Here Comes “Responsive Video”

God, I love history. Not only have we been able to use it to line our pockets with modest (-1 to +3% per week) gains  (or tiny losses)  in the stock market, but in addition, we even know where to look for “the next generation of tech.” So if this really is the analog to the 1928-1929 period, what was the New Tech that showed up (predictably) right at the pinnacle of the Roaring Twenties? Why television, of course! Heard of it?  See Philo Taylor Farnsworth and 1927 here. So … Continue reading

House Price Boom Continues

Just out: NEW YORK, APRIL 25, 2017 – S&P Dow Jones Indices today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for February 2017 shows that home prices continued their rise across the country over the last 12 months. More than 27 years of history for these data series is available, and can be accessed in full by going to www.homeprice.spdji.com. Additional content on the housing market can also be found on S&P Dow Jones Indices’ housing blog: … Continue reading

Coping: Notes from My “Other Life” (woo-woo)

It’s not often that I will have to think about writing-up an adventure in my personal life, but this is one of those almost unbelievable stories that it took me a good part of Monday morning wrapping my own head around. The dream was like many others I’ve had.  I think of them almost as my “Other Life.”  That’s where the inspiration for my first David Shannon novel “DreamOver: Action-Adventure on the Frontiers of Reality” came from. My adventures. Those will be featured in the second novel when I get time … Continue reading

Monday: The 3% Solution

The world is on the verge of getting its mojo back. The election in France saw Marine Le Pen make it into a runoff election May 7th for the presidency.  And globally, it was an extremely good session for markets in our aggregate view of things. I see it’s almost nap time. Because if you play triple-levered long ETFs, you can expect at least part of the market session today to  rock your net worth by +3% – which ain’t bad for a single day’s work in a world where the bankster … Continue reading

Coping: With Monday When We’re Busy

More a collection of random notes than anything this morning. Funny:  As in Finance One of my colleagues is kind enough to include me on a private market (and end of the financial world as we know it) letter that goes out to a few select. From his note this weekend, the best description of the FedGov Yet: It’s like a big Insurance company – with an Army. Which,  when you look at social spending… Why Ham Radio, Again? With cool temps and determined to play with the ham radio gear … Continue reading

Business Model Threat Analysis

What is a business model? What constitutes a threat to a business model? And why would you give a rip? Seems a reasonable set of questions – the answers just ahead as soon as a few headline, the ChartPack, and the coffee is done. The good news? Business model (threats) are more than just an investment tool.  They can also save your career from long-term disaster. More for Subscribers       ||| SUBSCRIBE NOW!       |||   Subscriber Help Center … Continue reading

France: ISIS’ Epic c4i Fail

Sure, markets are important – and yeah, we had a really good day yesterday.  But this morning we need to look around the “theater of battle” a bit and see what the larger playing field looks like. One reason our “global aggregated view” of markets seems to work is that we focus at multiple levels. Close-in, far-out, the middle-ground plus we look on temporal grids both ahead and behind for instruction. Today the markets have little to drive them but we did have another Islamic terror strike in Paris overnight and, … Continue reading

Coping: Those Aliens from Our Future?

Two things caught my eye on returning from my regular 6-month doctor’s visit. First was a delightful subscriber renewal to www.peoplenomics.com.  But what made it extra-special was the book enclosed, “E.T. 101.” The other thing that flipped out of a high-speed scan was some news about how the naked mole rat can live without oxygen for long periods of time. After the ad, let me tie up a few loose ends about all this UFO stuff for you… First, the dear reader in Austin’s book could not have come at … Continue reading

Barking the American Media Circus

Oh, my. Three rings full. More stupid column inches on narcissistic media crap than you can shake a remote at.  We see yet-another proof of our contention that – like the auto industry in the last Depression – the media industry has the same excess capacity and utilization overbuild problem today. (more after ad) In the first ring we have Bill O’Reilly’s bounce from Fox.  As a long-time journo, one of the best techniques out there is to ask an open-ended question and then STFU and wait for the whole answer. I’m not sure I ever heard O’Whatzit … Continue reading