As our snap analysis indicated Wednesday, we believe one or both of the following conditions are true. The Fed has whored out responsible monetary policy to Politics. OR The Fed sees something very bad ahead – so far unmentionable. Let’s back up. We’ll use Consumer Price Index Archived News Releases : U.S. Bureau of Labor … Read More
Seriously? We don’t offer investment advice, but we can help with clear thinking. The 1/2-point Fed rate cut is bullshit. There are only a couple of options. They are really Political – and this is designed to spike the punch ahead of the Harris presidency that Wall St. liberals want. (Until they don’t but that … Read More
Three biggies on the docket today: The Fed meeting results are due this afternoon, so we can all get into the water cooler pool on that one. I’m in for 10-large. Second is the latest chapter on my book on Anti-aging from a lay perspective. And I have to tell you, when a writer enjoys … Read More
Sort of like a meeting Agenda from the old “mahogany foxhole” days, ain’t it? We have all kinds of neat things coming together – after a bit of a ‘dry spell’ where everything was up in the air. Pardon if this is a little “check-listy” but much to cover. Retail Now, Fed Tomorrow First thing … Read More
Are you ready to be massively entertained? This week could be “one of those.” This morning, the NY Fed’s Empire State Manufacturing Outlook is just out. We can dispense with that one through this simple pull quote: “Business activity grew in New York State for the first time in nearly a year, according to firms … Read More
We pick up the story of Ure’s mini deck build today. Total time on task so far in about 4.5 hours. A buck and a half of which was screwing in the five-quarter decking. 20-minutes of that was slapping on a coat o Penofin – which is sort of like a penetrating oil finish. Goes … Read More
Monster Week could be coming up starting Tuesday. So today we look at the event calendar and consider some of the sizzling fuses that are already lit. Our objective is to get enough sense about what’s just ahead to avoid being run over by it. Oh, and if we make a few bucks along the … Read More
Triskaidekaphobia anyone? Yes, in my view, the world is slowly edging towards World War III – it will likely pop before Turkey Day and after the BRICS meeting in Russia. Early futures were showing the market continuing the rally, but again, color us skeptical. We have still not (in our Aggregate Index work) returned to … Read More
Wow. That sounds like a lot to cover, but it’s not – really. Let’s all try to remain rational which – while looking at an irrational world – is admittedly a tough thing to do. Irrational Markets We would not be too surprised if the market doesn’t go up for a while today and then … Read More
Our book on anti-aging best practices is nine chapters deep with today’s report. Where the focus is on people bespoke wish to live longer lives contrasted with what they really do. We will also look in on the day’s round of “the Blame Game’. This is where Donald Trump had a very bad night, and … Read More
Two things are moving along as expected around here: The market rallied like we projected Monday. And computer issues came out and snagged us. This latter was not so much an expectation so much as a kind of “feels due” event. I suppose, lacking any real news to talk about (except be sure and pick … Read More
Living for a decade (and some) on a sailboat, you develop a way of “seeing the Outer to understand the Inner.” As it is again, today. This particular insight has to do with charter fishing boats – which explains everything in Finance, if you have the patience to watch long enough. Today’s saga began as I … Read More
I have been staring at a pile of lumber down in the wood-fired coffeemaker area in front of the house for the better part of 5-months now. So, with the arrival of cooler weather this week (high of 87 Saturday) I decided to get the first couple of hours in on the deck. Planning Things … Read More