Holiday Madness – So Rally?

Signs of holiday madness are all around us. Like the crazy events up in cheese land where 20 injured when SUV plows into spectators at parade in Wisconsin.  Or, overseas where our late winter war jitters for as early as late January are firming up:  Ukraine Expects Russian Assault | National Review,  “War’s coming” takes … Read More

The Fall Fizzle, Sell-Out Joe’s MexWar, Commufornia

We should deal with the Fall Fizzle, first. As I explained for Peoplenomics subscribers in a lot of depth this weekend, the “good news” is that Taiwan’s reunification is now looking like September 2022. For this morning, our Market view is we may get one more leg higher this week, since only the very lowest of our … Read More

ShopTalkSunday: Home Project Management, Ham Plans

No report on my whiz-bang installation of tile in the kitchen this weekend.  Because other events overwhelmed “The Plan.” That’s OK, though.  Gives me a chance to talk about Project Planning.  Which is a seriously important aspect of Life in the Shop. Steps  and Pitfalls Given that most Home Shop Projects involve usually four operations (measure, … Read More

Censors and Socialism – As Babel Falls

Markets are likely to rally today, which we will get to in a second. (Told you that last week if you were paying attention…) More important matters first.  Because something much more insidious is going on:  The Internet has spawned collapse.  You may not see it directly, but what was once a nice – evenly … Read More

Rally Hopes Fade, Fall Debacle Looms

We might have made a little lunch money this week.  The reason is the market declines from Friday the 13th have been amazing. I mean besides Damning pic of a weak leader: Devine (nypost.com). The real driver is taper talk at the Fed.  Seems the party-punch spikers have figured out that sobriety has to come along some … Read More

The Meandering Mania, Babel Shakes

Two data points to consider as we sneak up on the weekend. The usual unemployment filings – improved: Highlights are the non-seasonally adjusted (no BS actual) numbers. Screaming And the Producer Prices: Bad:  Over 12% Annualized Rate: “The Producer Price Index for final demand increased 1.0 percent in July, seasonally adjusted, the U.S. Bureau of … Read More

Why, Slap My Collapse Timer!

Got out of bed this morning with an unusual urge.  So unusual, that even after standing in front of the recycling station, it persisted.  “What’s going on?” I wondered. Then it hit me:  The Typical Summer High seems to be in play and with the market’s action Thursday, our Aggregate Index was screaming more upside…for … Read More

Market Hype: Higher Open – Close is What Matters

Another morning in the land of Shills and Shrills opens with Ure all set to take on another over-scheduled day.  What happened to the notion of retirement?  I swear, if someone would offer a fair price for UrbanSurvival, I’d retire to a low profile twice-weekly Peoplenomics report and spend more time puttering in the shop. … Read More

Cost of Living Surprise? 11.3%! Second Lockdown Ahead?

Two topics hold our rapt attention these days.  Money and Viruses.  Being “old people” on Social Security as we are, much of our Quality of Life is defined by a) Money and b) What we can do with it. Cost of Living: General Government fixes the annual Cost of Living adjustment for Social Security in … Read More

A “Final Fourth of July?”

Holiday ho! So we’ll roll with a deeper neuron firing exercise today… Data Bulge Worries Us Is something happening next Wednesday that I missed the distro on? I simply put dates into a search engine and…what’s this?  We will have to turn on the Princeton EGGs, too. Smart People Matter Economics and human behavior are … Read More

Housing Leads Higher

We know that stocks are up around 40% year on year.  But, whether much of that is actual growth or government inflation to “paper-over” a second Depression is a worthwhile conversation. One thing you do need – regardless of your station in life – is a roof over your head.  Usefully, the Case-Shiller/S&P Housing report … Read More

Painting the Tape – How Bad Could it Get?

Not to out the “secrets of intergenerational families” that really run everything, but just what does “Painting the tape” mean?  And, does it really happen? Some numbers to make the case.  and using the early futures pricing today from last Friday: The Dow was down a little over one-half of one percent (0.584%) The S&P … 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