Month: July 2025

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Starting Point: A simple long wave econ perspective on Tariffs. Can we please put the blame where it belongs? The problem is foundationally because of tech. Prior to 1970, foreign made goods were of random quality. Long supply chain. The Revolution in Telecom allowed US managers to outsource globally. As the telecom evolution grew – and … Read More

Our “useful part” involves linkage between moving averages and the use of stops in trading. But, to get there, we begin with an adventure into how “domains of thought” arise and can be used to bring about fresh insights. Along the way, we “self-classify” into most-comfortable domains. All part of a possible chapter in an … Read More

Technical note on Future: Breaking Seeing Quakes Ahead  (From today;’s Peoplenomics) The seers got it right, again. In fact, I mentioned to be on the lookout for this two weeks ago! Here’s what was in the UrbanSurvival column on July 17, 2025: “11 Real-World Stories That Actually Matter #1,  that big shaker up in Alaska … Read More

And it may provide cover for the Fed FOMC which is pondering whether to hold rates, or not… 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 2.3% annual gain in May, down from 2.7% the previous month. The 10-City Composite annual increase came in at 3.4%, … Read More

Let’s bust this down so I can get rolling on a longish econ paper for Peoplenomics subscribers tomorrow. Here’s today’s shopping list. Market was up a bit early – which could power the FOMC to talk down rate cuts tomorrow which could hurt the bubble. Housing (we will have a second report after the data … Read More

Trump, turns out, is a switch-hitter.  But not in the way some democrats have been claiming. While being bashed by the serious left for playing golf in Scotland this weekend, turns out  the Driver-in-Chief landed a bigly trade deal over the weekend. Here’s the guts of it in headline form:  The EU plans to completely … Read More

Easiest ShopTalk in a long time. As you probably know, son G2 may be coming back this winter to build a home down here. Despite his role as medical director on a 750-tradesman server farm build, even he knows there’s a lot left to learn about housifying. So I did what any proud dad (with … Read More

You remember those old-school math problems? You know — One train leaves Chicago at noon, another leaves D.C. at 11:45 traveling at 60 mph…? You were supposed to figure out where the crash would happen. Well, today’s piece is a lot like that — only instead of trains, it’s governments and intelligence agencies speeding toward … Read More

Our headline on the Thursday Starlink outage used the word “Attacked?”  Turns out the old “news nose” still twitches reliably. Starlink back online overnight: Ukrainian troops were without communication for over 2 hours. Coincidence?  Above our pay grade, but Elon did the right thing with a “sorry about that”.  While inconvenient, Starlink is well under … Read More

Elaine and I were sitting here when Starlink dropped out about 20-min ago – but it didn’t come back right away. Now over at Starlink outage or service down? Current outages and problems | Downdetector we are seeing there is a chance of a global outage – we will keep an eye on it. But … Read More

Need a little something to kick the neurons around while mindlessly facing work and heat?  Do we have a deal for you! Odds of a JeffWar We have a circle of very bright colleagues – but for those who are not inherently into domain-jumping – here’s what (and how) a JeffWar could work. Step 1: (Educate) You need to … Read More