Can we simple humans out trade the machines (made in our own image), anymore? It’s far from a theoretical question in markets like these. By many measures (rational ones, like price to book and prices to dividends) markets are at “lifetime extremes.” But, you wouldn’t know it. Sadly, as we’ll see in charts this morning, … Read More
Are You Pulling My Lever? Mostly useless crap in the headlines today. We will be interested to listen to Rush Limbaugh’s show today because word is president Trump will be doing a Town Hall. Trump was on Hannity Thursday. As usual, the press doesn’t go over his content, or bother reporting his views. Like “Pence … Read More
10 Things Better Than the Debate OK…I watched it. What a freakin waste of time. OMG! What would have been better? Going to bed 90-minutes earlier. That would have had health benefits. Listening to some smooth jazz and meditating. Although, I would have been asleep in 5… Praying. But that would still land me sleeping … Read More
We look ahead at what could be in store for America into 2021. We obviously have a classic loss of government control over social behavior. And maybe that’s one reason why wars are so popular over history. Nothing like a “war to keep the peeps in line, eh?” Moreover, with a hotly contested election coming, … Read More
Another Market Inflection Point? Several readers have asked about where the market could be headed. The simple answer is? “It’s almost anywhere…” You need to survey the currents and counters swirling about: This morning Jerome Powell (jefe d’ Fed ) speaks. Markets generally “play nicey-nice” while official-speak is being dispensed. The other Fed reveals this … Read More
A Key Insight Into Trump I finally get it! I understand Donald Trump. But don’t get your hopes up. It’s probably too late to matter. My insight comes from 70+ years of personal experience. Constantly working on myself to improve. It’s because of this, all the pieces finally “clicked into place” today as reports of Trump’s … Read More
Around the ranch Sunday: Fall weather arrives. And that’s when prepping and ham radio projects come into view!
Want to live 30% longer? Stick around. There is a trick hidden in plain sight which I haven’t see discussed anywhere else. With markets in their pre-election confusion now – likely to last until inauguration – we focus on physical optimizing one’s wetware platform today. Gone are the days of “optimizing for weight” for us. … Read More
Sorry for the long headline, but this is may turn into something of a long rap before we get to the latest job figures just out. Let’s see how well the “Prince of Shorter Columns” can do on his verbal diet today, shall we? Trump Has Covid About here, I need to remind all my … Read More
Retracements are one of the most interesting features of stock market performance. You will see a big decline (like from Sept. 2) when people come to their senses. Then you get often-times manic, insane rallies – like the one we have been in this week. It’s the stuff of Elliott Wave 2 bounces – sometimes. … Read More
Think of them as eWMDs as we fit them into the overall evolution of WMDs over historical periods. Which matters because in ways, there’s much on the internet today that fulfills the functionality of a conventional WMD. As we will discuss. A couple of economic notes on data and that mess of whatever was pawned … Read More
Just an advisory that we found a very interesting document that had been published about 10-days ago that had very little (liberal, left-biased) media attention. Yet it is – in our modest view – the kind of thing that should be front and center in Chis Wallace’s questioning tonight of the (polling) front-runner Joe Biden. … Read More
Monthly Case-Shiller/S&P/CoreLogic data is served: NEW YORK, SEPTEMBER 29, 2020 – S&P Dow Jones Indices today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for July 2020 show that home prices continue to increase at a modest rate across the U.S. YEAR-OVER-YEAR The … Read More