One of our guiding principles is that “Everything’s a Business Model.” So looking ahead to next year, we have a couple of interesting observations about how this “new business” is doing. My consigliere made an interesting observation while visiting. “Just like ESP and paranormal research like remote viewing peaked a number of years back, watch … Read More
Here we go, once again, wondering about possible market action in the short-term. With the early futures down two hunsky’s, I put in a pseudo-number into our Aggregate Index to estimate what might evolve in today’s action: See that roughly sketched-in trend channel? You got that? See how we MIGHT today, or tomorrow come down with … Read More
Santa has a problem. It has everything to do with Christmas, China, the US Fed “filling the Gap” for Europe which is in negative interest rates, sales-killing snow storms, and the pending release of three days of employment data this week. In short, there’s a lot to digest. But, high on reindeer fumes, the fat … Read More
Holiday weekend, but the ChartPack today is most instructive! Yes sir: No rest for the weary around here. We’ll hop to it, as soon as a few headlines roll by. Say, pass the leftover stuffing, would you? More for Subscribers ||| SUBSCRIBE NOW! ||| Subscriber Help Center
Hey there, Big Spender. This is your day! (Or, is it?) Since this is a half-day in the markets and since nothing much in government is moving, why not spend some time on spending? Besides, we’re all sick-to-death of political BS. So how about we pencil-out a rational approach to this Black Friday thing? Seems … Read More
If you don’t have enough to be thankful for this Thanksgiving…Be thankful THIS Market hasn’t fallen apart – yet: The usual caveats: The markets were “normed” in this view to January 1, 2000. Plus, this is our own Aggregate Index which is based on the idea of equal dollar allocations into the Dow, S&P 500, … Read More
Problem on the table this morning is “When to take the money and run?” Which we will muse on with an “indicators review.” Before that, a few general economic notes plus we have a slug of fresh economic indicators to consider as we head to the table for turkey. More for Subscribers ||| SUBSCRIBE NOW! … Read More
Picture first: From the Cash-Shiller/S&P/ CoreLogic (and whoever else is in on it) report: MONTH-OVER-MONTH Before seasonal adjustment, the National Index posted a month-over-month increase of 0.1% in September. The 10-City Composite did not post any gains and the 20-City Composite posted a 0.1% increase for the month. After seasonal adjustment, the National Index recorded … Read More
Remember this above all else, this morning: The Right to Tax is the Right to Govern. And, so, as we read the Wall St. Journal story “Corporate Executives Try to Assess Potential Impact of Tax Change Proposals Companies are studying suggestions by the OECD that would mark a departure from current international tax rules, but … Read More
Since we haven’t been invited over to your place for Thanksgiving, we will be spending most of the day in the studio here working on the “time machine” project. A bit of “personal woo” on that in a second. Since you won’t have Elaine or me sitting around to prompt you, here’s a short list … Read More
Recycling is a lot like going fishing. You are never sure what you’re going to land, but it’s always fun. Besides, why send perfectly good parts to the land fill? One of our heaters died recently. (You saw the rap of winter and small electric space heaters, I hope.) The san thing to do would be … Read More
Besides mastery of self- discipline, holidays are a great time to construct a “10-Year Investment Program.” These can be simply monitored with a 1-Year Investment Horizon. Done every 3-6 months. Unlike very short-term trades (based on various cockamamie schemes, some of which don’t work, others of which do, but with lots of qualifiers), long-term choices … Read More
With the Schiff-Show wrapped up – and the democrats doing a HUGE favor to the nation in two ways. The coming week will let America move on to “the other turkeys.” And speaking of the bird, let’s raise one toward Washington (and both parties) as Congress will go home and get off TV for a … Read More