Like an idiot, I failed to play the end of month write down in markets Thursday. Long story, but the short of it is: Must be present to win. Which means no running tractors to offload a yard of prime raised bed composted soil if there’s a trade on. Unwatched money tends to wander off. … Read More
We don’t like to think about War as a condition under which investment decisions must be made. But things are going quickly in that direction. Driven by the historical usual suspects; namely race, religion, and real estate/resources. This is all made worse in the present conditions because we are in highly politicized times and the … Read More
A dandy day of Spring, Sunday. Second day of spring is a lot more “iffy.” Let’s begin with economic matters, especially the Chicago Fed National Activity Indicator which is just out: “The Chicago Fed National Activity Index (CFNAI) moved down to +0.51 in February from +0.59 in January. Three of the four broad categories of … Read More
Seriously – in like a Nostradamus-like way? Are they leading indicators of Life on Earth, overall? Then head for the shelter. We will attempt to unravel at least a corner of this fall of yard in this weekend’s review of our Aggregate Index’s recent activity. While points to a recent date and may be telling … Read More
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
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
Since hitting age 73 this month, my interests are drifting slightly from “making more” to “enjoying more.” Which means, for columns like this (free) one, there’s not an incentive to “give it all away.” Reason? There can be some really nice payoffs to life-long learning and temporal/longitudinal observation series. So, tomorrow, Peoplenomics subscribers will get a … Read More
Again, except for Peoplenomics.com reports, I will keep comments relatively short. There is still much prepping to be done here before the arrival of “NSNW” Year, as we outlined back at Christmas. Yes, that’s right: We nailed future pretty damn well, if I do say so myself, in UrbanSurvival 2022: War Year? What KIND of … Read More
Is there a hidden history to meta-materials? About how the future could be defined by them? Could a materials analog to A.I. might even be machine-printable? Off on a quest for new meta materials. “Why now,” you may be wondering. “Don’t we know there is a war on?” Yes, of course. But wars are interesting technology … Read More
As promised, a shorter column as I work on more “distillation of thinking” into higher purity trading. Let’s see what happened to the War predicted for this weekend and see when it’s more likely to take place. Mental Screen Shot The Western press has lost another key learning opportunity in how to better report “the … Read More
As something of a perma-Bear I am frequently found playing the short side of markets; betting things will get worse, not better. No, I don’t suffer from depression, except insofar as we all do in a “do-nothing economy.” Nor do we cower for fear of the future. Still, being short – being right – and … Read More
Warrior Moon is tomorrow, or rather, tonight, depending on which side of the International Dateline you’re on. The term is rarely seen, outside of the old historical pieces, and even then, it’s often in concert with other language. In 1907 it appears in Henry Smith Williams’ World History discussing a people who “worshipped a warrior … Read More
Although we had been pulling for a rally to appear Friday, markets sank and with it, odds of semi-global war in coming weeks and months increases. Except, few media are yet differentiating the role of digital partisans in what could be a “‘world-redefining change period.” The pending Euro War, pressures on Taiwan, and of course … Read More