CPI 7.1 and 6.0, Casino Bets, Dem’s Crypto Damage Control

Alright.  Keep your shirt on and shit together.  Here’s the CPI everyone’s been waiting for: 7.1 percent and 6.0 all-items. “The Consumer Price Index for All Urban Consumers (CPI-U) rose 0.1 percent in November on a seasonally adjusted basis, after increasing 0.4 percent in October, the U.S. Bureau of Labor Statistics reported today. Over the … Read More

Inflation Inflames, Fed Fumbles? Balkans Boil

Another Monday in the Great Game of Life kicks off with a reasonababble writer on the sidelines holding up a stack of Monday cue cards. Tuesday Data Watch We see the Biden administration lobbying of the Federal Reserve ahead of their rate increase decision Wednesday.  As Treasury Sec. and former Fed chief Janet Yellen is … Read More

Producer Prices, Blah Rally, Mother of all Demos Day

Ure is up to his you-know in critical projects around here.  So, once again, we will revert to our laser-like focus on what really matters. First is the Fed and PPI The expectations data spread is wider than usual going into the Fed meeting next week.  Chit-chat Tuesday and decision Wednesday after lunch fgor the … Read More

Beliefs as an Asset

Our usual Peoplenomics fare is a hardnosed look at data involving cyclicity in long-term market directions.  However, have you noticed that the Markets of late look like they may be taking our call of a massive third wave down collapse very much to heart? America is entering a “beliefs and values” crisis. Today we discuss … Read More

Feds Pre-Bunked Hunter L/T, Meandering Markets

WHAT???!!! No mention of the Hunter Biden revelations about Social Media and the FBI  on the front page of the big DC paper this morning? But you already knew that, right?  Huge story in the tech-competent thinking class, though.  Language matters:  Stonewall Idiom Definition (grammarist.com)  With good reason… Miranda Devine of the New York Post is … Read More

Headlines Catching Up

Remember the Talking Heads song “Lifetime Piling Up“?  Well, what’s going on now is a kind of rhyming riff off that. When long-denied social media fairytales turn out to be true. We expect a growing sense of confusion and uncertainty into year-end.  Because stock prices no longer relate to growth, crypto gambles are turning into … Read More

Jobs: Facts Before Fiction

Let me huff a bit on the whiteboard marker before we rock the morning for you… This being the 21st Anniversary of the Enron Collapse. (Ah….) So, here’s the “real deal” on jobs. Pop Size Matters U.S. population at the end of 2019 was around 328,239,523.  (*George scrawls this on the board.) At the end of this … Read More

Trading Box Theory

Hmm.  Bunch of fresh data beginning with big layoffs in Tech: Challenger Job Cut report is just out: “U.S.-based employers announced 76,835 cuts in November, a 127% increase from the 33,843 cuts announced in October. It is 417% higher than the 14,875 cuts announced in the same month last year, according to a report released … Read More

Slicing and Dicing 2023

Every year, we take a fearless poke at the future and explain our basis for ‘Life Planning’ for the coming year.  The process is never simple, though.  Something as complicated as one’s Life and as intricate as a global economy is more than a 5-minute essay! Today, we kick around some of the data sourcing … Read More

Housing Rollover Snowballing Now

The important part of why the rollover is what matters now. Simply, when interest rates were at historic lows (less than half the rates of the Great Depression era) when a million-dollar home was sold, the majority of funds would be paid to the seller on closing.  However, as interest rates have gone up, the … Read More

China, Housing Data & Employment Week Begins

Breaking:  Mauna Loa Volcano eruption.  Click here for live web cam.  Updates from Hank in Hawaii in the comments section. Slam, cram, and jam the leftovers, kiddies. A four-week hustle till the Fat Dude rolls begins now. And since we went short toward the end of the abbreviated Friday trading session, the main job function today … Read More

Trend Domains

We’re almost to our Annual Outlook report.  As part of the process we employ a number of “thinking tools” and ways of looking into the future that anyone can use. The future, understand, is all about perceptual domains.  Not everyday stuff, certainly, but with the pressure off for another couple of days, it’s always good … Read More

Black Friday, Musk Promises, Our Prized Leftovers Recipe

Today’s column is long.  So read it for a while, till our writing causes you to nod off.  Leave the tab open and come back to it later.  It’s a dopamine recovery tool for habitual Black Friday click addicts. Here’s why – after 364 days the rest of the year – about 70 percent of … Read More