Before we get into the “really useful stuff” – a word or so about the headlines this morning. The “usual media hysteria” has been ratcheted up as people are becoming aware “News doesn’t matter.” I mean, think about it: Up west of OKC (*Oklahoma City, for those who have never been south of I-80) there … Read More
Worthwhile reading for all, we hope, though especially Millennial’s, as we trace the “Death of Quality” in consumer goods. As the trip evolves, we arrive at some interesting “facts” about the future. This being a holiday weekend, we hope you enjoy the outline presented here and will share any additional areas that might usefully fit. … Read More
It has been almost 10-years since we heard about Climategate. That was the story of the jiggered-data that went into the global warning data tossed around in 2009 (November) at Copenhagen. As Wikipedia sums it: “The Climatic Research Unit email controversy (also known as “Climategate“) began in November 2009 with the hacking of a server … Read More
We are likely to see a decent-sized rally in the market at the open this morning: Despite weak Durable’s. The futures were pointing well up and a survey of the Rest of World (RoW) points to a nice bounce-back. In Asia, for example, the Hang Send was up 0.32%. While Japan was down fractionally, Europe … Read More
My buddy Gaye (https://strategiclivingblog.com) interviewed me Wednesday for an upcoming article she’s working on about social media’s role in life. Gave me an opportunity to talk more about one of my favorite topics: Asset-stripping of America. You see, thanks to “financial engineering” the world is changing – and not for the better. That’s because we … Read More
Lethal Autonomous Weapon Systems. You will also meet TEWS (tethered-electronic) weapon systems). You might see a frame of a video I made in 2004 on remote controlled surveillance e vehicles…and you might infer quite properly (now that all my NDAs in the area have expired) that I do have a fact-based vision of a very … Read More
Preparing to Sweat sounds a little “icky” but it’s very healthy. Here in East Texas, despite our not having hit 90-degrees yet (it’s a couple of weeks late this year), that doesn’t mean we are going “sweat-free” around the ranch. Take last Friday: Got the UrbanSurvival column done and after a quick bite of food … Read More
We have just passed the 10-year anniversary of the 2009 market wash-out lows. Where we head next is a worthwhile discussion. There are plenty of economic cycles to choose from: There it the “presidential market cycle” which is likely more correlated to the 3-5-year Kitchin Cycle. Then there’s the “10-year real estate cycle” which is … Read More
Out-trading algorithms and studying SiM (Sell-in-May) theory is on the docket here for the next coupe of weeks. We’ll get to the Chicago Fed outlook in a minute, but let me ramble for a bit… What makes this a “nice” time to visit the casino (stock market) is it’s like walking in at 3 … Read More
Two big stories this week frame a change in how the US Economy works. The CDC reported the American birth rate is now down to the lowest level in 32-years. At the same time, claimed president Trump Thursday, smuggled children constituted almost 65% per illegal border crossers this year. Here’s the problem: We have a … Read More
Introduction: By day, that is, when awake, I’m a pretty normal 70-year old male. Writer, beautiful wife, and semi-retired on 29-acres of state park-like land among the towering pines of East Texas. By night, however…well, let’s just say things change. I’m a oneironaut; one who has lucid dreams, many of which are remembered upon return … Read More
We hold to the simplistic idea that markets are honest as much as the next guy. But, when you look at the market action of Thursday and what’s on tap for tyhis morning, you just shake your head, sometimes. Here’s the “logical choicing” problem in a nutshell. Case 1: The markets are honest and the … Read More
Since our “market darts” have already told us where things should go when markets open today (down until around lunch-time, then a strong rally into Friday…but this is just the darts, lol) we can sit back, watch the dough pile up and try to sort out the question of how social media is used to … Read More