Resolution Tuesday, Housing in Part 2, Squeezing Solar

TL;DR:  Our dance card (and “the pattern”) is full today.  Part 1 here is SATTP (short and to the point) with Part 2Housing in a few minutes. Focus around here is squeezing amps from solar… The Future is Ure’s Dow futures were down a bit more than 100 early.  S&P was down about 15, too.  … Read More

BR-SN – Muddle-Through Checklist – Working Weather

TL;DR:  We have a strong sense this could be a “Buy (the) Rumor, Sell (the) News” week.  To help you score, a checklist is provided. Mourning in Michigan but coincidence nags. And Working Weather is here for Fall. Daylight Time is a month off. BR-SN Means “Buy the Rumor, Sell the News” which – we think … Read More

ShopTalk Sunday: Last Days to Prep?

This is not a normal Sunday. We’re staring into a week that has more moving parts than most months get, and they’re grinding together in ways that could spark real trouble. If you’ve lived long enough, you know the smoke smell comes before the flames. This is one of those times. We’ve caught the “whiff … Read More

A “Wow Week” Ahead?

Keep your head down this coming week. If you’ve been reading UrbanSurvival for any length of time, you know I’m not in the habit of hyping ordinary weeks. But next week has all the fingerprints of a compressed storm window: soft or hot housing numbers, an all-hands military meeting at Quantico, labor data rolling out … Read More

Lunarcy Ahead, Comey’s Peril, Prep & Recover Calendar

TL;DR: Full Moon theory is probably wrong but we have a future plot.  Yeah, Russiagate was a Lie, Comey.  And our chess game with the Future out many moves. Markets and  the “Lunarcy of ’29” Ask a beat cop, people in the ER or the EMTs hauling the inbound; they will all mention Full Moons.  … Read More

Durables, GDP, UI Filings, and a Dead Cat Story

TL;DR: Markets braced on durables, GDP, and UI filings with gold near $3,800, silver $46, BTC $111.5K. My consigliere’s dark dart toss runs from Israel–Iran nukes to a 2029 bio-war, stitched to financial collapse. Out here, even a dead cat vanished by vultures — a reminder the Presence still cleans up when it must. Durable … Read More

A Close Brush with Crash?

Two tracks this morning: The Secret Service telecom bust in NYC and the possibility of a sleight of hand with a Crypto-based Dollar reset.  All very important stuff – and it comes on a bank settlement day with a Treasury series auction mid morning. Toss in our usual odd quip here and there and 23-charts … Read More

Currency War Breaks Out, Watch Your Fannie, and Builders vs. Maintainers

TL;DR:  When crypto came along, we took a pass realizing it was a “purebred fiat.”  Now, open “Currency Wars” threaten. They may be a road to war. Meanwhile, Fannie and Freddie are singing the blues as delinquencies scream higher.  And what makes a great manager? building or Maintaining? Currency War Arriving Back when crypto was new … Read More

CFNAI – Trigger Event Watch – Prepping While We Can

TL;DR:  The world isn’t ending – yet. But the CFNAI is out and the yammer Fed Head circuit is buzzing. Markets aren’t happy. Although we’re amazed the cyberattacks on airports is playing as a non-event. World is “on the high board” and ready for its swan die – we recommend prepping while you can. Now … Read More

ShopTalk Sunday: Fall Tripping, Just Plane Lust

TL;DR:  Pappy was always a fan of late September/October travel.  Fall colors were peaking, ankle-biters imprisoned in classrooms, gas prices down from summer.  Time of the year when the tools need a break and the head needs an airing out… School’s Out Time My late father, being a fire officer, had a regular vacation, sure.  … Read More

We’re Already Higher than 1929

In the ChartPack today some very bad news for Bulls.  There is a simple way to compare the recent run of the markets in this “Replaying 1929” period. Not only will we run those numbers for you – and call of the laggard – but we will also talk about why a soft hyperinflation probably … Read More

Markets Pause, Blah Me, A New Earthquake Theory,

TL;DR:  Yawner in the pre-open as markets recalibrate post-Fed. The Future is challenging to sketch in, and a four-seasons earthquake near Japan overnight. Markets Hit Snooze This is really a “now what?” “Alexa: set snooze alarm for Monday…” Clickiocity We can’t get too worked up over the Kimmel story.  But, related, we see this as … Read More

Markets and Crypto: Post-Truth Investing with “Rocktober” Inbound

TL;DR: A new paper redefining what Crypto means has just been published, with staggering implications for siloed economic thinking. Among them: local “Truth” in economics may drive cyclicity. Philly Fed numbers and Unemployment filings are out, and while not 3I/ATLAS, October still looks set to “rock” the world. Crypto & Investing in the Post-Truth World … Read More