Markets: Algo’s and SiM Theory

Out-trading algorithms and studying  SiM (Sell-in-May) theory is on the docket here for the next coupe of weeks.   We’ll get to the Chicago Fed outlook in a minute, but let me ramble for a bit… What makes this a “nice” time to visit the casino...

PopDrop and SynGro

Two big stories this week frame a change in how the US Economy works.  The CDC reported the American birth rate is now down to the lowest level in 32-years.  At the same time, claimed president Trump Thursday, smuggled children constituted almost 65% per...

Woo-Woo:  A Report From The Realms

Introduction: By day, that is, when awake, I’m a pretty normal 70-year old male.  Writer, beautiful wife, and semi-retired on 29-acres of state park-like land among the towering pines of East Texas.  By night, however…well, let’s just say things change.  I’m a...

For the Conspiracy-Minded

We  hold to the simplistic idea that markets are honest as much as the next guy. But, when you look at the market action of Thursday and what’s on tap for tyhis morning, you just shake your head, sometimes. Here’s the “logical choicing” problem...

Dam: Fake News…or Prescience? Housing

Since our “market darts” have already told us where things should go when markets open today (down until around lunch-time, then a strong rally into Friday…but this is just the darts, lol) we can sit back, watch the dough pile up and try to sort out...

The World’s “Wasted People”

Time for a rethink of social programs?  A chance discussion this week got me to thinking about how the world really needs a way to “recapture waste people.”Who???There’s no one who is “waste” per se, but circumstances in life often...

Prepping: Tweaking a Home for Aging

Although Elaine and I are planning to sell our “state park-like” setting in the woods and move back to the Big City – wherever that is – we have also considered staying out here in the woods and wait for [whatever] here.  Along the way, we have...

Trade: The Late, Broken News

Are you “ahead of the news” or are you “behind it?” On trade, there are always Alt-Sources of supply…so why is the media getting yet-another story wrong?  China is convenient but not irreplaceable.  Think Taiwan, South Korea, Vietnam,...

Markets: Evolving a Fall MOAC?

MOAC:  Mother of All Crashes Sorry if you are not a subscriber to our Peoplenomics.com website, otherwise, this morning’s missive might make a lot more sense. But even here in the cheap seats, I’ve been telling you for nearly a year that we could...

Nested Bayesian Investment Analysis

Humans are binary animals. It’s built in to how we think because of our “wetware” – which means neurons only have two states:  fired or not.This has tremendous implications for how we arrange nested decisions and how we “bias...