The study of Long Wave economics is always complicated. Because there is such an abundance of data to make sense of. You take the stock market of today. We should not be this high. And yet, on this Monday we have all three possible Futures (good, bad, and indifferent) laid out in the charts before us. … Read More
Personal Income is our first fairytale today. Theory is we’re all making more money, but what’s the old saying? “The harder I work the behinder I get.” Unless you’re the gubmint. Because the more you make, they bigger the tax bite. That is to say, when it comes to real disposable income, we haven’t seen … Read More
I’m not sure if spendgasm is a word, but it sure as hell ought to be one. This was the weekend of Black Friday sales and today, we’re already $95 into Cyber Monday deals on Amazon and the sun’s not even up, yet. Black Friday shoppers spend record amount online, Adobe says. We will be talking … Read More
My, ain’t ole Mr. Ure chipper and happy? Well, no. Some of the best shopping of the year (Amazon Prime Day is tomorrow) at the very time the Economic Sunset of America gets rolling with Wave 3 down. I mean the juxtaposition of this is flat-ass amazing. 1929 Meets WW 1 We’ve been here before, right? … Read More
Give that Economy a big spin! (If you haven’t noticed, there is HUGE spin on nearly every data point and news story even remotely connected to People’s Wallets…) Jobs Blowout ADP job creation numbers, the Challenger Job Cuts, and the Labor data on new unemployment filings. Let’s start with the 497,000 new hires which blew by … Read More
While not offering advice, I did mention to subscribers I’d gone short last Friday. Odd things happen in the long wave economic cycles. Positions of power and influence change. With it, nations rise – and as we fear out west – they can also fall. This will leave the U.S. to reprise the role of … Read More
Celebrate while you can. Financial markets are closed today in faux Americana. But they’ll be along tomorrow. In the meantime, the Big Predicament has not changed. Let’s begin with the Labor and Income ledger. Raise your hand if you are making more – on a real purchasing power parity basis – than you were a year ago. Or, … Read More
The biggest “news item” around here is the “down time” over this 2,3,4, or 5-day weekend for the Fourth of July celebrations. Around here – living in the 56th largest county in Texas – at 1,078 square miles – most of it heavily forested in pines and mixed hardwoods – our biggest concern is fires. … Read More
IF (and is still iffy) the top of Wave 2 is in – and the market continues sliding into a major Wave 3 Down – certain aspects and timing about Future become clear. Because while there was much hype Friday about a “coup in Russia – like it was good news in some way – … Read More
CFNAI and the new Unemployment filings in a sec. Top of the Day for us – and it is funny – trust me – is the latest… Wave of Irrational Congress It was just lovely to read and watch: Marjorie Taylor Greene Calls Boebert a ‘Little Bitch’ on the House Floor. Other reports were very similar … Read More
A number of readers have asked me how to judge an investment in solar power. Today we will take a deep look at solarnomics. However, as you’ll discover, there’s a legal cloud – not so much an accounting issue – that lurks as great peril to solar investors. Yeah, including us. I got “bit” too. … Read More
Monday on a Tuesday – cool invention! Is this a great country, or what? Because of the “breaking” natures of events, the submarine search is better handled by outfits like Sky News. Housing Vs. Interest Rates Just dropped by the FedGov is today’s report on Housing Starts. What gets to be the “interesting calculus going … Read More
G2 wandered through at quarter-to-four AM – on his way to “Cheat the Devil out of some Souls” in emergency medicine – some people actually have to work today… “Pretty much how it works, Dad. Looks deceptively easy from the 30-thousand-foot level…” He was referring to a flowchart I’d been pondering: While difficult, it’s not impossible. Review … Read More