Right out of the hopper today, after the market declines this week, another take on jobs and this one is not good. From here: “U.S.-based employers announced 38,792 cuts in December, a 33% decrease from the 57,727 cuts announced one month prior. It is up 11% from the 34,817 cuts announced in the last month of 2023, … Read More

A rather startling chart in this morning’s ChartPack series.  As we explore a line-up with the prototypical 1929 extreme blow-off and present day market behaviors.  We’ll outline what could be a financially devastating remainder of 2025. TMB versus MMB. Yeah: Trump Means Business versus Money Means Business.  As long as it’s the War Party’s wars … Read More

There are two trade stories today. The first involves Canada where we (still) have close friends (and a sister). There, after pulling every social con in the book (arresting people for bringing Truckers food and fuel? Really?) the TruDope aristocracy of ignorance is throwing in the towel. We love Canada.  Like Molson’s, the Bay, and Stanley … Read More

Cold enough people’s brains freeze, is how we figure it. One of our 3806 ham radio cohorts (“coffee good…” John) works for one of the Big Box stores here in Texas.  And going to work Sunday, you could almost make out the “concern” in his voice.  People go a bit nuts when Big Snow or … Read More

The weather this time of year is only partly conducive to shop work.  It’s cold.  So, in addition to being uncomfortable to use metal-handled tools (wood and plastic handles are OK) there are some machines that just won’t work right. Take the 3D printers, for example. I ran out a pretty good-sized print this week. With … Read More

We could title this morning’s remarks something generic. Oh, like “How the World really works.” We might do that because how many people would either read (or absorb) a report titled… “Transactionally-linked, Dynamical Business Model Behavior Using Anomalous Technologies Under Semi-Hierarchical Social Constraints.” Yeah, it’s a mouthful and a mind full. Yet, strangely – and … Read More

We are just over two weeks out from having a new President.  But, it’s looking more and more like another Trump Casino as the crucial vote on Mike Johnson comes up today.  A preview in Could Trump face another early setback in House speaker’s race? Sets the tone.  Or you could roll with Mike Johnson’s … Read More

First thing out of the hopper – for these last two working days of the week – is that markets are set to bounce. But we’re not out of the woods, yet. Earlier, the Dow futures were pointing up 200 points and the Techs up 170, S&P up 35, But in our Aggregate view of … Read More

Just in:   Space Weather Message Code: ALTK08 Serial Number: 49 Issue Time: 2025 Jan 01 1747 UTC ALERT: Geomagnetic K-index of 8, 9- Threshold Reached: 2025 Jan 01 1741 UTC Synoptic Period: 1500-1800 UTC Active Warning: Yes NOAA Scale: G4 – Severe NOAA Space Weather Scale descriptions can be found at www.swpc.noaa.gov/noaa-scales-explanation Potential Impacts: … Read More

Well, that sure didn’t take long. You need the PDF to see the pictures clearly in… A Strange New Years Tale Enjoy and comments are always welcome. g

This being a holiday, we will be focused mainly on the ChartPack. But we do have a few goodies…  This is the day of remembering what we’re doing and what Life is all about. While it may sound a bit like Chairman Mao’s criticism-self-criticism, the modern student of management science will find many templates in … Read More

Simple enough: “NEW YORK, DECEMBER 31, 2024: S&P Dow Jones Indices (S&P DJI) today released the October 2024 results for the S&P CoreLogic Case-Shiller Indices. The leading measure of U.S. home prices recorded a 3.6% annual gain in October 2024, a slight deceleration from the previous annual gains in 2024. YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller … Read More