Anticipating the Implosion

With our Aggregate index long-term top holding (for now) we can project how bad things are likely to become over the rest of the year. Into next, as well. Despite other flaws, the advice about “buying Christmas presents early” from VP Harris does begin to make sense when we go off dot-connecting. Instead of a … Read More

Foreshocks of Collapse

Looks like the Wave 1 down and Wave 2 rally in the Peoplenomics Aggregate may be done. Dow and S&P futures are already down in the pre-open…and two news reports indicate structural problems for the financial sector might just be warming up.  One at a time… Fed Ahead One of the issues to consider going … Read More

Retail, Jobless, and (woo-woo) Hierarchy vs. Adjacency

A bit of a long woo-woo tale this morning, but incredibly useful in understanding the world.  Thus, in addition to a look at Retail Sales just out, the new jobless filings, and a few other headlines, we will spend some interesting time in Ure’s World of Woo-Woo. First:  The Retail Sales May I have the … Read More

Social Security Contingencies (Part 2)

Although I’m not a financial advisor, we do serve up an interesting mix of ideas for dealing with Social Security benefit reductions should they come along.  Say, there’s a pretty safe bet, huh?  Naturally, the fear porn industry is already offering projections.  But they are wildly premature. On the other hand, some of the basic … Read More

Nice Inflation – Nice Hurricane – Nice Recipe

How can we be so lucky?  Everything is going “nice” – sort of. We begin with the report on inflation, just issued by the Labor Department. “The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.3 percent in August on a seasonally adjusted basis after rising 0.5 percent in July, the U.S. Bureau of Labor … Read More

Relief Rally Monday – Fear Inflation Data Tomorrow

Kinda hard to get out of bed today.  Calm before the storm (in a sec.). For this morning, markets are back on track for a rally resumption.  One we fear could be curtailed if/when consumer prices come in higher than expected when released tomorrow morning. Then Wednesday, brace yourself for retail sales figures.  Even though … Read More

ShopTalk Sunday: Bye-Bye Deck, Hello Dry Rot, Weather Woo

USER HINT:  Right click with your mouse and – if you have Windows 10, select “Read Aloud” so you can watch the sun come up while drinking your coffee and having today’s column read to you.  (I have taken to this tool many times to help proof read this column.  Hasn’t helped, but I can … Read More

9/11+20: America’s (Still) Soft Underbelly

Much somber discussion and recall this weekend. But around here, something more.  The realization that despite billions, if not trillions spent on the National Security State, America is just loaded with weak underbellies waiting for someone to attack. Perhaps related to the calendar, we’ll cover our new “Exceptional Fear Indicator” based on market action in … Read More

Mark of the Joe? Feds Expand Executive Overreach

We need to have a talk.  We are mighty sensitive to “marks” around here.  Everything from Karl to Joe, with German currencies, and sea levels.  Above all, though, the 2-thousand year forecast of the “Mark of the Beast” is worth remembering. When Joe Biden gets on the television and makes moves to ensure 100-million people … Read More

Depression II’s Coming Out

China now owns the world.  It really should piss you off, but the deck is stacked.  Besides “woke” is fake and cover for a China-lite version of Social Credit planned for ‘Merica. All as the U.S. is suckered into greater racial division (thanks, CRT!) and into hopeless gender bending (thanks sex-pref marketers!), the realities that matter … Read More

Social Security Contingencies

Although 2034 seems a long ways off, not too early to be rethinking Social Security plans.  It’s due to run out of assets during our lifetime.  2034 is when the Trust Fund part runs out.  Assuming we get lucky for 13-more years! Actually, we doubt it will be that long.  Because Covid 19 and the … Read More

Re-Labor Day – plus – Leg Cramp Woo-Woo

Getcherass outa-bed and hoptuit!  Enough of this fenagling around the house and rat killing!  Time to get out of bed and go make (or destroy) something. I’ve decided on the latter.  Because, as mentioned in the Monday column, looks to me like the price of lumber is out of slumber, so with kids in schools … Read More

Coriolis, Your Holiday Work Assignments; Woo-Woo

Markets in Coriolis Enjoy the euphoria while you can.  There are serious reasons for concern which we will poke at for a moment.  Since getting the rest of the year wrong could be life-altering. Seasonality Matters September is almost traditionally one of the worst-performing months for the stock market.  It is up there – in … Read More