ShopTalk Sunday: The Book

Ah, the glory of an  Easter Sunday, huh? I like getting a bit of down time. (Actually slept in until 4:46 AM!) Except, as you might expect, my idea of down time is a little rough around the edges. Mainly, it means a change from head work to thing work. The workaholism never changes – … Read More

Markets Roll Trounce of the Bounce – Thursday Admin Blues

This market has (trying to remember the old saying here…) “More up and downs than a bordello on Saturday night.” I mean, think about it.  Dow was up Wednesday +305 points.  Early futures this morning? -316. That’s a whole lot of action, but we’re not seeing much traction, Jackson. News Flows and Other Woes Grab the Kleenex, … Read More

Half-Holiday: Rally Tuesday? A ShopTalk Extra Edition

A few minutes after 5 AM in East Texas. I’m in “the chair” and locked to do battle with the “smell-checker” while keeping the rapier wit honed to a surgical edge. EXCEPT: It’s a “Day off.” Well…sort of.  This week is my 77th birthday.  And I’d like to thank the U.S. Congress for one of the … Read More

ShopTalk Sunday: Coming for Your Tools?

Fortunately, I didn’t have to spend much time with the daily tracking of the “luny left” because Reader Ray laid it all out in a Comment section remark here in response to the Saturday Peoplenomics report: When Price Stops Mattering, Brace yourself. Because the core concept on the layout table today is from the old … Read More

Markets Stage Trump Recovery, ShopTalk: Storm Planning

Power, Prices, and Preparedness: Three talking points with the hash browns: What Trump said in Greenland, what it means, and how he’s out on the margins now. Markets slammed through the 85-Day average to the downside.  This is likely the rally above before lower. And the Mainstream again underscores its failure to empower the people … Read More

ShopTalk Sunday: Ground Up Reframing a Senior Shop

Is this really ShopTalk?   Maybe: It’s really about aging, agency, risk, and dignity.  Let me read you in. Every so often a reader letter lands that isn’t really about tools — it’s about starting over.  Two things stood out in this week’s mailbag:  First, it comes from a long-time reader – she’s 73.  And she lost everything … Read More

Markets Eye Santa Rally, Changes in Social Sec., plus Modular Projects

Much on the agenda – Markets and fresh data, a few headlines that matter, changes to Social Security in 2026 and how to hedge.  Plus ShopTalk Sunday has a “modular project” started… Markets and Santa We closed our short position Wednesday.  And sure enough, there was a decent rally Thursday. Early Futures pricing today?  Well, … Read More

ShopTalk Sunday: Food Reactor 1 Build Looms

TL;DR:  We do interesting things on the Peoplenomics side of the house.  Like an August 2025 article on Food Reactors.  Not all of it is shared here, but enough so you’ll get the idea of what they are and how to play along on your own shop time. What’s a Food Reactor? Two ways this can … Read More

Resolution Tuesday, Housing in Part 2, Squeezing Solar

TL;DR:  Our dance card (and “the pattern”) is full today.  Part 1 here is SATTP (short and to the point) with Part 2Housing in a few minutes. Focus around here is squeezing amps from solar… The Future is Ure’s Dow futures were down a bit more than 100 early.  S&P was down about 15, too.  … Read More

Amazon Proves It: Consumers Done — ATR: YAB in Works

Great to see the “signs and portents” lining up.  And with a nod to Andy, indeed the world is right on schedule. Like one of those childhood puzzles, where you had to slide boards with holes in them so a marble could drop through, we have arrived where holes are aligning now and the “through-drop” is … Read More

ShopTalk Sunday: Bad Water – Poisoning America?

Ham Radio Note First:   This is Day 2 of Summer Field Day – one of the two times a year when ham radio types take to the field and pretend the balloons have gone up or thh world, in some other way, have gone over the edge into the gridless abyss.  Field Day rules are … Read More