you and your company preparing for the TOTAL Worldwide economic implosion, as the second (of three) of the Tsunami Super “Kondratieff” Long-Waves swamp the entire world‘s economies shortly thereafter?

If not, then you and your company need to subscribe to Polestar Communication’s Market Review.  For, only the strong and the forewarned and the forearmed companies are going to survive the ordained economic chaos of the next three to four years!

S&P 500 Posts Second-Best Start Since 2006

Bloomber: By Katia Porzecanski and Lu Wang - Jan 7, 2012 12:00 AM ET

“U.S. stocks (SPX) rose this week, sending the Standard & Poor’s 500 Index to its second-best start of a year since 2006,as reports on manufacturing from America to China bolstered optimism about the global economy.

…. “The pace of growth is slowing but we’re still seeing corporate growth,” Peter Jankovskis, who helps manage about $2.4 billion at Oakbrook Investments in Lisle, Illinois, said in a phone interview. “The U.S. economy is moving along reasonably well. When the negative factor of Europe goes away, that comes back to the fore and allows the markets to move forward.”

Top of Range

Stocks gained during the week after reports showed U.S. factory output grew in December at the fastest pace in six month while manufacturing data in China beat economists’ estimates. The S&P 500 has jumped 16 percent from its 2011 low as better- than-expected economic data boosted optimism that the world’s largest economy can weather Europe’s sovereign-debt crisis. The rally has brought the index toward the top of a trading range it has been stuck in since August and pushed the Chicago Board Options Exchange Volatility Index (VIX), a gauge of market fear, to 20.63, the lowest level since July.

…Sears fell 8.1 percent to $29.20, extending its slump for a fifth week. The largest U.S. department store chain had its debt rating cut by S&P and Moody’s Investors Service on deteriorating earnings.

“What U.S. investors are focused on are three exogenous variables: the sovereign debt mess in Europe, the prospect of slower growth out of emerging markets and the policy dysfunction that we’re dealing with in Washington,” Philip Orlando, the New York-based chief equity market strategist at Federated Investors Inc., said in a telephone interview. His firm oversees about $355 billion. “If those issues didn’t exist, the S&P 500 would be at something like 1,800, because of this improvement in domestic economic fundamentals that we’ve seen.”

The "New Normal" is falling (COLLAPSING) demand

Well, it surely is becoming clearer that the Xmas LLC of the major retailers was not a winning trade, i.e as predicted in our Blog of 11/25/11.   The consumer resistance to formerly successful marketing ploys is being fueled by the powerfully negative psychological effects of the Tsunami Super "Kondratieff" Long-Waves.

Those retailers that do not recognize this fundamental truth will continue to see their market share diminish - until their suppliers and vendors pull the plug.

The continued drop-off in demand, straight across all sectors of the US economy, will continue for the next 15 to 20 years, for three very specific reasons that we very clearly reveal in the inaugural issue of our Market Review and in a more cursory fashion on the “New Normal” page of our website @ www.polestarcomm.com.

In addition to those factors, the long-term negative impact of the "Kondratieff" Long-Waves (Two Major Ones Yet To Hit)  will continue to pressure and to force the fall in aggregate demand metrics for many years.

These new phenomena - especially the "Kondratieff" - will eventually be recognized, in spite of all the "Rosy Scenarios" that are spun, such as today's phony jobs report..

Stores Pay Price for Holiday Deals as Forecasts Slip

Bloomberg:By Ashley Lutz and Matt Townsend - Jan 6, 2012 9:44 AM ET

“Retailers are starting to pay the price for a discounting binge that was deeper and longer than ever -- especially stores that cater to middle-income shoppers.

Look no farther than American Eagle Outfitters Inc. (AEO) The clothier’s promotions helped boost sales in the past two months by 15 percent to $887 million. The teen retailer was forced to reduce its fourth-quarter profit forecast yesterday.

Ditto for Target Corp. (TGT), J.C. Penney Co. and Kohl’s Corp., which lowered their own fourth-quarter profit forecasts after pouring on the discounts.

