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September 10, 2025 11 mins
Serenity in September is, as demonstrated, a real rarity and it’s an especially great thing as we’ve reached the historic peak of hurricane season.
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Episode Transcript

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Speaker 1 (00:03):
Hey, thanks for listening, and welcome back to the Brian
Mud Show.

Speaker 2 (00:07):
Time now for today's top three takeaways.

Speaker 1 (00:12):
Historical serenity, BLSBS and too Late an interest rates My
top three takeaways for you on this Wednesday, and my
top takeaway is the year was.

Speaker 2 (00:25):
The year was, and your challenge.

Speaker 1 (00:28):
Is simply to get it before my last clue, because
that's all that will require for you to perform better
than Joel today. The Russian Federation was established, the Cold
War officially came to an end. The Americans with Disabilities
Act took effect. Jeffrey Dahmer was sentenced to life in prison.

(00:54):
Johnny Carson called it a career. The Rodney King Riots
took place in La. The number one song spent thirteen
weeks at number one, by the Way End of.

Speaker 3 (01:09):
The Road, by Boys to Men and no rock and roll.
Joel still didn't have at that point. I'm proud of
not knowing that one. Why I love that song, Yeah,
voys to Men. As my father might say, your taste
is in your mouth. That was a great song.

Speaker 2 (01:29):
Do you even know this song? Yeah? The Road, Yeah,
I know the song. I just don't like it, Okay,
I don't know.

Speaker 1 (01:39):
So if you saw them come up with a year
by now, this one should do the trick. And if
it doesn't, then I'm probably gonna lose you on most
other things. Bill Clinton, Bill Clinton was elected president of
the United States. That is where the myth of rock
and roll jel.

Speaker 2 (01:55):
Yes, that would be nineteen ninety two. There you go,
it was. It was ninety two.

Speaker 1 (02:00):
And for South Flordians, there's one other reference point that
probably prints about ninety two, and that is the year
of Hurricane Andrew. Now the reference point of Andrew is
also of like particularly appropriate because that's the subject matter
behind my first takeaway today. Today is the peak day
of hurricane season historically, and nineteen ninety two is how

(02:22):
far back you have to go to find the last time.
Now we enter the peak of hurricane season with as
much September serenity as we've seen this year, that is
the last time that we got to September tenth without
any tropical cycle inactivity during the month. So, yes, we

(02:43):
enter the historical peak of hurricane season not only without
any imminent threat of development, but instead the eleven most
wonderful words that ever appear on the National Hurricane Center's
Tropical weather outlook during hurricane season. Tropical cycling activity not
expected during the next seven days. So that's great news

(03:05):
for a lot of reasons. Not only does that mean
that the earliest there could, based on the Hurricane Center's guidance,
be a name tropical cyclone, would be September eighteenth, but
that also got me to do some thinking and some
additional dig in. I'm like, okay, well, I'm at ninety
two now, so let me keep researching hurricane seasons year
by year to find the last time that we made

(03:28):
it in the least as far as September eighteenth without
a name storm active during the month. Now, the irony
of rock and roll Joel is he did better in
this one, didn't. The End of the Road by Boys
to Men didn't get him there, But Over the Rainbow

(03:51):
by Judy Garland did.

Speaker 2 (03:53):
And it's only because I remember that being the Wizard
of Oz was a movie from the thirties. That's good. Yeah,
that's good, A good call. Saw it pulled there.

Speaker 1 (04:02):
So yeah, so look, we just identified your wheelhouse boy
Cement not so much.

Speaker 2 (04:07):
Judy Garland got that.

Speaker 1 (04:11):
So the year was nineteen thirty nine, nineteen thirty nine,
so yeah, as we as we enter the peak of
hurricane season today, the peakday, it is the quietest start
to a September in the tropics that we've seen in
thirty three years, and should the National Hurricane Center is

(04:31):
current guidance old, it'll likely become quiet to start to
a September in at least eighty six years. And as
exciting as the prospect of that is, at least for
you know, like a weather doork like me, or anyone
who just doesn't want to deal with hurricanes, we have
a lot of reason for optimism. Still, there is a
stretch of the ultimate hurricane repellent say here and dust,

(04:54):
that is currently reaching clear across the Atlantic. So serenity
in September is, as demonstrated, a real rarity, and it's
especially a great thing as we've reached the bigger hurricane season.
My second takeaway for you today is good riddance, good writtence,
and it's related to what Fox says.

Speaker 2 (05:12):
Jared Halpern has here.

Speaker 4 (05:14):
An annual revision from the Labor Department finds employers that
had nine hundred and eleven thousand fewer jobs between the
end of last year and March. The so called benchmark
revisions take better accounting of new businesses and those that
went out of business, reflecting a more accurate picture than
the monthly labor reports. White House Press Secretary Caroline Levitz

(05:34):
as the downward revision proves the economy was a disaster
under former President Biden, adding it also shows the Bureau
of Labor Statistics is broken and in need of new
leadership to restore trust and confidence in the data.

