Before rolling out today’s Chicago Fed National Activity Indicator, a discussion with a colleague over the weekend is worth examining. Because, you see, he is recently retired, multiple degrees, a world traveler, and far more. “You really ought to write a book,” I told him.  Years ago, I’d sent him my Clube and Napier collection. … Read More

Reader Notes First:  Coal in the stockings?  Mega Millions jackpot surges to $944 million after no winner Friday – ABC News.  So, off to the gas-mart today for another “Lotteries are for people who can’t handle statistics” visit. Someone in the USN may have a very bad day with the report U.S. Navy Shoots Down … Read More

George announces plans to “play Santa” for one lucky subscriber this coming week. As we will be giving away a whole website with hosting. This would make the perfect gift for someone interested in the link between genetics and diet.  Why, done right, this could launch the lucky winner (who ideally would be “medically-minded”) into … Read More

Early this morning (like is 5 AM early for an attorney to call?) my consigliere was on the line.  “Seen the Futures?  Hearing reports that Biden and Harris were both rushed to the WH about 10:30 PM last night…” Yeah, well that is not likely related to the pending budget debacle which does threaten to start shuttering … Read More

Yes.  Market dropped like a free-falling safe Wednesday.  And yes, we had a nice 4-digit pop in the Lunch Money account. But this is a move we have been talking about for a long time.  For example: Back on November 5th I wrote that: “Early futures were (predictably) up because the real close Monday was … Read More

The FOMC statement just came out.  The simple take? “In support of its goals, the Committee decided to lower the target range for the federal funds rate by 1/4 percentage point to 4-1/4 to 4-1/2 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the … Read More

Want to build a counter to the Weapons of Mass Deception? Today we examine the Tower of Babel, and the role of conceptually extensible, functional, peer-to-peer social networks (without censoring middlepersons and dataware), In order to think a bit in guerilla terms about meaningful digital change. With $37 /$158 trillion of debt and climbing unsustainably … Read More

There are three very troubling observations in our data, today. The first is the outsized influence of the “Magnificent Seven” stocks on the indices.    While “the Q’s” have been smoking, we are seeing telltale (long-lead time) speculations like Are the Magnificent Seven doomed to underperform in 2025? With the Fed meeting today, and a … Read More

The winds of change could blow this week as a number of “unexplainable events” roll into view. Since I like to have a mental  Kanban board active to reduce thinking-time to most useful topics, the board names are obvious, but the list items may not be. “A Kanban board is a visual project management tool … Read More

First, a Readings note:  There is an update on G.A. Stewart’s website titled Prelude to a Coup which we judge to be worth adding to your Sunday reading list.  Because in case you haven’t figured it out, with the Presidential Electors meeting next Tuesday and then the counting in (the New) congress an January 6th … Read More

Eyes on the ChartPack today as we ponder the present “UAP mania” and the AI mania in financial markets. Are the two related?  Maybe. A few headlines first, as is the custom.  But then a deep dive into one possible alignment that leads to the question, “Can Santa save markets?” More for Subscribers ||| Master … Read More

Yes.  Triskaidekaphobia fans, this is one of those rare “Friday the 13th days in Retrograde.” The F-13 part  of our headline arises from (pick your fave) from the Wiki dope: Some cite the arrest of the Knights Templar on Friday, October 13, 1307, by officers of King Philip IV of France as the origin of the Friday the … Read More

This is not simple and I’m sorry for the length of today’s post.  We kinda, sorta, knew this was going to be happening: UFO/UAP/USOs – the whole lot of it. We saw in coming in Clif High’s early “Alta Reports” – where the language showed in his models as “space goat farts.”  (Which we may … Read More