Today’s Peoplenomics doesn’t do the usual “headline blender.” Instead, we take the week’s news flows and run them through what amounts to a strategic blink-lab: what news stories physically moved in just 72 hours, and what those movements now force next. Energy psychology shifted. Bond stress tightened. Confidence degraded. And the really important part? The systems are no longer moving independently.
This weekend’s Intel Brief introduces the “slider puzzle” model of markets and geopolitics — how oil constrains rates, rates constrain refinancing, refinancing constrains banks, and how institutional trust itself may now be acting like critical infrastructure. We also tie the macro picture directly into this week’s ChartPack, where the Dow still behaves like the party continues while the S&P and techs are quietly flashing stress signals underneath. Not doom. Not panic. But the gauges are humming differently now.
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Dead Canary. Watch for minor anecdotal strains like cars rolling on the emergency doughnut tire. Or, more than one. I invented this so am all over it. More of late. But, tires are lots of groceries. Ditto gallons.
GU : “… A president people are going “both ways on” – people
seem to hate the personality but love his policies …”
That’s me, sorta mostly. His Orangeness spikes angina but often that’s a Midwestern slant on a true New Yorker. I could do with more polish, humor. The man has command but likes to talk too much.
Policies? There’s the rub. A good rub. There was so much rolling pre-excursion which went poof with the Persian factor. I still believe we will win even more. Lots of sailors / troops need shore leave. Finish.
ATL : my infirmities cause more planning than doing. Bad part of the cycle and so my usefulness decreases daily. Then about June 5th I’ll be fit as a fiddle. An old fiddle perhaps but, way more ambulatory.
Have a fine weekend all,
Egor ~ __|_ ~~
nice to chat preambulate – but ambulance now to ambulate later – be well, admmiral, sir’ The3 ChartPack today with you in mind – said the pacific salt always yellind room at the mark!@
“The family’s pet goats, Percy and Penny, had survived the tornado and remained directly above the buried shelter, bleating and stomping until first responders noticed them.”
https://www.thegatewaypundit.com/2026/05/hero-goats-lead-rescuers-family-buried-alive-after/
Smart animals.
Watching the Preakness Stakes; some beautiful animals.
The AI build-out is continuing. I thought there might be some signs of things slowing, but it looks like the work is still out there. Segment production exhaustion looks like a real thang.
Couldn’t make a reply to a late comment on credentialism in an earlier post this week. I think home hobbyists and inventors are great innovators. And my primary care physician is an immigrant. If I was closer to the border, I might try a Mexican dentist. But I’ll pass on an unlicensed cardio or vascular surgeons.
When you are mass producing customized off-the-shelf technology, the last thing you need is a wannabe trying to play supervising engineer across Company lines, and disrupting multi-million dollar projects stroking their narcassism. I do see individuals with credentials who couldn’t engineer a pinhole in a paper bag, but usually it’s because their credentials are fake and no one is looking. Certain countries specialize in exporting cousins and brother in laws who are adept at BS, but have never set foot in an industrial facility.
I do not like the way credentials are being handled in this country, but when you spend half your waking hours dealing with technical lunacy and sabotage from both internal and external sources who are making sh!t up as they go along, and forcing me to clean up mess after mess while absorbing ad hominem attacks, you start to develop a little different view of unskilled, untrained pretenders dumping a load of BS on Ure workdesk. Of course, weeding out the pretenders would torpedo a major segment of my personal niche market. Got more than forty years experience and billions of installed projects in the rear view mirror so I have seen a lot. The problem with offshore grifter subcontracters infiltrating Fortune 500 types can be frightening. Junior draftsmen playing engineer is a similar issue. Maybe Al has some related experiences. And the worst problem is these leeches displace US citizens from the workplace.
a young girl i know , doing psychology at university of queensland ,UQ spoke yesterday about mass cognitive decline . she works part time at a news agent near me and sees it constant. she said she has heard its AI dependance , after they are worked over by rat juice and social media . bye bye cognitive function . herd control . not here baby.
“she said she has heard its AI dependance”
It is not.
It is “electronics dependence” — specifically computers, gaming consoles, and cellphones. Each generation of electronics has built momentum and accelerated the decline. AI is only the latest generation and will be the biggest accelerator, until quantum computing becomes available to the masses.
Make no mistake though, it started with the IBM 8080 chip and IMSAI, Commodore, and Radio Shack… and Atari.
Available new:
https://commodore.net/computer/?sku=c64cu-bb
AI build out.
What nobody is talking about is the fact that all the money being invested in AI and it’s support structures (think power plants /power lines /water plants /etc.) EXPECTS A YEARLY RETURN ON CAPITAL. A Return on the order of 15% to 20% or more EACH YEAR for every dollar spent!!
The expensive build out of AI in other words is creating what will be a HUGE YEARLY DRAIN on society’s financial resources so as to pay the expected return on all the money that is being invested in it. This is money that will NOT BE AVAILBLE for rebuilding the US’s actual manufacturing base.
In 2001 the US produced 30% of the world’s manufactured goods. By 2024 that was down to 15% (while China’s grew from 6% to 30% over the same time frame) … and the US’s share has has CONTINUED TO DECLINE since 2024.
With actual manufacturing continuing to decline where will AI be saving money for society so as to pay the HUGE YEARLY BILL that will be needed to be paid?
More efficient gambling? Yea … that is a real society wealth builder.
More efficient movie making? Yea … that is a real society wealth builder.
More efficient stock /bond trading? Yea … that is a real society wealth builder (in reality as bad as just outright gambling)
More efficient book and article writing so the number of books and article written per year can tripple, at that same time people are reading less and less? Yea … that is a real society wealth builder
So if we invest all the planned money in AI the yearly return REQUIRED to pay the investors is going to rival the costs of the biggest government programs, maybe even as much as the Department Of War requires yearly.
WHAT parts of society, that provide real paying jobs to real people, are going to be eliminated or robbed so as to pay the vast yearly sums required by the AI investors?
Maybe if we just totally toss ALL manufacturing into the trash can and become a 100% service /entertainment /paper creating – trading – gambling economy possibly the sums necessary to pay back all of the AI investments will just magically appear.
To add:
If anybody thinks one of the biggest Leaches on society, the Medical /Drug business, is going to be charging any less as a percentage of the GDP so as to help pay the AI buildout you have clearly been sheltered from the GREED and selfishness of humans.
IF human lifespans get QUICKLY extended by AI our system will totally break unless they also extend the number of years people have to work until they retire. Society will end up allowing people THE SAME number of retirement years but to get them people will have to work many many more years before they reach the age at which they can retire (say instead of working until you are 65 maybe requiring people to work until they are 105 in order to qualify for a Pension and for Social Security if they take lifespans to 120+-). That of course cuts off advancement opportunities for middle aged people and entry level jobs for those jobs that require an education.
Working at a job that is souless and energy sucking and that you HATE .. don’t worry you get to work at it for an EXTRA 40 years!