“The retailers that cater to the middle class are struggling,” Alison Paul, retail sector leader at Deloitte Touche LLP in Chicago, said in an interview. “Some of them showed great volume numbers, but the proof is in the profit.”

…Meanwhile, stores that cater to lower-income shoppers are getting a boost as middle-class consumers trade down.

Discounters Ross Stores Inc. (ROST), which is based in Pleasanton, California, and Framingham, Massachusetts-based TJX Cos. snagged shoppers seeking discounts on apparel, home goods and accessories.

…One concern is the relatively paltry buying power of young adults, normally prodigious spenders in good times, said Pam Danziger, president at researcher Unity Marketing Inc.

“Middle-of-the-road retailers will continue to struggle to draw consumers in,” Danziger said. “They’re going to be hampered going forward because 20- and 30-somethings don’t have the money to spend.”

…December sales at luxury department store chains Saks Inc. (SKS) and Nordstrom Inc. (JWN) beat estimates by researcher Retail Metrics. Sales at Saks, based in New York, gained 5.8 percent, compared with an estimate of 5.5 percent growth. Nordstrom sales were up 8.7 percent, surpassing the estimated 4.7 percent gain.

“Luxury consumers are the heavy lifters in the economy, so it makes sense that businesses like Nordstrom and Saks will benefit from their excess spending,” said Unity’s Danziger, who is based in Stevens, Pennsylvania.

…..

“The middle class economy did not fall into place, and consequently, the middle-tier retailers didn’t either,” Niemira said. “On the surface sales were stronger, but then you ask the other questions and the picture isn’t great.”

Xmas "Loss Leader Strategy" Fails

Well, the results are now starting to trickle in and our suspicions as noted in our Blog of November 25, 2011 were quite correct.  As we predicted “The Loss Leader” strategy is failing and the retailers that can’t figure out why are going to die, i.e. Sears (noted a few days ago) and J.C.Penny, Kohls, Gap And Target.  Could your company be next?

From that Blog:

“…As we further progress in these “New Normal” times of the ‘Kondratieff’ Super-Wave, the consumer will eventually become resistant to the Retailers ubiquitous ‘Loss Leader Strategy’ (LLS) as a means by which to get consumers in the door and then hope that they can be persuaded to buy what they never intended to buy in the first place, at retail full prices, thus boosting the top and the bottom lines.

We believe that this Christmas Season may very well prove to be the tipping point for the LLS’s demise.  We will ALL be watching closely the overall retail numbers…  “ 

We have covered all these things in our Market Review in some detail.  But all the ‘bricks and mortar” stores do have one powerful and very effective weapon against the Internet and none of them know what it is.  if you would like to learn what it is, then subscribe to our Market Review. 

Meantime, the Retail Landscape is going to be quickly revamped by forces that – apparently – no one quite understands, just yet!  But they will when the “Kondratieff” surges again after the “Great Deception of 2012!”

J.C. Penney Declines After Fourth-Quarter Profit Forecast Misses Estimates

Bloomberg; By Cotten Timberlake - Jan 5, 2012 4:07 PM ET

“J.C. Penney Co. (JCP), the third-largest department-store chain, fell after cutting fourth-quarter profit forecast, citing declining sales and deeper discounts than anticipated during the holiday season.

The stock dropped 2.7 percent to $33.97 at the close in New York after the Plano, Texas-based company provided the reduced prediction, which fell short (JCP) of analysts’ estimates. The shares rose 8.8 percent last year.

… (JCP is ) lowering the quarterly forecast amid mixed results by U.S. retailers for December, when some stores offered so many markdowns to lure shoppers that they sacrificed earnings.

“The operating earnings reduction was certainly more significant than I anticipated,” Liz Dunn, a New York-based analyst with Macquarie …”

Most U.S. Stocks Advance on Employment Reports, Rally Among Financials

Bloomberg; By Nikolaj Gammeltoft and Ksenia Galouchko - Jan 5, 2012 4:47 PM ET

“...Most U.S. stocks rose, sending the Standard & Poor’s 500 Index (BKX) higher for a third day, as a rally by banks and improving jobs data offset reduced profit forecasts at companies including Target (TGT) Corp. and J.C. Penney Co….Target and J.C. Penney tumbled as retailers (S5RETL) announced mixed December same-store sales results. Gap Inc. (GPS), Target and Kohl’s Corp. (KSS) reported sales that trailed analysts’ estimates after mistiming promotions or running out of inventory during a projected record holiday shopping season.

