Start time: 03:25 AM Ure is up early because the scent of Money is in the air. Too early to be certain, so were glued to the “events horizon.” (news flows) Big Money on the short side of the market may arrive shortly because of where we are in long wave economics. “Where’s that?” Retail … Read More
We ain’t just “whistling Dixie” when we say “Hot Mess.” (Has the song Dixie been banned by the ‘righteous’ yet?) We got us a blue light special on Mess going, yes sir. Buy one and get a free “hot”. Of course, it’s summertime, so what were you expecting? Climate change? Mess #1 – I-95 In this … Read More
Park the Bull Market Talk. We don’t mean to be critical of the me-too press, but… Yeah, this morning a few hard facts the cheerleader pom-pom media didn’t bother to emphasize while driving the market higher this week. This being the middle of summer sweats around here, we’re keeping our focus on the Charts and … Read More
On the surface, today is starting off as another ho-hum. But, when we look beneath the surface, there are some Big Important Moving Parts creaking into place. Fed Consumer Spending+ We detest the Fed’s lack of “data candor.” A familiar example began when St. Greenspan decided to hide the broadest measure of Money Stocks – … Read More
Once again we will try for a shorter column. 1,000 words max is the new goal. Tighter and brighter, as they say. What Matters this Monday? The epidemic of raging idiocy in America continues. If you have time to sink into pointless debate on such trivia, have fun with that. On the other hand, if … Read More
Yeah – we need to piss test Wall Street. And the NYC Media Moguls. A rally based on what, Friday, for crying out loud? America deserves full disclosure of who’s getting what money (perks and comps) for doing such a horrible spin on the economy and blowing the stock market skyward with smoke and hype. … Read More
Two snips of Jobs Data ahead of the “Offishall” numbers tomorrow. ADP Job creation report? Still strong-ish but pay’s going up. ROSELAND, N.J. – June 1, 2023 – Private sector employment increased by 278,000 jobs in May and annual pay was up 6.5 percent year-over-year, according to the May ADP® National Employment Report. To us, … Read More
Socialism’s darlings on the West Coast are starting to find their future is dimming quickly. Today, we consider latest Housing numbers – where the declines are clearest in financial terms. But, even beyond this, the ancillary data supports the notion of moving “Back East.” Toss in a barrel full of liberal Constitutional abandonment and excess … Read More
Graceful engineering ideas time – something to FWD to Elon Musk? – as we consider the Surgeon General’s concerns on Social and propose radical solutions. This is as discussion about the Magic Bullet that could save Twitter for Musk and turn it to a “best of class” concern, again. No, it’s not turning off your … Read More
Party Before Work, we believe. So before jumping brain-first into the news flow, it’s focus on the fun that we (supposedly) buy with all our hard work in Life: Pre-Hol(iday) Tasking Memo is a simple concept. We are 3 1/2-days out (no one will really work after lunch on a holiday weekend Friday, right?) from … Read More
Maybe one more uptick to go this week before things get “interesting.” See, there are many parts to the game of Musical Chairs – subtext “the Blame Game” – being played now: The GOP budget no-go-ciators are trying to unwind the Buy’ed Em madness hamstringing of America’s energy independence. The dim’s are going-along with the … Read More
A Quest for Answers. Markets this week closed above a critical “trading box” so it means its time to start penciling out more inflection points ahead. As we figure it now, without a Chinese move on Taiwan or the (eventual) escalation of to tactical nuclear weapons in Ukraine (besides depleted uranium which will poison their … Read More
Our main focus today is on the balance of this month and into next from an economics and charts perspective. Because there is a split – quite obvious when you read financial headlines. One faction is expecting “recession avoidance” because of the big, powerful, American economy. The other still sees dead banks walking as the … Read More