Mar 1, 2019 |
A short, but useful thought-experiment after we roll through the personal income figures out today. Let’s start with those: Real DPI increased 1.0 percent in December and real PCE decreased 0.6 percent. The PCE price index increased 0.1 percent. Excluding food...
Feb 28, 2019 |
We will, of course, jump into this morning’s GDP report, but first, we need to have a little “come to Jesus” about nuclear war because there are relatively high odds of one this summer. Tensions between India and Pakistan (Indo-Pak) have perhaps...
Feb 27, 2019 |
How Much is Enough? No, I am not “George_the_Uber-Driver.” That’s my son, FB page here. (sheesh).After a short discussion of his experience with how “cream always rises to the top” and “nut doesn’t fall far...
Feb 27, 2019 |
That’s my son, sky-diving instructor, EMT’ing George II who has been written-up by Forbes and you can see the article over here for handing our a “ride menu” when he’s delivering people in the Seattle area. Talked to G II this morning and...
Feb 26, 2019 |
Dow futures were down 85, or so, earlier this morning. And because this is the last Tuesday of the month, we will be posting this morning’s diatribe in two parts, with the second coming at 8:15 Central when we’ll put up the detail on the Case-Shiller...
Feb 25, 2019 |
Although people use the term pejoratively, the word Paranoid is not a bad thing. If it’s fed with actual life-experiences, it’s a great example of how the human species learned to avoid injury (and death) in our formative millennia. I mean, you stick your...
Feb 23, 2019 |
Discrete Chargers and Inverters In today’s chapter, we explore some of the key “discrete” components of an alternative energy system. They’re “discrete” in that they are somewhat “system agnostic” and...
Feb 22, 2019 |
Although the market today looks to open up more than 100 Dow points, we have to wonder – with such a data intensive week to come – whether there is any point to being long over the weekend. For if we are in a massive “buy the rumors” cycle,...
Feb 21, 2019 |
Reader Note: We will be direct and to our points this morning due to lightning storms rolling through our part of East Texas this morning. Perpetual Rally? No, or course not. But, in our Aggregate Index work, we were anticipating a high of 23,723.38 and at the...
Feb 20, 2019 |
“You are Where You Think.”Yes, that’s right. There’s more to Life than making money so today we stretch-out a bit and do extreme home make-overs.More than even what you eat, I believe people’s environment determines their...
Feb 19, 2019 |
Reader Note: Tomorrow morning’s report (Wednesday’s are a bit like Anything Can Happen days here) is a long one – about 5,000 words in length and it’s a bit of woo-woo from my “other life” you may find interesting. Just saying,...
Feb 18, 2019 |
While the U.S. continues playing victim to “fake news” and putting up with the digital online revolutionaries and digital uprisings (as in the Smollett case), we are pleased to report that the UK Guardian is providing great coverage of what we’ve...
Feb 16, 2019 |
Odds of future Fed Hikes may be diminishing thanks to computer models. For those who don’t track such things, there is an incredibly interesting paper our from the Federal Reserve in its Finance and Economics Discussion Series (FEDS).In addition, a...
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