Mike Krieger Is On the Road...Again

Tyler Durden's picture

From Mike Krieger of KAM LP


The President does not have power under the Constitution to unilaterally authorize a military attack in a situation that does not involve stopping an actual or imminent threat to the nation.
- Barack Obama in an interview with the Boston Globe on December 20, 2007

If the administration believes that any -- any -- use of force against Iran is necessary, the President must come to Congress to seek that authority.
- Hilary Clinton in 2007

“Well, we would welcome congressional support,” the Secretary said, “but I don't think that this kind of internationally authorized intervention where we are one of a number of countries participating to enforce a humanitarian mission is the kind of unilateral action that either I or President Obama was speaking of several years ago.”
- Hilary Clinton in 2011 when asked why not go to Congress for approval of the “Kinetic Military Action” (Newspeak for War) launched against Libya

From my simple reading, the Constitution is fairly clear on the subject: Congress is given the power to declare war. At that moment, the president as commander in chief is free to prosecute the war as he thinks best. But constitutional law and the language of the Constitution seem to have diverged. It is a complex field of study, obviously.”

And now in Libya, we have reached the point that even resolutions are no longer needed.

It is said that there is no precedent for fighting al Qaeda, for example, because it is not a nation but a subnational group. Therefore, Bush could not reasonably have been expected to ask for a declaration of war. But there is precedent: Thomas Jefferson asked for and received a declaration of war against the Barbary pirates. This authorized Jefferson to wage war against a subnational group of pirates as if they were a nation.

I began by talking about the American empire. I won’t make the argument on that here, but simply assert it. What is most important is that the republic not be overwhelmed in the course of pursuing imperial goals. The declaration of war is precisely the point at which imperial interests can overwhelm republican prerogatives.

- Quotes from George Friedman’s (of Stratfor) excellent piece from earlier this week “What Happened to the American Declaration of War?”  It can be found here http://www.stratfor.com/weekly/20110328-what-happened-american-declaration-war  This is MUST read for every American.

On the Road...Again

The last real vacation that I took was back in June when I spent six weeks driving around the United States of America.  The trip changed my life in a variety of ways, the most significant being the decision to move out of NYC to Colorado, which has so far been a fantastic choice.  Next week, I will be heading out to the West Coast for a little three week adventure, where I will be exploring parts of Northern California, Oregon and Washington state.  The latter two states I have never been to but I have heard fantastic things regarding the natural beauty and unique culture of the region.  After this journey is over I will have been to 44 of the 50 states.  For those that care, the ones still unvisited will be North Dakota, Minnesota, Oklahoma, Alabama, Kentucky and Alaska.  To be fair, I am not sure whether or not I have been to Rhode Island.  I think I went through there as a kid but seeing as I don’t remember the experience I am not convinced that should count.  In any event, the point is that most of you won’t be hearing from me for about a month.  While I would like to say things in the market will be calm during this period I highly doubt it.  Below I am going to try to outline some of the key things I would focus on while I am back on the road.      

Keep a Very Close Watch on Oil

Wholesale gasoline prices as tracked on Bloomberg (XB1 Commodity) is hitting a new post-2008 high and is only about 15% from the highs reached in that year (see chart below).  The overall investment community and financial media are like little children.  Most of them have no idea what is happening and really do not incorporate the idea of limited resources in the short-term into their investment outlooks .  The whole idea of money in the first place is that by using it to transact a market economy is able to attribute accurate prices to goods and services and then these items can be allocated in as efficient a manner as possible.  This will then send price signals to the broader economy which then responds with appropriate capital investment.  Human ingenuity wins and human progress ensues.  This is how it is supposed to work.  The dirty little secret however is that we do not have a market economy and what we call money is actually a liability of the private Federal Reserve (Federal Reserve NOTES) and thus none of what I just said is happening at all in the world today.  Rather, we have a corporatist/fascist monetary regime in place that believes in socialism for the rich and connected and harsh free market forces on the poor and marginalized.  This is enforced via the Federal Reserve and their counterfeit money.  So...while in a hard money world (where money is backed by something or the expansion of it is kept strictly under wraps) market prices would send the correct signals, we cannot use these theories for the corporatist/fascist world we currently live in.  As such, an investor needs to understand the true macro environment one is investing in to get things right over any extended period of time.

