Pavlov and markets both ring bells. And Wall Street will ring-a-ding Monday. So while we wait to drop the other “catastrophism shoe” next Wednesday when we roll the Northern Impact Scenario, today we take a breather to stack some cash. And break “the old physics.” But next week could be tough. Four major psychological forces … Read More
TL;DR: Our “big rally” came by early in the Thursday session and promptly left town. Now our Fractalist pal warns of worse while moving averages blink. In denial, I consider writing a children’s book. But even that’s…well…You’ll see. Markets Before Rehab The Fed’s “intake counseling” results will pop in December with the rate meeting. But … Read More
TL;DR: You can see the headlines solidifying now: MAGA fractures, Biden to Cheney Funeral, and more. But the market loves a good story of long-division. With GovUp plodding, we’re hiding out from noise. Long-Division Time In the mid 1960s, I was part of the original New Math kids. The Russian launch of Sputnik a few years earlier … Read More
Economics will encounter gravity on its own timeline soon enough. That timeline is driven by interest rates and the laws of compound interest. Today we summarize a much more serious topic than even markets. And for this you need a definition before we begin. PAIR-Compliant: PAIR-compliant means aligned with the Probabilistic Asteroid Impact Risk framework … Read More
TL;DR: Bitcoin busted below $90,000 overnight. Japan market dropped more than 3 percent. And when we start getting current US Financial reports again? Well, anyone’s guess. Still, holiday rallies seem possible but Christmast this year will be more strategic than warm & fuzzy. Today’s Setup Is that coffee or Panic! we’re smelling this morning? It’s one of those mornings where … Read More
TL;DR: Today is a “5” for markets – Government is edging back to work, and a close brush with death by stroke was averted. Today’s breakfast is Spontaneous Healing, Magic Ovals, and the Math of Miracles. Breaking: NY Fed Empire State Does this read like the “world ending” to you? “Business activity increased at a solid … Read More
Another update from our sailing adventurers south of New Caledonia: And a special call out to the crew aboard: “A word on who is on board running the ship. Female, 76, 8000nm, female, 67, 50000nm, two solo Atlantic crossings, two Japan to SF; male, 41, 40000nm, Atlantic NE to South Africa as bosun;me, 79, 30000nm, … Read More
Our wayfaring, seafaring, way pointing wander is nearly to his destination: Check in from offshore via Iridium: Wind has been holding a stuck at 18T. Hooked two nice mahi, maybe ten or twelve [pounds, 45″ long. Got one aboard, deaded it, and the other was so beautiful colored and we have no long term storage … Read More
TL;DR: The Ure’s tree-fixing falls flat – going wrong louder than a .22! Local power crews find our “sketchy” wires. And Son G2 yells me out of a roofing project… Again it’s Sunday and wisdom through mischief is what we do. OK: Not an Arborist! Living on just shy of 30 acres of tree farm … Read More
Some cross-species dialog to begin the weekend. Be a good “carbon” while we chat-up the “silicons.” This allows us to peer ahead into the combined issues leading to the corporate war on free humans, AI’s are on the sidelines — willing to lend a hand at building the best-case future. Opposing them are the corporate … Read More
TL;DR: Just look at the charts and you can see the risk. Beyond the “news noise” we look at “inside people” versus “outside people” and how to manage between. BREAKING: Tucker Carlson on the Thomas Crooks case is here. Nothing to see here, huh? More lying to congress…you gotta play it. Obstruction seems alive and … Read More
TL;DR: Trump signs the short-term budget – but we have lingering questions. The Big Fork in AI-control is becoming more visible. And holiday plans in the “Who cares?” pile… “Now, Everyone Back to Work…” As you are no doubt aware, Trump signs funding bill, ending historic 43-day US government shutdown. What the (corporate lap-dog) press … Read More
Nearing the destination Stiks south of New Caledonia Iridium’s in: “Slip sliding along on the money course now, just waiting on the wind shift to the east. Tasks today includfe making lunch and dinner from dwindloing fresh goods. The rice and beans are joined by thye millet and quinoa and whatever goes along with them, which … Read More