If – or likely when – wider war shows up, readers are already fearing a second-phase of the American die-off will arrive. Reader Stephen2’s comments on drug supply chains are spot-on. In war supply chains are likely to crumble. Rationing. Even of meds. Losing weight is hard, but dying could be harder. Today we also … Read More
Biden’s War Party seems to be doing its damnedest to usher in Global War in August. But first… How About Jobs? Dandy trading session. Although my expected rally into today’s close was muted. We expected a decline at the open. But from its session lows, the Dow rose from a session low of 33,771.47 to … Read More
Give that Economy a big spin! (If you haven’t noticed, there is HUGE spin on nearly every data point and news story even remotely connected to People’s Wallets…) Jobs Blowout ADP job creation numbers, the Challenger Job Cuts, and the Labor data on new unemployment filings. Let’s start with the 497,000 new hires which blew by … Read More
While not offering advice, I did mention to subscribers I’d gone short last Friday. Odd things happen in the long wave economic cycles. Positions of power and influence change. With it, nations rise – and as we fear out west – they can also fall. This will leave the U.S. to reprise the role of … Read More
Celebrate while you can. Financial markets are closed today in faux Americana. But they’ll be along tomorrow. In the meantime, the Big Predicament has not changed. Let’s begin with the Labor and Income ledger. Raise your hand if you are making more – on a real purchasing power parity basis – than you were a year ago. Or, … Read More
According to reports out of France early today, the widespread rioting has calmed down. Only 157-arrests overnight, according to this report: French police arrests fall sharply to 157 during sixth night of unrest (france24.com). Still, the French experience raises some troubling questions for us about how modern communications channels allow for “social contagious” – like … Read More
Today, we’re going to turn you into a competent basic radio operator. It may be a much longer report than usual, but it’s a four-day weekend for many, so what the hell, right? Much of this morning’s discussion will apply to radios other than the ATS-25 (and its many variants) that may be purchased on … Read More
Some major SupCo decisions this week and we find them most agreeable. But they are not popular, depending on which one(s) you talk about. Today our main focus, being a holiday weekend, is on the charts. We are eyeing the coming few weeks to see if the end of the Wave 2 rally will become … Read More
The biggest “news item” around here is the “down time” over this 2,3,4, or 5-day weekend for the Fourth of July celebrations. Around here – living in the 56th largest county in Texas – at 1,078 square miles – most of it heavily forested in pines and mixed hardwoods – our biggest concern is fires. … Read More
Sure, Joe Biden gets a lot of things wrong. BUT, when it comes to aging, the latest chapter in the American Political Psychodrama about Biden’s age seems headed into the ditch. You see, Joe Biden’s been wearing a CPAP machine and…so what? More than 8-million Americans use one of these devices. Continuous Positive Airway Pressure … Read More
We’re focused today on the subtle – but world-wrecking differences – between Numerical Accounting and what we’d label Natural Accounting. OK, it may seem like an odd place to attempt changing the world from, but go with me on this for a second. Natural Accounting is about all possible measurements. Climate, resource depletion, impact of … Read More
Case-Shiller monthly take on the Housing market is just out. “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 -0.2% annual decrease in April, down from a gain of 0.7% in the previous month. The 10-City Composite showed a decrease of -1.2%, down from the … Read More
This morning’s “second cup brainchild” is some insight into how “Reality” is manifested at the macro level. The key aspect of which is how the GMC (global mass consciousness) is always, continuously, voting on the Future. This harks back to the Schrödinger’s Cat principle of quantum mechanics. Which posits whether a cat, placed in a … Read More