Latest business and finance news & analysis
Although the new GDP (gross domestic product) report is out, I want to tell you why it’s a bad indicator in many ways. All has to do with inflation. So, pretend you show up at a used car lot. You need a beater for getting to work. You spy some 20-year old import and the … Read More
Our “Monday on Tuesday” ponder is this matter of whether time is a pure notion, or one vastly misunderstood. I mean, conventional thinking is that time is relatively linear in how it works. You go 5,280-feet in one minute and it’s a nice 60-(statute) miles-per-hour. Over large spans of time, therefore, linearity seems to work. Scales … Read More
Now that I’ve rolled over 74-years-of-age, I have increased the daily dose of cynicism medicine. Because, by God, Inquiring Minds Want to Know… As the Birthday Weekend wraps up we just throw all the so-called news in the blender and see what sticks. Markets are closed in the U.S. because they can. Crooked Border Biden … Read More
Actual progress around the Ure joint, even with the house guest this week. Elaine’s son is an extremely useful fellow. Having run something of a Home Handyman Service before going to work for the post office. Hard to explain to people sometimes, how useful (and valuable!) that wide range of “hands-on” work can be. Seems … Read More
No. We will not tell you here how to build a differential trading model, though on Peoplenomics.com for subscribers, sure. Instead, we will only give you the Big Picture based on early Futures prices today. The grim news today is that IF the market closes at the early futures pricing, THEN we are increasingly likely … Read More
Out of recognition of my personal dopamine addiction tendency to over-trade a bit, we need to begin with the set-up going into a three-day weekend. This is one I MAY short. Because things will likely be runaway positive next week, or we will slip down the icy slope toward global collapse (and war to follow). … Read More
As the Global brinksmanship continues, some useful thinking about Warstyles is due. While it’s said that “generals fight the last war over again” we see with the recent Party Favors War (PFW) that the guests in the Next War will have a considerably different UX (user-experience) than previous encounters. So much has changed, and more … Read More
Yes, we’re figuring things are going seriously off the rails, and we are holding a (painfully expensive so far) short position against the market going into today. We think it’s way overpriced. Why? (CPI) Well, that’s a good one, ain’t it? We are at an illogical point, even up through the futures this morning before the … Read More
Since the world is freakin’ crazy, it’s easy to find ways to entertain the herd of sheeple. Pro sports is one such tool. I mean, when you think about it, Sports is a HUGE made-up monetization. While there are some values (*teamwork, practice, striving for excellence) most of it can be learned from watching a … Read More
Sheesh. Not a fun week for Ure. Turning 74 this month, I thought the Sun was supposed to come out, not go falling apart on us. And golden years? Pah-leeze! Got up at 3 AM (*brain on fire, couldn’t sleep) Friday morning. Wrote column, futzed around, ate and then my neighbor showed up and in … Read More
At times like this – and the extremely dangerous period from next week through June – managing risk will be of paramount importance. The U.S. economy looks good on paper. But as many have reported recently, it’s actually too good when labor participation doesn’t seem to add up. Toss in holding Social Security and Medicare … Read More
Got up early today for some server work & we’ve managed to shave a little time off server load speeds (memcached on server now). So, if things seem quicker, then yeah, likely are. Markets: “D” or a (1)? It always comes down to this in investing: The market goes to where you think it should … Read More
Wow. Never had this happen before. The internet ate my report. Wrote a dynamite column (aren’t they all?) and WTF? All disappeared. 2 hours of work down the crapper. Controversial stuff this time – odd how that stuff goes bye-bye. Maybe this is just my computer keeping me out of jail, or worse, though… hmm.. … Read More