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
Life marches on – and with it, me – off to get an updated eye prescription. So we will try to remain “focused” for a change. (Argh!) First item on the list is the National Federation of Independent Business report looking at forward conditions: Yes, they’re coming. But, no, not yet… Owners expecting better business … Read More
This week, our research focuses on calendars behind human cycle recognition. Ever since the (failed) 2012 “End of the World” predictions of others, we have been fascinated with the question “What did they get wrong?” Turns out, there is plenty of opportunity to have screwed up a lot. Worse is that the Mayan Long Count … Read More
Fed meeting is likely to result in a quarter point hike in rates tomorrow afternoon. The only Big market mover (at least from our 5:30 AM vantage point) is that the Labor JOLTS report will drop at 10 AM Eastern. Set an alarm and click over to see the Job Openings and Labor Turnover Survey … Read More
A “mini focus” in our ChartPack considers “Country Rotation” of Super Powers – something which has been in place for more than 700-years. Not often described, it’s more of a driver behind modern events than most realize. Fed week is about to begin and with it, odd of at least a quarter point rate hike … Read More
Ure lost $49 in the stock market Thursday. Which, as I will explain, was a very good thing. This is a primo example of one of our Trading Laws discussed Thursday. The one that warned: Don’t hold a loss. Not even for an hour. Sure enough, I went into a trade which, it turned out, wasn’t a bad call, per … Read More
Past global wars have never to such an extend, relied on the continued construction and operation of foreign assets. As tensions continue to increase worldwide, but most noticeably in Ukraine and Taiwan, we can appreciate the changing role of “foreign assets.” Today, we use our thought frameworks to look ahead to the coming few months … Read More
Posted earlier than normal due to Housing update due (a Bulldog edition) Technical Tuesday around here is usually the “after action” analysis of my latest day trading frenzy. To save the asking, yes, I made some lunch money on that short position taken near the close Friday. Was it George Peppard, “the Colonel” (a/k/a Hannibal … Read More
Money Monday, and we will see in coming hours if my going short into the close of stocks Friday will be a hit or a miss. Small wager only – no point bleeding out before The End. Likely the most interesting part of this morning’s column is towards the end. In the Around the Ranch (ATR) … Read More
Troubling Thursday begins with a mandatory market check. Which, in the early Futures pricing today was about what you’d expect for Index Options Day. Dow futures were pointing down some 130-points in the early going. Upon inspection of our Aggregate Index, we see how troubled markets are lining up for a possible downside surprise next … Read More
This being Technical Tuesday, I want to focus a little attention on A.I. because “we small humans” have gotten a lot of past, dangerous, scary technology mostly wrong. Two examples are radio’s invention and atomic physics. Chosen because they demonstrate what happens when a technology is “done right – sort of – and when it’s done dead … Read More
Money Monday offers a choice of economic wars to focus on. We’ll toss out the easy ones first. Commie-fornia – the People’s Republik as it’s been called – is now featuring a new quite disgusting pander to Mob Rule. (It’s what communist insurgencies do, after all.) See, at the heart of anti-American socialist engineering is … Read More
Consumer prices are just out and we’ll hit that first. But then some perspective on the future impacts of Inflation and how it will change our world. Mighty useful when making strategic life decisions. Because you can increase your odds of “making good financial calls” by picking the right assets to be heavy in, well … Read More