Something’s Off in the Markets… and It’s Not in the Headlines Other than the Strait of Hormuz drama flaring again, markets are acting like nothing’s wrong. That alone should get your attention. In today’s Peoplenomics, we dig into a setup where price action and underlying risk are no longer telling the same story. The charts … Read More

What are all these people doing here? In the Big Casino of Life, anyway? It’s an odd perspective to launch from, but increasingly, the facts look odd, too, so why not? New Games in the Markets Over at the OHLC Machine: That’s the digital-ready version of the “Open, High, Low, Close” that Japanese candlestick traders … Read More

There’s a reason the market hasn’t rolled over yet—and it may not be bullish. For a little change-up today, let’s look through the keyhole at how Peoplenomics thinks. Less hot air, more model-driven. To understand it, you may benefit from exposure to the concept of X-waves. In Elliott Wave Theory, an X-wave (also called an … Read More

A couple of data points crossed this morning—import/export inflation still running hotter than polite company wants to admit, and regional manufacturing perking just enough to keep the “soft landing” crowd chirping. Meanwhile, geopolitics continues its slow-motion stumble toward something larger, with just enough “good news / bad news” headlines to keep futures levitating on fumes. … Read More

News -a driver of immediate Future – doesn’t really matter, anymore. The reason is simple: in the X-post facto world, all pretext of logic has saddled up and left town.  We are reduced to underlying (with emphasis on second syllable there) narratives duking it out in click-time. All of which doesn’t explain the why of how we got … Read More

Stand by for one of the greatest marketing collisions in history. Because today we’re serving up a rare mix of menace, amusement, and method. Before we high board into dueling fairy talks, some mood-setting from Paul Simon, shall we? Paul Simon – Slip Slidin’ Away (Official Audio). That’s because In new escalation, US to blockade … Read More

Taken as a whole, the following perspectives  were conspiring toward a future of muddle-through, or collapse.  Not the lerast of which? US and Iran end ceasefire talks without an agreement | AP News And the hell of it?  The luck of birthright will play as big a role in your future as all the hustle, crypto, … Read More

We won’t mince here: this weekend’s ChartPack is the ChartPack from hell. Forty-seven pages of charts, cycle work, war-risk crosscurrents, and a market setup that looks a whole lot less like “soft landing” and a whole lot more like “keep your helmet handy.”   Save a spot in the ER for your wallet this week, while … Read More

This will be very much highlights and on point.  Because I’ve been up since 2 AM writing next week’s Peoplenomics report as pieces of the Four Track Human model continue to fall into place. Focus in ShopTalk Sunday will be “Yard and Garden Engineering” which is where systems thinking and calorie-quest collide with a side of … Read More

There are enough moving pieces today that a simple listing on the whiteboard should keep you “in  the game.”  But, speaking of “games” let’s play… Breaking and Broken: GDP: “Real gross domestic product (GDP) increased at an annual rate of 0.5 percent in the fourth quarter of 2025 (October, November, and December), according to the … Read More

So yes, there’s a lot of reading today — close to a hundred pages between the ChartPack and the Focus — but that’s because the times are not simple, even if the headlines want to pretend they are. If you want the fast-food version of reality, the free web is full of it. If you … Read More

Breaking or Broken?  Durable Goods Just out: New Orders New orders for manufactured durable goods in February, down four of the last five months, decreased $4.4 billion or 1.4 percent to $315.5 billion, the U.S. Census Bureau announced today. This followed a 0.5 percent January decrease. Excluding transportation, new orders increased 0.8 percent. Excluding defense, … Read More