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The two most useful sources on all the “news” sites today might be our own Reader Ray and a weekend video by The Asian Guy on YouTube.  We’ll toss in our consigliere, too, because his phone call Monday is a dandy starting point. Ring-a-Ding on NATO My consigliere called in Sunday.  “Greenland is about getting out of … Read More

Item #1 for this holiday Monday:  My book – Mind Amplifiers – continues to be (from what I have been told – one of the best, most-needed, but somehow undiscovered AI books on Amazon. This weekend, I continued the AI research (extensively) with a post on my Hidden Guild (AI research) site exploring Beyond the “Mind Amplifiers” … Read More

Ham radios are like women, sports cars, airplanes, and sailboats.  Your enjoyment of any of these will depend on careful consideration of your “use case”. However, if your use case is “spend all your money” my experiments indicate that even a thoughtless collection of two or three of the above will work fine. Which has … Read More

Going into the long weekend, I’ve been chewing on what may be the most important investment question we ever face, and it has nothing to do with stocks. It’s the question of where we put our remaining attention, energy, and clarity as the calendar insists on moving forward. There’s a “retirement” story most people tell … Read More

There’s a holiday coming Monday, so no markets and expect a short take on life planned then. I did something highly unusual today.  Slept in until a few minutes before 5 A.M. Sure, the beast of a cold was part of it; worn body parts in my 77th year can be brutal if not downright … Read More

How are your “war preps?” This is not something people in the CONUS need to worry about – yet.  Except – and this is our first thinking bit of the morning – there is the Calendar. My consigliere and I have spent uncountable (therefore, non-billable) time calculating the answer to the simple question: “When is the absolute … Read More

America hasn’t become the Duchy of Grand Fenwick overnight. We’re not there yet, and we probably can’t get there for another five or ten years. But the uncomfortable truth is that American hegemony, both financial and cultural, is now openly negotiable. Silver topped $90 overnight. A reserve currency doesn’t lose leadership because another nation makes … Read More

No, actually, the tariffs-as-taxes debate will go on long after my passing, yours, or the pyramids. Sure, it sounded like “free money.”  But usually, where there’s “free money” there’s also fine print. And the tab comes later. Take the inflation figures just out: “The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent … Read More

Markets are in sell-off mode ahead of today’s opening for a simple reason. You’ll need a scorecard to separate signal from noise. So, let’s line ’em up, shall we? Trump vs. Powell Began developing Friday when the Fed was served subpoenas over – at least ostensibly – the $2.3 billion renovation plans for Fed buildings.  … Read More

No, not a typo… I didn’t quite get around to the deck completion this week because of a bout of chest cold and asthma – not my idea of fun.  And then, as I was creeping out of the crud, it was cold and rainy weather. Since I know the boss around here, I told … Read More

A few thoughts this morning extending the research from Friday on the odds of a Civil War Lite (CWL) riff from the Minnesota outrage this week. As usual, we keep the “systems hat” on. But even for the public, the simple taekout from Friday was “As long as stocks are going up, Walz and company … Read More