Dow Theory’s Revenge, Book Release Day

TL;DR:  Transports are breaking Dow Theory confirmation even as headlines cheerlead, meaning the market’s “nothing to see here” story is wobbling under the surface. Kazakhstan’s rare-earth pivot toward the Abraham Accords shows the mineral chessboard shifting under China’s feet while we pour coffee and keep an eye on the oxygen gauge. Dow Theory’s Revenge One … Read More

MMWO? (Mid-Morning Wash-Out)

“It was nothing helmsman – steady as she goes.  We can’t wake the Capt’n till morning…” On the Wire “U.S.-based employers announced 153,074 job cuts in October, up 175% from the 55,597 cuts announced in October 2024. It is up 183% from the 54,064 job cuts announced one month prior, according to a report released … Read More

Fiinding the “Third Intelligence”

Most people are still arguing whether AI is a threat or a tool. They’re already behind. The real story — the one almost no one sees yet — except you – today – is what happens when human intelligence and machine intelligence stop competing and start synchronizing. That is not a gadget story. It is … Read More

“Snap!” (Go the Weasels), Markets Discovery Gravity, Bookwreck

TL;DR:  SNAP gets jerked-around, Wall Street twitches, and here at the ranch I’m editing Chapter 13 of Mind Amplifiers — where we measure thought-space instead of splashing around in it. Metrology, anyone? “Snap!” (Go the Weasels) We would have to check with our (trying to be retired) “three-piece” poker consultant on this, but did we … Read More

America SNAPS, Ego Traps, and We’ve Got the Blue Jay Blues

TL;DR:    America is about to SNAP — budgets, benefits, tempers, and reality all fraying at once while markets throw a last-call party. Prep quietly, laugh loudly, and don’t mistake the confetti for stability. Introit:* Call this “Mark Frederickson Day” [* Introit refers to the opening hymn, psalm, or antiphon sung or recited at the … Read More

ShopTalk Sunday: When the “Right thing” Doesn’t Work Out

TL;DR: Chasing better air for Elaine and me has become a key holding action. So instead of decks, welds, and big shop heroics, we’re trying on the Downsizing ethos for size. Spoiler: putting “less stuff, more life” into practice doesn’t always go as smoothly as the brochure — here’s the ringside account. (What time did … Read More

Manufactured “Normal”

Joke around the newsroom used to be? “Series will always go 7-game – too much ad revenue for any other outcome…” Sometimes, though, newsroom cynicism can be replaced by the facts. Since 1970, looking at the list of World Series results: Series that went to 7 games: 1971, 1972, 1973, 1975, 1979, 1985, 1986, 1987, … Read More

Bankers Not Witches, Latest Bash of Trump, Cultural Expropriation

TL;DR:  Markets wobble into Halloween as demographics, politics, and policy churn in the background — witches aren’t the scariest thing this weekend, central bankers and bureaucrats are. Beneath the plastic masks and candy lies an ancient reminder: we’re crossing a seasonal and social threshold, and you’d better keep your wits — and your portfolio — … Read More

Trump Goes Nuclear, Strafing a Ceasefire, Farming Plans

TL;DR:  For your reading arc today: Nuclear Macro-danger, fragile elites, market jitters, ceasefire myth-making, reclaiming agency via soil & muscle, a personal readiness snapshot plus a winter prep tip punchline. Trump Goes Nuclear My consigliere who lives a little too close to many targeting package selections has been very clear: He will be available for tax … Read More

Free Money! Fed Lowers – Again!!!

We told you we didn’t need to lower rates – because there has been no decrease of inflationary pressure.  We sure haven’t see any – have you??? But this isn’t about Main Street – it’s about Wall Street and more free money for the rich! “In support of its goals and in light of the shift … Read More

Using AI to Cut Fin-Modeling Code

No, not the spandex and eye makeup kind of modeling – the <? php kind, silly.  The kind we cobble up code with to make complex financial calculations to make us fabulously wealthy.  Or, more realistically, to spend our devaluing dollars on until becoming a farmer or scavenger isn’t just optional. But hey!  How ’bout … Read More

Fake War Follies? Blue Hills Blow – and The Chrono-Fence

TL;DR:  Which war will pop first?  We update the betting line.  In the Caribbean, Jamaica’s Blue Hills are in trouble as Melissa (5) slams in.  At the ranch? A return to “traditional timekeeping.” War Pops We keep a list, check it twice, but we have an idea who’s naughty – not nice. South America is being … Read More