The “Protractor Problem”

Where we look at the angle of the dangle (or the rate of rise) in ridiculous rallies toward predictable conclusions.  Sure, it sounds a little complicated, but we could have a much longer (and maybe boring) discussion of how this approach to the “math of markets” is not dissimilar from the take-off angle of a … Read More

Jobs Holding – FOMC Looms – Storming into Spring

The past couple of Job mentions from Challenger (Job Cuts Report) made a lot of people feared the worst.  But in our back-o-the-envelope, the number of UI filings Thursday was on the lite side. So employment may surprise… Sure, ADP added some jobs Wednesday, but as the latest “Official” data clears, the counter-currents in the … Read More

Earthbloom 101

The odds of humanity reaching 2050 are about half the odds that we will blow-up the planet first. That’s one of the most troubling takeout’s from a major project around here that involves historical research, A.I. modeling, and someone’s modest writing skills. In the first of what’s likely to be a multi-part series, we consider … Read More

Housing – Roll or Rollover?

We have been waitin g for the persistently high interest rates, and the questions about America’s future to dig in and start eating the bottom out of the American Dream of Home Ownership. Today, the wait is….slowly coming into view: “. The leading measure of U.S. home prices recorded a 3.9% annual gain in February … Read More

Grimachia: Housing Pending, Timely Vitamins

You may not know what Grimachia is. That might be traced to my just making it up. Yes, one of the Joys of Invention is being free enough to make up thinking tools.  Can’t find the absolutely correct word?  No worries!  Missing words and animal sounds are two fertile areas. This new word of the day … Read More

TL;DR Monday, Tires, Tractors, and Transmitters

For those not webically inspired,  TL;DR is AI-ese for “too long; didn’t read” which has popped out of the A.I. Stack quite a bit lately. Now, instead of burning processor tokens on useless restatements and repetitive junk, we’ve come to delimiting answers to the desired length.  “1 para” seems to be all the hint needed … Read More

ShopTalk Sunday: Another Million Dollar Idea!

I can’t tell you how many “Million dollar ideas” I have given away – both here and on Peoplenomics – over the years.  But over a dozen.  Here comes another… Usually they turn into real-life products but the 10-year lag is annoying as hell,  Still, I am not giving up and so this morning, here’s the … Read More

A Preview of Next Week’s Showdown(s)

Everything from Employment to Housing to Wars.  Promises to be a spectacular week in news developments.  And as things come into focus, we expect there will be market reactions. A bleary-eyed ogle of future, then, the weekend beckons… More for Subscribers ||| Master Index 2018 to Present ||| Master Index 2001 thru 2017 ||| Missing out? … Read More

NGC: India-Pakistan Flash War Watch – Rally On, Anyway?

NGC is a “New Global Conflict.”  And it’s a long-simmering mess along the LoC – Line of Control – separating the two quite different countries. Oh, and both have nuclear weapons. Background and Foreplay India has shut off water supplies to a part of Pakistan.  IntelliNews – India and Pakistan face-off following killing of 26 … Read More

Durables, CFNAI, UI Filings

Market’s still doesn’t know what the hell is coming.  So, don’t feel like the Lone Ranger.  It’s brutal in the forecasting business. Big Picture continues to hint at a drop to the lower support line – as of the early futures today: Visually, we can see how we are trying to work out whether to go … Read More

The Footsteps of 1929

If you listen closely, you may be able to hear them.  Lamestream media has used a fairly ‘light dose’ of Smoot-Hawley being replayed in Trade Wars.  But, there are other – more subtle – things to be watching now. Because, you see, it’s not just important to understand the generalized risk of a Second Depression.  … Read More

Turn around Tuesday: Gold $3,500, Silver Lags, E Rolls 82

There is little economic news today, except to note that after a crappy Monday open, the early Futures were pointing to a partial recovery today.  With early Dow futures up +328 and the S&P’s up +55, it will be some pain relief after losses of -971 and -124 Monday. But we’re not out of the … Read More