TL;DR? (Too Long; Didn’t Read?) We’re going to make it easy on you, buba. Not a corporate PowerPoint. But straight Joe Friday – “Just the facts, ma’am…” Inflation’s Coming Developer Trump’s “big bountiful bill” – if you hadn’t figured it – is all based on a developer’s best friend: inflation. Leverage, leverage, leverage. There are … Read More
“A zipper-gripper? Really?” Yeah, really. Because when markets start making that nervous metallic skreee sound — the kind where the handle’s caught halfway up and the teeth aren’t quite aligning — it’s not a bad time to ask whether someone’s about to get… well, you know. (R-17? “Screwed!) The ChartPack this week? Let’s just say … Read More
Top of the IIQ pile today we have reader Big Al Brown who is asking the only question that matters to some of us: “Per my Brainamp at closing today. 02/19/2025 = 52758.04 06/30/2025 = 53104.54 Dow still lagging but the other two are way up. Do you think it is valid intraweek? Do you … Read More
Remember my book “Broken Web” from back in 2012? I had no idea when it would show up, exactly. Nor did I have any idea which of multiple threat vectors would be “the one that got us.” Then I got a note from my AI stack: “You’re not alone in facing issues with Walmart’s online … Read More
Ham Radio Note First: This is Day 2 of Summer Field Day – one of the two times a year when ham radio types take to the field and pretend the balloons have gone up or thh world, in some other way, have gone over the edge into the gridless abyss. Field Day rules are … Read More
Where we explain what a porn star technique has to do with the market and how holidays matter. All as we creep up to the four day workweek ahead and the three day weekend that follows. A grand time will be had by all. As long as you keep the news off. This morning’s ChartPack … Read More
Remember when I told you I was going to downsize my writing here while I finish up my new book Downsizing: Missing Collapse of Empire? Well, this is what you get for a 35-minute writing binge on a light news Friday. Fairytale 1: Peace Questions continue to linger over what happened in Isfahan. Was it Tomahawk … Read More
We have to start off this morning by “running the numbers.” Because, like it or not, this is one way of trying to out-guess where the future is leading. IF, that is, you believe the “perfect pricing model” of trading. Which holes that all known information is already in the markets at some level. We … Read More
Only this is a “calculus of near future.” not that miserable simultaneous equations crap. Besides, if you follow our work, there’s a chance that consciousness has other ways than numbers to “understand Big Picture” stuff. We’ll save that for a different day. Today’s calculus problem is simple – no numbers needed – just a good … Read More
Two items to crankl into your financial ruminations. The Case-shiller story first: Headline is Housing is up 2.7 percent year-on-year YEAR-OVER-YEAR The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 2.7% annual return for April, down from a 3.4% annual gain in the previous month. The … Read More
A two-part report today as we await the Housing data which will be out a few minutes past 8 (Central). Be sure to check back then. World is in high state-change mode today as the Middle East ceasefire minute is (pardoning the term) blowing up. Which pisses off you-know-who? Trump drops f-bomb live on TV … Read More
What’s the old “I have good news and I have bad news…which do you want first?” Um…good feels right. OK, World War 3 did not (yet) break out. Iran’s foreign minister is in Moscow about now talking to Vlad Putin. Abbas Araghchi co-ordinating with Vladimir Putin in Russia after US strikes on Iran. Meanwhile, the … Read More
A wee bit of focus now on “last minute checklists” before the world, um….well, we hope not…. While we have been buying the usual (solar panels, reach out of touch someone rounds, and a bit of chow…) our thinking this week somehow got over into the hand tools for use if (or when) the grid is … Read More