About Those Housing Numbers

OK…read ’em and sleep: Year-Over-Year The S&P Cotality Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 1.5% annual gain in June, up from a 1.2% rise in the previous month. The 10-City Composite saw an annual increase of 2.9%, up from a 2.4% increase in the previous month. The 20-City Composite posted … Read More

Waiting for Housing, Big Rally Nears, Thinking “Anti-Gravity”

Two-part column this morning. The second column will be short but useful if you like to play Inflation Spotting — the Home Edition. Big Rally Nears? I have mentioned this a number of times, but I am seeing the trend again in the UrbanSurvival web-traffic numbers. Maybe. And remember: this ain’t advice. If you have … Read More

Horizontal Sunday – Siesta Logic – BlinkLab

The NWS is back at it – failing to deliver any sign of significant rain – all the way into mid September.  Other than watering “critical trees” (which are the kind that can fall on building if they die of drought) there’s a ton of shop work and so today’s focus is on? Horizontal Engineering … Read More

A Final Monday, Belief Bounce at Hand, Take the Day Hot

A Schedule Note:  This coming Monday will be our final “normal” UrbanSurvival column. If the cool weather shows up, I have at least a lifetime of piled-up projects to complete and there’s only so much Superman and that much Kryptonite.   The 30+ pages of market analysis twice weekly and the in-depth research into whatever fills … Read More

Thurs: Datafication, OverTheHorizon, “Lala” Hank on Prepping IRL

Datafy U.S. futures pricing pointed to a down day ahead for markets. Europe was down, Japan’s Nikkei bounced, and we think this centers on Russia using ballistic missiles on Ukraine; intending to harden-up their game.  So, oil prices and “the big question” (Where can AI find another planet worth of $20/month subscribers to keep the … Read More

Markets Hold for Fed Mins, S/W Time Machine, 1st of Four Heavy Econ Papers

This morning on Peoplenomics, the summer economics projects finally start coming out of the barn. The New Navigators is the first of four connected papers looking at succession, economic lifecycles, regional instability, big-city sustainability, and whether the familiar long-wave “clock” may be an output of the economy rather than a fixed period. Then we run … Read More

Empire Stats, Split Markets, and Another Past Life Drops In

Let’s keep the top of today’s column very much on point. Because their weird section is strange as hell… OK, Empire State Manufacturing Not exactly huge but worth making a note of: “Business activity grew strongly in New York State in August, according to firms responding to the Empire State Manufacturing Survey. The headline general business … Read More

An Additional OTHS Note

Now that you know about the OTH news project: Compared with the earlier report today, the event topology — the ridge tops in the data — has changed. Two things: September 15 has emerged as the dominant candidate ridge, while the earlier November event cluster has pulled forward to October 31. February no longer qualifies … Read More

Reader Comments/Reports, Peoplenomics Research Update

No, this isn’t “ShopTalk Sunday” any more.  This is my “the Wall” – which was an online phenom before social media came along.  (Tell me you’re older than that?) So, this morning we will highlight some Comments, update Peoplenomics Research Note # 2, and then our (snarky Sunday) BlinkLabNews.com outputs. Also – the Over the Horizon … Read More