Futures are up — duh — because that “thing” we were talking about Friday is still in the process of peaking. That thing is what we call a Belief Wave. At its peaks, markets can show remarkable temporal coherence. In Saturday’s Peoplenomics ChartPack, we explained how, between the Dow, S&P, and NASDAQ, two indices were … Read More
Long ago, back in the Beacon Hill basement shop in Seattle, Pappy and I got to talking about slotted screwdrivers. Now there’s a sentence that already dates a man. Younger readers have grown up in a world of Phillips heads, Torx, Allen sockets, square drives, spline drives, and enough imported security fasteners to suggest modern … Read More
Ascension Path of the Modern Mind Amplifier Tribe First came Carbon: pencil, yellow legal pad, coffee stains, misplaced notes. Then came Silicon: spellcheck, search engines, spreadsheets, databases. Then came VRAM: local models, Walter, Maxwell, Jarvis, and parallel thought companions. Then came PCIe-gatory: waiting for the new GPU, tracking-number meditation, refreshing Amazon, watching benchmarks, and reading … Read More
This weekend’s Peoplenomics report, “The Last Belief Wave: Arrows and LZ’s,” ties together Blinks, Geonews, market coherence, AI indexing, server-log behavior, and the larger question of whether the next major Disappointment Wave may begin inside the information economy itself. We look at why depressions often begin as belief failures before they become economic failures, why … Read More
Every now and then, a thought wanders into the office and sits down in the spare chair. It doesn’t announce itself. Doesn’t come with a PowerPoint. Doesn’t have a PR firm. It just sits there quietly until you finally stop doing whatever urgent thing seemed so important five minutes ago. This week’s visitor was an … Read More
Here’s the flavor of the day so far: Cramming and Jamming morning around here. Been up since the wee hours trying to escape the God-awful CenturyLate email system only to slam headlong into another modern disease: Cell Phone Arrogance. You know the type. The growing institutional assumption — now embedded everywhere from WalMart to the … Read More
This morning on Peoplenomics: Are we watching the opening spider webs of a systemic summer problem — or just another false alarm in a market drunk on AI and liquidity? We walk through the “Eight Weeks to Empty Shelves” petroleum-collapse thesis, why one forecast alone is not yet enough to trade, and how Blink-style analysis … Read More
Remember the Talking Heads song? “I can see my lifetime piling up…“ This was supposed to be a day off – to celebrate Elaine and me rolling through 26-years of non-stop, action-packed adventures. Again, though, workaholism strikes. A mixed blessing, but it pays well. CFNAI: That Signpost Up Ahead Chicago Fed National Activity Indicator may be one of … Read More
Ah, the quietude (yes, it’s a word) of a holiday weekend. American markets are closed. And on the pending/predictive/mythic timeline, no U.S. ship has been blown-up yet, Pandemic 2 is still percolating, and that Baltic region power outage isn’t here yet. It will – in probabilistic terms – be along soon enough, so we enjoy … Read More
You’ve been “blinking” the situation in the Middle East – and like us – I bet you don’t like it one bit either. We’re going to ramble a bit – think of it like getting out and walking the land for a bit. Because when you walk the land, it’s easier to ground in what … Read More
This weekend’s Peoplenomics dives into a new way of reading the world: not just headlines, but “blinks” — directional changes in markets, geopolitics, AI, and public psychology. George walks readers through how the market quietly shifted back into “risk-on holiday mode,” why AI is mutating from a software story into an infrastructure-and-power story, and how … Read More
To a domain walker the signs are everywhere. Daily “news” flows have expanded far beyond utility and now orbit beyond absurdity. If this is your first visit here, we don’t look at news as the “ongoing breathless dialog of Reality.” No; we handle it like NASA handles deep space pictures. Watching 1,200 hours of streaming video … Read More
Ah! Here for your “news replacement therapy” are you? For those asleep at the switch, let’s start with why holiday markets matter here in what looks like terminal bubble behavior. Markets have already moved from an aggregate high of 65,718.45 down to a recent low of 64,209.31 — roughly a 1,500-point haircut. That is large … Read More