Sell in May vs. Holiday & Durable Data

We are likely to see a decent-sized rally in the market at  the open this morning:  Despite weak Durable’s.  The futures were pointing well up and a survey of the Rest of World (RoW) points to a nice bounce-back. In Asia, for example, the Hang Send was up 0.32%.  While Japan was down fractionally, Europe … Read More

Markets: Asset-Stripping of America

My buddy Gaye (https://strategiclivingblog.com) interviewed me Wednesday for an upcoming article she’s working on about social media’s role in life.  Gave me an opportunity to talk more about one of my favorite topics:  Asset-stripping of America. You see, thanks to “financial engineering” the world is changing – and not for the better.  That’s because we … Read More

Prepping for “LAWS”

Lethal Autonomous Weapon Systems.  You will also meet TEWS (tethered-electronic) weapon systems).  You might see a frame of a video I made in 2004 on remote controlled surveillance e vehicles…and you might infer quite properly (now that all my NDAs in the area have expired) that I do have a fact-based vision of a very … Read More

Prepping: Are You Sweating Enough?

Preparing to Sweat sounds a little “icky” but it’s very healthy. Here in East Texas, despite our not having hit 90-degrees yet (it’s a couple of weeks late this year), that doesn’t mean we are going “sweat-free” around the ranch. Take last Friday:  Got the UrbanSurvival column done and after a quick bite of food … Read More

Crash Timing: Going for the Juglar?

We have just passed the 10-year anniversary of the 2009 market wash-out lows.  Where we head next is a worthwhile discussion. There are plenty of economic cycles to choose from:  There it the “presidential market cycle” which is likely more correlated to the 3-5-year Kitchin Cycle.  Then there’s the “10-year real estate cycle” which is … Read More

Markets: Algo’s and SiM Theory

Out-trading algorithms and studying  SiM (Sell-in-May) theory is on the docket here for the next coupe of weeks.   We’ll get to the Chicago Fed outlook in a minute, but let me ramble for a bit… What makes this a “nice” time to visit the casino (stock market) is it’s like walking in at 3 … Read More

PopDrop and SynGro

Two big stories this week frame a change in how the US Economy works.  The CDC reported the American birth rate is now down to the lowest level in 32-years.  At the same time, claimed president Trump Thursday, smuggled children constituted almost 65% per illegal border crossers this year. Here’s the problem: We have a … Read More

Woo-Woo:  A Report From The Realms

Introduction: By day, that is, when awake, I’m a pretty normal 70-year old male.  Writer, beautiful wife, and semi-retired on 29-acres of state park-like land among the towering pines of East Texas.  By night, however…well, let’s just say things change.  I’m a oneironaut; one who  has lucid dreams, many of which are remembered upon return … Read More

For the Conspiracy-Minded

We  hold to the simplistic idea that markets are honest as much as the next guy. But, when you look at the market action of Thursday and what’s on tap for tyhis morning, you just shake your head, sometimes. Here’s the “logical choicing” problem in a nutshell. Case 1:  The markets are honest and the … Read More

Dam: Fake News…or Prescience? Housing

Since our “market darts” have already told us where things should go when markets open today (down until around lunch-time, then a strong rally into Friday…but this is just the darts, lol) we can sit back, watch the dough pile up and try to sort out the question of how social media is used to … Read More

The World’s “Wasted People”

Time for a rethink of social programs?  A chance discussion this week got me to thinking about how the world really needs a way to “recapture waste people.” Who??? There’s no one who is “waste” per se, but circumstances in life often result in a lot of people ending up in hopeless, dead-ends, that seem … Read More

Prepping: Tweaking a Home for Aging

Although Elaine and I are planning to sell our “state park-like” setting in the woods and move back to the Big City – wherever that is – we have also considered staying out here in the woods and wait for [whatever] here.  Along the way, we have been adding lots of small “tweaks” to the home … Read More

Trade: The Late, Broken News

Are you “ahead of the news” or are you “behind it?” On trade, there are always Alt-Sources of supply…so why is the media getting yet-another story wrong?  China is convenient but not irreplaceable.  Think Taiwan, South Korea, Vietnam, Myanmar, India, Brazil…cheap labor is everywhere! It’s not a trivial question.  There’s a tremendous sense of confusion … Read More