There are three very troubling observations in our data, today. The first is the outsized influence of the “Magnificent Seven” stocks on the indices. While “the Q’s” have been smoking, we are seeing telltale (long-lead time) speculations like Are the Magnificent Seven doomed to underperform in 2025? With the Fed meeting today, and a … Read More
The winds of change could blow this week as a number of “unexplainable events” roll into view. Since I like to have a mental Kanban board active to reduce thinking-time to most useful topics, the board names are obvious, but the list items may not be. “A Kanban board is a visual project management tool … Read More
First, a Readings note: There is an update on G.A. Stewart’s website titled Prelude to a Coup which we judge to be worth adding to your Sunday reading list. Because in case you haven’t figured it out, with the Presidential Electors meeting next Tuesday and then the counting in (the New) congress an January 6th … Read More
Eyes on the ChartPack today as we ponder the present “UAP mania” and the AI mania in financial markets. Are the two related? Maybe. A few headlines first, as is the custom. But then a deep dive into one possible alignment that leads to the question, “Can Santa save markets?” More for Subscribers ||| Master … Read More
Yes. Triskaidekaphobia fans, this is one of those rare “Friday the 13th days in Retrograde.” The F-13 part of our headline arises from (pick your fave) from the Wiki dope: Some cite the arrest of the Knights Templar on Friday, October 13, 1307, by officers of King Philip IV of France as the origin of the Friday the … Read More
This is not simple and I’m sorry for the length of today’s post. We kinda, sorta, knew this was going to be happening: UFO/UAP/USOs – the whole lot of it. We saw in coming in Clif High’s early “Alta Reports” – where the language showed in his models as “space goat farts.” (Which we may … Read More
Woo-woo in the weather and the energy impact of the near-east mess highlight today’s perspective. Because the parties are lining up to get as much of (the former) Syria as each can That’s prime energy-transportation real estate down the road. The woo-woo is where we start in our Focus section, though. Because something odd has … Read More
I’m only going to give you a tiny insight because after working all day Monday on a great Peoplenomics report, events have eclipsed. This as Syria is likely to continue into bloody collapse and (un) civil war. The importance of this is largely underplayed in the Mainstream media. But we’ll get into that in tomorrow’s … Read More
Scanning the headlines early, world events bear a striking resemblance to the splines of the power takeoff shaft on my old Kubota. Or, perhaps, the stick of wood in an ancient movie that stops a bascule bridge gearing from squishing the damsel in distress as the bridge comes down. We hold that “people think in … Read More
There’s one task that has “come and gone” over the years – the thorny question about whether to put up holiday lights. Don’t know if you have priced them, lately. But, they can get expensive, depending on your lighting plans. Which can be divided into Inside and Outside. The problem is further complicated based on … Read More
A number of readers have posted comments alluding to media reports that a bomb was the cause of the California 7.0 quake Thursday. Reports Friday were claiming “elevated radiation levels.” Relying on two radiation monitoring networks, (one EPA and one private) we didn’t see anything abnormal. But there may be a lesson in acuity here. … Read More
Since our roots are in economics – and specifically long wave economics as in Kondratieff – we should begin with the money drivers, first. Specifically the Federal employment report just out: “Total nonfarm payroll employment rose by 227,000 in November, and the unemployment rate changed little at 4.2 percent, the U.S. Bureau of Labor Statistics … Read More
Not exactly the kind of thing to brag about, but if you noticed the map on the “earthquake tireds I wrote about osome 8-Hours ago (and posted) we now know why: Official (revised): Event type: Earthquake Region: off the coast of Northern California Geographic coordinates: 40.299N, 125.377W Magnitude: 7.0 Depth: 10 km Universal Time (UTC): … Read More