If this adds a useful perspective

One of These Rallies Will Stick – Housing Next – Easter Eats

A “Trump Bump” for Easter?  The dealer’s hand will show in the next day, or two but in the early posting today, it was definitely on the menu as a choice.

Still, we have data today to work through – and part 2 of this morning – the Housing data – will be here about 8:15 Central.  Be sure to check back.

For now?

High Spots Matter

The Dow and other markets drove our pre-opening Peoplenomics Aggregate Index to its best session since last Thursday.  Although you will have to squint to pick out today’s turn in this view, it’s a start.

This is also a logical place for a turn up in our state variance extremes work – where we just had another “13” reading in our “magic ovals” work.  Which has been useful in past moderate declines as a soft turning weight.

Similarly, BTC is heading up along with the price of gold and silver. BTC is still $4,000 below last Thursday, while silver has crawled back to the $75 range.

Where we really take heart is Europe and already, the UK was up another nearly one percent.  That’s often a leading indicator, too.

For now, short of nukes flying, it looks like we are setting up for an Easter rally, but the truth of the tape will be seeing “what is risen” a week from now.

In the meanwhile, be sure to pop over to the Labor Department at 10 AM for the Job Openings, Layoffs, Terminations, and Separations (JOLTS) report.  That may give us some insight into tomorrow’s ADP jobs report.

The Clicks and the Sticks

Yeah, we gotta talk about the war, now.  On the clicks side of things, the generally orange-skeptical reports roll toward a slowdown in showdown: 12 times Trump signaled the Iran war was about to end.

But the reality is more on the stick side as  U.S. Hits Isfahan With Bunker Buster BombsMeanwhile, Seizing Iran’s Kharg Island would be a risk, experts say | AP News/.

And one thing of note out of Israel to be aware of: Israel Passes Law to Hang Palestinians Convicted of Deadly Attacks – The New York Times. Which makes it a point to claim the law makes it unlikely to apply to Jewish settlers in contested lands.

The Dysfunctional Homeland

If a fish rots from its head, there are a couple of stories to ponder: DeSantis signs bill renaming PBI Donald J. Trump International Airport, effective July 1. And if that’s not a large enough ego on a roll, try Trump unveils renderings of planned presidential library tower.  Two gold statues of himself?  A little much, in our back woodsy view.

If you have a few bucks in the cookie jar, California is up for bid. Google’s Sergey Brin backs rival candidates in race to succeed California Gov. Gavin Newsom

My buddy (the Major) – just back from recent travel – makes the observation that most of the airport calamity latest seems to have been – focused on red state airports.  “It’s how the embedded unelected layer is still running their agenda,” he surmised.  In today’s headlines, this seemed to fit his hypothesis: The DHS shutdown might never end – POLITICO.

Still, there’s a glimmer of hope that Equality and Equal Rights may persist: How Trump’s EEOC is attacking DEI and emphasizing white people.  Believe it when you see it, not just a dog whistle from liberal media.

Around the Ranch: Easter Eats

I have a pet theory from half a century (and then some) of studying dining table economics.

You can get a really good idea of how a nation is doing by looking over how well its citizens are fed.  What do they have to eat? Is it mouth-watering good or barely scraping by?

You take North Korea, for example: Land of hard times and famine. Bent more on taking over the South (and building missiles to reach the USA) than putting great groceries on the table.  In their defense, I suppose, America has been at the other extreme: Too much white bread, sugar, and stick-to-the-arteries food.  So much so that Big Pharma’s growth darlings have been GLP_whatever and Ozem-something.

Wait – did I drift out? Easter is a time in America when the feed bag goes on with style (and dessert).

Broken Bread

My opinion of governments is defined by how prosperous their people are.  Russian dominance of (eastern) Ukraine, for example, during Soviet collectivization was horrific.  Which colors my opinion of Russia ever since.

China, on the other hand, seems to be on a track to use such Stalinesque management as a stepping stone to a democratic hybrid.  As the West has gotten more socialist, the Chinese (and the Russians) had become a bit more people-oriented. That  had been, until Iran hostilities (and Ukraine) a general drift that was hopeful. But I digress.

Back to Chow

I do the grocery shopping – online.  And this Easter is not speaking especially well of America going through the local hunger game.  For example, I was underwhelmed by the prime rib selection this year.  Out of five local stores, only one has a suitable roast.  Barely. It wasn’t even called “prime” – just a “rib roast.”  And $16.99 a pound, at that. Figure 25 percent of weight is bones. Filets were no more pricey.

Normally – back in the day – we’d find a 5.5-7 pound prime rib ($75-ish) and that would be the meat extravaganza for a while. Now, the “roasts” are going out at the door at 3 1/2 pounds average.  So light you can’t shop on a windy day.

We also noticed the appearance from something called “Dino ribs.” But, lacking a dynamometer in the kitchen, we let that slide. The price of beef seems to be trying to keep up with gasoline’s skyward move.

My consigliere (if he got up this easy, though lawyers tend not to) would mention hams tend to go on sale a few days after Easter, so plan to stock up. They freeze for six months, or so.

