Our Peoplenomics subscribers are probably way ahead of you on this.  But, since we feel some compulsion to share cautious outlooks, a couple of ponder points  before we roll into the morning minutia and slow Joe rag. International Events Driving My consigliere‘s biggest concern is between now – and perhaps a year off – China is likely to … Read More

Very.  Roadmap to collapse, anyone? After we kick-around the ADP report and a few headlines, we will lay out a possible track for the next two months. Two new charts appear with some date ideas and things to watch in the period ahead. Not a pretty picture, but instead, the kind of thing that has … Read More

Quick!  What was our headline Monday morning? “Job Weekly Rally – Imploding America.” So, how’d our “rally” work out? Well, up more than 600 on the Dow and up 90-something in the S&P. Today?  Well, things promise to be a little more challenging. Telling the Future – Based on Stock Prices? People pay an inexplicable … Read More

As I admitted to Peoplenomics subscribers Saturday, there’s a reason I clicked out of a short position in the market Friday.  Two chart snips will “tell all.” The first is the 1929 comparison.  In our work here, there’s a (small) chance that a top could be in.  But, before going lower, even after the initial break … Read More

It was time to take a walk around the yard Saturday.  Besides the obvious (put in seeds, lay out bug killers and a round of weed n feed) there were a number of “signage” projects that showed as needing work. Visual Cueing Theory When comes to designing a space, you will have a progressively cooler – … Read More

Once again, the daily news flow provides some interesting insights into the cyclical nature of human behavior and the emerging Digital World Order (DWO).  In ways that may be useful when looking at macro crowd-level behaviors among humans. Perhaps even more interesting, from the perspective of historical rhyming, is the tax decisions this week which … Read More

We don’t have a guest menu to kick around today, so we’re going to talk about the tricky relationships between time, temperature, and how these things (in turn) impact taste. Today with go over simple Magic Number baking and roasting. Where’s the Beef? Every few weeks – when they are in stock in the premium … Read More

Those of us judging Long Wave Economics are ready with the flip-number boards as the market heads toward what we’d reckon – at first blush – to be at least a retest of the Thursday lows. After that, it’s anyone’s guess, although we sure like the look of a modest rally for at least a … Read More

From this morning’s column on UrbanSurvival: “The conventional wisdom is that the markets rise – lots of times – during the first week to 10-days of a month.  Because that’s when the “fresh money” comes into the market. Flip side of this (so we mentioned to our Peoplenomics subscribers a long time back) is that quite … Read More

Since this is nominally  a website about common-sense economics, we will start there before moving on to Emergency Room Adventures and this morning’s latest flash-in-the-pan data on Jobs. Month End? The conventional wisdom is that the markets rise – lots of times – during the first week to 10-days of a month.  Because that’s when the … Read More

“They” being the PowersThatBe in the financial universe.  Main focus is on the ChartPack this morning.  Sure, we were entertained by the J. Powell “fed-speak” but the focus on jobs is likely to be a problem since jobs in America will come at the expense (largely) of jobs elsewhere in the world.  Think Asia. We … Read More

The good news is the Housing report from Case-Shiller is pretty good: S&P CORELOGIC CASE-SHILLER INDEX REPORTS: 10.4% ANNUAL HOME PRICE GAIN TO END 2020 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 10.4% annual gain in December, up from 9.5% in the previous … Read More

[Reader Note:  Refresh this page at 8:15 AM for Housing data.] We first began to notice this “possible De-Bubbling”  recently in our Aggregate Index charts.  There is a major pause (reverting to “normal?”) going on  in several domains of finance. Cryptos:  Dreams and Demons We have a couple of reasons to be offering (again!) our … Read More