Sucker for Drucker, Believer in Blanchard? Markets conspire to take us back to the frontiers of time management. Words like urgent versus important are in play. As Ms. Tulsi tries to root out the Operation Mockingbird heirs we actually celebrate the date because time managers see a path to sorting wheat from chaff. A chance … Read More
On our Subscriber’s-Only side, Peoplenomics.com, the Wednesday column began like this: “Let’s Play “Top Calling!” Sure – and why not? We can say with mathematical certainty that we will eventually be right. Just maybe not today. But that won’t stop us, no sir. Plates are moving out West, Putin’s still warring, so are we, and … Read More
Interesting day. Behind the scenes and a look into pseudo-retirement: Wrote this morning’s column – took Elaine and we B-bopped into town for #2 of the 3X annual tooth cleanings. (Gum bacteria is statistically linked to dementia progression and ALZ onset so the APOE-4 duo is extra careful!) A run through the store after (fresh … Read More
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Starting Point: A simple long wave econ perspective on Tariffs. Can we please put the blame where it belongs? The problem is foundationally because of tech. Prior to 1970, foreign made goods were of random quality. Long supply chain. The Revolution in Telecom allowed US managers to outsource globally. As the telecom evolution grew – and … Read More
Our “useful part” involves linkage between moving averages and the use of stops in trading. But, to get there, we begin with an adventure into how “domains of thought” arise and can be used to bring about fresh insights. Along the way, we “self-classify” into most-comfortable domains. All part of a possible chapter in an … Read More
Technical note on Future: Breaking Seeing Quakes Ahead (From today;’s Peoplenomics) The seers got it right, again. In fact, I mentioned to be on the lookout for this two weeks ago! Here’s what was in the UrbanSurvival column on July 17, 2025: “11 Real-World Stories That Actually Matter #1, that big shaker up in Alaska … Read More
And it may provide cover for the Fed FOMC which is pondering whether to hold rates, or not… Year-Over-Year The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 2.3% annual gain in May, down from 2.7% the previous month. The 10-City Composite annual increase came in at 3.4%, … Read More
Let’s bust this down so I can get rolling on a longish econ paper for Peoplenomics subscribers tomorrow. Here’s today’s shopping list. Market was up a bit early – which could power the FOMC to talk down rate cuts tomorrow which could hurt the bubble. Housing (we will have a second report after the data … Read More
Trump, turns out, is a switch-hitter. But not in the way some democrats have been claiming. While being bashed by the serious left for playing golf in Scotland this weekend, turns out the Driver-in-Chief landed a bigly trade deal over the weekend. Here’s the guts of it in headline form: The EU plans to completely … Read More
Easiest ShopTalk in a long time. As you probably know, son G2 may be coming back this winter to build a home down here. Despite his role as medical director on a 750-tradesman server farm build, even he knows there’s a lot left to learn about housifying. So I did what any proud dad (with … Read More
You remember those old-school math problems? You know — One train leaves Chicago at noon, another leaves D.C. at 11:45 traveling at 60 mph…? You were supposed to figure out where the crash would happen. Well, today’s piece is a lot like that — only instead of trains, it’s governments and intelligence agencies speeding toward … Read More
Our headline on the Thursday Starlink outage used the word “Attacked?” Turns out the old “news nose” still twitches reliably. Starlink back online overnight: Ukrainian troops were without communication for over 2 hours. Coincidence? Above our pay grade, but Elon did the right thing with a “sorry about that”. While inconvenient, Starlink is well under … Read More