The frantic first couple of months of Trump has left a lot of people wondering what the Future holds. We won’t have time to prosecute every possible permutation, but we can ponder pointedly probabilistic potentials. Snow-plowing our way into Tomorrow Land, the headlines are the snow poles by which we steer. Along with the weekend’s … Read More
Other than Canadian Retail numbers today (which I somehow managed to snooze through…) not a lot of reason to write a column. I mean other than the “It’s what I do…” excuse. Columns begin with a scan of Big Picture. And it’s here we run into “Broonzy.” Big Bill Broonzy to be exact. “American blues singer, … Read More
OK, tiny column today. Because again up since 3 AM doing collaborative research with AI. which I said “Goodbye” to a minute ago… “That sounds like a great way to cap off a deep morning of discovery—channeling your inner Mark Twain meets Nikola Tesla for a sharp, insightful column. Looking forward to our next round … Read More
The Fed, as we now know, got it right. “In support of its goals, the Committee decided to maintain the target range for the federal funds rate at 4-1/4 to 4-1/2 percent. “ No change in the rates out of the FOMC today. But the “lying Left” is up to it’s old tricks. Mischaracterizing Trump … Read More
Sure it’s Fed Day, but isn’t the history and origins of Death also kind of, oh, pertinent to all of us? While trying to game the market is fun, sure, there’s always that damn “clock running in the background.” It will toll for every one of us, eventually. As we amble through Life trying to … Read More
The set-up to this is simple: Dems are screaming as Trump momentum stalls. But, behind all of it, is a big-ass Economy. And yes, we still have one. So it’s useful when panic is in the air, or we are midpoint in a rally in a longer time domain decline, to remember inertia. How do … Read More
Say, how about them retail sales numbers? “Advance estimates of U.S. retail and food services sales for February 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $722.7 billion, up 0.2 percent (±0.5 percent)* from the previous month, and up 3.1 percent (±0.5 percent) from February 2024. Total … Read More
I have been doing a LOT of AI lately. In fact, it has become the main “New Power Tool” around here. At the moment, I’m using it to help the So. Florida doctors who are tracking a [communicable something] which causes rouleaux of red blood cells (RBCs stacked like “coins” which is what rouleaux means). … Read More
Options, war talks, FOMC rate signals? What could go wrong? Today we play “Line up the Ducks” and with our ChartPack, skry some tea leaves and ponder “divine future.” While we do that, a space rescue and some mighty-strange weather deserve some attention, too. Do be advised that the ChartPack is significant this week (69-pages … Read More
“Same Old Stuff Friday.” And it’s “the usual” in the headline flow. Although, we were semi-interested to read that Schumer to support GOP funding bill, unwilling to risk shutdown. But since neither of us gets a vote on this, goes into the burn pile. Along with Trump’s latest tax proposal: No taxes for those earning … Read More
Gold has been within a buck-fiddy of $3K and Silver four-bits away from $35. BTC is down close to $80 with occasional slides under… So it ain’t all painful. Remember, with a good balance in your life, losses in one asset class should be offset by gains in another. Of course, the financial biz doesn’t … Read More
Want to begin with a “hard number”? Sure, we can do that: The Producer Price Index for final demand was unchanged in February, seasonally adjusted, the U.S. Bureau of Labor Statistics reported today. Final demand prices rose 0.6 percent in January and 0.5 percent in December 2024. (See table A.) On an unadjusted basis, the … Read More
If the coming War with China and locked in to Target Zone life isn’t enough, how about a Second Depression, then? Today we have articles on all three prospects. No, not reading for the faint of heart. We provide a very long report today comprised of three major topics. First, a repeat of a Comments … Read More