J.C. Penney dropped 2.7 percent to $33.97. The retailer forecast fourth-quarter earnings of 65 cents to 70 cents a share, less than the average analyst estimate of $1.08 a share. Target lost 3 percent to $48.51. The second-largest U.S. discount retailer cut its fourth-quarter profit forecast to no more than $1.43 a share, below the average analyst estimate of $1.48, according to a Bloomberg survey.

Gap fell 3.2 percent to $18.27, while Kohl’s slipped 1.8 percent to $46.52.

Macy’s Inc. (M) added 3.9 percent to $33.92. The Cincinnati- based retailer reported a 6.2 percent increase in same-store sales, topping the 4.6 percent estimate...."

The following is a prime example of the MSM’s PORE technique of crafting the investor response to news.  The bad news for these retailers was hidden in this much longer article, while the MSM’s PORE shifted the “Sheeples” gaze to good things.

In effect, after creating a total concentration of the ‘Sheeple’ on the Christmas selling season and since it ain’t going to be that great, the MSM is NOW focused on reporting the story line that they are setting up for the “Great Deception of 2012." 

They do this by citing alleged improvements on the economy and failing to really highlight exactly how very dismal was the Holiday Season for the retailers as a whole.  This is effected by burying the bad news with developing “Rosy Scenarios,” which the economists are always happy to give, since they cannot see the Tsunami Super “Kondratieff” Long-Wave bearing down on them.  So the above article was given the correct positive tone by including the following observations that we are certain will prove false after the VERY last buying–surge of the DCBF’s in late 2012 to early 2013!

Are you and your company getting ready for the economic implosion to follow that?

“...We’re starting to see better data in the U.S. as opposed to the obsession with Europe that we’ve seen all of last year,” Donald Selkin, the chief market strategist at National Securities Corp. in New York, said in a telephone interview. “People are seeing that our economy will definitely not fall into the recession. (No, my friend, we are already in a depression, if the correct numbers were being reported, that is) Now you can see that there’s a separation between what’s happening here, which is better, and Europe, which is still projected to go into recession.”

The S&P 500 closed at a two-month high yesterday and the Dow Jones Industrial Average reached its highest level (INDU) since July after gaining during the first two trading sessions of the year on signs of manufacturing growth and improving sales at carmakers and retailers. ….

Fourth-quarter earnings reports from the largest U.S. banks should include some “encouraging signs” (While Matt is missing all the discouraging signs!)

Including accelerating loan growth, higher mortgage revenues and improving credit, Deutsche Bank analyst Matt O’Connor said in a note to clients. …

“On the surface these are positive numbers ahead of tomorrow’s jobs report,” James Gaul, a money manager at Boston Advisors LLC in Boston, said in a telephone interview. …”

Merkel reveals that the "Fix Is In!"

The following article clearly reveals that the “Fix is In.”  In fact, the “Fix” was always in, as those who have subscribed to our Market Review do know.  

As we very clearly wrote in our Blogs of 11/18, 21, 28 & 12/9, despite all the very public “Wringing of Hands” and “Gnashing of Teeth” by the “Talking Heads” and economists (of intellect) on the FV (Funny Vision), there WILL be a ‘Fiscal’ union of the European States; and following that surprising and  ‘miraculous event,’ there will be huge stock market rallies in latter 2012 in Europe and in the US; and following those surprising and ‘miraculous events,’ there WILL be the VERY last buying-sprees of the DCBF’s in Europe and in the United States.

Are you and your company ramping up for the very LAST charge of the DCBF’s in the latter half of 2012 and early 2013.  (For Polestar’s Lexicon of acronyms, go to the bottom of our Home page.)

Much more importantly than that, are you and your company ready for what will follow?

We are certain that there are especially chaotic times ahead that most companies will entirely misread.  And, we are equally certain that the companies that are not prepared for the upturn in ALL markets in latter 2012 and the utter CRASH, as the DCBF’s last buying surge in 2013 sputters out, will suffer the fate of those companies we list at the bottom of our Home page. 

