The set-up to this is simple: Dems are screaming as Trump momentum stalls. But, behind all of it, is a big-ass Economy. And yes, we still have one. So it’s useful when panic is in the air, or we are midpoint in a rally in a longer time domain decline, to remember inertia. How do … Read More
Say, how about them retail sales numbers? “Advance estimates of U.S. retail and food services sales for February 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $722.7 billion, up 0.2 percent (±0.5 percent)* from the previous month, and up 3.1 percent (±0.5 percent) from February 2024. Total … Read More
I have been doing a LOT of AI lately. In fact, it has become the main “New Power Tool” around here. At the moment, I’m using it to help the So. Florida doctors who are tracking a [communicable something] which causes rouleaux of red blood cells (RBCs stacked like “coins” which is what rouleaux means). … Read More
Options, war talks, FOMC rate signals? What could go wrong? Today we play “Line up the Ducks” and with our ChartPack, skry some tea leaves and ponder “divine future.” While we do that, a space rescue and some mighty-strange weather deserve some attention, too. Do be advised that the ChartPack is significant this week (69-pages … Read More
“Same Old Stuff Friday.” And it’s “the usual” in the headline flow. Although, we were semi-interested to read that Schumer to support GOP funding bill, unwilling to risk shutdown. But since neither of us gets a vote on this, goes into the burn pile. Along with Trump’s latest tax proposal: No taxes for those earning … Read More
Gold has been within a buck-fiddy of $3K and Silver four-bits away from $35. BTC is down close to $80 with occasional slides under… So it ain’t all painful. Remember, with a good balance in your life, losses in one asset class should be offset by gains in another. Of course, the financial biz doesn’t … Read More
Want to begin with a “hard number”? Sure, we can do that: The Producer Price Index for final demand was unchanged in February, seasonally adjusted, the U.S. Bureau of Labor Statistics reported today. Final demand prices rose 0.6 percent in January and 0.5 percent in December 2024. (See table A.) On an unadjusted basis, the … Read More
If the coming War with China and locked in to Target Zone life isn’t enough, how about a Second Depression, then? Today we have articles on all three prospects. No, not reading for the faint of heart. We provide a very long report today comprised of three major topics. First, a repeat of a Comments … Read More
Can someone hand the President a doobie? Chill a minute. Look at some history, bro! Yes – due for a bounce. But look at this trend package: Fortunately, this is a “day off” and already I have a tractor repair under my belt for the day. More on Peoplenomics.com tomorrow. But can someone mention the “Ship … Read More
I slept in till 6:30 AM today. A lovely change of pace. Comments overnight reflected the “national gut wrenching” going on. Ostensibly the fault of the Waffler in Chief. The thinking seems to be that America’s present rerun of 1929 is somehow driven by the decisional flip-flops of DJT. But more rested reflection offers a … Read More
But we watch with interest: Stock market circuit breakers are mechanisms designed to temporarily halt trading on U.S. exchanges during significant market declines, aiming to prevent panic-selling and maintain orderly market operations. These circuit breakers are triggered based on the S&P 500 Index’s performance relative to the previous day’s closing value and are categorized into … Read More
Every picture tells, a story, don’t it? A little Rod Stewart with that sandwich? Some dynamic hedging further down, then? More on Peoplenomics Wednesday. -g
Markets are going through what we’d call in electronics, a kind of Class-B moment. In electronics, Class-B amplifiers are often called “push-pull” configurations: “In a push-pull Class B circuit, two complementary transistors (NPN and PNP in bipolar junction transistors or N-channel and P-channel in MOSFETs) are used, each conducting for only half of the input … Read More