Wholesale Gasoline Chart, Last 4 Years


The backdrop is pretty simple but is too terrifying for the brainwashed amongst us to admit.  The old order, of corporatist/fascism is on its last legs and it clutching onto its power desperately.  This includes the Central Banking system itself and by extension pretty much all governments around the world.  When rats are cornered they attack and that is what is happening now.  In their attempts to save a dead system they will do everything they need to try to survive.  The well being of the citizenry is largely irrelevant.  Keeping them quiet and subservient is much more important.  Well, the problem here is that in order to do this various countries need to achieve conflicting goals.  In the West, the governments are merely attempting to keep standards of living flat or masking the deterioration (inflation) and in the emerging economies they must continue to raise living standards rapidly.  Both of these things cannot happen in a centrally controlled global economy where money is being spewed from spigots and no one is investing.  Let’s get real, everyone I know with half a brain and a lot of money is hedging themselves.  Whether this means precious metals, a second passport, growing their own food, buying land overseas or all of the above, one thing they are not doing is investing in this economy.  So instead of trying to deal with the root of the problem (monopoly money, rampant corruption in D..C and no rule of law) they just print money.  If the root problems were dealt with, the TBTF banks shut down and executives jailed, the Federal Reserve shutdown gradually and replaced with hard money I promise you after a very challenging recession the smartest Americans would put their money to work and this economy would boom.  Of course this won’t happen because the rats are in charge so an uncontrollable collapse is more likely the outcome.  They would rather bring us all down into the depth of Hades rather than lose their grip on power. 

Dow/Gold and Currencies

In any event, the point above is that oil further is one of the ways the market can fight back and destroy the terminal system in place today.  Another more significant way will be via gold and silver.  As more and more people wake up to what is happening, more and more will come to the conclusion that they have to own physical precious metals.  Hey, even Jim Cramer is starting to get it (http://videos.thestreet.com/v/38540740/cramer-buy-physical-silver.htm).  As much as the elites will fight to their dying breath to stop precious metals from forming the cornerstone of the next monetary system (because it takes away their money power and they are control freaks) they cannot stop the tide of destiny.  By buying physical precious metals one is merely getting on the right side of history.   

So far this year, the Dow has rallied by about 6% versus gold.  This means that stocks are up in real terms in 1Q11.  Not only do I not expect this to last, I think it will turn around with a brutal vengeance in the quarters ahead.  Specifically, I have a target of about 6x at some point this year.  This implies a real decline in stocks of 30% from today’s level.     

I also want to reemphasize the point I made about the DXY last week.  It is a useless indicator that compares one bankrupt currency region to another.  The ADXY is the one that matters and it is what will correlate best to commodity moves.  One of the currencies in the index I like watching is the Korean Won, which busted through resistance last night (see chart below, chart is inverse).  I think this portends to renewed commodity strength in the key ones I think will outperform.  Namely, precious metals, oil and agriculture. 

Korean Won Versus U.S. Dollar, 1 Year Chart

Corporate Welfare: GE and Google...They Don't Pay Taxes!  

So below I have two stories for you that are must reads.  They basically summarize America today under Barack “Change and Noble Peace Prize” Obama and the big corporations he whores himself to.  So not only does GE employ a tax department staff of 975 people to avoid taxes, but they were still about to go bankrupt in 2008 like Buffett (your day is coming big boy don’t worry) without the backdoor bailouts.  Oh and now guess what?  Immelt gets as a reward for doing all this?  He gets to run economic policy at the White House.  Meanwhile the Google boys are always hobnobbing with Obama they should just open an office at 1600 Pennsylvania avenue.  And let’s not forget Daley the new Chief of Staff was JPM exec.  The joke is on us.  Go USA! 

Some excerpts from GE article:  “Its extraordinary success is based on an aggressive strategy that mixes fierce lobbying for tax breaks and innovative accounting that enables it to concentrate its profits offshore. G.E.’s giant tax department, led by a bow-tied former Treasury official named John Samuels, is often referred to as the world’s best tax law firm. Indeed, the company’s slogan “Imagination at Work” fits this department well. The team includes former officials not just from the Treasury, but also from the I.R.S. and virtually all the tax-writing committees in Congress.”

