As we expected, the importance of housing continues to remain in the fore thanks to CV-19. Toss in low interesting rates and you get a report like this morning’s S&P Case-Shiller update: S&P CORELOGIC CASE-SHILLER INDEX REPORTS 4.3% ANNUAL HOME PRICE GAIN IN JUNE YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, … Read More
Which will be out in a few minutes, there’s not too much going on. Just an important definitional change in markets. Talking about… Crooking an Index? In a rather stunning development, the folks who write up the Dow Industrial index are about to make it very hard for rational long-term thinkers to make decisions. … Read More
We begin the week with an interesting thought-problem rolling around the mind. If someone asked you what would you like to make more of in life, sense or money, what would your answer be? Pretty sure mine would be “Sense.” The logic is simple enough: If you have logic and can make sense of … Read More
Several items on the Sunday morning coffee list. You pour while I muse. IQ Versus MQ The couple up the “mountain” from us became parents a couple of months back – as we were reminded when a post card of their ‘work product’ arrived this week. Cute kid. While Elaine and I talked about the … Read More
Just too much going on to ignore fresh developments in CryptoLand. Bye-bye to some long-sought down-time. Developments at the Federal Reserve in research beg for analysis and commentary. So here we go. On the back burner, for now, is our Big Project – which I hope to have ready for Labor Day Weekend. It just … Read More
Besides some fresh econ data for traders to consider, the Threat Board has changed in several important ways in the last 24-hours. But the biggest and least-covered change has come from the Federal Reserve. Fed: Hiding the Sausage? The Feder Reserve has made what seems like an innocuous change to financial reporting of its activities. … Read More
Today, we serve a nutritious “full meal deal” for your brain: On the ultra-rational side, we have a warm slice of government data. However, with an election just 75-days away, use of facts is discretionary. For the middle-brain, we have an Anagram due out at 10 Eastern. And for the empathic/right-brain thinkers, a couple of … Read More
Building’s on fire. Fire department has been called. All safe? No…not if….. the exits have been sealed and you’re still inside. And in a sense, that’s where millions of Americans are finding themselves. And strangely, they can give thanks: Their jobs have disappeared. Thanks Virus. They’re not as confident in their money holding value: Thanks … Read More
California has become a “land of woes” here lately – moreso than usual. First, there are record weather extremes and that’s led to rolling blackouts. Though today, it looks like the power will be semi-stable. Even as its reported that California narrowly avoids more rolling blackouts; governor orders investigation. Secondly, California is eyeing a … Read More
Those not lucky enough to know someone “Huna” have “missed the boat” in a manner of speaking. Huna is sort-of like a religion but it’s more a “Way” of being. One of its cornerstones is a concept called Pono. “Pono” offers that “Effectiveness is the measure of Truth.” Important this week not to confuse politics … Read More
Another scorcher coming up here in East Texas. With all the hype and BS about “climate change” we should be in the middle of a desert by now. But, lo and behold, just two days of 100+ temps likely this summer – and that’s counting today. This is a first couple of weeks of August … Read More
You can almost taste the changes in the air. An election coming up. The Post Office, of all things, has become a key pawn. A massive change in how society operates and interacts is pressed by a disease. A global sense of “peak everything.” And a collapse of millennium duration social norms. All of it … Read More
We will be focusing in tomorrow’s Peoplenomics report on some of the key “points of confusion” in the modern world. It’s really silly when you think about it: Humans are the only species I’ve heard of claiming there are more than two basic genders – and a basic 2X2 matrix of relationships. Aye, but these would … Read More