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

Index Day, Odessa Woes Grow – Av 9 Closing In

How about a nice serving of Philly Fed and New U.I. filings to light up this morning?  Might as well – the Ure’s are going in for teeth cleanings today while G2 holds down the fort.  Very much a “doing the checklist” kind of day.  Which means a column along the same lines.  Economy? Check. … Read More

You have Voicemail, II: Gpt-CHAT Does Poetry for 757 Pilot?

Oh, yeah.  Innovation, Baby!  It’s what we Thrive On! Now this is the kind of thing we’re all over with our Voicemail to Web Audio system here.  (To use it, leave your Comments as a voicemail on (903) 740-0596.  Seat backs and tray tables?  The Captain speaks and innovates for us:   (Thanks Capt. Smiley. … Read More

Markets Rocket, You Have Voicemail

Someone called our Audio Comment line (903) 740-0596. And laid these kind words on us:   No, actually not much work to my system.  Just works – really neat. Which is why I keep saying “Would someone tell Elon Musk that crazy geezer of the woods Ure in the East Texas outback has the way … Read More

Merit-Based Lifespans

You know the Fooled and Doped Administration has halted public sales of NMN – a potentially life extending supplement, right? What is not being spoken of much is the gross (obscene) violation of medical ethics in play. Years ago, there was a study on low-dose aspirin, and when the trials showed the intervention worked, the … Read More