Month: January 2025

You’ll remember that in the 1980s, I was senior VP of a regional Caribbean jet airline?  We had a saying back then – and worth remembering today – that “Crashes come in Two’s and Three’s.”  (Mostly threes.) That matters because of a tragic accident in the skies over D.C. early today: American air plane collides … Read More

We can now see a quickly developing gap between the interests of the Federal Reserve and the Trump administration as the FOMC not only kept rates stable but also hinted that future rate decreases would be cautiously approached. This is not going to make the developer-in-chief happy; never seen a Developer who likes more expensive … Read More

Great read out of MIT/Sloan this week – so if you haven’t read it, have a look while we all twiddle ahead of the Fed decision… A new look at the economics of AI | MIT Sloan We tend to believe in realistic outlooks more than political and financial partisans who talk their book far … Read More

This is what happens when you run afoul lessons in my recent book “The 100-Year Toaster.“  Companies make decisions as they mature to increasingly benefit executives and shareholders while the original Customers get screwed. I could insert a book-length treatise on this cyclical aspect of the SDLC, but you wouldn’t read it, so where is … Read More

Time to be asking such questions. Because one of the side effects of closing down American borders could be a lessening of long-term housing demand.  For now, we have today’s Case-Shiller/S&P Housing numbers to contemplate: (my underline) NEW YORK, JANUARY 28, 2025: S&P Dow Jones Indices (S&P DJI) today released the November 2024 results for … Read More

China Just Won The Day DeepSeek Turned Tech and Wall Street Upside Down – WSJ. And worse? DeepSeek may not be alone:  Chinese AI DeepSeek rattled the industry. We would not be surprised, for example, if China’s already got government cloaked models working out long-range policy guidance to assure CCP world dominance. Could an A.I.-generated low risk … Read More

Opening line of our Peoplenomics.com ChartPack Saturday summed it all up: “We think there’s a good chance that the market will continue to sell off next week and a knockdown could show up as early as Monday.” Well, here we is, and here it goes:  With the NASDAQ preopen down more than 900 points. As we should … Read More

You – you lucky devil – will be learning about tube testing today.  But before we do that, a background course in radio repair as a warm-up… It was a quiet weekend on the electronics bench as Universe had presented a mildly interesting case: A super cheap (Under $100 on eBay) radio – classic Heathkit … Read More

Ah, the headlines – sounds like government waste.  But today we have a dandy example of weaponized accounting to kick off the neurons. And, after that, we’ll consider the odds of a major downside Monday which floated to the top of today’s ChartPack. Now toss lightly with a sprinkling of politics and…gee, looks like the … Read More

Market futures were down following yesterday’s rally at an unusual time.  In our Aggregate markets view, the Tech sector had continued to lag and could not reach a “necessary kiss” at overhead resistance. When we look at our Aggregate Index (an index of indices of U.S. markets), we are just now “walking resistance higher”.  In … Read More

There isn’t much going on for the rest of this week.  Trump is in, and going to work, while liberals and the lawfaring industry are predictably pissed.  Balance is back. Merit matters, again. But, our macro problems have yet to be addressed. We return, for a second, to the matter of SynGro.  That’s Synthetic Growth.  It’s … Read More

Can we learn something about markets from noticing how people “forget” things?  Over a hundred years ago, some basic research into human psychology laid some important groundwork.  Which we rip through, helped by our A.I. accomplice (research helper). This is a neat bit of research because it points out one of the more promising branches … Read More