“Such strategies, as well as changes in tax laws that encouraged some businesses and professionals to file as individuals, have pushed down the corporate share of the nation’s tax receipts — from 30 percent of all federal revenue in the mid-1950s to 6.6 percent in 2009.”
“The shelters are so crucial to G.E.’s bottom line that when Congress threatened to let the most lucrative one expire in 2008, the company came out in full force. G.E. officials worked with dozens of financial companies to send letters to Congress and hired a bevy of outside lobbyists.”
“Minimizing taxes is so important at G.E. that Mr. Samuels has placed tax strategists in decision-making positions in many major manufacturing facilities and businesses around the globe. Mr. Samuels, a graduate of Vanderbilt University and the University of Chicago Law School, declined to be interviewed for this article. Company officials acknowledged that the tax department had expanded since he joined the company in 1988, and said it now had 975 employees.”

Full article here.

Ok…and now for “Don’t be Evil” Google.  This article is from late last year but is incredible.  Look at what they do to avoid paying the government taxes.  Ever heard of the  “Double Irish” and “Dutch Sandwich”?  You will now.  This is how google makes so much money, they dodge taxes and screw us. 

Quote: “Google’s transfer pricing contributed to international tax benefits that boosted its earnings by 26 percent last year, company filings show. Based on a rough analysis, if the company paid taxes at the 35 percent rate on all its earnings, its share price might be reduced by about $100, said Clayton Moran, an analyst at Benchmark Co. in Boca Raton, Florida. He recommends buying Google stock, which closed yesterday at $607.98.”

Full article here:


Debt for Share Buybacks

Ok, so this is 2007 again in so many ways, but one of them is the acceleration of these debt raises for share-buybacks companies are increasingly doing.  Look, I am personally of the belief that companies doing this when the stock market is 100% up from the lows will prove to be extraordinarily value destructive in the long-run but I do not run these companies or invest in them so that is neither here nor there.  I do have a question for my readers however.  What are the rules for share sales by executives in companies that do this?  I personally think it should be completely illegal for any top executives to sell ANY shares why they lever up their company to buy back shares.  They are essentially selling their own shares to the company they run.  Maybe these rules exist and I hope they do.  I really don’t know.  Can anyone shed light on this? 

Farewell for Now

One of the reasons I really wanted to travel America by car last summer is because quite frankly I think the window of opportunity to do so is rapidly closing.  I think oil in dollar terms will become so expensive the iconic “road trip” like the one immortalized by Jack Kerouac could become a thing of the past.  That is until we get back to a real economy with real money and then start to innovate again.  I hope this day isn’t too far off into the future. 

Over the next several weeks, I will be thinking a lot about what it means to be an American.  Our leaders are trying as hard as possible to make this a figment of the past.  By not going to Congress before launching missiles at a foreign nation and then coming on television to say that the UN said it was ok and that was all that matters is just another way of conditioning us away from our Constitution and core values that had previously allowed more freedom here than almost anywhere else on earth.  Well I for one will not be conditioned.  I know truth when I see it and I know lies when I see them and all I am seeing from our leaders are lies and deceit in an attempt to break us down into beasts of burden. 

On a related note, thank you Jon Stewart for once again exposing the hypocrisy with humor.  See attached link on America’s “Freedom Packages.”  http://www.thedailyshow.com/watch/mon-march-21-2011/america-s-freedom-packages

Wishing everyone safety, wisdom and joy in the month ahead.  See you in May,

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.
asdasmos's picture

Marc Faber Bloomberg Interview - March 30 2011



Herd Redirection Committee's picture

Tell em, Krieger!  Tell em, Faber!

The Capital Research Institute is doing its part too, check out "Don't Trust the Frontmen":


As the situation in both the Middle East and Japan continue to escalate the world of international finance staggers on, woozy and dazed. Brent crude is at $117 and WTI is at ‘only’ $106/barrel. After the initial jump in price oil has stabilized for the time being, and inventories have been replenished. Just three short months ago the ‘Dollar Index’ (a comparison of the dollar to a number of widely used foreign currencies) was at 80, and now it is down to 75. A lot may have changed in the last few weeks, but equally, a great many things have stayed the same. The US gov’t continues to spend money at a lightning pace.

This is where the Capital Research Institute would normally calculate how much money is being spent, and how much money is left, and at this rate how long until all the money is gone. NEWSFLASH: The US government has already drained the piggy bank, there is nothing to calculate, as there literally is NO MONEY LEFT. We are at the point where the US has to borrow money just to pay for day-to-day expenses. We are in the situation where assets can be sold, and even then the gov’t would still be in debt, and spending more than it earns.

If this was a business, well, lets just say you wouldn’t want to be holding shares...

