A blow-off high at the market close Friday could face disappointment this coming week. Not only is there a Fed meeting on June 13-14,, but we also have recent less-than-stellar news about inflation. In all, while we admit to – even plan for – a continuing market rise for another two months, the late July … Read More
OK, line ’em up! We begin with a slug of reports of modest importance today. Let’s start with the Durable Goods because this is as much bellwether of future, as anything: It’s an OK report in that it doesn’t look like a recession before lunch. About the same time, here comes the International Trade report … 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
Yes, we are going to build something (first of 2 parts today) but there is a TON of important background to wrap-around before heading into the shop. So, from the beginning…NONE OF THIS IS MEDICAL ADVICE. You are reading ravings of a crazy man – pure and simple – right? We have, over the years, … 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
This week, Ure did something very uncharacteristic: He lost $98 in a stock trade. Which normally would be very bad news, but in this case, the Markets were telling us “times have changed.” As a result, we are pleased to report (barring the airborne seizure of Taiwan – something of a wildcard even now) that … Read More
OK, we are stuck “between realities” lately in the stock market. We saw disappointment in earnings recently; so much so that one fin-writer remarked “…the Recession may already be here…” But not down on Main Street. Well, at least until TODAY. NY Fed Data Freefalls Empire State Manufacturing survey: “Business activity fell sharply in New … 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
The Mexico Invasion begins anew today. We’ll get to that down the page so as not to get topic-banned in search… ahem… Let’s instead start the day with P.P.I. – Producer Price Index – numbers. Because while we are still shocked at the stupidity of [controlled] media running up someone’s book in the market Wednesday, PPI … Read More
It all begins with rent. From there, we see a computer software design pattern kick it. From a single act of systemic compliance, a whole shitshow of logical consequences follows. One on the previous, day after night. There is a problem – existential in nature – that lurks with this “commerce model.” Specifically, the issue … Read More
We have a number of important items on our “news budget” this week. Beginning with a virtual turkey in financial markets while the masses try to figure out what the Future holds. Apparently, it may not hold Joe Biden. NEW POLL: Trump Leading Biden By 7 Points in 2024 Race (mediaite.com). The reason for “show … Read More