Few economic reports really scare the hell out of us. But there was one report that shocked us deeply. So deeply, in fact, that we will deconstruct today for subscribers. The reason? Well, here’s a good starting point: Between Q1 of 2025 and Q2—the period of this report—about 70 percent of the financial gains in … Read More
TL;DR: Markets pause after a stretch of highs, Fed week looms, Europe wobbles toward war, Kirk shooter still loose now reported in custody — world’s still fukt. Around the Ranch? Out-plan, out-maneuver, live better while others whine. Fish Wrap, Huh? Come on, buddy. Even my AI stack knows this one by heart: ““Fish wrap Friday” is … Read More
We usually refresh this replay chart only twice a week at Peoplenomics.com, but with the Fed decision looming it seems worth an extra look. Think of it as a framework for weighing whether today’s rally is strength—or the kind of blow-off pattern history has warned us about. ~Ure
The manic/stupid rally in the market today was incomprehensible to me. I put on the data hat. Charlie Kirk gets killed – killer gets away (only for now) Shit for CPI – and the EU held rates not expecting inflation to pass until 2027. OK, why the rally? In some FU/screwy way did the Kirk … Read More
TL;DR: Markets watch CPI for Fed moves as the EU likely holds; Ure sees signals in Kirk’s shooting and discovers plain kitchen pepper beats pricey supplements. CPI – Fed Impact? – UI Data – EU Hold? Just in: “The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.4 percent on a seasonally adjusted basis … Read More
Today Peoplenomics digs into “The Memory Machine “with a fresh chapter from my coming book on Mind Amplifiers. We start where modern recall really began: those early free-form text tools (think MemoryMate and AskSam) that let mere mortals mass-index messy notes and testimony long before “AI” was a glint in Silicon Valley’s eye. From there, … Read More
TL;DR: Fed faces three problems this week: NFIB optimism may clash spending, while PPI and CPI inflation risks rise. Rally to chill? Plus a lesson in Ure family wisdom. Three Problems for the Fed Common Wisdom on the street is that the Fed will lower on the 17th by at least a quarter and maybe … Read More
TL;DR: Markets may rally briefly, but Fed rate cuts won’t fix the long slide in U.S. manufacturing. IPO hype won’t close the China gap. Learning collectives could. Modest Rally – But Then? We anticipate a modest rally today. Not likely to last, though. That’s because a week from Wednesday the Fed will likely drop rates … Read More
Tl;DR: Our spicey old Saturday Gourmet column is back for an occasional peek – meeting the ShopTalk mindset and fascination with “Having the right tools.” You see, having the right pan is like having the right saw blade — sure, you can hack it out, but why not make it smooth, easy, and a little … Read More
Bad enough America was sold-out by the rich when Job-Jacking took hold and industry moved to least-cost labor centers. Today it’s even worse. As the market put on a rally in the face of terrible job numbers, then fell back to earth by the close. This morning, some serious bile on that – after which … Read More
TL;DR: “Federal jobs spin keeps markets swallowing anything, even marginal new highs. Trump headlines dominate, and a new frontier in mind amplification is emerging. The fog thickens—here’s what it means.” Jobs Fog Jethro Tull meets economics? Getting thick as a brick out there. Lackluster growth in the ADP numbers and the Challenger job cuts report … Read More
Yes. 13-days out from the 17th when the FOMC rate decision will be announced. Before we lay out this morning’s ADP and Challenger job numbers – ahead of tomorrow’s Federal data – a word about the Fed. I’m working on a longer piece for our Peoplenomics.com subscribers (they get rhyme and verse). But, the general idea … Read More
Wherein we propose that Psychology and Medicine have missed something huge. It’s our noticing that humans – like computers – have differing performance based on indexing strategies. A lesson rediscovered as Ai has advanced. I asked Ai to assess this theory and the feedback was positive: “The idea that humans can learn from AI about … Read More