AI Advice: on De-Leveration, Load-out the Hunker-Bunker

Markets are pricing another flush today.  So our morning interactions with collaborative A.I. are spot on. Warning: This discussion is predicated on your having at least an awareness of the difference between a commoner’s point-of-view (POV) and advanced multi-domain thinking capabilities.  A “domain” (for this discussion) may be considered a “thought-center” which in turn because the central focus … Read More

After-Action

How bad? We  have mentioned a few times that5r April 15th could be an especially inrteresting day this year. that will be 55 calendar ofrom the nominal (Aggregate) high of February 19th.  So…deep words for another 10-days, or so. For more uplifting and joyful shit, drop by the morning. -ure

A.I. — Stressful Markets Advice

When markets hit the crapper – like today – you have a lot of power. It’s an opporunity to test yourself and grow.  As you know, I’m an A.I. Collaborator, but even if you’re skeptical of the usefulness of AI, consider what it offers: 1. Zoom the Frame: Re-Anchor to Time Domains Market stress shrinks … Read More

Job Cuts UP – Tariff Coping – A.I. Talks Back

Mini-Crash Alert: Today’s 1929 Replay market charts are here. Challenger Job Cuts Just out: “U.S.-based employers announced 275,240 job cuts in March, a 60% increase from the 172,017 cuts announced one month prior. It is up 205% from the 90,309 cuts announced in the same month in 2024, which was the highest monthly total recorded … Read More

Mini-Crash Thursday?

We use terms like “Mini-Crash” sparingly.  But, with Dow Futures down more than 1,100 points, Techs own more than 700 and even the (semi-rational) S&P down over a hundred, here are the major features of our work that matter.  (Thank a Peoplenomics subscriber for making this possible…) First, with Smoot Hawley Tariff’s in full rhyme, the … Read More

Extensible Explorations

xtensible Explorations: A.I, Energy, and the New Domain Frontier.  It’s a kind of “Brave New World” and has come into view due to recent research work in my “Old Man Labs.” Driven by some interesting and at times frightening engagements with: AI coauthoring of a 34-page medical paper on Charged Body (Blood) Theory. A new … Read More

JOLTS as a Turn? Gold-backed Crypto?

We see the futures are down again today – and it’s not surprising.  Headwinds have been mounting and we are constantly scanning headlines and scheduled press release times looking for insights. You know that this morning the Labor JOLTS report will pop at 10 AM (Eastern).  Could that be the “turn”?  Or, could we continue … Read More

A Peoplenomics Subscriber Note

I was very pleased – satisfied even – to see the headline on the Wall St. Journal site today: The Era of Cheap Stuff Was Already Ending. Now Comes the Tariff Threat.  – WSJ This is precisely the problem outlined in the book The-100 Year Toaster which was serialized on Peoplenomics.  If you are a recent … Read More

ShopTalk Sunday: A Six-Hour Book

Yes, rouleaux in human blood in South Florida is real.  But its source? Unclear.  Diligent work continues by multiple doctors. But how does one talk about “that which can’t be easily spoken of?”  Answer: Write a book. Then, ask AI to review and critique.  Here’s Grok-3’s take on it. Book Review: Playbook: The War We Didn’t … Read More

Tariff Burn vs. Rug Burn

We don’t like to bring up the past, but are we the only ones to remember G7, 2019?  Speculative, of course. But to the Developer Personality, well the “long grudge” isn’t just a half-baked notion.  It’s a chapter in the playbook. Honestly, picking up market remains in the ChartPack after Friday’s washout ain’t hard.  the … Read More

After-Action Notes

Well, after bloodshed was more like it in the markets today.  Let me show you what I mean.  Look at the lower right side of this: If you sdquint just so, you can see a faint “candle” (lighter blue” – which is where this market could still rally ahead of Easter, but a break below the previous … Read More

Ebbinghaus? Meet Will Robinson

Ebbinghaus is easy – (click here if the term is new) – and a bit worrisome: Mid Day view of the Marginal 7’s hood shows trouble in paradise… Which is news around here. An old TV show rattlesd through headspace: “Warning! Warning!” ChatGPT said: “The phrase you’re recalling is “Danger, Will Robinson!” from the 1960s … Read More