From our Blog of December 9,2011:

Friday, December 9, 2011

Blogs of 11/18,21,28 totally validated on this news

The tid-bit of news, at the end of the following article, confirms the rock-solid predictions (garnered from our ONLY source on these things – Who is never wrong) made in our Blogs of 11/18 & 11/21/11.  In those Blogs, we identified the ‘players’ and the ‘field of play’ for the coming European Union of all monetary and fiscal authority in one body, which will be ultimately effected by the tried and true process of 'gradualism.' 

As we very clearly predicted in the 11/18 Blog, the world’s stock markets will then go ‘cheerily’ and ‘wildly crazy’ and all pundits, ‘talking heads’ and various assorted ‘economic authorities’ will be trotted out on MSM to give the “All Clear” to all the ‘Dupes.’ They will all then madly rush into the equity markets during the “Great Deception of 2012.”

Merkel Says She’ll ’Do Everything’ to Save Euro

Bloomberg; By Brian Parkin - Dec 30, 2011 6:00 PM ET

“German Chancellor Angela Merkel said she expects turbulence in 2012 as she does “everything” to save the euro amid Europe’s sovereign debt crisis.

“The path to overcoming this won’t be without setbacks but at the end of this path Europe will emerge stronger from the crisis than before,” Merkel said in a New Year’s television speech to the nation, sent in advance by e-mail. …

 “Today, you can trust that I will do everything to strengthen the euro,” Merkel said. “This will only succeed if Europe learns from the mistakes of the past. One of these is that a common currency can only be successful if we cooperate more than in the past in Europe.” …

Crisis ‘Manageable’

Finance Minister Wolfgang Schaeuble urged Germans to show more “calm” over the crisis in 2012, saying in a Dec. 24 interview in the Bild am Sonntag newspaper that it is “manageable.” Germany plans to speed up paying installments to Europe’s permanent bailout fund to boost market confidence in the euro area’s resolve to beat the crisis. …”

.

Now, "Customer Satisfaction" has GOT to be #1

The advent of ‘Social Media’ will drastically change the dynamics of the market place, giving customers an instant voice and means to respond to shabby or arrogant business practices. The following example of Verizon’s triggering the anger of customers who are savvy with this new channel of communication should prove to be ‘fair warning’ for those companies who have cavalierly ignored it until now.  

Unlike all earlier periods of human history, there can NOW be an almost instant serious price exacted on corporate “Goodwill” when companies ignore customer satisfaction.

However, there is an immense upside to ‘Social Media.’  As we covered in our Market Review, for those companies who adopt strategies to use ‘social media’ there will be exceptional benefits.  In fact, Advertising and Marketing campaigns that recognize and utilize these brand new channels of communication will gain immense advantage against all competitors. 

Polestar Communications does offer unique and powerful tools by which to engage the market place at this quite primal level of instant communication with no demographic or geographic limitations.

Is your company utilizing 'Social Media’? 

If not, subscribe to our Market Review to learn of the surprisingly explosive power of this new advertising medium  or contact us for surprisingly inexpensive Means  &Methods by which  to utilize ‘Social Media.”  

VERY important:  I included two comments on this article to illustrate the level of dissatisfaction that is stirring out there in the Public Psyche of this "New Normal" era.  ALL companies had better ramp up to deal with it when it is triggered, because it will prove to become ever more volatile, as we near the "Event Horizon" of the "Bond Bubble's" explosion after the "The Great Deception of 2012."  

Verizon Cancels $2 Fee After Backlash

Bloomberg:By Alex Sherman - Dec 30, 2011 5:20 PM ET

Verizon Wireless (VZ), the largest U.S. mobile carrier, canceled a planned $2 “convenience fee” for online and phone bill payments after a backlash from consumers and scrutiny from the Federal Communications Commission.

The company reversed its decision after just one day in response to customer feedback, according to a statement on its website today. Basking Ridge, New Jersey-based Verizon Wireless had announced the fee yesterday for users who make single bill payments on a month-to-month basis online or by phone.