LivermoreJim's picture

Good video.  My take is that Faber thinks FED might discontinue QE2 in a month or so, allowing the stock market to fall and giving them the excuse to rush in with QE3 and beyond.  He is long, however, on precious metals.  With a 'temporary' end of QE gold and silver might fall along with stocks bringing an excellent buying opportunity. 

Highrev's picture

Let’s get real, everyone I know with half a brain and a lot of money is hedging themselves.  Whether this means precious metals, a second passport, growing their own food, buying land overseas or all of the above . . .

That indeed is the path for those who aren't into collective suicide (especially those buying land overseas).

Put all those folks on the other team.


jus_lite_reading's picture

First, Mike, this is an excellent summary of what is taking place. I firmly believe that the total systematice collapse is far closer than anyone even dare imagines.

Second, as I stated yesterday about my asset allocation, upwards of 80% are in PMs. Solid, real, shiny, and believe it or not, its not as big or heavy as you think. Basically, my asset allocation weighs less than my own body weight and is kept very inconspicuously, ie not a wall safe. 

Third, as you said, they would rather take all of us down than lose their power grip. It is out duty to our own families to protect ourselves from this evil. We all know how.

Fourth, buying land is good advice for now but if things go as I see them, the law of the land will be no more and your land title will be worth as much as the monopoly money we have today.

Debtless's picture

I think i'll buy another gun this weekend.


Oh regional Indian's picture

Won't help Debtless. Sell a few and buy something you can eat or sell easily (Silver) later.

All else is nto going to serve you. Gun owner trackign has been on top of the agenda for a decade now. You can bet they'll know you own if they come knocking.



Eagle1's picture

Second that! That is why you buy from a private party. And yes, buy silver as well.

jonan's picture

i second that, only i'm getting a m&p 15...

Dr. Porkchop's picture

They only know fraud and force. When the fraud can't be papered over anymore, they'll use force. It will switch from the corporatist parasite to outright totalitarianism. As usual, the scapegoating will be fast and furious, the violence incredible.

CIABS's picture

doc:  that's right.  disaster fascism, coming soon.

Dr. Porkchop's picture

The sad part is that many will accept it willingly. They will paint a picture of two choices, the status quo, such as it is, and a life of misery. People will choose the first but get the latter.

jus_lite_reading's picture

WELL said. I must say that comments like yours proves that there is hope for the future when all hell breaks loose. Regards.

Mr Lennon Hendrix's picture

Gold is the cornerstone now.  Why doesn't anyone understand this?

Dr. Porkchop's picture

Got it... your gold is hidden in the cornerstone. But which building is it?

DoChenRollingBearing's picture

Krieger is probably right.  Probably about the timing too.

Time is short!  Prepare every way you can!

Gold, Bitchez!  Peru, Putaz!

Guns & ammo & water & food & medical supplies!

Arable land if you can farm...

Robslob's picture

Survival opportunity slipping away:
1 x Katadyn Pocket Microfilter - Endurance Series Water Filter
Every site claims to have them and after calling them all I found 1 site that had 3 left until May.


Now they have 2 left.

Stranded Observer's picture

Sorry OT but -- 

     DoChen i spent six weeks in Peru, in the summer of 2001, climbing a few mountains in the Cordillera Blanca.  That place is beautiful and I truly felt like I left a part of my soul there which is still waiting for me to come back. . .

DoChenRollingBearing's picture

Peru te espera...

Que venga de nuevo!

zaknick's picture

What about Ollanta Humala being in the lead for president of Peru? I don't think imperialist, jooo-loving rednecks will be welcome anymore as well as Barrick, Newmont etc

Redneck go home!

DoChenRollingBearing's picture

The polls change every day down here.  The first round will lead to the top 2 of the candidates making into the run-off election.  ¨Everyone¨ down here thinks that IF Ollanta Humala makes it into the second round, then whoever is his opponent would beat him.  Even Keiko Fujimori!

I think you are right that if Chavez-clone Ollanta wins, foreigners will not be welcome.  He is laying low on the rhetoric (for now), but he is a real snake in the grass...

It might even become hard for mere bearing importers (capital controls, corruption/cronyism, etc.).

Look at what is happening to Venezuela now (inflation).  Were it not for high oil prices, their economy would be in the toilet.  Same would happen here.