For now?  What was once an annual cooking highlight has been slimmed back to fit more modern times. Our beef consumption is down to 3-4 days a week from nightly steaks on the barbie. And odds-makers are putting even money on a shrimp pizza this Sunday with extra mutz and sauce.

Ever mindful of tradition, we’ll be correct about it:  A self-rising crust.

I’m not ribbing.

Write when you get rich,

George@Ure.net

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25 thoughts on “One of These Rallies Will Stick – Housing Next – Easter Eats”

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  1. ahhh life is good. i am doing amazingly well,

    i did find it interesting that when i was filling out my paperwork, they strongly sugjested getting a dental check up and getting all work completed prior to my departure.

    which to me seems odd, because i am supposed to be only be gone for 45 day total. 40 days and nights out to sea.

    it was the #1 doccument they sent me. along with my Drug UA. and a list of sugjested items to bring for the job.

    strange first Doccument to have.

    i was concerned that if shit does hit the fan, what about my family? THE DUDE said i will care for them, they belong to ME more so than you Andy. I said You are right! I trust YOU DUDE.

    You know how my life is, THE DUDE Has a plan and Im sure Im going for a multitude of reasons.

    Well, I best go fire up my Dump and Pup and get the days wages.

    not sure when i will be back on Urban Survival.

    Until then,

    I Win with GOD withIN.

    • From a risk-management standpoint, I suppose a $150 filling on land beats a mid-ocean medevac every time and for their pending urgent need, you’re their huckleberry.

      To paraphrase Doc Holiday, a bad tooth’ll drop a man quicker than a bad enemy.

      • Well, my teeth are doing great! i am mising 4 of them. one from a movie popcorn piece that got stuck under it as i was trying to dig it out with a Latta Straw. $3400 to fix it and $43 to pull it. uhhh pull it! hahaa

        and the other three missing are from fist fights. lol.

        ask any hockey player,

        some times ya have to duck and sometimes you have to weave. if ya duck when you should have weaved? you might lose a tooth. but it makes ya look mean and chicks dig that shit. and scars. and i have a bunch of them too!

        hahahahaha

        Yee Haw! Giddy up!

  2. El Rancho de Chaos prime rib

    Prepare your grill by heating it to a volcanic level.
    Take 1 – 1 1/2 inch T Bone steak for each serving. Working quickly place the steaks evenly on the grill and close the lid. Extinguish your shirt and pants then brush the singed hair from your forearms, head, and face. Then after your face and arms stop burning a little bit again working quickly open the lid and flip said steaks then shut the lid. Here you will probably be saying “I should have gotten out that Bunker gear hanging in the shop.” Too late Cowboy. After exactly 2 minutes and 15 seconds open the lid and using those half melted tongs, if half of it has melted off is it still tongs or is it a tong?, remove the steaks and place them in your grandmothers giant roasting pan and put the lid on it. Extinguish any more reignited body parts and clothing, I’ll be heading to the Steson shop for some new headgear after a stop at the CVS for some burn gel, then take it inside. Take the prepared steaks and stack them neatly one atop each other. Perform your best impression of John Belushi Samurai Chef using a razor sharp carving knife remove the small side of the T meat and save it for salad toppings and such. Plate them on a serving platter and ……… Voila!

    El Rancho de Chaos standing rib roast

    Stay safe. 73

  3. “rib roast”

    By me Big Grocery has begun mixing ground pork with ground beef – “Pork & Angus Beef Ground Blend” – and that’s how customers fool themselves. Whatever, people have to eat.

    Now imagine an imported Hcaorkcoc™ fortified kibble that tastes like beef – ‘just add vegetable oil’ < fry like burger. The kibble may come precooked. Heat in air fryer serve w/globally inspired Asian Otiuqsim™ sauce. Fig Newton shaped bug bars that may taste like McMuffin or grilled cheese.

    After all people do eat water insects like snails.

    Trump could rename Earth to Trump. Or the Moon. "There's a full Trump out tonight."

    • Down south of border..Mexico, Belize, Guatemala, ElSalvador..its Brahma & Pork Mix for all ground beef. Needless to say, tbs does not eat Burgers and or Steaks when in Belize..unless splurging Off-Season at Franks place up in the Cayo. My main man imports USDA graded Beefs, fly’s em in on his own runway – https://thecoppolahideaways.com/resort/blancaneaux-lodge/

      My other buddy also named Frank, is owner/proprietor of Big Titty Rum – retired in Belize Biology/Botanist – dude knows Rum. Last time I wore my Big Titty Rum t-Shirt , had some Karens (2) dyed hair, liberal, older white “Ladies” confront me about it, “Where is the big titty run held” they asked pointedly, I just smiled and said “In BAAYLEEEAZE” , as I walked away with the 2 Russels, trying to keep em from attacking their fat ass Cankles. Close call indeed, as it is dam near impossible to keep the Russels” away from gravy filled anything, let alone cankles.

