Disinflation is being screamed in commodity prices this morning. Could the Fed Chair be right? Transitory? Lots to cover to sort this out. If you feel like (pardon this) your economic nuts are in a vise? The explanation takes a minute but it’s worth your while. We do appear to be Replaying 1929 (the premise of … Read More
There you are. One morning, America is going along all normal (like) and then suddenly flick. With nothing more than the eerie sounds of silence (with a nod to S&G) we pass back into the 1800s as a space-based weapon of unknown origins takes down the grid and the internet. Calmly, you survey the panic building … Read More
With the stock market in the biggest losing streak in decades, we are beginning to see what may be the outlines of systemic collapse filling-in around the edges. There’s a bunch of trouble out there and a short survey of problems immediately ahead seems appropriate grist for today’s review. In order to brace yourself for … Read More
“Roll out the whiteboard and hand me one of them markers to huff, wouldjah?” We begin with “refried markets” for breakfast. In case you slept through Thursday’s column, here’s the part you could have taken seriously, this chart: And, what did I tell you this picture of the pre-open gap Thursday might herald? (I have … Read More
The whole “investment world” is Mad as a Hatter. Worse. I would have figured on a day when the price of Oil was up better than five percent, the Supreme Court leaking “secrets“, more money coming for war in Nukraine, not to mention Buyedem proposing the largest family-busting income tax hike since LBJ wending its … Read More
A synthesis of goal planning and time management styles. Since no one has “enough time” in the world, most “time management approaches” don’t focus enough on how things end up being scheduled in daily life. Apologies in advance – this morning’s report is a 60-page .PDF but after we go through MBO, Pomodoro, and all … Read More
I have so much “energy flow” going on, it’s ridiculous. I mean, seriously nuts. Up since 3 AM on a hyper roll: Peoplenomics tomorrow is the first 3-thousand-word block of a book on Life Management. Sure, everyone knows time-management, but what about all that shit shoe-horned into available time? (Already, 5,000 words into it…) ShopTalk Sunday column … Read More
Although last Monday’s column turned out very close to right (‘thousand points down’) we are not sure which way this week will turn out. Our “hope for the best, invest for the worst” mentality verges on bipolar in today’s world. We have plenty of suspicions, though. Given that we are still locked into a bad … Read More
Oh, boy. This morning’s report will be a “two cupper” – and maybe three cups – if you study the ideas, problems and pictures of today a little bit. There is so much going on around here it’s, well, amazing. This writing less and doing more is turning out to be most agreeable. We’ll get to … Read More
Something is now bothering me – beyond the recent spin-up of 5G which can cause genetic damage. *(My pal the Major and a Doc buddy of ours will be doing a presentation at the upcoming Seaside, OR hamfest.) We know a number of things: U.S. Fed Gov put far more energy than necessary (*or appeared to … Read More
Not only was our forecast of a “1,000 points down Week” mighty close… But it hints at what’s to come. We are now looking at some models that could very well foretell key financial bits of the future. And, while we’re doing that, some comment on the Biden administration’s latest overthrow the Constitution attempt. While … Read More
Only a couple of items on the list this morning (as having redeeming social value and economic exploits open to all: The story about Personal Income and (nicely dovetailing) the Employment Cost Index. A couple of data-backed axioms about money first, though: You can only spend it once. The US dollar is debt-saturated. What cost … Read More
We will get to the GDP fairytale in a minute. First? You may remember our headline from Monday. In which we yammered something about this having the potential to be a “Thousand Point Down Week.” I’m sure quite a few readers were thinking “Doom porn BS.” Yet, as of this morning, here’s how things are … Read More