Also, I think that Peruvians have become immune to the Lefty Dream Schemes, having tried many of them in the past.

john39's picture

i hardly think the fascist system is on its last legs.  rather this is a transition period... next is the in your face iron fist stage where the fascists take anything of value and crush opposition.   all too real, people need to wake up fast.

slewie the pi-rat's picture

since i can't find anything on tyler's present front page about japan, and it's almost 3PM eastern, housekeeping 101 requires me to post my answer to:

fukushima = 5X chernobyl by this date:  over or under?   UNDER.

since no one took the over, congrats to everyone who played and thanks for playing and for your ongoing consideration of the basic question(s) involved here.

slewie (i'll never try this again) the pi-rat...


Oh regional Indian's picture

5X? c'mon slooie, you can do better than that. 

It's the ONE we've been waiting for and I doubt you'll be able to collect your wins anyways.

Watch travel (local and international) drop off a cliff in the next three months, then money transfers dive. It's going local, Sloo. Go bet the local bartender, at least you can drink yer winnings.



InconvenientCounterParty's picture

Keep that calendar and calculator nearby.

Yardfarmer's picture

 I think oil in dollar terms will become so expensive the iconic “road trip” like the one immortalized by Jack Kerouac could become a thing of the past.  That is until we get back to a real economy with real money and then start to innovate again.  I hope this day isn’t too far off into the future. 

you don't know "jack" about Kerouac you supercilious twit, and good luck with your real economy and real money. that only exists in the empty projections your self infatuated fantasies. go back to New York. we were nauseated by your type long ago here in Colorado.

akak's picture

And thank you for now transferring your nausea to us.

tahoebumsmith's picture

WTF Yardfarmer? Chicken sales slow or something? Since when were you the spokesperson for the State of Colorado anyway? Last time I checked it's people like Michael moving to your state that have boosted the local economies. Heck in California all the real people are leaving in droves and the place is filling up with transient Illegals. My brother's moving truck is headed for Boulder as we speak...Ha ha ha he's from Vermont and wants me to move there as well to help him start his business...No worries farmer if I head East I got my sights set on Montana,  so don't worry I won't corrupt your State, I'll just ski there.... You need to chill out and leave your attitude in the barn. And what's with the profile pic? Bank robber? Billy the kid wanna be?? Hey is Billy skiing today??? Michael have fun in Nor Cal!!! Bring your board cause it is deeper here then anywhere else in the world right now and the Sugar is just about as sweet as it gets.

A Man without Qualities's picture

Does the US need a modern day Sulla, to force the power and wealth from the oligarchs?


LostWages's picture

Another voice of reason shouting from the rooftops during a hurricane.

Nice job by the Bernank to insure stability in the market today so the quarter end statements show nice wealth effect gains. 

All is well sheeple, just look at your 401K and mutual fund statements!

Please ignore the following:

Euro troubles


Falling real estate prices

Rising gas and food prices

Middle Eastern problems

High unemployment

Falling wages

Federal Debt levels

Manipulated markets

Whatever else I forgot.

Dr. Porkchop's picture

The cartel are all over silver today.

gordengeko's picture

Obama says corporate profits are up, blah blah.  No one questions the fact that these corporations he's referring to are multi-national conglomerates.  When he speaks this rhetoric,he is not talking to the avg american sheep.  It's code to the ones in power that he is doing a good job serving HIS master.  These corporations serve only the rich and powerful and aren't even associated with any country, in point of fact they destroy nations, economies and the very people that serve them.

Caviar Emptor's picture

Well, the problem here is that in order to do this various countries need to achieve conflicting goals.  In the West, the governments are merely attempting to keep standards of living flat or masking the deterioration (inflation) and in the emerging economies they must continue to raise living standards rapidly.


Well that's one layer. Much much more important is the conflict between the rentier class and the rest of the population: those who are owed debt versus those who owe. Global central bankers, including the Fed, refused to let prices decline beginning in 2009 because that would have provoked immediate massive defaults on debt owed to TPTB in the form of haircuts on bonds, outright defaults and/or enforced haircuts on mortgages (like during the great depression) and all sorts of legislated debt reconciliation. 

Of course this decision was a double whammy of bad: they prevented the sick and dying institutions from going under (thereby preventing new entrants and competition), and they engineered inflation despite declining real incomes and real estate values. 

