China Just Won – Now What? Trump’s Jump in the Policy Box

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

Ebbinghaus Train Wreck, New Book Coming

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

ShopTalk Sunday: The Radio Detective’s Rockwell Case

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

Bad Accounting

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

Rumors of War, Trolling Journos, Personal AI Optimization

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

Trump’s Stew, Market’s Indecisive, Spring Life Cleaning

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

Ebbinghaus-Ure Details

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

Liberals Who Can’t Read

As you may know, we keep several “live now” channels up and streaming when news flows and market action is high.  Days like, well, today. We couldn’t help but notice that ultra-liberals of 18 states and the city of San Francisco have already filed a lawsuit to block the Trump administration’s Executive Order on anchor … Read More

Trump’s Day 1 – Markets Begin Sorting

In some aspects, it was an All-Day Circus. By historical measures, it was unprecedented. Over the course of the week, markets will begin the “rebalancing project” of America’s Future, a good place to begin our discussion.  Because most of the mainstream is obsessing over Trump issues sweeping pardon of supporters charged in the Jan. 6, … Read More

Hipocrisy Watch

Sometimes, the headlines lay it all out. You just have to keep all the moving pieces in mind. Pope Francis calls Trump’s plans of mass deportation of immigrants ‘a disgrace’ And yet, just last week: Vatican cracks down on illegal entry into its territory. A side of double standards with that, Your Holiness? -ure

ShopTalk Sunday: Antenna Questions Answered

Welcome to midpointing a 3-day weekend. Where we expect to get a lot done. Let’s begin with this from a reader: (from a dislocated W2 ham radio op in the Woodlands, TX) “I remember you purchased a “mystery antenna” from K4TR, and were going to evaluate it?  Any feedback on it would be appreciated.” Oh … Read More