Bank Runs, SVB – The Media IS the Message

While musing on the tragedy of Silicon Valley Bank, we were reminded by our consigliere today that indeed, the Media is the Message. As this clip on YouTube shows the problems of SPB; not SVB – but close enough… Sort of the same plot, don’tcha think? South Park Bank musta been channeling the future. Well, back … Read More

Replaying 1929: The Bank Run Marker’s In

Silicon Valley Bank is likely not to be the only bank in this period to go down. Because in our work in long wave economics, for more than 20-years, the severity of economic recessions (and “depressions”) the number of failing banks in a period is a good (early) indicator as to severity. For example, in … Read More

Panic Next Week: Special Update

I wrote in this morning’s column thusly: “What we MIGHT infer from such tea leaves is a decline today (to the lower trend level) and then a half-assed rally Monday. “ Bingo! What we see evolving now with about 90-minutes to the close sure looks like we have punctured the lower side of BOTH the … Read More

Sound of Distant Blunder: Jobs, Wars, and Tears

The End of the World is not yet at hand.  Yet, if you pay close attention, you can “almost hear it” at times. Let’s start with the market knock-down Thursday which will continue into this morning according to futures prices.  Our Aggregate Index approach to markets shows pretty clearly the decisive area we’ve now entered: … Read More

Profitectomy: Slip-Sliding Away

Been a fine, if not damn near dandy week, here in the East Texas Outback.  The time of year when “green up” happens – as the wild lands look greener than Ireland. The bank balances are greening-up nicely, as well.  Because we have a useful kluge of a lot of technical gibberish and simple visuals … Read More

“Bomb List” Buying

We won’t even pretend to explain this to non-subscribers in a paragraph. But we will hint that when mushrooms appear, anything less than a ELE will be a final prepping opportunity.  And we are getting ready for the Final Clicks to fulfill that. A lot of this has been covered elsewhere, such as in our … Read More

Notation Crisis: Unavoidable Global Collapse?

The tea and vitamin stack may get credit for this morning’s key insight.  Namely that Global Collapse may be caused not by any of the “symptoms” that appear in daily news headlines.  but, rather, it may arise because of inconsistent global notation (logical) systems. Shades of Logic Matter Notation as in three major sorts found in … Read More

China Goes Hot – Dream Season Arrives – Artist Notes

Much to cover, but not a lot of really exciting headlines…yet. Those will be along tomorrow, when, for example, Mr. Banker – Jerome Powell – speaks.  But it’s only the start of the week’s entertainment:  ADP jobs Wednesday, Challenger Job Cuts Thursday, and the happily estimated federal jobs report Friday.  All “What could go wrong?” … Read More

ShopTalk Sunday: Mudding, Tape, and Sealing

…and ceiling,, too…. The (never-ending) project of getting the guest quarters up to snuff saw the “bulk, underlying” mud go on this week: Some discussion of old construction sheetrock repairs is warranted by this (ugly, but only for now) view. When “dealing with ceiling” and a repair of this type, I like to put a … Read More

Optical Speculation

Software mirrors psychology, as we figure it.  And important consideration when trying not just to sort out what the ChartPack hints at, but a whole field of research in and of itself. You see, we don’t get much training in how to use the components of mind:  There’s a graphics layer, a data table view…all … Read More

DeSantis’ Worm Can: Free vs. PAID Web Speech

“The Road to Hell is paved with good intentions,” says an old (Ure) family saying.  Further on it says “And it’s lined with idiots watching…”  Now, we’re thinking the Road routes through Florida. At issue are misleading headlines.  Like Florida bill would require bloggers who write about governor to register with the state | WFLA.  … Read More

Woke Desperation, Market Sags

This whole “Woke” thing is on the rocks.  But, sadly, not giving up without a fight. Case #1:  Lightfoot Out As we told subscribers:  “Woke Got Fired.”  As The Hill reports: The Memo: Lightfoot is latest Democrat to fall to anger over crime.  Nor will Lightfoot likely be the last.  We hear from people in Oregon, … Read More

The Leading Edge of Tainter

While in the shower Monday morning, one of those “Doh!” moments hit me. I won’t spoil the (deep) thought, but it explains nearly 100 percent of what’s going on both socially and economically around the world today. If you want to understand news headlines, read Joseph Tainter. Which we will lay out – vastly simplified … Read More