BJL – The Big Job Lie first today. (This is nearly a Peoplenomics® length piece, so we can focus on just the charts on the subscriber side tomorrow…bring extra bean.) The well-controlled, agency-influenced corporate media’s take on the jobs report just out is based on what in the press release from Labor? Total nonfarm payroll employment … Read More
Most of this was covered on our Peoplenomics subscription side Wednesday, but we are “bleeding over onto the free site” because things are evolving quickly and on multiple “fronts.” War – But When? We have never heard the drums of war beating as loudly as today. Not during the Vietnam conflict, not in Desert Storm, and … Read More
Something odd has been swirling around Ure’s environment for 21 hours now involving Poland. No idea why, but here are the three oddities that have come along. In our Friday convo, The Major (*that retired O4 chum I grew up with) spent part of the discussion describing in detail a totally fabulous meal at at rustic (but … Read More
A dandy day of Spring, Sunday. Second day of spring is a lot more “iffy.” Let’s begin with economic matters, especially the Chicago Fed National Activity Indicator which is just out: “The Chicago Fed National Activity Index (CFNAI) moved down to +0.51 in February from +0.59 in January. Three of the four broad categories of … Read More
TL;DR: Yes, Before Wars, runups in markets are not uncommon. General news flow is lame except for courts as GovDown crawls along. And some changes in our “solar thinking” to ponder. Rally Dandy? I won’t kid you – on the personal financial statement this has been a dandy past couple of months. Well, except for … Read More
TL;DR: When crypto came along, we took a pass realizing it was a “purebred fiat.” Now, open “Currency Wars” threaten. They may be a road to war. Meanwhile, Fannie and Freddie are singing the blues as delinquencies scream higher. And what makes a great manager? building or Maintaining? Currency War Arriving Back when crypto was new … Read More
TL;DR: The world isn’t ending – yet. But the CFNAI is out and the yammer Fed Head circuit is buzzing. Markets aren’t happy. Although we’re amazed the cyberattacks on airports is playing as a non-event. World is “on the high board” and ready for its swan die – we recommend prepping while you can. Now … Read More
TL;DR: Markets pause after a stretch of highs, Fed week looms, Europe wobbles toward war, Kirk shooter still loose now reported in custody — world’s still fukt. Around the Ranch? Out-plan, out-maneuver, live better while others whine. Fish Wrap, Huh? Come on, buddy. Even my AI stack knows this one by heart: ““Fish wrap Friday” is … Read More
The Stock Market put on a pretty good show Monday. Likely, figures my consigliere, it’s because when there are obvious bubbles in play (AI, NVidia) it is about the only “safe” thing left for a Fund Manager to do. Buy the Dow. And that probably is why the Dow put on another great performance Monday. But … Read More
It’s a key concept of effective time management. Sorting out what is important – and it bounds how the desired future comes about. Which can be an entirely different animal than what seems to be urgent. With summer rolling by already (since Memorial Day), though “officially” not for two weeks yet, we are seeing the … Read More
It’s a very Big Deal. With the attempted assassination on the Slovakian prime minister, we think there’s a case to be made that the world has slipped deeper into a WW-1 Replay, a Weimar-like Inflation, and an economic Depression, all rolled into a new and improved version of Humans Are Stupid, Gold Edition. Let’s see … Read More
You may not be familiar with Daniel Handler’s series of children’s books, but the Lemony Snicket series, if in title and nothing else, does have a certain foreboding to it in finance. Let me explain with a starting Wiki: “Lemony Snicket is the pen name of American author Daniel Handler (born February 28, 1970). Handler has published various children’s books under … Read More
19-cent economics up for breakfast today. This is a dandy-to-grand follow-on to our Peoplenomics report of Wednesday. Wherein “Ure’s Inflation” defined “locally observable Inflation” as much more highly correlated to the Reality/Ground Truth than the put-up numbers from financial shysters. Which includes (sadly) the People’s government. Prices Don’t Go UP – Money Goes Down Inflation … Read More