News

International Trade data has just dropped.  After I tell you this is a “rear view mirror” stat and the Trade Salad is still being tossed. Here’s the view: Exports, Imports, and Balance  June exports were $277.3 billion, $1.3 billion less than May exports. June imports were $337.5 billion, $12.8 billion less than May imports. The … Read More

Not to begin the week with a bummer, but one of my key sources pinged last night.  Something to the effect “all eyes on Ukraine.” I turned the Ai deep readers loose and here’s what came back: Current Status of the Alleged Ochakiv Raid 1. Multiple Russian-Aligned Outlets Claim Detention of UK PersonnelSerbian news site … Read More

Computers, AI, Power Tools, and the Collapse of Consciousness ShopTalk columns are generally about power tools.  But this week?  MY power tools: Computers, AI, hopelessly high caffeine levels, and an ability to suck down sugars and their EtOH kin in frankly quite remarkable portions. OK, and it’s about software, too. But don’t be fooled. This … Read More

Sucker for Drucker, Believer in Blanchard? Markets conspire to take us back to the frontiers of time management.  Words like urgent versus important are in play. As Ms. Tulsi tries to root out the Operation Mockingbird heirs we actually celebrate the date because time managers see a path to sorting wheat from chaff.  A chance … Read More

On our Subscriber’s-Only side, Peoplenomics.com, the Wednesday column began like this: “Let’s Play “Top Calling!” Sure – and why not?  We can say with mathematical certainty that we will eventually be right.  Just maybe not today. But that won’t stop us, no sir.  Plates are moving out West, Putin’s still warring, so are we, and … Read More

Interesting day. Behind the scenes and a look into pseudo-retirement:  Wrote this  morning’s column – took Elaine and we B-bopped into town for #2 of the 3X annual tooth cleanings.  (Gum bacteria is statistically linked to dementia progression and ALZ onset so the APOE-4 duo is extra careful!) A run through the store after (fresh … Read More

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Starting Point: A simple long wave econ perspective on Tariffs. Can we please put the blame where it belongs? The problem is foundationally because of tech. Prior to 1970, foreign made goods were of random quality. Long supply chain. The Revolution in Telecom allowed US managers to outsource globally. As the telecom evolution grew – and … Read More

Our “useful part” involves linkage between moving averages and the use of stops in trading. But, to get there, we begin with an adventure into how “domains of thought” arise and can be used to bring about fresh insights. Along the way, we “self-classify” into most-comfortable domains. All part of a possible chapter in an … Read More

Technical note on Future: Breaking Seeing Quakes Ahead  (From today;’s Peoplenomics) The seers got it right, again. In fact, I mentioned to be on the lookout for this two weeks ago! Here’s what was in the UrbanSurvival column on July 17, 2025: “11 Real-World Stories That Actually Matter #1,  that big shaker up in Alaska … Read More

And it may provide cover for the Fed FOMC which is pondering whether to hold rates, or not… Year-Over-Year The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 2.3% annual gain in May, down from 2.7% the previous month. The 10-City Composite annual increase came in at 3.4%, … Read More

Let’s bust this down so I can get rolling on a longish econ paper for Peoplenomics subscribers tomorrow. Here’s today’s shopping list. Market was up a bit early – which could power the FOMC to talk down rate cuts tomorrow which could hurt the bubble. Housing (we will have a second report after the data … Read More

Trump, turns out, is a switch-hitter.  But not in the way some democrats have been claiming. While being bashed by the serious left for playing golf in Scotland this weekend, turns out  the Driver-in-Chief landed a bigly trade deal over the weekend. Here’s the guts of it in headline form:  The EU plans to completely … Read More