Housing: How Much is UP? Deflation Persists!

Depends on who you ask. According to new Housing data just out: “YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported an 18.8% annual gain in December, remaining the same from the previous month. The 10-City Composite annual increase came in at 17.0%, up from 16.9% … Read More

War Lite? Hand of Xi, Queen’s Crud II, Rates Can Rock

As promised, a shorter column as I work on more “distillation of thinking” into higher purity trading. Let’s see what happened to the War predicted for this weekend and see when it’s more likely to take place. Mental Screen Shot The Western press has lost another key learning opportunity in how to better report “the … Read More

Stocks closed: Another “Holiday Survival” Guide

Although Ure has promised to lighten up on his keyboard, there’s not too much to be done until the Sun pops up. You can only shower and shave so many times.  (Usually once) After one pot of coffee, the caffeine kicks the blood pressure too much. The neighbors aren’t out hunting. Rain threatens. Hard to … Read More

ShopTalk Sunday: Love of 2-by-4s, Grow Room Detail

With the Big Birthday party (a six-pack of Rolling Rock and a prime rib) the mind wanders to more suitable foods for an aging gent with an eye on 90.  Getting to 73 wasn’t too tough.  But, good friends, strong personal boundaries, and staying active sure helps. So, attention is now turned on the garden, … Read More

Russia and Time Risk

As we watch the potential count-down clock to WW III, a discussion of time risk seems in order.  Not that we can do a damn thing about it.  It’s just that we have been watching events in Ukraine closely since last November.  And it has come down to this weekend for my “fish & chips … Read More

Markets to Fall on George’s Birthday

Seriously – three-day bithday weekend around here so what’s not to love? Well, except we’re holding onto hopes that Messrs. Buyed ’em and Putin will hold off on the fireworks.  Thanks, Bubbas, don’t want to put Ya’ll out, or anything. Trouble Lurks, However Trouble swirling on all sides, however, may interrupt the power and next week’s … Read More

Train Wreck Chart Talk (Shelling and Data)

“May you live in interesting times.”  And, as Robert Kennedy said in a Cape Town speech (1966) “Like it or not we live in interesting times.” Although Kennedy attributed the quote to a “Chinese curse” there is no support in the literature for such a phrase.  We know a few multicultural white hats. This morning, … Read More

Force Majeure for the Paranoid

As something of a perma-Bear I am frequently found playing the short side of markets; betting things will get worse, not better. No, I don’t suffer from depression, except insofar as we all do in a “do-nothing economy.”  Nor do we cower for fear of the future. Still, being short – being right – and … Read More

Warrior Moon vs. Turnaround Tuesday

Warrior Moon is tomorrow, or rather, tonight, depending on which side of the International Dateline you’re on. The term is rarely seen, outside of the old historical pieces, and even then, it’s often in concert with other language.  In 1907 it appears in Henry Smith Williams’ World History discussing a people who “worshipped a warrior … Read More

Week to War, Modeling Pivots, Poor Winners

“Never let a good crisis go to waste.”  ~Winston Churchill Although the headlines are frantically crazy, saying things like “Frantic 48-Hours to Stop Europe from War,” we have a more even, perhaps even data-driven way of looking at events in Future that have not-yet condensed into conscious Realms. “Looking Glass” Confusion We have a pretty good idea … Read More

ShopTalk Sunday: Self-Tending Systems

Had the weather stayed a bit warmer Saturday, I would have wired up a solar panel, charge controller, knife switch, and the on-demand 12 VDC water pump for the rainwater fresh H2O catchment system. Made me remember to write down some notes about parallels between home ownership and living on a sailboat as I did … Read More

Bullets vs. Phones

Although we had been pulling for a rally to appear Friday, markets sank and with it, odds of semi-global war in coming weeks and months increases. Except, few media are yet differentiating the role of digital partisans in what could be a “‘world-redefining change period.” The pending Euro War, pressures on Taiwan, and of course … Read More

Convoys? No. GlobalRev? Yes.

With odds of war in Europe edging higher (quickly) we are seeing what could easily morph from a “string of bad luck from the fish market” into a full-blow Global Revolution.  World War III on phones. This is “big picture” stuff.  But here are the elements: Canadian Truckers have not only made their point, but … Read More