Sure, turkey is due, but there’s a GDP report next week which could break the Big Bubble. So we begin with a discussion of that. Of course, we will begin with a few news headlines – because this is what’s driving the discussion. And we won’t get too worked up over things, except to say … Read More
The Road to War is now rolling over into Electric Avenue with a potentially shocking escalation looming as the Ukraine War on Russia is – in market terms – sub-dividing. I better explain that concept a bit. The runaway rally of the global markets should – under many concepts of valuation – have peaked several times over. … Read More
You are on the Titanic. The band is playing on. The iceberg has been hit. A red line has been crossed. In the small world of credible “seers” and “prognosticators” there is Big Trouble just ahead. A break. And then the Biggest and Worst. A great starting point is G.A. Stewart’s latest piece on The Age … Read More
Maybe threats of global nuclear war and a severe toothache got me pondering the topic. I don’t know. But since we are all going to die, it may be worth a short discussion of our mental constructs, frameworks, and plans for investing in that little-discussed area of human existence. Oh, sure, we will do the … Read More
Biden democrats – infiltrated and manipulated by neocons (turned libcons) – and with implants all around State and the alphabet agencies – appear ready to spawn World War III before the year is done. A HUGE indicator that should cause any rational person great angst has just happened as Putin Issues Warning to U.S. With … Read More
Pardon me, but the headlines out this morning are close to absolute proof that the Biden-Harris coup is the War Party. How else do you account for Biden authorizes Ukraine to use US-supplied longer range missiles for deeper strikes inside Russia? To keep the record clear – because there’s a huge press on to rewrite … Read More
I suppose Fall Gardening is still on some people’s minds. The Frozen North isn’t – at least yet. And the Southern states are not all atwitter about ice storms. But, give it time. At our place, I have made a simple decision this year NOT to fire up the greenhouse heater system (Chinese diesel 8 … Read More
Bumpy road is likely coming between now and Christmas. So a few remarks in our ChartPack today about the period of time spanning the coming week to the middle of December. The problem? We see lots of “change points” in this area predicted by a decent spectrum of very different technologies. A few headlines and … Read More
(Let’s all take a deep breath and shake-off any possibility of Earthquake Tireds and hope everything remains -whatever passes for- normal over the weekend….) About That Trump Win… I wasn’t ready for the Reality we’re in now. Maybe you weren’t either? What I refer to is having a President-Elect who is hawking Trump Sneakers – … Read More
I guess we should mention – right out of the box – that the price of BTC earlier was down, but only a bit, from the more than $92,000 struck Wednesday. Yeah fine (I can her the Bitcoin Nazi’s refrain “No Bitcoin for Ure!”) but to the sober-minded, (us?) the BTC run is NBD (no … Read More
Want to do a lot for “climate”? Then support “drone tourism.” Of course there are a few downsides to it. Mass layoffs in the hospitality industry, travel, and all that. But, no omelets without a few broken eggs, right? Speaking of broken – we kick off with a look at today’s Consumer Price report just … Read More
My pal – The Major – and I were about age 7 – maybe 8 – when we started jumping off his family carport in earnest. Somewhere in here, his grandmother made him a Superman outfit. She was quite the seamstress. Unassisted by the included cape she’d sewn for him, I continued to jump regularly (and … Read More
Veterans Day. We’ll get to markets in a sec. But first things first. Thank you for your Service. And there’s a long list. My wife Elaine (who did 3 as an MSTS machine specialist at JBLM Lewis-McCord before it was a jumble). Brother in law Panama. My pal of 72+years (The Major) whose PhD-fighter-pilot son … Read More