Home Prices Still Rising

And with the news, look for markets to back off on silly-talk of rate cuts. Because the Fed wants 2 percent inflation, not the four-something percent of now: NEW YORK, NOVEMBER 28, 2023: S&P Dow Jones Indices (S&P DJI) today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. … Read more

Housing – And Other Shoes to Drop

How the Future shows up is slowly coming into view.  Low probability, but there’s a theme evolving and it’s scary. It’s also complicated with several additional levels of play hidden from public view. Let’s go exploring, shall we? Imagine a future where: An outbreak of violence over immigration (legal and not) breaks out in America. … Read more

Fateball and the dma-x

Today we venture into the Twilight Zone between woo-woo and financial analytics.  Which, if you had asked me about last week, I’d have admitted is unlikely to exist. But now, thanks to “Living Two Lives” – a waking world and an amazing Dream Realm existence, I’m pretty sure it exists. And forget Michigan and Ohio … Read more

Personal Landing Zones

Feeling up for a book chapter-length discussion of Personal Landing Zones?  5,000 words on topic, but first we have other pressing business. Still, I think you’re going to enjoy this morning’s survey. Because we’re going to show you how “prepping” is only part of a process that leads from setting up your personal “landing zone” … Read more

CFNAI, Holiday Drive, Black Friday II

Let’s begin with a Holiday Driving story. Our consigliere is coming to visit from the nearly Northeast.  And he’s driving.  All was going well until he got inside Indiana on I-70.  There, the cops had a high-speed chase going involving a fellow in a Dodge Charger. Ended in the predictable crash. Somewhere north of 120 MPH … Read more

Engineering Black Friday, Super-Garden

Our Monday diatribe begins by noticing that the Market is not sure what to make of this “Momentary Peace Talk” going around.  Because, when comes down to it, it’s like we told you some weeks back:  “Ceasefires tend to happen when both sides run low on ammunition.” An example of this shapes up in Ukraine. … Read more

The Turkey Day Briefer

The State of America is the annual topic around here when the turkey comes out.  Though, unlike many American households, there’s usually very little spread of opinion.  Because, when everyone at the table is over 70, they have been kicked-around enough by Life to have moderated most previously held extreme (or stupid) views. Notwithstanding, we … Read more

Arm-up, Melt-Up, Fake-Out, or Hand-off?

Getting hard to keep all the moves sorted out, lately. We get up earlier and earlier, it seems, because making sense of the World is getting harder by the week. Arming Up While the U.S. continues pouring billions worth of arms to everywhere (except the Mexico border seems), the situation in Gaza is not improving … Read more

Markets Beyond Crazy, War & Recession, Rally?

Since people who read this website are very “financially aware.” I shouldn’t need to remind you that this is Index option expiration or that tomorrow the equities (underlying stock options) expire.  Volatility looms, though in the early preopen today, it was very little different from the Wednesday close: Even if you’re not an optometrist (or … Read more