Housing Updated

Just out from Case-Shiller/S&P latest housing prices: Year-Over-Year The S&P Cotality Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 1.3% annual gain in September, down from 1.4% the previous month. The 10-City Composite annual increase came in at 2.0%, down from 2.1%the previous month. The 20-City Composite posted … Read More

Holiday Rally Eyed, A Senator Steps in It, and AI Comes to Dinner

Two Agendas are running:  The Home Agenda and the Life/Finance/Greed Agenda.  this is a two-part report because Housing Prices are due out shortly. Home Agenda Other than HELOC paperwork, or a stick-up on the way home, here’s the layout: Thanksgiving ? Thursday Black Friday ? Friday Weekend lull / cleanup ? Sat–Sun Cyber Monday ? … Read More

Casino Lines and the R-Value of Bacon

Monday comes for us all.  And sometimes, change comes with it. QHA (Quick Hits & Agenda) Casino doors open on Wall St. shortly – we’ll do some nose counting. Big buzz on possible peace between Russia and Ukraine – but we have concerns. Click fever overcomes personal savings plans this week – but we have … Read More

ShopTalk Sunday: Free Storage, Killer Sound Sys, and Phased Speakers

TLl;DR:  I’m gonna show you have $8 bucks worth of 2-By’s will change your life.  Then we plan for the Post Christmas Speaker Scrounge – which leads to phased speakers.  (And maybe permanent hearing…what????) Get 2-by-4s for Christmas Um, after you buy all my books, and buy a Peoplenomics subscription for everyone in your state…ahem… Step out … Read More

Conditioned Response Investing

Pavlov and markets both ring bells.  And Wall Street will ring-a-ding Monday.  So while we wait to drop the other “catastrophism shoe” next Wednesday when we roll the Northern Impact Scenario, today we take a breather to stack some cash.  And break “the old physics.” But next week could be tough.  Four major psychological forces … Read More

Market Flirts w/Crash, Moving Averages Warn, Ure Does Kid’s Book?

TL;DR:  Our “big rally” came by early in the Thursday session and promptly left town. Now our Fractalist pal warns of worse while moving averages blink. In denial, I consider writing a children’s book. But even that’s…well…You’ll see. Markets Before Rehab The Fed’s “intake counseling” results will pop in December with the rate meeting.  But … Read More

Division Work! Market Rallies – GovUp – Noise Floor Work

TL;DR:  You can see the headlines solidifying now: MAGA fractures, Biden to Cheney Funeral, and more. But the market loves a good story of long-division. With GovUp plodding, we’re hiding out from noise. Long-Division Time In the mid 1960s, I was part of the original New Math kids.  The Russian launch of Sputnik a few years earlier … Read More

A Historical Convergence?

Economics will encounter gravity on its own timeline soon enough. That timeline is driven by interest rates and the laws of compound interest. Today we summarize a much more serious topic than even markets. And for this you need a definition before we begin. PAIR-Compliant: PAIR-compliant means aligned with the Probabilistic Asteroid Impact Risk framework … Read More

Can Bitcoin Be Saved? News-Noise and Strategic Christmas

TL;DR: Bitcoin busted below $90,000 overnight. Japan market dropped more than 3 percent.  And when we start getting current US Financial reports again?  Well, anyone’s guess.  Still, holiday rallies seem possible but Christmast this year will be more strategic than warm & fuzzy. Today’s Setup Is that coffee or Panic! we’re smelling this morning? It’s one of those mornings where … Read More

“Ovals” Call Market Rally, GovUp Normies, Intent Boxing

TL;DR:  Today is a “5” for markets – Government is edging back to work, and a close brush with death by stroke was averted.  Today’s breakfast is Spontaneous Healing, Magic Ovals, and the Math of Miracles. Breaking:  NY Fed Empire State Does this read like the “world ending” to you? “Business activity increased at a solid … Read More

Stiks Nearing Port

Another update from our sailing adventurers south of New Caledonia:  And a special call out to the crew aboard: “A word on who is on board running the ship. Female, 76, 8000nm, female, 67, 50000nm, two solo Atlantic crossings, two Japan to SF; male, 41, 40000nm, Atlantic NE to South Africa as bosun;me, 79, 30000nm, … Read More

Stiks: Getting Close

Our wayfaring, seafaring, way pointing wander is nearly to his destination: Check in from offshore via Iridium: Wind has been holding a stuck at 18T. Hooked two nice mahi, maybe ten or twelve [pounds, 45″ long. Got one aboard, deaded it, and the other was so beautiful colored and we have no long term storage … Read More