While we await the Big Data Point of the week (the CPI figure tomorrow) it is interesting to see that bonds have retreated on the yield site – and again, it tells us that the Fed-in-a-Box model is still useful. Were you to click over here and inspect the 1-year view of the 10-year treasury … Read More
Hate to admit it, but I am a compulsive manager. Which is to say when there is something to be done, the first thing I do is sit back with a big cup of coffee and think about how to accomplish the task in the most methodical & efficient way possible. This applies to Christmas, as … Read More
I felt much better after writing up the worthless media reports that pass for news in today’s Coping section. Now we can get down to cases… I’m looking for the market to go down a ways from here. It would be extremely graceful if we could have a decline this week that carries into next … Read More
We have arrived at a day – long-predicted here – where the over-built media doesn’t have enough “real news” to keep the bloated information channels full. As I looked through the overnight server runs it was, more or less, the same news I was looking at last Thursday before this pitiful “pseudo-holiday” got underway. You want … Read More
Economics is often best-understood through the use of a “thought-model.” Around here, when enough pieces of the Big Picture aren’t fitting well, we fall back to a hypothetical “super agency” that is in charge of delivering an agreed-upon future to those of us who are blissfully ignorant of the game’s highest levels. With this in … Read More
I was telling Peoplenomics subscribers recently in our crooks of Hollywood story, how I was predicting another one – maybe two – Big Name sacrifices would be offered up as The Network continues it’s house-cleaning. The real rulers (the ones with the muscle) have been messaging when the house-cleaning is sufficient. Which, as we wildly … Read More
I love veterans (and thank you for your service). But I hate the day in one way because it symbolizes two of the Great Problems in America that we could fix, if we had any glue left to hold us together as a country. The first problem is the “holiday gap.” If you’re in the … Read More
This ain’t our usual serving of high-brow economics this morning. Naw…this epistle is dirt simple. When taxes go down, markets go up. The rational is simple: People will have more to spend, corporations will pay lower taxes, and there will be cries of joy and spending in the streets. The roar of the clicks, the churning … Read More
My buddy Oilman2 sent me a link this week. He was excited to find a long discussion of how the Iroquois band had a “Great Nation” centuries ago and how the Native American traditions were largely borrowed-from by the Framer’s of America’s Constitution. It’s an interesting theory, plain enough, so I put it on my … Read More
It’s all in the numbers this morning as we behold one of the most interesting spectacles of human history. We have been screwed out of 12 percent of our real lifestyle and it takes some clever work in statistics to see it and understand how it’s been pulled-off.Before we get you straightened out on that, … Read More
Headlines today suggest the rest of this week will be exceptionally busy for the one-percent. The world is “trying to break” out from under them. The headlines deal with two topics and one if an “oldie but goodie” that keeps everything in context. Perhaps, it is best to start there. We go back to Matthew … Read More
Elaine finally decoded our “Great Topic” note for today’s report. As explained Monday, the note didn’t make much sense Monday, but after several hours thinking back on it, things came into focus for Elaine. We’re planning to come out with a new kind of “Android Pet.” (Continues below) The idea is simple: Our forthcoming Android Pet will … Read More
It may sound odd for what is nominally an economics website to mention Monday morning news in terms of three novels. However, these are odd times, and anything goes. Novel #1 involves the present Trump trip. As yourself the following question: What you really know: If Robert Mueller were to convince a grand jury that president … Read More