Schedules – First Thing With Coffee

This morning’s ShopTalk Sunday will be along shortly. Mr. Ure was having a fine and much-needed long sleep overnight. I like to get the Sunday column posted at around 6-6:30 AM.  Reason being that on weekends – when most people have time off – we should be working as hard (and even harder) than we … Read More

Alien Economics: Retail Sails and Market Roulette

Planet Earth has nearly run-out of rational investments.  Global population seems to be slowing as planned (Thanks Covid!). And even with newswires buzzing with with “Inflation hype” a buddy of mine asked this week “When will bondholders catch a break?” Today, we consider Earth’s Economic Prospects from an Off-Worlder’s perspective.  Because by pretending “We ain’t … Read More

“Directions are Wrong” & “Square Hole” Ray

Yessir: ShopTalk Sunday.  As we await the opening of the “crooked casino”  now part-owned by the Federal Reserve (as presumably you as a taxbleeder), we go to our Person Caves to Create. “Directions Are Wrong” Added a few more items to the stores this week. Which meant assembling another 48 X 14 x 80 inch … Read More

Markets Pause and a Woo-Woo Lesson

Early market futures were pointing to a down opening.  But is that really so bad? Employment Cost Index Just out: Compensation costs for civilian workers increased 0.9 percent, seasonally adjusted, for the 3-month period ending in March 2021, the U.S. Bureau of Labor Statistics reported today. Wages and salaries increased 1.0 percent and benefit costs … Read More

Markets in “Rally or Die” Zone, Reader Advisory

Reader Advisory First:  Three changes in our operations here to be aware of. First. I have made a few tweaks in appearance and performance of the various websites that keep me busy.  As of this morning, our Google Page Speed ranking for Urban is 87/97 (mobile/desktop), Peoplenomics is 100/100,   ComputationalFuture is 98/99 and Ultra-Make is … Read More

PPI and War Coming

For the one – PPI – it’s supposed to already be here.  Just out from the Labor Department: (How’s your Life going to work when crypto sites and your bank, market, etc. report similar “can’t handle the load” results?  Got a plan? Why Dow futures are up 73 boggles the wetware. Cyber-war target softening?) What … Read More

SatGourmet: Yum-Yum Weekend

Elaine and I had a marvelous conversation Friday about what we remembered from our youth.  (Which for both is a decade over a half-century ago!). Green Jell-O at church gatherings came up. Her preference was for the Jell-O with cottage cheese.  Mine?  Green Jell-O with a (drained) can of mixed fruit cocktail in it.  Topped with a thick … Read More

Trade, Personal Income, and a Reader Note

Let’s get the Reader Note out of the way first. If you l0ok at the menu (top of page) you will see some new little “v’s” which indicate they are now pull-down menus.  I’ve moved a number of things around and added a few things to help “navigating the mind of George” a little more … Read More

Money Supply vs. Market Prices (Simplified)

Oh, sure, of course.  That trade I mentioned Thursday morning (hinting at the DOG of a trade) handed-in a modest return before the close Thursday.  Love when the DOG‘s come home for dinner. It was expected, though I should have waited on my entry instead of going in during the after-hours session.  Still, it bagged a … Read More

SatGourmet: Let Us Eat…Cake!

Snow should melt a bit more, today. And in celebration, Looking Outside the Box steps into the kitchen with a lesson in post-storm attitude adjusting! “Now that the powers on .. relax and have some yellow cake Cake 1 yellow cake mix 4 eggs 4 ounces butter 1/2 cup vegetable oil 11 ounces mandarin oranges drained … Read More

NextTex: Recovery Woes, Life Slows – a “Climate Kill”

Political Control 101: “Never let a Good Crisis Go to Waste.” Something very strange jumped out at us while looking at the AI looking at the news flow:  I think, by-golly, we may just have the first “political climate character assassination” to do a post-mort on. The story, under headlines like “Ted Cruz flew to Mexico as … Read More

Retail, Reality, and a Viral Video Experiment

I suppose we ought to start with the retail data just out: Saved by the auto industry, looks like to us.  (Who the hell is driving?) With CV-19 still raging – and variants popping up – should be interesting to see how the coming few months roll.  Do people have anywhere left in their homes … Read More

1929 Stock Market Replay Nearly Complete – Jobs Drop

While America’s attention is riveted on events in D.C. we have remained steadfastly focused on how our “1929 Replay Tracking” chart has been evolving. Here’s how it looked this morning; prior to the federal jobs report and using early futures pricing: It’s axiomatic in comparative economic cycles work that “waveforms” are usually similar.  The question … Read More