Fed Scrambles Ahead of Recession

But, before we wheel out the white board and play huff-the-marker, a number of housekeeping economic reports to dispense with: Retail Sales: Remember, this is a dollarized report.  So, we could have price increases – not actual consumption levels – account for virtually all of the (purported) increases. Then we stir in half a cup … Read More

Fed Raises – BUT What About SOMA?

Yeah, sure, the headline is? “The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. With appropriate firming in the stance of monetary policy, the Committee expects inflation to return to its 2 percent objective and the labor market to remain strong. In support of these … Read More

10-Years Ahead

Where is “Beyond Prepping” these days?  What will the world look like in 10-years?  Will there be some “hot new thing?”  And – with all that, how do we advise our children on investing, saving, and what will that world be like? No simple answers here.  Not with interest rate roulette coming up this afternoon … Read More

Trash Pump Tuesday: Fed-in-the-Box, PPI Wreckage

I’ll save the more erudite discourse for Peoplenomics tomorrow.  Because those readers are more likely to find topics like Hysteresis in Financial Decision Making quite interesting. The general ides, though, is that of lag-times as the Future rolls into view. We are seeing this play out right now in Ukraine. The Ukrainians do X (cut off … Read More

Hour-Late Monday

It’s National Be Late for Work Day! If you haven’t done it?  You owe it to yourself to be an hour late (due to Sunday morning’s time change) at least once in your life. A typical boss will not accept the excuse “Time change?  What in God’s name are you talking about?  Sun came up at … Read More

Globalism’s Break-up

The flavor of global socialism driven by computational engines is on the verge of break-up.  Not only based on events in Ukraine, but due to the lack of workable global governance to resolve regional issues.  Read: Ukraine, Taiwan, Syria, and so forth. This morning a few comments on how this could go – plus its … Read More

Here’s the Future – and Why You’re Confused

Enough of Ure’s long-winded scribbles. Standby to learn something. Today, absent much economic data to drive the mania, we’ll lay out the (simplified) Kondratiev War just ahead.  And explain why you are confused.  One step at a time. There is a “War Cycle” Socioeconomics is a not as “clean” as digital (on-off, high-low) logic.  It’s analog … Read More

UKR: Bio Lies, a Novel Plot and What Goes Up Goes CPI

You may not have much of a memory when comes to bio-weapons development.  Maybe it was “burned out” of you in the Covid debacle. Yet there exist many claims that the US has – through corporate proxies – engaged in bioweapons work in Ukraine and other FSU states. For example, in 2018 a detailed report, … Read More

Trade and NFIB Data, Guillotine Trading

Although the US market broke to lower (recent) lows Monday, our optimism about America seems likely to be buoyed.  At least, so say the early futures. I’ve discovered a new method of investing, lately.  It’s called the guillotine trading method.  Works really simple:  You invest, market promptly heads the other direction, and you’re account balance screams … Read More

$2,000 Gold, Screaming Oil, Dimming Prospects

Our future is Fertilizer.  Which takes a bit of explaining. When I said, a week or so back, that the market was rotating into position where a “make or break” was due – and a visit to the bottom of an obvious trend channel becomes likely. Today – and maybe carrying into tomorrow – we … Read More

The Depression No One Sees (Yet)

My discussion (premature to the narrative) of a 55 MPH speed limit in Friday’s Urban column caused some consternation.  “Oh, Ure has sold out to the Dark Side!” and sentiments like “Ure’s an idiot – we did that already…” we typical. My intent was not to disavow speed.  I’m an adrenaline junkie from the get-go.  … Read More

OSINT Friday: Jobs & Growth, Nuke Power Play, Odessa

We can frame today’s report this way: “Open-source intelligence (OSINT) is an intelligence that is produced from publicly available information and is collected, exploited, and disseminated in a timely manner to an appropriate audience for the purpose of addressing a specific intelligence requirement.” Although Life under Joe (Biden, not Stalin, at least not yet) seems superficially … Read More

PWP: Personal War Planner

A broad-spectrum discussion of war today:  Causes, motivations, and public reaction.  But more importantly of all, personal anticipatory activities that can improve the odds of living through this most stressful of periods. In addition to a little “news from the front” what we’ll focus on will be broadly applicable when the “next shoe drops.”  That, we … Read More