EmpSit and Trade

Hot off the press release – Employment through Government-colored Glasses: “The unemployment rate, at 4.7 percent, and the number of unemployed persons, at 7.5 million, changed little in December. However, both measures edged down in the fourth quarter, after showing little net change earlier in the year. (See table A-1.) Among the major worker groups, the unemployment rates for adult men (4.4 percent), adult women (4.3 percent), teenagers (14.7 percent), Whites (4.3 percent), Blacks (7.8 percent), Asians (2.6 percent), and Hispanics (5.9 percent) showed little change in December. (See tables … Continue reading

Coping: The “Glass Solvent” Dream

UHD 4K monitors for the Home Office and Cold Weather Gunnery in a second, but first the odd dream about disruptive technology. Terribly interesting dream awoke me this morning a little after 3:30 AM. I was not me – rather someone else, a woman I think – and the dream took place in another time zone. The subject was a conference and the topic was the quest for a Universal Solvent, although the conference attendees hadn’t generalized the idea this far. I assume you remember from your fine-focused study of … Continue reading

Job Picture: Last of the Kool-Aid?

In a second, we’ll get to the ADP and Challenger job numbers. But first, a discussion of context is in order. For those too young to remember, the term “drink the Kool-Aid” arose from the tragic events at Guyana in 1978. From Wikipedia: “”Jonestown” was the informal name for the Peoples Temple Agricultural Project formed by the Peoples Temple, an American religious organization under the leadership of Jim Jones, in northwestern Guyana. It became internationally notorious when on November 18, 1978, a total of 918 people died in the remote … Continue reading

Coping: Millennial’s Book 1: [keyword: Recipes]

There is a Recipe to EVERYTHING we do in this Life. Very little – if anything – you do over the course of your life will be truly original and a product of your own creativity. Instead, we learn from other people. We collect “concepts” and “ideas” but the simplest way to lump concept, ideas, action, and outcome into a single pile is to call ‘em Recipes. Take this book for example. I started writing it back in 2002. At the time, there were virtually no good books on how … Continue reading

2017’s Personal Economic Stars To Steer By

Although we’re fairly sure that the all-time market peak will arrive as early as March or as late at September, there are certain “stars” we can steer by. We look at Housing, Gold, and Bitcoin prices this morning and make some observations about where these could head, and in turn, may drag the rest of the economy along with ’em. More for Subscribers       ||| SUBSCRIBE NOW!       |||      Subscriber Help Center … Continue reading

Markets: Boffle and Shiznit

For about the eight-millionth time I’m going to remember you what week this is: June 27, 1929. The Hoover Rhyme will take office. The market will scream higher. Those left behind will stare in disbelief. Things will seem to be oh-so-good. And then it will happen: Then last damn fool will toss money into the market and that will be the new All-Time-High after which we begin a descent that who knows where we will land. We will likely hit that around the middle of March…OK, since you asked Monday … Continue reading

Coping: Social Pendulum Swing

A word or two about how society goes through mood shifts is in order. As I scanned the news sources today I was struck by several stories that are demonstrating just how much of a reversal there has been over the holidays. A few examples? Sure… The Financial Times reports that Airbnb is facing $400 million in lost bookings as officials in London have gone after the small hoteliers with bureaucratic regulations designed to – near as I can figure it – drive up prices in order to protect the … Continue reading

Key Trends to Follow in 2017

(A one-piece report this morning due to holiday and markets being closed.) While many media outlets use the end-of-year period to go through too-many replays of last year’s news, we prefer to look “the other way.” That’s because once something sails by the ever-present Now, it’s gone and you’re left – as in golf – where you’ve landed. With this in mind, a few remarks about the major Kabuki to anticipate in 2017: Showdown With the Shadow Government While the new Trump administration will have its hands full trying to … Continue reading

Happy New Year! Trading Model Beats S&P

By three cents! I know – why would you celebrate a victory of 3-cents over a buy/hold on the S&P?  Well because it was done using a process that is coded and which back-tested actually rocks it in times of uncertainty like 2009. In that year, the model doubled the return over a buy and hold S&P strategy. So let’s talk about that plus our definitive guide to optimizing the home audio experience… More for Subscribers       ||| SUBSCRIBE NOW!       |||      Subscriber Help Center … Continue reading

Cyber Warfare Rising

With markets set to open about flat this morning, we can help but notice the huge increase in level-of-play between the U.S. and Russia over cyber security. As you may have read, president Obama has imposed sanctions on Russia for the alleged hacking efforts this past fall. The report, GRIZZLY STEP (here) outlines why the US believes it was Russia state-actors who were involved in the attempts. The report blames Russian Intelligence Services (RIS) and claims: “This activity by RIS is part of an ongoing campaign of cyber-enabled operations directed … Continue reading