“The 100-Year Toaster”–Ch. 14

Dec 7, 2019 | 4 comments

Addicted to Accounting is the focus of this Chapter. Conventions, depreciation, and the time-value of money may be driving toward unsustainable and anti-environmental outcomes.   A journal entry for delusion?  Or a T-account for Depletion?Because as we...

Did the Trade War MAKE Jobs?

Dec 6, 2019 | 28 comments

Yeah.  Trade War.  Supposed to be the “end of the world” and would collapse consumerism as we knew it.  But, that’s  not what the data says. Let’s start, though, with this morning’s federal jobs report. “Total nonfarm payroll...

Woo-woo / Weird Science Note

Dec 5, 2019 | 14 comments

Had a case of the “Earthquake Tireds” today. I’ve written about this in the past…and said I’d mention it next time it happens. Here one of those “self-learning” things that happens if you live long enough.  You start to notice...

The January Slam – Which-in-the-Wings?

Dec 5, 2019 | 23 comments

Our Big Story this morning is probably one that feels a lot like we, as a Nation, are being set-up for a January Slam. “The Slam” (JanSlam) near as I can label it, will have many components all smashing on America at the same time. The first we can see by...

Product of the Decade: Climate Change

Dec 4, 2019 | 36 comments

One of our guiding principles is that “Everything’s a Business Model.” So looking ahead to next year, we have a couple of interesting observations about how this “new business” is doing.My consigliere made an interesting observation while...

Santa “Slayed” or BTFD? Plus EU Collapsing

Dec 3, 2019 | 27 comments

Here we go, once again, wondering about possible market action in the short-term. With the early futures down two hunsky’s, I put in a pseudo-number into our Aggregate Index to estimate what might evolve in today’s action: See that roughly sketched-in...

Markets Waiting for Santa (Us too!)

Dec 2, 2019 | 39 comments

Santa has a problem.  It has everything to do with Christmas, China, the US Fed “filling the Gap” for Europe which is in negative interest rates, sales-killing snow storms, and the pending release of three days of employment data this week. In short,...

Details: The ‘29 Comparison

Nov 30, 2019 | 14 comments

Holiday weekend, but the ChartPack today is most instructive!    Yes sir: No rest for the weary around here.We’ll hop to it, as soon as a few headlines roll by. Say, pass the leftover stuffing, would you?More for...