Weimarica Monday: Ure’s Lunch

Surely, you remember the position of Germany in the Weimar Republic debacle following imposition of reparations on the Kaiser’s former Germanic republic. It’s a period of many lessons, not the least of which is: Reparations exacted from unwilling people tend to blow up. Reparations often blow in a hyperinflationary manner.  (Money has to come from … Read More

Fed Bails the Rich (Again) – More Monday Woo-Woo

Here’s what half a century of news reporting (and management geeking) teaches pretty clearly. When the first line of a press release begins: “To support American businesses and households, the Federal Reserve Board on Sunday announced it will make available additional funding to eligible depository institutions to help assure banks have the ability to meet … Read More

A Bit of Sunday Woo-Woo School

As you may have guessed, I got up super early Sunday because I forgot that this was “daylight time weekend.” After writing up the outdoor/yardwork and gardening adventures of Saturday, I decided it might be a good idea to “re-synch with the time change.” After a high protein breakfast (two egg tomato and cheese omelet … Read More

ShopTalk Sunday: Garden Prepping, Eats & Treats

Someone stole an hour of our lives overnight.  Running the clock forward with Daylight time which is so scammy… We don’t have a “measure, cut, join, finish” project to revel in today.  Because the weather was perfect Saturday to take on the greenhouse rework.  See, over the winter it grew and grew and turned into … Read More

Bank Runs, SVB – The Media IS the Message

While musing on the tragedy of Silicon Valley Bank, we were reminded by our consigliere today that indeed, the Media is the Message. As this clip on YouTube shows the problems of SPB; not SVB – but close enough… Sort of the same plot, don’tcha think? South Park Bank musta been channeling the future. Well, back … Read More

Replaying 1929: The Bank Run Marker’s In

Silicon Valley Bank is likely not to be the only bank in this period to go down. Because in our work in long wave economics, for more than 20-years, the severity of economic recessions (and “depressions”) the number of failing banks in a period is a good (early) indicator as to severity. For example, in … Read More

Panic Next Week: Special Update

I wrote in this morning’s column thusly: “What we MIGHT infer from such tea leaves is a decline today (to the lower trend level) and then a half-assed rally Monday. “ Bingo! What we see evolving now with about 90-minutes to the close sure looks like we have punctured the lower side of BOTH the … Read More

Sound of Distant Blunder: Jobs, Wars, and Tears

The End of the World is not yet at hand.  Yet, if you pay close attention, you can “almost hear it” at times. Let’s start with the market knock-down Thursday which will continue into this morning according to futures prices.  Our Aggregate Index approach to markets shows pretty clearly the decisive area we’ve now entered: … Read More

Profitectomy: Slip-Sliding Away

Been a fine, if not damn near dandy week, here in the East Texas Outback.  The time of year when “green up” happens – as the wild lands look greener than Ireland. The bank balances are greening-up nicely, as well.  Because we have a useful kluge of a lot of technical gibberish and simple visuals … Read More

“Bomb List” Buying

We won’t even pretend to explain this to non-subscribers in a paragraph. But we will hint that when mushrooms appear, anything less than a ELE will be a final prepping opportunity.  And we are getting ready for the Final Clicks to fulfill that. A lot of this has been covered elsewhere, such as in our … Read More

Notation Crisis: Unavoidable Global Collapse?

The tea and vitamin stack may get credit for this morning’s key insight.  Namely that Global Collapse may be caused not by any of the “symptoms” that appear in daily news headlines.  but, rather, it may arise because of inconsistent global notation (logical) systems. Shades of Logic Matter Notation as in three major sorts found in … Read More

China Goes Hot – Dream Season Arrives – Artist Notes

Much to cover, but not a lot of really exciting headlines…yet. Those will be along tomorrow, when, for example, Mr. Banker – Jerome Powell – speaks.  But it’s only the start of the week’s entertainment:  ADP jobs Wednesday, Challenger Job Cuts Thursday, and the happily estimated federal jobs report Friday.  All “What could go wrong?” … Read More

ShopTalk Sunday: Mudding, Tape, and Sealing

…and ceiling,, too…. The (never-ending) project of getting the guest quarters up to snuff saw the “bulk, underlying” mud go on this week: Some discussion of old construction sheetrock repairs is warranted by this (ugly, but only for now) view. When “dealing with ceiling” and a repair of this type, I like to put a … Read More