Customers began criticizing Verizon Wireless on Twitter and Web forums after the company disclosed the fee, with some setting up online petitions and calling for consumers to boycott the carrier. The FCC today said it was “concerned” about the plan and that it would investigate.

“Companies used to think they could get away with putting out unpopular policies,” said Brianna Cayo Cotter, a spokeswoman for Change.org, a website that lets people start online campaigns. “Today, hundreds of thousands of people can mobilize and change policies in a matter of hours. That’s what we’re seeing with Verizon.”

Verizon Wireless customers started more than 35 petitions on Change.org against the fee, including one that was joined by more than 95,000 people within hours.

Last month, a consumer backlash led to Bank of America Corp. canceling a $5-per-month fee for debit card users. In that case, too, consumers used online campaigns to pressure the company….”

• urownexperience 17 hours ago

The middle class is just about strapped. Yet everyone wants to make a killing off them. Something's gotta change.

• Triorbis 17 hours ago

This, more than sitting in a park and playing the drums, is how you get corporations to change.  The ONLY thing they will respond to is a threat to their bottom line.  This is one of the great benefits of social media; the fact that within minutes a very large number of people are made aware of any type of wrong-doing, and can start to coordinate a response, especially an economic response, before the day is out.  I'm sure our good friends at Verizon were snickering for weeks over the Occupy Wall Street movement.  Without any direction or any "teeth" it was overlooked as just some crank gathering of "freeloaders, hippies and malcontents".  But when those same execs see the threat of financial loss in writing, then and ONLY then will they take notice.  Verizon (and other telecommunications firms) make a healthy profit.  When they cross the line from reasonable profit to outright greed, it is up to a well informed consumer to fight it, and targetting their bank accounts is the best way to fight.

Make no mistake: just because they backed down in the face of widespread protests doesn't mean they won't try something else.  I would pay close attention to you wireless bills (as well as all your other bills) to see what new and novel fees they will try to slip in under the radar.

The 'Real' Inflation Rate

I have been repeatedly asked for evidence regarding my comments on this Blog that the United States Commerce Department's CPI numbers are not accurate and indeed have not been accurate for years and years.

I do include some substantive evidence in the inaugural issue of the Market Review but that is for subscribers and will not be divulged here.  However there are many very good investigators who have sufficiently proven the point and here follows perhaps the very best of those – to my knowledge,  who do clearly allege that the 'Real' Inflation rate is currently above 10%.

I dare say anyone that really delves deeply into all the information that is freely available on the Shadowstats website will readily admit that the United States Commerce Department has been engaged – at the very least – in a programmed and scripted deception of the American people.

I do believe that, at the very least, is their game, and that is one of the reasons that I am attempting to create a logical and correct assessment of the destructive path of inflation in this country for all my entire lifetime, i.e. I was born in 1948:

The US CPI Data is not what the average American experiences every day.

For instance, my auto insurance just went up 27%; Kraft just announced a 30% increase in Peanut Butter; the tooth paste for my dogs more than DOUBLED in price because the container size was reduced to 2.5 ounces from 6.2 ounces, while the price per container went up by 15%.

I do believe that if we all added up the increases that all of us face everyday, then we would see the immense fraud that has been perpetrated on all of us.  Inflation is going to get really crazy AFTER the “Great Deception of 2012!”  Are you and your company ready?

The twenty-year chart on the web link following the quote (we tried to upload the chart to this Blog with no success) of Shadowstats shows a breakaway of their numbers from those supplied by the US Commerce Department in the early 80’s.  As readers of our Market Review do know we believe the numbers have been skewed since – at least – the early 70’s.   

Following is from www.Shadowstats.com:

Alternate Inflation Charts

"The CPI chart on the home page reflects our estimate of inflation for today as if it were calculated the same way it was in 1990. The CPI on the Alternate Data Series tab here reflects the CPI as if it were calculated using the methodologies in place in 1980. In general terms, methodological shifts in government reporting have depressed reported inflation, moving the concept of the CPI away from being a measure of the cost of living needed to maintain a constant standard of living."

http://www.shadowstats.com/alternate_data/inflation-charts