News

There is increasing activity in China and the Western (rabid) social media about war – in one form, or another – around February 17th.  This isn’t just on social – it’s also showing up in Google Search trend analysis. On the left, you’ll see mid December, a spike in mid January.  But we are most concerned … Read More

I was planning to have my little deck project done a long time ago.  I was able, materials were on hand, but something else held me back:  weather. See, when you hit 77 you’ll find a little “voice alarm” that will go off in Ure head.  “Cut yourself some slack…you deserve to enjoy a build like … Read More

Most people spend their weekends drowning in headlines that won’t matter by Monday — while missing the few signals that will. This week’s Peoplenomics cuts through the noise with a simple question: what actually changes people’s lives in the next 72 hours? Weather, shutdown mechanics, markets, supply chains, and geopolitical risk all get ranked — … Read More

Seat belts fastened?  Seat backs and tray tables up and locked? Futures down hard before breakfast. The market’s daily reminder that confidence is a perishable good.  A kind of “just ahead of Valentine’s” massacre in finance is swirling. Fair warning: this is one of those mornings where the market opens first — and then something … Read More

The news drives people to drink.  Old news directors in particular.  But now, there’s so much “Slip ’N Slide” to the headlines, we just sit back (stone sober) and wonder how the world could possibly get any stranger. Then we turn on the feed-screener and, oh boy. Things haven’t “hit the fan” but we can … Read More

“In support of its goals, the Committee decided to maintain the target range for the federal funds rate at 3?1/2 to 3?3/4 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of … Read More

Most investors look at a rising market and assume progress. But on a Fed Day, that assumption can be expensive. Price moves for three very different reasons: real business improvement, currency dilution, and story momentum. If you don’t separate them, you end up celebrating gains that are really just your money getting weaker. Today’s column … Read More

Highlights from the Case-Shiller/S&P (which is Cotality?) Housing report just out. YEAR-OVER-YEAR The S&P Cotality Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 1.4% annual gain for November. The 10-City Composite showed an annual increase of 2.0%, up from a 1.9% increase in the previous month. The 20-City … Read More

“Oh dear, what can the matter be?” Well, now that you mention it – we have a rather extensive list to bubble sort before we get to the Housing numbers in a second post.  Yeah, I know – what happened to shorter columns, right? The China Matter For now, events of the past week are … Read More

When I mentioned to the Peoplenomics crowd that we didn’t go short over the weekend, it was an abundance of caution.  And, it was accompanied by a warning: News is Driving. China: Purge Or Invasion of Taiwan Gold screamed past $5,100 overnight and silver is nearly $110. We’re hearing things — many — strategic things … Read More

The Preface: I like driving on ice.  However, I don’t like paying for the damage.  Like G2 who has his all-wheel drive being fixed because even AWD and ABS (and a good clean driving record) can’t fix an unsanded patch of black ice, a quarter inch thick – at a stop sign – that should … Read More

I’ve been wrsiting about prepping for what? 25+ years? And with all that experience, I would have thought that I’d “seen it all.” But that was before the Storm Fern this weekend.  It funny, and serious, but most importantly profound. More for Subscribers ||| Master Index 2018 to Present ||| Master Index 2001 thru 2017 ||| Missing … Read More

$100 Silver nearly landed overnight – stopped 60-cents shy on the futures.  But that doesn’t end the hard assets war.  In fact, $5,000 gold and $100 silver seem almost a “lock” at this point.  But, we don’t offer this as “advice.”  It’s in the news category. Since We’re on Financials… Early market futures were down.  … Read More