Let’s talk about the Bubble we’re in first. As you know, on the subscriber side (Peoplenomics.com) we keep track of a broad-spectrum market indicator – the Aggregate Index.  Something really remarkable has been going on there. Just in the past week, this measure has climbed (Thursday to Thursday) from 40824.14 to  41754.78 at yesterday’s close. My point?  … Read More

The good news from the market’s perspective could hardly be better. The Fed meeting Wednesday with no change in rates, but they are taking a little money off the table.  While previously, they’d run at a $120-billion a month rate, the latest implementation order says in part: [with my comments in brackets…] “Effective November 4, … Read More

After a look at the breaking ADP job report… and sizing up the  McAwful night for dems in Virginia…we propose that a drone is not a bad prepping tool to have on hand. After getting my remote pilot license, we started kicking-around what possible benefit it could be for us.  Amazingly – a lot! All … Read More

Fed meetings kick off today.  Around 2 PM (EDT) tomorrow we will get the word on monetary plans.  But, so far, a great deal of the Fed’s policy has been wound-up in double-speak. While “holding rates” steady – thus giving the public perception of stability – they also told their operations desk to increase Fed … Read More

With my right-hand raised, I do solemnly swear (cussing is more my style, but whatever) to write shorter columns.  Which will be more to the point.  Focusing on being a close-in map for coming events. Temporal Lobes This week’s timeline features a quiet (read: rally) early.  However, then things get interesting at mid-week. Other than … Read More

It was only natural for the topic to come up (winter heating).  It had been a fine Saturday, and with temps still around 72F my martini and Elaine’s champagne were enjoyed on the screen porch. As the sun poured in, weakened by winter’s approach, Zeus the Cat wandered in, looking for human companionship.  Neighbor Dan … Read More

Although there’s a chance of collapse in coming weeks, the powering ahead to new all-time-highs has interesting implications. Some of which may turn into good, old-fashioned, money-making propositions. This morning, not only will we consider the nature of “fifth waves” but we’ll do some research training along the way. Right after a few headlines and … Read More

No sooner had Joe Biden arrived in Rome (where we assume a “kiss the ring thing” will be photo op material [we have some alternatives, lol]), their markets began to tank.  Looks to be coming over here, as well. The Thursday Rally was completely comprehensible just on the basis of “He’s gone!  Can’t do anything … Read More

Real GDP growth is up 2 percent – much less than “hyped for.” But event this is likely overstated with the H.6 Monetary Base up >30% YoY…

I have been on a number of major financial news sites this morning and have yet to see anyone making a big deal about just out trade disaster data today. We had this on the line well ahead of the open for our Peoplenomics.com subscribers but check this out: “Advance International Trade in Goods The … Read More

OK, let’s say – just for the halibut – that we wake up some morning like tomorrow – and our worst fears all show up.  What is our immediate reaction?  Got “salvation” preset to roll in one click? Years ago, we talked about how fire departments operated in the “old days.”  This was before databases … Read More

Just out from Case-Shiller/S&P/CoreLogic: “YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 19.8% annual gain in August, remaining the same as the previous month. The 10- City Composite annual increase came in at 18.6%, down from 19.2% in the previous month. The 20- City … Read More

Two statistical realities will pop today. First will be the Case-Shiller/S&P/CoreLogic Housing data.  We will cover that in a special second update.  But without looking, we are certain that the picture for Housing has never been brighter.  People who own property profit from inflation.  It’s why government can “get away with it.” Where “it” is … Read More