Speaker 2 (05:48):
Okay, so about that.

Speaker 1 (05:50):
Anyone who questioned President Trump's decision to fire the head
of the Bureau of Labor Statistics because well they proved
to be especially bats statistics should shortly be silent.

Speaker 2 (06:03):
Now.

Speaker 1 (06:04):
You know, last year, in the middle of the presidential
election season, you might remember a job's revision bomb show
that was turned in during the BLS's annual jobs report revision,
the one you just heard about there for this year,
where they issue one final report about the number of
jobs gains or gainer loss during the previous year and
last year stundying revision showed a total of eight hundred

(06:27):
and eighteen thousand fewer jobs had been created during the
year than the government had stated throughout it. It was
the biggest revision in BLS history until this year. So yeah, yesterday,
as you heard in that report, we learned that during
tracking the year before, and by the way, the timeline

(06:50):
of this is not working on any kind of calendar
that makes sense to us. The period in question here
is March of twenty twenty four through February of twenty
twenty five. All right, during that time there were a
total of nine hundred and eleven thousand fewer jobs added
than what had been stated by the Bureau of Labor Statistics.

(07:11):
So over the course of two years that, by the way,
not so coincidentally overlapped with the final two years of
the Biden administration, the BLS overstated job growth by a
total of.

Speaker 2 (07:24):
One point seven three million jobs.

Speaker 1 (07:29):
Mean to your job to get this stuff right, you're
off by almost two million jobs over two years. That
is an average overstatement of one hundred and forty four
thousand jobs per month over the course of two years.
In other words, the BLS's monthly reports have become essentially useless,

(07:50):
and these revisions demonstrate once again that the ADP Report,
which showed consistently lower job growth, has been the far
more accurate way to track private sector job growth. But
much more importantly, what the revision showed is that the
labor market and by extension, the overall US economy not
anywhere near in as good of shape as was reported

(08:11):
when President Trump took over. What this also means is that,
well Trump is right yet again what he says that
the FED is too late, too late, and too wrong.

Speaker 2 (08:23):
My third takeaway for you today, Fox is Hillary Barski.

Speaker 3 (08:25):
The job's data revision is boosting bets for a FED
rate cut at its upcoming policy meeting next week.

Speaker 1 (08:31):
Right, So, if President Trump needs cause to fire a
Federal Reserve chairman Jerome Powell, how about the fact that
he's just awful at a job?

Speaker 2 (08:41):
Can that be cause enough?

Speaker 1 (08:43):
Like you are absolutely incompetent, terrible, horrible and have been
for years?

Speaker 3 (08:49):
Is that cause not when the taxpayers are are paying
your salary now.

Speaker 1 (08:54):
When it's a government job, right, Okay, just in the
real world.

Speaker 2 (08:58):
Yeah, got it.

Speaker 1 (09:01):
Which, by the way, I mean related to this conversation
as well last night, And I told you this would
happen last week when we saw that the case was
going to be taken up by a Biden appointed judge
Lisa Cook. Demonstrable mortgage fraud not even trying to defend
the fact that she committed mortgage fraud, just that she
shouldn't be fired from the Fed by Trump. A Biden

(09:24):
judge said, yeah, you keep your job. I mean, obviously
this is going to play out. I eventually she's going
to be fired, because if it gets the Supreme Court
to get she will be. But the problem is in
the meantime, she's one of only seven people that will
continue to set interest rate policy. And by the way,
Lisa Cook, the Committer of mortgage Fraud who oversees mortgage rates,

(09:46):
among other things, with interest rates and monetary policy, she's
been a lockstep bot with Drone Palace. She's never deviated
from Drone Palace since she got in the FED. So
she's every bit as bad as he is. So that
could be her cause, on top of the fact, oh
and you are a mortgage fraud, scam artist, piece of garbage.

(10:09):
So about Powell, not only was he entirely on the
wrong side of history during the onset of the Biden
administration when he led the pack in stating that inflation
was only transitory. I looked down my nose that you
peasant people, it's failing to raise interest rates until it

(10:33):
was too late and inflation had run away to forty
plus year highs. But his stubbornness to rely on dated
and unreliable metrics like the BLS's employment reports has without
a doubt, put his country way behind the curve with
interest rates that have been way too high for way
too long. And as result of yesterday's revisions, along with

(10:54):
last week's week jobs reports by including a government that
hopefully has somebody more incompetent issuing them, now, investors haven't
just priced in a cut in interest rates in next
week's meeting. Now most investors believe that the Federal Reserve
will need to cut interest rates by up to one percent.
We're actually the equivalent of four typical rate cuts by

(11:14):
the end of the year. So the story of the
BLS and the Fed has been the proverbial garbage in
garbage out scenario. And so now the Fed will need
to play catchup. And let's just hope it's not too
late for the overall economy to be able to keep
growing
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