Super-short column this morning because I have been trying to find the text of what the Senate passed last night.  What I found so far? NO CASH PAYMENTS:  At TAX CREDIT A YEAR FROM NEXT MONTH!!!   (Ever hear the term “absolute horse-shit???) Here’s the problem:  When I read through the “big-deal bill” passed by … Read More

There is lot more to this discussion than “money” in the digital/fiat sense. There are assets like “length of expected Life” and “How much to spend to get how smart?”  Those are metrics that always matter.  Money just moves up to the “top of the pile” because it is the most visible layer in human … Read More

We have a lot of “moving pieces” going on around here.  Market futures point to a big rally in stocks, the cases keep climbing and there’s big doings in the greenhouse today:  This is “planting day…” Disinfect Your Surfaces! Report out this morning (based on cruise ship follow-up) suggests CV19 can remain active on surfaces … Read More

A good night’s sleep and I wake up with interesting things to consider in the day ahead.  And so began this morning’s adventures in “Spreadsheet Land.” In my (crazy, nutcase, Wildman in the Woods) view, we may slow the descent of markets with the Fed move this morning.  And it would be a lovely “Rhyme … Read More

Don’t look now, but there are huge things going on that most people are not tying together.  Since it’s the weekend – and you may not feel like going to work tomorrow, let’s do some “intelligent speculating,” shall we? The timing of the COVID outbreak is extremely interesting when taken with a dose of UAP.  … Read More

Two Posts this morning – as my fingers wake up.  This being the first of said duo… No shortage of things to talk about (so we will):  Before we roll up sleeves, though, a number of stops on the morning inspection report of our local conditions.  Some is amusing, others less so.  For example…. Septic … Read More

It’s an honest writer’s confession that I admired the late author Leonard C. Lewin.  You’ll remember him as the author of the best-selling Report From Iron Mountain: On the Accessibility and Desirability of Peace.  This was one of my favorite books.  It amplified the lessons of “thinking the unthinkable” I’d learned as a newsman years … Read More

This morning began with an unusual task:  Looking for a copy of  Javelin analytics software on 1.4 MB floppy disks. “WTF?  Tell us about the damn virus and Depression, Ure!” Sometimes, life is not so simple…let me get you up to speed. A report out this morning notes that California health officials are now predicting … Read More

We begin with a sobering statistical Reality: IN WW II: 418,500 for both U.S. civilians and .mil deaths in WW II. In WW I: 116,516 Americans were killed – same metrics In Korea: 36,574 Americans were killed. In Vietnam:58,314 Yanks were killed. In U.S Civil War, 820,000 -1,200,000 (generally rounded to 1-million) were killed. War … Read More

Welcome to another Lock-limit and crash risk day.  No surprise to subscribers, though. Our death-toll outlook now surpasses WW-II by mid-July at current rates. We need a break.  So, in today’s report we try to look past the virus spread, toward some new technology that holds amazing implications. Because sometimes in a crisis, it’s useful … Read More

Reader Note:  Posting in segments today due to heavy precip taking down satcoms.  CenturyLate DSL up and down.  Patience, please…. Daily Data Check These will change around noon as new data comes out and adds: Our back-of-the-envelope – unofficial – numbers forward:  Cases ahead first: Then, projected death toll globally based on current rates of … Read More

Our “Big View” is scary:  A “Synthetic Depression” is being rolled out.  Not trying to make you paranoid, but we are following the data…. We think sometimes you don’t try to save all the financial Big Players, as the IMF planning to piss-away a Trillion Dollars which makes no sense.  Unless, of course, you don’t … Read More

I am so fit to be tied I could just spit.  Just when I thought democrats couldn’t get anymore stupid, this headline in the  Washington Times catches my eye: “Smart move or grave mistake? NYC keeps schools open.” What God’s name is their demagogic logic?  Well, says the story “They’re keeping the nation’s largest school … Read More