News

In fairness – although no one has a clue about that, anymore – the market had already rallied to a potential key-reversal level Tuesday and Wednesday.  What many simply forgot was the old saying “Beware pre-holiday rallies.” One holiday is “unofficial” – Father’s Day  (like Mother’s Day), as notes Wikipedia: “The single most common date … Read More

Start time:  03:25 AM Ure is up early because the scent of Money is in the air.  Too early to be certain, so were glued to the “events horizon.” (news flows) Big Money on the short side of the market may arrive shortly because of where we are in long wave economics. “Where’s that?” Retail … Read More

The biggest news of the day in financial circles is the just-dropped CPI numbers.  Since, with the Fed FOMC gaveling-in today, this will be the last official big data read on inflation. The modest improvement in the top line number was mainly due to the energy component dropping.  The Saudi hikes will eat that in … Read More

We ain’t just “whistling Dixie” when we say “Hot Mess.”  (Has the song Dixie been banned by the ‘righteous’ yet?) We got us a blue light special on Mess going, yes sir. Buy one and get a free “hot”. Of course, it’s summertime, so what were you expecting?  Climate change? Mess #1 – I-95 In this … Read More

Money first.  Then a ton of interesting projects that keep us busy.  We’ll do a “photo-stroll” around the shop (as of Tuesday morning) so you can get more of a feel for what Making and Doing are like outside the confines of cubicles and 300 square-foot living spaces.  And why retired is usual just tired. Hosed … Read More

History doesn’t precisely rhyme.  But it gets pretty damn interesting when you take in the whole sweep of it. This morning, in the wake of Justice Department Charges Trump in Documents Case, along with the revelation that 12m Americans believe violence is justified to restore Trump to power, it’s time to look at “how we’re in … Read More

We enjoy contrast.  Without it, life is blurry, unclear.  Meaningless. Yet today, we may be working toward the answer to the big “Where we came from” story. Two important pre-prints have landed.  One Evidence for deliberate burial of the dead by Homo naledi | bioRxiv while the other is 241,000 to 335,000 Years Old Rock … Read More

Once again we will try for a shorter column.  1,000 words max is the new goal. Tighter and brighter, as they say. What Matters this Monday? The epidemic of raging idiocy in America continues.  If you have time to sink into pointless debate on such trivia, have fun with that.  On the other hand, if … Read More

With the return of George2 (KF7OCD) to family lands, the interest in having a “rock-em-sock-em winter on the low frequency ham radio bands is back in focus. There’s a whole PowerPoint on what needs to be done.  But when it’s warm is a great time to launch antennas into trees. Or, climbing gear-equipped sons. It’s axiomatic … Read More

Sometimes, you can’t win for trying.  The Fed (and the Biden administration) are facing a real mess with the Jobs data.  The reason?  If Jobs are too good then the economy overheats.  There are signs of that even now. We’ll begin with a summary of this week’s jobs data. JOLTS: The report out Wednesday showed on the … Read More

Two snips of Jobs Data ahead of the “Offishall” numbers tomorrow. ADP Job creation report?  Still strong-ish but pay’s going up. ROSELAND, N.J. – June 1, 2023 – Private sector employment increased by 278,000 jobs in May and annual pay was up 6.5 percent year-over-year, according to the May ADP® National Employment Report. To us, … Read More

Case-Shiller/ S&P Corelogic press releases are missing in action.  Either that, or we have landcd on the bad media list, somehow. So instead of some reasoned analysis, make due with the CNBC story here. Home price declines may be over, S&P Case-Shiller says. Problem for the market:  This just SCREAMS to us that a minimum … Read More

Although the market is coiled to strike higher in the pre-open, a lot now depends on which “voice” of this hallelujah choir will crack first. Our report this morning will be in two parts – one of them being the Housing numbers in a few minutes. The level of violence in Ukraine continues to escalate … Read More