The Fed vs. 4.6% Deflation?

I thought we’d begin this morning with an update because reader Bruno was shocked when I wrote down how much the M1 (seasonally adjusted) money supply had been slammed by the Fed recently. Since the H.6 Money Stocks report is updated every Thursday (except Holidays, of course) we wanted to give you the latest figures. … Read More

Coping: Material Science for Preppers

If you are going to survive an ELE (extinction level event) it might be a fair thing to print off in your “Secret Sauce that I Might Need Some Day Journal.” (SSTIMNSDJ for short). What got me onto this totally overlooked part of prepping? Two things: A) Friends of ours are buying a mountain home … Read More

Attack of the Weaseldicks: Inflation Running 6%

The Mystery of the Consumer Prices Rise Somewhere there is a statistical prick (or prickette/prickee) who needs to be called out. Here we are, less than 10 days after the election and what do we get? A press release like this one saying: “The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.4 percent … Read More

Coping: With Manic Holiday Preps

A discussion about how NOT to prepare for Thanksgiving is in order around here, although I’m sharing it with YOU and not necessarily “she who must be obeyed” until after our guests are down the road a week from Sunday. The first thing you don’t want to do is do a one month leisurely project … Read More

A Grown-up Look at Trump’s Trade and Rate Problems

There are two terrible problems for the new administration to deal with (other than faithless Electors and Oregon insanity which we will get to in a moment):  One is the trade problem and the other is the rate problem. What we will focus on is propagation speed of economic change.  It isn’t like driving a … Read More

Office Pools on the Date of the Coming Market High

We have several dates for a Market High we are tracking – and the differences in what drives the dates are absolutely fascinating to think about. Why worry about a market high? Even some of today’s youngest workers are in the market, whether they know it, or not, through their 401-K or retirement programs at … Read More

Coping: With Alternative Materials & the Wood Car Dream

Monday was spent in a mad rush to finish the guest quarters – before the guests arrive next Wednesday. So far, the plans are great, but we won’t finish the mud work until today and that leaves this afternoon and tomorrow morning for priming and then finish paint Thursday. Decorating, do-dads, and some trim on … Read More

Hysteria, Pullback, and Holiday Rally

For a country that was once able to wage war on two fronts (Japan and Europe in WW II) our present inability to think straight and execute treasonably is nothing short of breath-taking. Seriously? After literally saving Australia’s butt in the War back when, the Australian prime minister didn’t have the respect to tell our … Read More

Coping: Earthquake Tireds, Remodeling Madness

For the attention deficit, we will start with the graphics first. I told several people that I would have to call them back Monday because Elaine and I are in the middle of a large remodeling project of the guest quarters. Elaine does the design part:  “Here take this old sionk and vanity and turn … Read More

How “Real” is the Market’s “Trump Rally?”

This morning we have to look at a pile of data, including more of the historical analogs between the presidency of Herbert Hoover and the election this past week of Donald Trump. So bean up (or light up) and into the data, if you please. We have two date ranges for the all-time market high … Read More

Oregoons, Veteran’s Day, Markets Open

No, Oregoons is not a misspelling. It’s a collection of sour-grapes three-year olds. You know, people in Oregon must be really, really stupid. I mean, you saw the headlines about how there have been demonstrations around the country and how one in Portland turned violent last night? So let me ask you a simple, very … Read More

Coping: The Friday Rural Gazette and Oatmeal Review

Starters: Do something nice for a Veteran today.  A simple phone call and a “Thank you for your Service” is good.  I don’t care how busy you are, the only excuse for not making one such call is you’re dead.  (In which case drop us a note, we have some questions.) Topic 1:  Weight Loss … Read More

Trump as the New Hoover

The futures are showing the Trump rally has at least an other half day, or so, and it could go higher. Periodically, I share the following long-term view of the economy, updated twice weekly for our Peoplenomics.com subscribers: This brings me to the financial discussion points of the morning: · Gaps tend to be filled. … Read More