A note from our Houston Bureau today drew our attention to a MARVELOUS post over at May 2, 2023 – by Heather Cox Richardson (substack.com). She – a history prof – does a great job of reciting the importance of the 14th Amendment which Slow Joe and Minions (plus pretenders in Congress) are ignoring when … Read More
This week, our research focuses on calendars behind human cycle recognition. Ever since the (failed) 2012 “End of the World” predictions of others, we have been fascinated with the question “What did they get wrong?” Turns out, there is plenty of opportunity to have screwed up a lot. Worse is that the Mayan Long Count … Read More
Fed meeting is likely to result in a quarter point hike in rates tomorrow afternoon. The only Big market mover (at least from our 5:30 AM vantage point) is that the Labor JOLTS report will drop at 10 AM Eastern. Set an alarm and click over to see the Job Openings and Labor Turnover Survey … Read More
[Reader note: We have discontinued MailChimp notifications of new content. Only 500-odd people were using it and it was costing almost $350 per year. We MAY go to “push notifications” – but your input is welcome.] Will today be “Normal?” Remote viewers have their shields up. It is the first of May, after all. Big doings … Read More
I have mentioned for a couple of months now that one of my sources, who I call “the doc for the men who stare at goats” fellow was worried about April (mid to second half) about a major “darkness” about to befall Earth. He (and his sources) weren’t able to put it into more precise … Read More
We may come to a time of “impact risk this week” and, along with it the possibility of supply chain disruptions looms large. I speak, of course, about the May Day celebration of International Workers Day and – at least in China – Youth Day on May 4th. Millions in China will turn this into … Read More
A “mini focus” in our ChartPack considers “Country Rotation” of Super Powers – something which has been in place for more than 700-years. Not often described, it’s more of a driver behind modern events than most realize. Fed week is about to begin and with it, odd of at least a quarter point rate hike … Read More
Ure lost $49 in the stock market Thursday. Which, as I will explain, was a very good thing. This is a primo example of one of our Trading Laws discussed Thursday. The one that warned: Don’t hold a loss. Not even for an hour. Sure enough, I went into a trade which, it turned out, wasn’t a bad call, per … Read More
Turbo Thursday begins with another “Kiss and Collapse” ponder. This is ALL about making money, so listen up. You see, there is some axiomatic thinking that many people “playing stocks” just never seem to figure out. Not surprisingly, even with help, their “returns” are often in the range of annual inflation. Some simple ideas that have … Read More
Past global wars have never to such an extend, relied on the continued construction and operation of foreign assets. As tensions continue to increase worldwide, but most noticeably in Ukraine and Taiwan, we can appreciate the changing role of “foreign assets.” Today, we use our thought frameworks to look ahead to the coming few months … Read More
I guess today’s Housing report matters, to the degree you can drive by looking in the rearview mirror. We’d mentioned before that it seems like a slow topping process was ongoing as net-to-seller due to higher interest rates was coming home to land on the mini-bubble: S&P CORELOGIC CASE-SHILLER INDEX DECLINES MODERATED IN FEBRUARY YEAR-OVER-YEAR … Read More
Posted earlier than normal due to Housing update due (a Bulldog edition) Technical Tuesday around here is usually the “after action” analysis of my latest day trading frenzy. To save the asking, yes, I made some lunch money on that short position taken near the close Friday. Was it George Peppard, “the Colonel” (a/k/a Hannibal … Read More
Money Monday, and we will see in coming hours if my going short into the close of stocks Friday will be a hit or a miss. Small wager only – no point bleeding out before The End. Likely the most interesting part of this morning’s column is towards the end. In the Around the Ranch (ATR) … Read More