We began to mention the possibility of a “Slaughter of the Elves II” back in early October. Now, a couple of months later, we still have it on the table and time is running out,. Normally, at this time of year, we would be doing the regular Saturday fare (mainly the ChartPack). But events justify … Read More
Agenda today: G.A. Stewart is recovering nicely from his triple bypass, the Fed is doing a trillion more of made-up money (which, gee, might explain the market rally, and the biggest problem for people is the threat of an emergency driving them onto the financial rocks. Fed – Print, Print, Print The markets continued tearing … Read More
Reader Advisory: I just called G.A. Stewart to check in. As most know he went in for a heart operation Wednesday. Well, here it is – Thursday evening” and looks like they will be sending Stu home Sunday afternoon. Damn – that’s fast for a triple by-pass. Keep up the prayers – He’s an important … Read More
The Agenda is full as we head into Data Discovery week – which is when Inflation and Retail show up for confession. But lots of moving pieces to consider ahead of that. Breaking: International Trade Goods and Services picture was set to drop this morning from Census. Against a backdrop of the US Oil tanker … Read More
Fed decision is out – and if you’re a billionaire in the swim with a new IPO, who loves you? The Fed just issued this: Available indicators suggest that economic activity has been expanding at a moderate pace. Job gains have slowed this year, and the unemployment rate has edged up through September. More recent … Read More
Getting rich fast? No one we know. And things don’t look much easier when the calendar rolls over in 22-days. But getting rich slowly works for us. And so our first major 2026 planning document lands this morning. It’s a compilation of life stories, financial basics, and learning to “run the clock” to your advantage … Read More
There is – as usual – much to talk about. But with our “action over loose talk” mindset here, we’re becoming almost ruthless in cutting through “news filler” and “emo-clicks.” Because – in the end – it better be a spend, or it’s out, my friend. Breaking: Numbers Just out: “WASHINGTON, D.C. (Dec. 9, 2025) – … Read More
Just 18 Shopping Days until Christmas,. Only 7 to Channuka, which is Dec. 14th. Most important: Only 24-days to load in champagne ahead of New Year’s Eve. Which to us? Gender-questionable. (Everyone’s balls drop…) [rimshot] Fact4Actition: BTR This Week? Fact: Next week delivers a rare triple punch of economic data — U.S. Inflation (CPI), Employment … Read More
This is the time of the year when men tend to hurt themselves. Lifting more than they should. Later on today, Elaine and I will be moving a new 85″ TV into position. Sure, we MIGHT have called in (neighbors) to help. But where is the challenge in that? But it gets me to a … Read More
Guilty as charged! I tend to overthink things especially when new technology is involved. But it’s a useful frontpiece to our deeper work (investing, running a bulletproof life, etc.) to sit back for a minute and wonder what’s all this “Change” stuff about. It’s especially hard for people who are older – because of something … Read More
Yeah, been up since the wee hours today – with a ton of AI work in the predawn dark. News flows are tepid, markets still nibbling rumors higher, ahead of Fed week. Leaving us a “workable weekend” with necessary deliverables. While over in our AI lab, a serious scolding and time-out for Grok. But the … Read More
Decoding Thursday JTR= Jobs, Trade, Rumors BTR = Buy The Rumor F4A = Fact for Action Fact For Action Fact: December 3, 2025, ADP reported U.S. private employers cut 32,000 jobs — the third drop in four months — surprising economists expecting gains. So what: A weakening labor market means many households could face tighter … Read More
Our recent two-part “impact” series has uncovered one of the biggest prepping problems in the world — a subject that’s rarely discussed outside niche circles of disaster recovery planners. In fact, up until recently, it was largely ignored in mainstream discussions. Given the volatility of federal budgets lately, I think you can guess how well … Read More