Had a great subscriber email come in this weekend and I wanted to share it because a lot will fall into place for you, I think. Here’s what he said… “George, Just heard an interview with Danielle DiMartino Booth on the Federal Reserve. I ordered the book. Her point was, as is yours, the economy … Read More
Although it has been “the Fire Department” almost forever, it may be time to consider a rebranding effort because the scope of the fire service has changed dramatically. This morning, a first chapter of a proposed book and a description of where it goes as the data is rolled out. And subscribers will have an … Read More
Want to see something spinning faster than a gas turbine engine? Try media coverage of GDP. Not just here in ‘Merica, but overseas as well. Take England where the GDP is written of this way: “Brexit latest: GDP growth slumps to 0.3% in first quarter of 2017.” Pretty ballsy conclusion, I’d have to say, since … Read More
Two phone calls in quick succession Thursday are the set-up for this morning’s column. One, from my consigliere was to inform me that one of the MSM had run a “scare piece” about how people need to be planning to get out of two in the event a nuclear war ever threatens. Like you’ll be … Read More
An hour-long “secret briefing” was held by the White House Wednesday for member of the U.S. Senate. Grace concerns about Hawaii being in range of the NK weps. Afterwards, per this coverage in the Washington Free Beacon, there were some very serious faces about. Ah, set up for a photo op says CNN. Like he … Read More
Lot’s of moving pieces around here this week. With the reports this morning that North Korea is quickly moving toward first strike capability on Hawaii, we have been slowly moving our timetable to re-establish “nuclear survival” as one aspect of exurban survival here in the East Texas Outback. The good news about reports of China … Read More
God, I love history. Not only have we been able to use it to line our pockets with modest (-1 to +3% per week) gains (or tiny losses) in the stock market, but in addition, we even know where to look for “the next generation of tech.” So if this really is the analog to … Read More
Just out: NEW YORK, APRIL 25, 2017 – S&P Dow Jones Indices today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for February 2017 shows that home prices continued their rise across the country over the last 12 months. More than 27 years … Read More
It’s not often that I will have to think about writing-up an adventure in my personal life, but this is one of those almost unbelievable stories that it took me a good part of Monday morning wrapping my own head around. The dream was like many others I’ve had. I think of them almost as … Read More
The world is on the verge of getting its mojo back. The election in France saw Marine Le Pen make it into a runoff election May 7th for the presidency. And globally, it was an extremely good session for markets in our aggregate view of things. I see it’s almost nap time. Because if you play … Read More
More a collection of random notes than anything this morning. Funny: As in Finance One of my colleagues is kind enough to include me on a private market (and end of the financial world as we know it) letter that goes out to a few select. From his note this weekend, the best description of … Read More
What is a business model? What constitutes a threat to a business model? And why would you give a rip? Seems a reasonable set of questions – the answers just ahead as soon as a few headline, the ChartPack, and the coffee is done. The good news? Business model (threats) are more than just an … Read More
Sure, markets are important – and yeah, we had a really good day yesterday. But this morning we need to look around the “theater of battle” a bit and see what the larger playing field looks like. One reason our “global aggregated view” of markets seems to work is that we focus at multiple levels. Close-in, … Read More