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
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
After Joe Biden’s well-delivered but wholly insufficient speech last night, the markets are poised to drop early today, and should there be a rally into the close, we might be among those buying short positions.
Before we get into the morning fray, a bit of data has just dropped: May I present? Producer Prices! The Producer Price Index for final demand increased 0.1 percent in June, seasonally adjusted, the U.S. Bureau of Labor Statistics reported today. Final demand prices declined 0.4 percent in May and edged up 0.1 percent in … 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
Biden’s War Party seems to be doing its damnedest to usher in Global War in August. But first… How About Jobs? Dandy trading session. Although my expected rally into today’s close was muted. We expected a decline at the open. But from its session lows, the Dow rose from a session low of 33,771.47 to … Read More
According to reports out of France early today, the widespread rioting has calmed down. Only 157-arrests overnight, according to this report: French police arrests fall sharply to 157 during sixth night of unrest (france24.com). Still, the French experience raises some troubling questions for us about how modern communications channels allow for “social contagious” – like … Read More
Sure, Joe Biden gets a lot of things wrong. BUT, when it comes to aging, the latest chapter in the American Political Psychodrama about Biden’s age seems headed into the ditch. You see, Joe Biden’s been wearing a CPAP machine and…so what? More than 8-million Americans use one of these devices. Continuous Positive Airway Pressure … Read More
Case-Shiller monthly take on the Housing market is just out. “YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a -0.2% annual decrease in April, down from a gain of 0.7% in the previous month. The 10-City Composite showed a decrease of -1.2%, down from the … Read More
This morning’s “second cup brainchild” is some insight into how “Reality” is manifested at the macro level. The key aspect of which is how the GMC (global mass consciousness) is always, continuously, voting on the Future. This harks back to the Schrödinger’s Cat principle of quantum mechanics. Which posits whether a cat, placed in a … 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
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