Relief Rally Monday – Fear Inflation Data Tomorrow

Kinda hard to get out of bed today.  Calm before the storm (in a sec.). For this morning, markets are back on track for a rally resumption.  One we fear could be curtailed if/when consumer prices come in higher than expected when released tomorrow morning. Then Wednesday, brace yourself for retail sales figures.  Even though … Read More

ShopTalk Sunday: Bye-Bye Deck, Hello Dry Rot, Weather Woo

USER HINT:  Right click with your mouse and – if you have Windows 10, select “Read Aloud” so you can watch the sun come up while drinking your coffee and having today’s column read to you.  (I have taken to this tool many times to help proof read this column.  Hasn’t helped, but I can … Read More

9/11+20: America’s (Still) Soft Underbelly

Much somber discussion and recall this weekend. But around here, something more.  The realization that despite billions, if not trillions spent on the National Security State, America is just loaded with weak underbellies waiting for someone to attack. Perhaps related to the calendar, we’ll cover our new “Exceptional Fear Indicator” based on market action in … Read More

Mark of the Joe? Feds Expand Executive Overreach

We need to have a talk.  We are mighty sensitive to “marks” around here.  Everything from Karl to Joe, with German currencies, and sea levels.  Above all, though, the 2-thousand year forecast of the “Mark of the Beast” is worth remembering. When Joe Biden gets on the television and makes moves to ensure 100-million people … Read More

Depression II’s Coming Out

China now owns the world.  It really should piss you off, but the deck is stacked.  Besides “woke” is fake and cover for a China-lite version of Social Credit planned for ‘Merica. All as the U.S. is suckered into greater racial division (thanks, CRT!) and into hopeless gender bending (thanks sex-pref marketers!), the realities that matter … Read More

Social Security Contingencies

Although 2034 seems a long ways off, not too early to be rethinking Social Security plans.  It’s due to run out of assets during our lifetime.  2034 is when the Trust Fund part runs out.  Assuming we get lucky for 13-more years! Actually, we doubt it will be that long.  Because Covid 19 and the … Read More

Re-Labor Day – plus – Leg Cramp Woo-Woo

Getcherass outa-bed and hoptuit!  Enough of this fenagling around the house and rat killing!  Time to get out of bed and go make (or destroy) something. I’ve decided on the latter.  Because, as mentioned in the Monday column, looks to me like the price of lumber is out of slumber, so with kids in schools … Read More

Coriolis, Your Holiday Work Assignments; Woo-Woo

Markets in Coriolis Enjoy the euphoria while you can.  There are serious reasons for concern which we will poke at for a moment.  Since getting the rest of the year wrong could be life-altering. Seasonality Matters September is almost traditionally one of the worst-performing months for the stock market.  It is up there – in … Read More

ShopTalk Sunday: Seven Magic Wires (Part 2)

Reader Notes:  Because high frequency ham radio antenna design is maybe not your “thing” it’s a good idea to read the Saturday column (Part 1) to grasp some of the underlying technical angles. There is one general shop tool note at the end of this article.  If you’re not a ham, that may be more … Read More

Drones & Prepping?

Bet you didn’t know there are over a million drones now registered in the U.S., did you?  Are there any prepping angles to them?  The answer, says your newly-minted Part-107 Remote Pilot is “Hell yeah!”  It’s a long weekend and care to guess who has play on his mind? Of course, there’s the money-stuff, too: … Read More

ShopTalk Saturday: Seven Magic Wires (Part 1)

Reader Note:  This is a grown-up discussion about my years-long pursuit of the Perfect Ham Antenna. It actually relates closely to our usual Sunday ShopTalk format because building a serious ham radio antenna is as much about the execution of construction plans (and parameters) as it is about the underlying electronics. Point being?  If you are … Read More

A Statistical Fairytale – Let’s Quit Early

The Jobs Report is out – and as we’ve been telling you, it doesn’t look half bad. “Total nonfarm payroll employment rose by 235,000 in August, and the unemployment rate declined by 0.2 percentage point to 5.2 percent, the U.S. Bureau of Labor Statistics reported today. So far this year, monthly job growth has averaged … Read More

Jobs Data II – Holiday Planning

It’s axiomatic that there’s a modest upside bias to markets ahead of three-day weekends.  There’s also a bias to summer rallies.  Perhaps related to more “sunshine Vitamin D” when people are out in it. Or, it’s just the Federal Reserve trying to paper-over the Second Depression which was ushered in a year-and-a-half ago when Covid-19 … Read More