Today we start off with the ADP numbers – which may presage the Friday official jobs data. Then we get into a discussion of fireworks – of the .mil sort – and how we are seriously behind the power curve in a key area. And if that’s not enough, the storm track, 3-inches of rain … Read More
With the holiday almost here, I will be busier than a short-order cook with crap today. Tuesday is garbage day, there’s a new tractor battery to change, and we seem to be in a “calm before the storm.” You know, there’s a time – before a squall hits – when you want to close all … Read More
Independence Day Turkey! Yee haw. A late celebration of July Fools, we rather expect. Because: We know who the turkey is… And we know this weekend is the last (financially safe) weekend before Labor Day for the War party to make its move. Since you couldn’t go more than 2-websites this weekend without reading Increasing … Read More
It didn’t start off to be broken – but therein lays a pretty interesting tale. From the Top: Why? A whole series of “Why?” questions, I suppose. Like: “Why is a 75-year-old man in the woods building what will be his third 3D printer?” Well, for one, I was in the midst of putting a … Read More
But we may have another week or two before the wheels come off. For today, then, a quiet mid summer weekend with a major problem becoming visible in our charts. Giving us time to reflect on the “bow waves” of the future. More for Subscribers ||| Master Index 2018 to Present ||| Master Index 2001 thru … Read More
Hold on to your chair – the world is about to go seriously nuts right after next week., The reason is the (mislabeled) “Presidential Debate” last night was a farce. But, virtually none of the mainstream has offered useful guidance as to the Future. We fix that. The Highest Level – 60,000 Feet Global So, let’s … Read More
Tasks and timing to kick off the day. With the unspoken hope that orderly thinking will lead to orderly profits. GDP “Real gross domestic product (GDP) increased at an annual rate of 1.4 percent in the first quarter of 2024, according to the “third” estimate released by the Bureau of Economic Analysis. In the fourth … Read More
We open our thinking toolkit – which includes the hypothetical Directorate 153 – today as we wonder what’s been going on at Area 51. And if that might have something to do with the U.S./NATO willingness to egg Russia (and whoever else) into a nuclear showdown. However, as we face another morning of escalation potential … Read More
Like this was anything other than expected in the new Case Shiller Housing data from S&P/CoreLogic: 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 6.3% annual gain for April, down from a 6.5% annual gain in the previous month. The 10-City Composite saw an … Read More
The Stock Market put on a pretty good show Monday. Likely, figures my consigliere, it’s because when there are obvious bubbles in play (AI, NVidia) it is about the only “safe” thing left for a Fund Manager to do. Buy the Dow. And that probably is why the Dow put on another great performance Monday. But … Read More
I happened to get up early this morning – many projects going on, so 3 AM is not as unreasonable as it sounds… – and it struck me that maybe we should publish a “predictive timeline report” so people can plan the rest of their lives more effectively. This Week Stock futures are up about … Read More
Into the heat of summer now. Up north, say Vermont or so, it’s to the point where shop work doesn’t require a big stove and 3-hours warm-up to get the frost off tools. Here in East Texas, it’s the Sun – and rain. Neither one of which would be particularly irksome, if only they could … Read More
There was little surprise in the Friday Housing report hitting record highs. See, when a country is locked in a blow off topping process, inflation’s effects are very predictable. It’s also useful to remind that when inflation makes it appear that prices are going up (which they are) it also means the purchasing power of … Read More