Train Wreck Thursday

Jobs, Markets, or scammy Medicare insurance providers?  Where do you want to start? Jobs it Is Just out is the latest job cuts report from Challenger. Before we roll with it, though, some simple math.  One can take the new jobs created report from ADP and then subtract the following number (this morning’s Challenger report) … Read More

Quiet on the Data Front: Snow, Bash, Trash, and Rollbacks

Wow.  Didn’t think I could ultra compress Life into such an all-encompassing headline, but as the old saying goes:  If you want something done, give it to a busy man.  At least for a few weeks, that’d be me… Spring garden chores beckon, along with replacing a roof panel that blew off the greenhouse in … Read More

Data Drives Week, Another Tesla?

We keep trying to “keep it short” but there are so many “moving pieces” in the world today that it could be difficult. Picking up where we left off with Peoplenomics Saturday, we face the specter of what we’ve penciled in as “World War Everywhere.” The big contexts are: How the U.S. will cope with Covid.  … Read More

Optimism, The Greater 1929 Rhyme, Fools Leading Idiots

Seldom have times been easier for an honest writer.  There are so many “hot topics” around that it boggles the mind.  So, still in recovery mode from our snow event, we will keep it short in order to (more importantly) “keep it warm.” Small Business Optimism Collapses National Federation of Independent Business (NFIB) publishes an … Read More

“Hidden Depression” in Amerizuela

### print: money.doc | more I’ve been up half the night (since 2AM) trying to figure out why the market is soaring to such crazy heights.  I mean think about it: The CV-19 rollout is not going as fast as expected. There was a 123,000 job drop in the ADP report for Dec. 77-thousand jobs cuts … Read More

Caracas on the Potomac: MUM’s the Word

Free money for all!  Call Dial-a-Pork in D.C. and get yours today!   “From a Foreign country, you say?  Screw these Americans – sure we got money for you, too!  ‘Mericans don’t matter!” Year End Number Flashes As we’re about to put another year in the can, some truly astounding reality-check numbers to roll with.  Which … Read More

Shop-Talk: Maker’s Materials & Scrounging

Is there a “Surplus Season?” We did a column on surplus stores in early January this year.  Must be something about short days that gets the “project juices” boiling. Some of the best hours of father-son time with Pappy and me involved a surplus store just north of 4th South and Michigan Street in Seattle’s … Read More

Biz Confidence Falls – Consumer Debt Weak

More Evidence 2021 A Bummer I made a personal  “investment policy decision” last week:  I’ve decided not to play the market until after the presidential inauguration January 20, 2021.  There’s simply too much that can go wrong – too many hidden variable to mess with.  Plus a ton of contrary and conflicting views. Before we roll … Read More

Hyper Cyber-Monday & Joephoria

Hyper’s Cyber Scam? DBSYDN. Our early morning guidance for the week.  (Don’t Buy Shit You Don’t Need!) Take for example this morning:  Got up super-early because we didn’t over-eat because we didn’t do our turkey this weekend.  Simply too much going on around here. But there – 5:22 AM today – I spied something I … Read More

T-Day Countdown: Job Data and Philly Fed

Unemployment Filings Jump Hot off the screen snagger: “The advance number of actual initial claims under state programs, unadjusted, totaled 743,460 in the week ending November 14, an increase of 18,344 (or 2.5 percent) from the previous week. The seasonal factors had expected a decrease of 13,302 (or -1.8 percent) from the previous week. There … Read More

Topless Markets: Vax 2 & The Bubbleator Revisited

Vax #2 Hype & A ’62 Flashback! Seat belts on for market hype deluxe?  Moderna says its vaccine is 94.5% effective at preventing Covid-19.  Remember in last week’s round of virus hope that the RNA answer had to be kept super cold?  Well, this one seems a little more practical as Early Data Suggests Moderna’s … Read More

Next Week: Reality Arrives

Brace For it… We are not fearful of “the Future.”  But, numerous “things come due” next week.  The list is impressive and it’s our focus this morning. Because in order to profit in markets, it’s useful to have some idea of “what’s out there.”  Guess the future right and picking winning stocks is a whole … Read More

Worst Possible Outcome: Day 2

President Biden by Nightfall? Multiple data points are considered today by any American investor this morning that will shape our future.  An “Unfortunate Series of Dominoes” to play off the Lemony Snicket phrase. Beginning from then, we can outline the nightmare like this: Joe Biden has jumped to 253 Electoral votes overnight.  Donald Trump is … Read More