No surprise that when you puff-up the monetary base of a country (by 28%) that inflation will show in housing prices. No, sir. No rocketry school needed for that calc: YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 19.5% annual gain in September, down … Read More
OK. So, Omicron is reported to the WHO on Nov. 24 (Classification of Omicron (B.1.1.529): SARS-CoV-2 Variant of Concern (who.int)) and we get around to turning off some – but not all – air travel on Nov. 29th??? Anyone want to guess how many planes with how many virus shedders landed at how many airports … Read More
The big news around isn’t markets set for a “dead cat bounce” today. Instead, it’s the return of Mr. Ure’s tractor to 100% with the stump-jumper back in place. I’ve sworn-off fits of day-trading until several major projects around here are done. Hard to do ranch improvement and build-outs (like decks and new rooms) when … Read More
With the one-day delay in turkey overdosing (the second effort was fabulously successful – 2 lbs. worth of personal weight gain, lol), there was enough tryptophan load to keep my blood pressure and motivation on the zero peg most of Saturday. Made a few Christmas scribbles before addressing a tractor issue…plotted my revenge against conformity. … Read More
Not of a bull market, but the entire silliness of global civilization. Not solely because of the Omicron version of virus, however. Our “reality” – which you can think of as the Second Tower of Babel – is what the Internet provides. For the past 50-thousand-odd years, it has been a “nice” goal to have: … Read More
Oh, God. This was supposed to be a simple column, few words, and a return to non-destructive pillow testing. That’s toast. Markets are edging back out on the ledge and for people not clear in the Big Picture, Complexity stands ready – jaws agape – to bite the world on its ass. Today, some serious market … Read More
Elaine and I have a delightful day planned. She’s sleeping in a bit; as much as Zeus-the-Cat will permit. I’ve been out in my shop-office, doing a couple of hours of research. And arguing whether I should write a column for this morning, or not. (Writing seems to be winning.) This is an odd Thanksgiving … Read More
Today we unveil a new business plan – on a project near and dear – and a bit of analysis on what the Fed has been up to. With both the H.6 money stocks report and trying to put a “foot in the crypto camp.” Some look-ahead on both is definitely in order. Then there’s … Read More
Our focus is [nominally] long wave economics in nature. Unlike many people, who get hooked in the money trap (collecting piles of ultimately meaningless paper) we like to focus on larger issues. Like using brainpower to get “off planet” and plan ahead for the “life after death.” Therefore, any more money other than what’s necessary … Read More
And we did in the first run this morning… Click over and read Biden’s Bounty On Your Life: Hospitals Incentive Payments For COVID-19 – Arizona Daily Independent. Essentially, the report reiterates what we have long-held: That CV-19 is more business model stuffing than legit practice of medicine. Caveat emptor!
Signs of holiday madness are all around us. Like the crazy events up in cheese land where 20 injured when SUV plows into spectators at parade in Wisconsin. Or, overseas where our late winter war jitters for as early as late January are firming up: Ukraine Expects Russian Assault | National Review, “War’s coming” takes … Read More
Brain-Hand Balance? Been spending too much “time in the chair” lately. There’s a lot to be said for personal time-logging. If you jot down precisely what you’re doing – four times an hour – you can quickly come up with a Brain-Hand balance number. Yesterday, for example, was a 98% brain day. Only 2% body movement. … Read More
No, this is not a doomporn piece. Rather, it’s a sober look at where certain indicators are pointing from now through year-end and into 2022. We will walk through it step-wise this morning and see what – if anything – can be done to profit from it. Save making a little scratch which may not … Read More