ShopTalk Sunday: Back-up Home Heating, Starlink In

Plus, some other nifty topics this morning, including my Yaupon Hedge experiment.  So, kick back with another cup and let’s think this project called Life through a little deeper… If War Is Coming We sure hope reasonable shows up at the party soon.  Because the accounting for this Ukraine War (thanks to maneuvering by the … Read More

Are Depressions “Winnable?” CFNAI, Knee Sprain

The ONLY question that matters today is “Will we bounce?” The stock market has been in hard down mode for a while now.  And after the Futures markets became stable (a little after 5 AM Central) our long-term view (which told us a large Wave 3 Down was here) pointed to a nasty open. The … Read More

ShopTalk Sunday: Fall Kick-Off, Side of Woo-Woo

I’m really, really big on lean-to’s.  Don’t know if I ever told you the story of the one on the east side of our “trailer” or not.  But we had this existing wood porch that led to the front door.  And it was made from real treated wood.  The kind you could get “back in the … Read More

Asset Stripping by Government

America’s end is at hand when massive financializations replace the production of real goods and services.  Which is peering out at us through the data this week.  Inflation is high and the early line on a Fed hike next week of 0.75 percent (or more) was over 80-percent. As a result, we have finally figured … Read More

Wave II’s Goodbye?

A more detailed look at a possible wave count that – if it continues on track – may be the harbinger or horror, the bringer of bummer, and the foreshadow of famine as the year rolls along.  Yes, it’s likely to be even worse than our alliterations. The foreshadowing is seen in charts, murmured by … Read More

Rally Ho! NostraGeorgeUs Nap Time

Although we had legit concerns about Taiwan being subject to a Chinese grab over the long weekend, good sense (and a super-typhoon) prevailed.  So, we reckon this to be “strike three” for “Divine Winds.”  (For the other two in 1274 and 1281 consult your history books.) Which brings us to this morning and what – … Read More

Derpendency Studies

With the market down to our “bounce or kiss” line, some views of how the fall could roll out.  Especially key will be how certain countries (China) are feeling the urgency to push forward with resource acquisitions. Of course, these also involve acquiring whole countries (*Taiwan with Australia down the road), so it makes sense … Read More

Broken Country Fix-It Plans

Why. our headline today almost sounds like one of our ShopTalk Sunday reports, doesn’t it?  Except the task at hand is much larger:  How do we still “save America” and continue the rational assent of the Western World? The task is mighty daunting:  We’re going into a risky war-kindling weekend in the Winds of War … Read More

ShopTalk Sunday: Ham Antenna Mystery, Winter Preps

Ever have one of those “little things go wrong” that turns into a massive time-sink?  One such “quick fix” bit me on the behind this week and as soon as this morning’s column is done, I’ll be back after it. Ham Antenna School I won’t try to explain the ARRL’s Antenna Handbook – because honestly, most 4-year … Read More

Game Point Rally, GDP Omen, 2-Face Kids, Biden Lies Again

Not going to spend a lot of time on flowery wordsmithing today.  Instead, how about a little more direct – in Ure face – analysis? Game Point Rally As we postulated, Tuesday was the beginning of the market turn around.  However, the turn did not hold, so after climbing about a hundred Dow points during … Read More

Turnaround Tuesday? Half Off by Christmas

My consigliere called Monday.  Up scouting the slopes at Beaver Creek in Colorado.  Forgot to ask if he was wearing a gray Fedora with a black band. The reason for the call?  Most people – when you give them a set of numbers, and ask for a chart, will promptly open Excel and build a chart.  Others … Read More

ShopTalk Sunday: Knowledge Preservation, Prepping

Good news – and bad – about those couple of old, tired, worn-out laptops here.  The good news is they are all screaming fast. Linux does that. The bad is they have forced me to look again – somewhat realistically – at the odds of the Internet going down within the next three years. As … Read More

Fall’s OPTEMPO

Short for “Operations Tempo” it’s the kind of thing military commanders coordinate.  One flank moves at a certain speed while another moves at something else.  Between, an enemy is “herded” into a disadvantageous position. In markets, there is an OPTEMPO, as well. Sometimes sector moves are fast, or at other times, painfully slow. This morning … Read More