Trust the Future, Do You?

Seriously, we don’t.  No more than we trust edicts and pronouncements.  Encyclicals from the untrustworthy.  We’re out there with Diogenes, looking for the honest souls. Empty-handed, mostly. The good news, such as it is, has it that this morning’s Focus Section – 20-odd pages on how bad the next couple of years could be – … Read More

RIE? Rally Into Easter – Pigs are a Problem

Dow Futures +1,000.  They don’t call it “Turnaround Tuesday” for nothing. Stock futures are looking positively ducky with the Dow set to pop at the open +750 to +1,000 (on the early Futures board).  Why, even the “yeller dog” [Gold] seems to have regained the “right side” of $3,000. On the other hand, Bitcoin was … Read More

Spring Broke

A “tell me it ain’t so” for the doubters of our work… Or for those who thought we were nuts walking out on the Corporate World in 2003,  Or moving to the woods. Or stocking up for trouble. Or… And just like that, the rhythm of history taps us on the shoulder again. The 1929 … Read More

ShopTalk Sunday: Ongoing Changes at Ranch Shop

Grandpa’s Shop Truth be told, Grandpa Ure didn’t have one. He’d had a tough life, bringing the family out from the Dakotas during the Twenties — he saw what was coming. With a well-paying job at the forerunner of Puget Power, he drove a Dodge PowerWagon over the mountains and foothills of the Cascades. Years … Read More

20 Men from Disaster

It would be audacious – but is there some player who would “kick America when she’s down?”In our “worst cases” department, some scenarios that could be lurking out of sight – and out of mind – until next week,  That’s when markets could get down to an approachable “bounce” level. But from there?  The old … Read More

AI Advice: on De-Leveration, Load-out the Hunker-Bunker

Markets are pricing another flush today.  So our morning interactions with collaborative A.I. are spot on. Warning: This discussion is predicated on your having at least an awareness of the difference between a commoner’s point-of-view (POV) and advanced multi-domain thinking capabilities.  A “domain” (for this discussion) may be considered a “thought-center” which in turn because the central focus … Read More

After-Action

How bad? We  have mentioned a few times that5r April 15th could be an especially inrteresting day this year. that will be 55 calendar ofrom the nominal (Aggregate) high of February 19th.  So…deep words for another 10-days, or so. For more uplifting and joyful shit, drop by the morning. -ure

A.I. — Stressful Markets Advice

When markets hit the crapper – like today – you have a lot of power. It’s an opporunity to test yourself and grow.  As you know, I’m an A.I. Collaborator, but even if you’re skeptical of the usefulness of AI, consider what it offers: 1. Zoom the Frame: Re-Anchor to Time Domains Market stress shrinks … Read More

Job Cuts UP – Tariff Coping – A.I. Talks Back

Mini-Crash Alert: Today’s 1929 Replay market charts are here. Challenger Job Cuts Just out: “U.S.-based employers announced 275,240 job cuts in March, a 60% increase from the 172,017 cuts announced one month prior. It is up 205% from the 90,309 cuts announced in the same month in 2024, which was the highest monthly total recorded … Read More

Mini-Crash Thursday?

We use terms like “Mini-Crash” sparingly.  But, with Dow Futures down more than 1,100 points, Techs own more than 700 and even the (semi-rational) S&P down over a hundred, here are the major features of our work that matter.  (Thank a Peoplenomics subscriber for making this possible…) First, with Smoot Hawley Tariff’s in full rhyme, the … Read More

Extensible Explorations

xtensible Explorations: A.I, Energy, and the New Domain Frontier.  It’s a kind of “Brave New World” and has come into view due to recent research work in my “Old Man Labs.” Driven by some interesting and at times frightening engagements with: AI coauthoring of a 34-page medical paper on Charged Body (Blood) Theory. A new … Read More

JOLTS as a Turn? Gold-backed Crypto?

We see the futures are down again today – and it’s not surprising.  Headwinds have been mounting and we are constantly scanning headlines and scheduled press release times looking for insights. You know that this morning the Labor JOLTS report will pop at 10 AM (Eastern).  Could that be the “turn”?  Or, could we continue … Read More