This Week is on Rails

The Weekly Dart Toss begins. With very little market-shifting news early, we would not be surprised to see the market edge up during the early session today.  But, then a day or two of downside as the markets MIGHT roll with “Sell the Rumor, Buy the News” as this is Jobs Week. That means we … Read More

ShopTalk Sunday: How to Fix a VTVM & Other Electronics (Part 1)

The Radio Detective is back!  A VTVM is what? Vacuum Tube Volt Meter.  “But George, you idiot, I don’t HAVE a VTVM!” Totally get that.  But you see, it’s a nice, simple, way to dabble your toes into things electronic.  Thing of this as two weekends of “easy learning” a few things about how electronics … Read More

Charts, Projections, Woo-Woo

Not as profound as Carl Jung’s Dreams, Memories, Reflections.  But a pretty good analog. A few words about woo-woo work and what came out of some unusual dream work overnight. But sure, the mundane and the charts, of course… More for Subscribers ||| Missing out?  SUBSCRIBE NOW!!! ||| Subscriber Help Center

Friday’s Bounce, Personal Income and ECI

Markets were set to bounce back a bit at the open today.  After the blow down Thursday.  Today, looks to us like a rally to the trend line in this view: True, there has been much hype and shilling about recent runs in some of the individual indices.  However, our Aggregate View knocks the statistical … Read More

Data Dense Thursday, A/C Down

This morning’s report features an air conditioning failure in the main house, so I’m just “cooling it” in the office today.  Funny how “Spidey sense” works.  It was just two weeks back air conditioning was on my mind.  To the point of ordering a new window unit for the office (this one).  Even went to … Read More

Fed: Chewing Gum and Bailing Wire

One of our real experts called this one right.  Here’s his voicemail in reaction to the Fed moves in the last hour: As you may know: The Fed only raised a quarter. “The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. In support of these … Read More

Exploring the Covid-Climate Dividend

Let me give you the end of the article first: The Covid-Climate Dividend is here.  There’s a deafening silence about it from officialdom.  Many moving parts to this. A rollover from hand tools to machines, to computers to A.I. points toward a “useless eaters” problem just ahead. While wars are waged for property, the right … Read More

Housing To Justify Bigger Fed Hike?

Fair question, as we see it: NEW YORK, JULY 25, 2023: S&P Dow Jones Indices (S&P DJI) today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for May 2023 show all 20 major metro markets reported month-over-month price increases for the third straight … Read More

Fed, Housing Ahead – Will Ukraine Fall?

The war in Ukraine, despite a huge investment of money and war materiel, is not going well according to reports early today. Among the stories to scan for details: 10km lightning advance: Russian armies reached the Oskol River and entered South Kharkiv – Ukraine sends all reserves. And then there is Odessa; Russia threatens retaliation … Read More

“Change Week” Checklist

Change Week is here.  Not only news, but we also fall over into the “backside of summer from here.  With gasoline prices today at $3.596 per gallon according to Triple A, we’re also in “Peak Vacation weeks” too. CFNAI Data Release The Chicago Fed National Activity Indicator is another Regional Fed summary that’s considered as … Read More

ShopTalk Sunday: Redneck Cooler, China’s 1933

OMG, here it is, middle of Hell Months of Summer and I have neglected to share the annual update on Ure’s (should have patented it) Redneck Cooler design. How it works: For a redneck cooler to work, all you need is summertime and central air. Build a box which directs air over the adult beverage stack and … Read More

A.I. Forecasts the Fed

While we are focused on Top Calling this week.  Interesting combination looking ahead. Especially in light of the market weakness Friday going into the close. We will also take a look at next week’s calendar, celebrate my diet shedding 20 pounds (so far) and ponder if this week was “The Top” of Wave II. Pour … Read More