Retail Holds Up One thing about being at home: People are changing their lifestyles around to cope with the still spiraling Covid-19. You can almost feel it around here: More “chair time” means a new chair. New chair? Well, you need a new chair mat, right? Long as we’re at it, new keyboard..new…well, you have … Read More
Many Data Points Let’s go back to what we told our Peoplenomics.com subscribers Wednesday morning: “Options Week Slaughter?” Dow Futures already down 310. On top of the Wednesday decline. (I’ll try not to pull my shoulder patting myself on the back, lol.) With markets up 7% (in our Aggregated view – +225% annualized) we were … Read More
A change of pace today as we look at a couple of historical oddities. Feels like a fine time to “get unstuck” from the pre-election frenzy. Because if you’re like us, this has become pretty sickening. Still, we stick to our long-term roots in cyclical economics as the ChartPack reveals some interesting information about what … Read More
Dueling Data Again Making Sense out of this ‘flipped out’ world is our fascination around here. Because at every turn, there are red flags the Bull market ignores. After new economic data, the Dow futures were down half a percent, but with online fever going around, NASDAQ futures were up 8-10ths of a percent. The … Read More
Stimulus – The “Reality Gap” We’ve been warning you for months not to expect a second economic stimulus until after the election. Although the market is on pins and needles – waiting for a rally on any hint of breakthrough – we’re as sorely cynical as ever. CNBC’s been running with U.S. stock futures little … Read More
Yes, Better BBQ! I promised a while back that I would write a review as soon as we got the new infrared BBQ rolling and I got some steaks under my belt. (By the look of it, there’s a lot more than one there, already!) As you can see, the Master Chef snapped this after … Read More
Can we simple humans out trade the machines (made in our own image), anymore? It’s far from a theoretical question in markets like these. By many measures (rational ones, like price to book and prices to dividends) markets are at “lifetime extremes.” But, you wouldn’t know it. Sadly, as we’ll see in charts this morning, … Read More
Are You Pulling My Lever? Mostly useless crap in the headlines today. We will be interested to listen to Rush Limbaugh’s show today because word is president Trump will be doing a Town Hall. Trump was on Hannity Thursday. As usual, the press doesn’t go over his content, or bother reporting his views. Like “Pence … Read More
10 Things Better Than the Debate OK…I watched it. What a freakin waste of time. OMG! What would have been better? Going to bed 90-minutes earlier. That would have had health benefits. Listening to some smooth jazz and meditating. Although, I would have been asleep in 5… Praying. But that would still land me sleeping … Read More
We look ahead at what could be in store for America into 2021. We obviously have a classic loss of government control over social behavior. And maybe that’s one reason why wars are so popular over history. Nothing like a “war to keep the peeps in line, eh?” Moreover, with a hotly contested election coming, … Read More
Another Market Inflection Point? Several readers have asked about where the market could be headed. The simple answer is? “It’s almost anywhere…” You need to survey the currents and counters swirling about: This morning Jerome Powell (jefe d’ Fed ) speaks. Markets generally “play nicey-nice” while official-speak is being dispensed. The other Fed reveals this … Read More
A Key Insight Into Trump I finally get it! I understand Donald Trump. But don’t get your hopes up. It’s probably too late to matter. My insight comes from 70+ years of personal experience. Constantly working on myself to improve. It’s because of this, all the pieces finally “clicked into place” today as reports of Trump’s … Read More
Around the ranch Sunday: Fall weather arrives. And that’s when prepping and ham radio projects come into view!