  4. re: “Kobzar” (The Bard), Shevchenko, 1840
    feat: “The Merchant of Venice”, Shakespeare, 1598

    Here’s a possible schtick stick rally alert – the former head of the Ukrainian presidential office, Mr. Andriy Yermak, has resurrected his social media presence. His account had been dormant since the end of last November when he noted the presence of Ukrainian fraud investigators rummaging through his office. Apparently the Eastern Slavic surname of Yermak derives from the Greek god Hermes who moves between the realms with his winged sandals. The deity is nicknamed the “divine trickster” in his role of messenger of the gods. Hermes is the patron of thieves and merchants.

    Lawyer and former comedy show producer Mr. Yermak announced himself as chairman of a new digital pilot project named “Advocate+”. The project claims to offer legal assistance to frontline soldiers as well as reaching out to those experiencing difficulty engaging with their patriotic draft requirements.

    This new service offering is under umbrella of the NAAU (National Accreditation Service of Ukraine). Agency headquarters in Kyiv are situated on Taras Shevchenko Blvd. Shevchenko was a 19th century born Russian Empire serf who became an artist, poet, and writer on Ukrainian nationalist themes.

  5. It’s interesting that the article on the EEOC(by NPR) talks about an equal opportunity commissioner Andrea Lucas, yet capitalizes Black while carefully avoiding capitalizing White. Andrea wants an end to all identity politics and identity privileges. Apparently NPR does not, even though they get government funds.

  6. “Trump tells The Post the war against Iran won’t last ‘much longer'”

    The troops will be home by Spring, or 4th of July….

  7. Fertilizer was 30% three elements… is 10% three elements so 3 times as expensive. On bigger note… Hezbollah and Hamas both loved to pick off civilians in Israeli. So no Iran has some issues and short memory. Not eye for eye or tooth for tooth. All Trump did was weapon issues. No straight opened… so no Steel production issues… Idea is ‘green eggs and ham’…do you want peace now? Idea of no power plants is simple.. no water… no AC… no TV.. no heating food… no refrigeration… do you want peace now?

  8. “Any Chinese military action against Taiwan could be grounds for a Japanese military response.” PM of Japan, Takaichi
    And now Japan ‘can’ respond. They have gone from a constitutional defense only., to having the means to reach China with their new Long Range Missiles and plan on having U.S. made Tomahawk missiles installed aboard seven navy vessels by the end of the year.,. along with their new hyper-sonic drones., and futuristic sounding missile defense system.
    North Korea is now also within pin-point target range. [ Though this was not mentioned in the article.] Though I am sure Little God Kim took notice.
    .
    “Stay Frosty !”

  9. got to love the market games ……. truely amazing ….. as if it matters? it dont

    I’m seeing another “Fractal Decay” call …. like clock work

    good luck all

  10. Just another easy day Pardner..wish they all were this easy..

    Opened the day with dump truck backing up into SPY Call options, 647 strike, ODE. Each one cost a whopping $0.35 per contract. By 3:30 they were selling at $2.00, as I started smacking the Bids. gDammed capital gains gonna be a bugger, but I all year to give it back some. So being addicted to the “shindig” I took a long shot at the close.
    Does the rally continue tomorrow..kinda doubt it, as traders will be taking prophets early on. When the “big boys” start taking it on the chin, knows it will be time 2 get outta the way. When they start selling quality is when you know things are getting dicey.

    Oil should be way up, along with Gold. Something is clogging the pipes up but good out there and I suspect it is the plunge protection team, located somewhere in the communist heartland of nyc.

    Its AFU – the WORLD that is, and should be getting moar FU as we progress on the timeline towards DISCLOSURE.

    ET has done phoned Home, will You pick up and answer when the Call comes 2 You, SoulRebel -https://youtu.be/7-dRks5QVQo?si=xbzIsXp_7lXBuZvg

  11. I have just returned from a trip from Southern Oklahoma to outside St Louis. I have driven Route 44 more than a dozen times before. This time there was heavy traffic everywhere except in southern Oklahoma. I have never seen so many trucks except for the time I took the southern route through Tennessee and West Virginia to Pennsylvania. Perhaps truck routes have changed.

  12. Well., the markets bought it. The Iranian President said they may be willing to negotiate to end the war. How in the name of heaven, or hell can you possibly believe him ? It seems a lot of people believe him., and everything is up., except oil.
    “Diplomacy is nothing more then saying.., “Nice doggie., nice doggie.., until you can find a bigger stick.” Attributed to Winston Churchill. Trump? Trump has changed position seven times in ten days. That my fellow readers., is NOT leadership.

  13. (“You take North Korea, for example: Land of hard times and famine.”)

    because of all the sanctions they have been put through.. they have become experts at survivalist hydroponics.. like the walipini..by starving them out in trying to control them has had a different effect .they literally can build a hydroponic farm in days..kind of like greece.. they went from dumpster diving to turn it around .the people still each having their skills and talents.
    back in 1980.. I was a day labor enthusiast..jobs weren’t available destroyed and young..you adapt..what is the old marine saying and it’s true..you have to..Improvise, adapt, and overcome…..

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