We have had the same wooden backdoor on the house for all 20-some years we have been here.  It was patched a couple of years ago  – raccoons the guilty party then.  Here lately, it’s been the possums. Once they got through the torn screens, then here comes the feral cats. It was time.  So, … Read More

We are entering a critical 10-day window now.  Yes, it is the economy, stupid.  And despite the hype, there’s a real lack of solid growth and anything that could be sold to the marginally aware as opportunity. A few headlines, of course.  But our main focus on weekends is mainly on the charts.  And for … Read More

Four real brain buckets to fill today, maybe five. #1 Problem: Auto Steee-Rike!~ Workers are on strike at all 3 Detroit auto makers for the first time in their union’s history. This is not the kind of problem you want with one war going, and another (OK, other’s) likely-to-possible. And with a re-election bid in … Read More

Trifecta of marvelous topics to wend our way through today.  Our headline, of course, is the tiniest view of today that’s possible.  Like looking at Earth through the Webb telescope from halfway across Everything. The details when we arrange by time of occurrence, So, if you’re set to reverse-rendered Pomodoro with us… Retail Goldilocks Economics … Read More

Forgive our focus on odds of war this month over Taiwan.  But… A dark of the moon is at hand. Weather has started to move out of the potential battle theater.  And we see a high probability that China will make its move before additional U.S. arms land in the R.O.C. This is an incredibly … Read More

The economics are always the lead around here, this being a one-man economics rag, more or less. So, four items for this morning’s pre-flight checklist. #1 NFIB Small Business Outlook Big companies like Apple and Tesla get the headlines almost daily. But the nation’s small business gives a sometimes very different take on things.  Especially when … Read More

The stock futures were up a few minutes after 5-AM (*Central) when Mr. Ure returned from the throne room.  Seems our spidey sense about staying out of a short position had saved this coward’s bacon again. Understand, I’m not an investor, financial advisor, or anything like that.  Economic theorist maybe.  But that really boils down to … Read More

Got “3-large” laying around with no particular plans?  Something the spouse in the house doesn’t know about ? Pal, do I have a deal for you!  I just noticed this on Amazon this week for less than $3,000 and I want one!!! (Smallest of details:  Why isn’t clear to me, except I don’t have one now…) … Read More

Football weather is our opening topic today because it’s a mood indicator.  When people are stressed, normalcy looks pretty good.  Last refuge of denial. Yet, as we “line ’em up” today, we can see that markets still can’t be counted “down and out” yet.  Although, depending on how next week goes – plus events in … Read More

There is, in our work, a certain symmetry to history.  In economics, this plays out with a “shift West” as power goes on a westerly walk-about.  This is why China is ascendant but facing prospects of Replaying the U.S. Role in the Great Depression. You can see it in the recent secret party reprimands of … Read More

A well-organized Thursday has been presented by Universe.  Because – in pyramidal organization and writing – we will begin with the small data points first.  Then work down into increasingly complex and detailed events. We’ll pitch the slow-ball game first… Productivity and Costs Economic theory holds that productivity and costs have something to do with future … Read More

Today we explore how basic human exploration drives modern behaviors. Not only in Finance, but in all sorts of human activities.  There are some things humans “just do” is the overview. We range, rest, war, forage…and around these activities human thought has filled-in things for us. Which means a lot in the investment universe.  Some … Read More

Welcome to a multi-dimensional view forward of life from the East Texas Outback. Thanks to this being a “Monday on Tuesday” – and at best a four-day work week, I thought it best to lay out what’s happening along several axes in order to simplify the morning grok. Time Axis First You know, of course, that … Read More