Hard not to be in a festive mood: This is the Good Side of Inflation reports! This is the day we told you was coming – the day when not only do Consumer Prices come out (yuck, right?) but also the day the new – higher – Social Security Payments lock-in. As we told you … Read More
Plus, some other nifty topics this morning, including my Yaupon Hedge experiment. So, kick back with another cup and let’s think this project called Life through a little deeper… If War Is Coming We sure hope reasonable shows up at the party soon. Because the accounting for this Ukraine War (thanks to maneuvering by the … Read More
Economics today is not the simple sport it may have been at the peak of the Industrialization of the West. Anymore, it’s a multivariate kluge (or stew, if you like) and ongoing battles for supremacy of power. You can skip ahead to the CPI and other data, but hear me out: Part of looking into … Read More
Although most times, our ShopTalk sessions here are devoted to messing about in the shop, geopolitical storm clouds have gathered to where we might want to all put a “weather eye on the horizon.” Because what’s out there has the potential to end the comfortable lifestyles enjoyed in America since the previous Depression. Our long-term cycles … Read More
With the market down to our “bounce or kiss” line, some views of how the fall could roll out. Especially key will be how certain countries (China) are feeling the urgency to push forward with resource acquisitions. Of course, these also involve acquiring whole countries (*Taiwan with Australia down the road), so it makes sense … Read More
We’ll get right to the chart our Peoplenomics.com subscribers see updated twice a week. This is based on work we have doggedly pursued since 2000 when the Internet Bubble was imploding. After which, a funny thing happened. The stock-sellers on Wall Street simply glossed over $5-7 TRILLION in losses. The bait-and-switchers began talking about “blue chips” … Read More
Not going to spend a lot of time on flowery wordsmithing today. Instead, how about a little more direct – in Ure face – analysis? Game Point Rally As we postulated, Tuesday was the beginning of the market turn around. However, the turn did not hold, so after climbing about a hundred Dow points during … Read More
My consigliere called Monday. Up scouting the slopes at Beaver Creek in Colorado. Forgot to ask if he was wearing a gray Fedora with a black band. The reason for the call? Most people – when you give them a set of numbers, and ask for a chart, will promptly open Excel and build a chart. Others … Read More
Good news – and bad – about those couple of old, tired, worn-out laptops here. The good news is they are all screaming fast. Linux does that. The bad is they have forced me to look again – somewhat realistically – at the odds of the Internet going down within the next three years. As … Read More
Last weekend’s column – the part about the Chinese sailboat build? Well, that led to me mixing up another batch of Durham’s Rock-Hard Water Putty. And that – in turn – had sent me sneaking into the kitchen. Elaine and I have very different ideas on recycling certain food containers. She looks at everything as a … Read More
“So, this guy is walking down the street and turns into a market…” That’s where our “philosophy of trading” discussion picks up this morning. With Ure taking a look back at something he quietly pioneered long before meeting Elaine. Statistical Dating (& Investing) This is really key to internalizing our crackpot theory of Aggregate market … Read More
Too busy with doctor appointments this week (checkups and a cardiologist follow up) to get much done in the Shop or Hobby Shop this week. And it looks like things will be in go-slow mode since the next few weekends will be “Setting up for Fall” events. #1: Plant Fall Garden Fall into winter garden … Read More
Suppose we have to begin with the employment numbers just out. The official hypelines read like this: (Got your pom-poms and cheerleading clothes on?) “Total nonfarm payroll employment rose by 528,000 in July, and the unemployment rate edged down to 3.5 percent, the U.S. Bureau of Labor Statistics reported today. Job growth was widespread, led … Read More