That gets to be an interesting question, really. Yes we have some new data, but can a (more or less) local jobs picture turn a world in decline? Before we get into the U.S. picture, therefore, a word about Elsewhere. In Asia, the Japanese Nikkei was down almost 400-points and shade over one percent. Hong … Read More
I can’t think of two more important topics this month. Especially as the world careens toward a nuclear showdown, China slobbers on Taiwan, and down on Wall Street, our Aggregate Index work has been right, again. The Nikkei was down more than 4-1/4 percent overnight and the picture in Europe isn’t pretty, either. Now imagine … Read More
Our view of the markets – smacked by an “over-thousand-dollar paper loss Friday” will be back in the green virtually from the open, by the look of early futures prices. As you can see, our Aggregate Index is holding to the idea that the rally (back to new highs) is over. Having done its job … Read More
The road to hell is paved with good intentions. I got up Sunday, put in the ground screw anchors for my next little deck-building adventure and then did my ham radio antenna engineering work. Everything was sailing along great and then I walked into the house from the screen porch. At which time I smashed … Read More
Before we launch into our Sunday morning diatribe, consider it a duty to pause and pay respects to the laborers who built this country from barren land to a place where odd crops like DEI can flourish. We remember when Labor was actually able to partner with the Ownership Class and do some pretty neat … Read More
More musings into the Princeton EGGs as we ponder the state of congruence and entrainment further. Of course, a short column because it is the holiday weekend, after all. And I did win the Scotch bet but Tuesday will be another day. Lots of distance to travel before then. So a few headlines, a ramble … Read More
I guess the first thing I should explain is why the current Global Consciousness Project “Dot” is appearing somewhere, over there (arrows right –>). Glad you asked. I’m going to give you the “whole walk-through” but in super abbreviated form because we don’t have all day. So, from the top… Humans are special. On the one … Read More
By now, everyone knows that I put a small wager on with my consigliere that the market would not hit new highs on our Aggregate Index by Labor Day. He took the bet and with the pre-Nvidia beat-down two things happened Wednesday. Even with a phat cheeseburger, fries, shakes at the local burger drive-through (about $32 … Read More
Are anti-aging effects additive and cumulative? Today we have some insights in our latest (non-medical) book. Where I write about my personal experiments with anti-aging protocols that don’t involve expensive prescriptions. A slog through some headlines is in order including the latest – silly – reindictment of Donald Trump by a Democratville Grand jury. After … Read More
It’s the level, though – that’s what matters: the S&P Housing numbers say full steam inflation. Year-Over-Year The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 5.4% annual gain in June, down from 5.9% the previous month. The 10-City Composite annual increase came in at 7.4%, down from 7.8% the previous … Read More
Macroeconomics first. When “times are good” people run out and buy houses. Smart thing to do because the government – unable to live within a budget – overspends all the time. And, as we discussed in the Monday column, ten bucks’ worth of “stuff” in 1913 is over $800 today. People buy homes generally knowing … Read More
We have it all this morning – just like it matters. Let’s begin with the government’s Durable Goods report which is stated this way: “New Orders New orders for manufactured durable goods in July, up five of the last six months, increased $26.1 billion or 9.9 percent to $289.6 billion, the U.S. Census Bureau announced … Read More
There is the scent of Fall in the air. And with it, my interest in doing yard work is on the rise. Besides, Mercury goes out of retrograde this week. If you don’t follow retrograde, this episode is running August 5–28: In Virgo and Leo. My life goes to crap about 3-4 weeks ahead of … Read More