Powell’s Foot, Revisionist Data

Ah, wonderful wash-out on Thursday, no? I can almost imagine the conversation now (remember, this is fiction, right?): Some WH Idiot:  “What we need is to have the masks stay on longer, Dr. Powell.  So if you could think of something that would lows down the demasking so the whole CV-19 thing doesn’t look so much like a political disease…that’d be great….” A Fed Chair wanting to score points:  “Sure, lemme see:  How about I talk …

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Quakes: Earth and Markets

We always pay close attention when BIG (>7.0) earthquakes take place. The latest down off New Zealand today: Event type:                       Earthquake Region:                           Kermadec Islands, New Zealand Geographic coordinates:           29.747S, 177.224W Magnitude:                        7.8 REVISED 8.1 Depth:                            10 km Universal Time (UTC):              4 Mar 2021  19:28:30 Time near the Epicenter:           5 Mar 2021  08:28:30 Local standard time in your area:  4 Mar 2021  19:28:30 The earlier “attention-getter” was: Event type:                       Earthquake Region:                           Kermadec Islands, New Zealand Geographic …

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Too Early to Crash But Too Early to Rule Out

Our Peoplenomics subscribers are probably way ahead of you on this.  But, since we feel some compulsion to share cautious outlooks, a couple of ponder points  before we roll into the morning minutia and slow Joe rag. International Events Driving My consigliere‘s biggest concern is between now – and perhaps a year off – China is likely to grab Taiwan.  There’s a brilliance to his thinking and it’s why we pay a humongous annual retainer for his wise …

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The Replay Marches On: "How Bad Could It Get??

Very.  Roadmap to collapse, anyone? After we kick-around the ADP report and a few headlines, we will lay out a possible track for the next two months. Two new charts appear with some date ideas and things to watch in the period ahead. Not a pretty picture, but instead, the kind of thing that has occurred in the past:  When market valuations begin to exceed logical limits.  As they are now doing all over the …

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Jerome’s Jitter and Janet’s Jumble

Quick!  What was our headline Monday morning? “Job Weekly Rally – Imploding America.” So, how’d our “rally” work out? Well, up more than 600 on the Dow and up 90-something in the S&P. Today?  Well, things promise to be a little more challenging. Telling the Future – Based on Stock Prices? People pay an inexplicable amount of their attention on totally useless input. Maybe – since the American education system has become a political tool of …

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Job Week Rally – Imploding America

As I admitted to Peoplenomics subscribers Saturday, there’s a reason I clicked out of a short position in the market Friday.  Two chart snips will “tell all.” The first is the 1929 comparison.  In our work here, there’s a (small) chance that a top could be in.  But, before going lower, even after the initial break in September 1929, there was still a brief bounce before the Gates of Hell really opened-up.  When we compare the …

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ShopTalk: Visual Cueing Theory – Mode of Place

It was time to take a walk around the yard Saturday.  Besides the obvious (put in seeds, lay out bug killers and a round of weed n feed) there were a number of “signage” projects that showed as needing work. Visual Cueing Theory When comes to designing a space, you will have a progressively cooler – and transporting – space, if you emphasize more than BS interior design crap.  I mean  let’s face it:  Any old …

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Forensic Economics: The Dogs of History

Once again, the daily news flow provides some interesting insights into the cyclical nature of human behavior and the emerging Digital World Order (DWO).  In ways that may be useful when looking at macro crowd-level behaviors among humans. Perhaps even more interesting, from the perspective of historical rhyming, is the tax decisions this week which may set up a showdown between terrestrial and space-based digital assets. The Digital World Order (DWO) is emerging now.  And …

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