God, I love history. Not only have we been able to use it to line our pockets with modest (-1 to +3% per week) gains  (or tiny losses)  in the stock market, but in addition, we even know where to look for “the next generation of tech.” So if this really is the analog to … Read More

Just out: NEW YORK, APRIL 25, 2017 – S&P Dow Jones Indices today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for February 2017 shows that home prices continued their rise across the country over the last 12 months. More than 27 years … Read More

It’s not often that I will have to think about writing-up an adventure in my personal life, but this is one of those almost unbelievable stories that it took me a good part of Monday morning wrapping my own head around. The dream was like many others I’ve had.  I think of them almost as … Read More

The world is on the verge of getting its mojo back. The election in France saw Marine Le Pen make it into a runoff election May 7th for the presidency.  And globally, it was an extremely good session for markets in our aggregate view of things. I see it’s almost nap time. Because if you play … Read More

More a collection of random notes than anything this morning. Funny:  As in Finance One of my colleagues is kind enough to include me on a private market (and end of the financial world as we know it) letter that goes out to a few select. From his note this weekend, the best description of … Read More

What is a business model? What constitutes a threat to a business model? And why would you give a rip? Seems a reasonable set of questions – the answers just ahead as soon as a few headline, the ChartPack, and the coffee is done. The good news? Business model (threats) are more than just an … Read More

Sure, markets are important – and yeah, we had a really good day yesterday.  But this morning we need to look around the “theater of battle” a bit and see what the larger playing field looks like. One reason our “global aggregated view” of markets seems to work is that we focus at multiple levels. Close-in, … Read More

Two things caught my eye on returning from my regular 6-month doctor’s visit. First was a delightful subscriber renewal to www.peoplenomics.com.  But what made it extra-special was the book enclosed, “E.T. 101.” The other thing that flipped out of a high-speed scan was some news about how the naked mole rat can live without oxygen … Read More

Oh, my. Three rings full. More stupid column inches on narcissistic media crap than you can shake a remote at.  We see yet-another proof of our contention that – like the auto industry in the last Depression – the media industry has the same excess capacity and utilization overbuild problem today. (more after ad) In the first ring we have Bill … Read More

Although we don’t like to talk about real get-down, nitty-gritty urban survival much, the past few weeks have again underscored the wisdom of having a “place in the country” to run to in the event of the ultimate disaster. This is not to claim that nuclear war is imminent, but, if it was, odds are … Read More

A beginner’s Guide today.  How much to get started, how to pick an online brokerage, and a ton more including how to make – and read – your own charts. One of our readers – a Millennial at that – asked if I could whip up such a simple, step-by-step guide to how to invest … Read More

My friend Robin Landry (site) has been managing money for people for about 40-years now.  When I blew out of my long position in the markets a 8-days ago, he advised me to be patient. “Markets climb a ‘Wall of Worry’ most times…” I knew it to be true and it wasn’t the first time I’d … Read More

While I am working around the ranch – where we mostly raise bugs this time of year – little things go through my mind.  Items from the daily news flow that I can’t get out of my head. Yeah, I should be able to banish them, but stories – like VP Mike Pence going to South Korea to … Read More