This morning began with an unusual task: Looking for a copy of Javelin analytics software on 1.4 MB floppy disks. “WTF? Tell us about the damn virus and Depression, Ure!” Sometimes, life is not so simple…let me get you up to speed. A report out this morning notes that California health officials are now predicting … Read More
We begin with a sobering statistical Reality: IN WW II: 418,500 for both U.S. civilians and .mil deaths in WW II. In WW I: 116,516 Americans were killed – same metrics In Korea: 36,574 Americans were killed. In Vietnam:58,314 Yanks were killed. In U.S Civil War, 820,000 -1,200,000 (generally rounded to 1-million) were killed. War … Read More
Welcome to another Lock-limit and crash risk day. No surprise to subscribers, though. Our death-toll outlook now surpasses WW-II by mid-July at current rates. We need a break. So, in today’s report we try to look past the virus spread, toward some new technology that holds amazing implications. Because sometimes in a crisis, it’s useful … Read More
Reader Note: Posting in segments today due to heavy precip taking down satcoms. CenturyLate DSL up and down. Patience, please…. Daily Data Check These will change around noon as new data comes out and adds: Our back-of-the-envelope – unofficial – numbers forward: Cases ahead first: Then, projected death toll globally based on current rates of … Read More
Our “Big View” is scary: A “Synthetic Depression” is being rolled out. Not trying to make you paranoid, but we are following the data…. We think sometimes you don’t try to save all the financial Big Players, as the IMF planning to piss-away a Trillion Dollars which makes no sense. Unless, of course, you don’t … Read More
I am so fit to be tied I could just spit. Just when I thought democrats couldn’t get anymore stupid, this headline in the Washington Times catches my eye: “Smart move or grave mistake? NYC keeps schools open.” What God’s name is their demagogic logic? Well, says the story “They’re keeping the nation’s largest school … Read More
Been a busy week around the old “double-wide in the woods” – getting ready for the Big Shut-In, which seems about an equal proposition, as we see it. As we have hinted-at before, once you have “the basics” covered, there’s not too much else to do except figure out which of your hobbies will have … Read More
Here’s a dirty secret about the Big Bang: It doesn’t go on for ever…and eventually it reverses. Same for stock bubbles. The question that damns us all is “When???” And therein lies today’s modest projections of coming attractions due to COVID. Reversal, sadly, is a good distance ahead. For millions of years, life developed on … Read More
@ COVID Box Scores First The data early this morning @ 3:30 AM was looking pretty good. But, just in the past hour the new data has come in and it shows a persistent increase in the numbers of cases (and deaths) being reported. No worries by the markets, though. With the Fed in for … Read More
America is about to undergo a massive psycho-social change. We got at some of the psychological roots of it in Peoplenomics yesterday, but there’s more to come…LOTS more. For one, there’s an almost daily increase in the odds of a severe economic depression arriving, the result of the disease spread and breakdown of international commerce … Read More
Fabulously wealthy, mentioned by three major religions..and a figure who may provide insight into modern economica. It’s his way of “thinking about thinking” that we not only find intriguing, but plain old useful. Not hard to do, either. Before we do that, it’s the Day of Three Number Sets. First is CPI just out. … Read More
Sure…numbers…let’s roll with that first: Dead: 4,028 Cases: 114,585 What’s worse is that the global case count is still tracking to bust 6-million and the death toll threatens to be above a quarter-million by the Fourth of July. In my measured view, and despite a massive 50% retrace rally for the markets today, I still … Read More
High-level view first today: I’m going to show you a number of charts and make the case that while the COVID-19 virus IS something to be concerned about, there is a much greater threat to humans: The arrival of a Global Depression. Let’s begin with the present 30-day change-rate of the spread. (These graphics will … Read More