What they've achieved is not "kicking the can" but an irrevocable decision leading to deflationary depression in the real economies of developed nations in conjunction with bailouts of the rentier class. This biflationary set up is the recipe for an eventual collapse. 

linrom's picture

That is an anylsis you can be proud off. The game will utlimately end up with debt/ defaltionary collapse like described by Fisher in 1933.


themosmitsos's picture

These are getting better & better

Eternal Student's picture


Nice article. But I would strongly recommend that you put off your vacation to the West Coast until at least 8 weeks after they get Fukushima contained. Radioactive particles have been detected in the streams and the milk supply. It's somewhat amusing how the news on the milk supply has disappeared quickly from the MSM.

I'm in Northern California, and am well stocked up. But for someone travelling, you should at least bring some of your own supplies, and avoid some of the local food products. Remember, milk goes into a number of other products as well. There's also a lag time from the time the cattle graze, to when it hits the supply chain. Being on KI is also probably wise.

Personally, I'd put off visiting for a year. But YMMV.

imaginalis's picture

California already managed to sweep a major nuclear accident under the rug and survive a bigger release of radioactive material than Three Mile Island.


Commander Cody's picture

I too took a road trip.  It was in 2002 and was cross country for 3 months.  Three of the best months of my life.  Everyone needs to do this.  This country has much beauty to share.  See as much as you can.  Don't worry about a plan, just let it unfold.  Take maps and AAA books and see the corny stuff too.  It will be rejuvenating.

chumbawamba's picture

I certainly have lots of capital and talent to deploy as soon as Satan leaves the building.

If they won't go soon, and willingly, I also have lots of firepower to deploy.

Truth be told, I'd prefer to deploy the latter before the former.

Tick tock, mother fuckers.

What will it be?  Go quietly in the night or be dropped into a ditch?

(Please be the latter...please be the latter...please be the latter...)

The clips are full, the barrels are oiled, the safety is off.  I'm just waiting for the word.

What will it be?

I am Chumbawamba.

zaknick's picture

The fact that you were junked shows the true character of the "American people". If it's war against a weak nation, booyaahh!!!, but to take on an equal or stronger foe, hells no!!

Uncouth redneck bitches, bitches!

DoChenRollingBearing's picture

I mentioned the other day on another thread that Chumbawamba is doing what many of us just dream of.

If there will be real change, it will start with the Chumbas.  Later followed by the cowardly Bearings...

Drop a tad of the hate, Chumba, and become the Node of the Rebellion!

gall batter's picture

The big boys in black would chumba your wamba or wamba your chumba so fast.  They have weapons of which you can't conceive.  

americanspirit's picture

Hey Mike - first thank you for your fine analytical work. I am an old guy who is given to Jeramiads regarding the younger generation from time to time, and it is fine young minds like yours that make me realize that mine was not the last generation that cared. Second, I did the road thing full tilt boogie back in the late fifties - dropped out of college, hitched my way around the country (even long-haul truckers would pick you up then), hung out at City Lights bookshop, wrote a lot of really bad poetry, fell in love with a succession of beautiful women then soulfully left them (that was what a true road warrior was supposed to do - what an idiot I was), met Alan Ginsberg, heard Joan Baez singing in front of the student union at Boston University, slept under bridges, climbed on a few trains, ran away from my share of railroad cops, spent a couple of nights in a couple of rural jails - what fun! I wish you the kind of experiences that you will treasure the rest of your life - you will never regret taking the time, I promise you. There are a lot more good people out there than most of us think, and even though there are always a few assholes around to try to make you feel bad about yourself ( talking to you Yardfarmer) their bitterness is a poisoned cup and they are the ones to be drinking from it, not you. Bless you and god speed.

Let them all fail's picture

Mike - I can assure you oregon is a great place (and also where I reside), what are you taking in while you are in town?

New World Chaos's picture

I did my Goodbye America roadtrip in '06, Hunter Thompson style.  I highly recommend NM, UT, CO, NV, WA, OR, ID, northern AZ... Utah is the best.  It's like a completely different planet, in many ways.  An infinite number of beautiful places to hide, surprisingly lush canyon bottoms,  survival stashing as part of the Mormon faith so your silver will go far, distrust of the Feds, respect for guns and self-reliance, plenty of BLM land to squat on.  Just live out of a pickup truck and disappear.  Nobody will think of going to the desert so if you can survive there, you will be set.  Plus they will be one of the first states to secede.

Ahh, those were the good ol' days.  Slot canyons, lush springs, Edward Abbey, midnight rides listening to Coast to Coast with the sky lit up by strange gods...