Today’s Peoplenomics doesn’t do the usual “headline blender.” Instead, we take the week’s news flows and run them through what amounts to a strategic blink-lab: what news stories physically moved in just 72 hours, and what those movements now force next. Energy psychology shifted. Bond stress tightened. Confidence degraded. And the really important part? The systems are no longer moving independently.
This weekend’s Intel Brief introduces the “slider puzzle” model of markets and geopolitics — how oil constrains rates, rates constrain refinancing, refinancing constrains banks, and how institutional trust itself may now be acting like critical infrastructure. We also tie the macro picture directly into this week’s ChartPack, where the Dow still behaves like the party continues while the S&P and techs are quietly flashing stress signals underneath. Not doom. Not panic. But the gauges are humming differently now.
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Dead Canary. Watch for minor anecdotal strains like cars rolling on the emergency doughnut tire. Or, more than one. I invented this so am all over it. More of late. But, tires are lots of groceries. Ditto gallons.
GU : “… A president people are going “both ways on” – people
seem to hate the personality but love his policies …”
That’s me, sorta mostly. His Orangeness spikes angina but often that’s a Midwestern slant on a true New Yorker. I could do with more polish, humor. The man has command but likes to talk too much.
Policies? There’s the rub. A good rub. There was so much rolling pre-excursion which went poof with the Persian factor. I still believe we will win even more. Lots of sailors / troops need shore leave. Finish.
ATL : my infirmities cause more planning than doing. Bad part of the cycle and so my usefulness decreases daily. Then about June 5th I’ll be fit as a fiddle. An old fiddle perhaps but, way more ambulatory.
Have a fine weekend all,
Egor ~ __|_ ~~
nice to chat preambulate – but ambulance now to ambulate later – be well, admmiral, sir’ The3 ChartPack today with you in mind – said the pacific salt always yellind room at the mark!@
The AI build-out is continuing. I thought there might be some signs of things slowing, but it looks like the work is still out there. Segment production exhaustion looks like a real thang.
Couldn’t make a reply to a late comment on credentialism in an earlier post this week. I think home hobbyists and inventors are great innovators. And my primary care physician is an immigrant. If I was closer to the border, I might try a Mexican dentist. But I’ll pass on an unlicensed cardio or vascular surgeons.
When you are mass producing customized off-the-shelf technology, the last thing you need is a wannabe trying to play supervising engineer across Company lines, and disrupting multi-million dollar projects stroking their narcassism. I do see individuals with credentials who couldn’t engineer a pinhole in a paper bag, but usually it’s because their credentials are fake and no one is looking. Certain countries specialize in exporting cousins and brother in laws who are adept at BS, but have never set foot in an industrial facility.
I do not like the way credentials are being handled in this country, but when you spend half your waking hours dealing with technical lunacy and sabotage from both internal and external sources who are making sh!t up as they go along, and forcing me to clean up mess after mess while absorbing ad hominem attacks, you start to develop a little different view of unskilled, untrained pretenders dumping a load of BS on Ure workdesk. Of course, weeding out the pretenders would torpedo a major segment of my personal niche market. Got more than forty years experience and billions of installed projects in the rear view mirror so I have seen a lot. The problem with offshore grifter subcontracters infiltrating Fortune 500 types can be frightening. Junior draftsmen playing engineer is a similar issue. Maybe Al has some related experiences. And the worst problem is these leeches displace US citizens from the workplace.