Bracing for the Indo-Pak War that Goes Global

We will, of course, jump into this morning’s GDP report, but first, we need to have a little “come to Jesus” about nuclear war because there are relatively high odds of one this summer. Tensions between India and Pakistan (Indo-Pak) have perhaps never been higher.  Because both sides have nuclear weapons, as our military affairs … Read More

Markets: Time to be Paranoid?

Although people use the term pejoratively, the word Paranoid is not a bad thing.  If it’s fed with actual life-experiences, it’s a great example of how the human species learned to avoid injury (and death) in our formative millennia. I mean, you stick your hand into a bee hive – resulting in a massive bee-stinging … Read More

Markets Look for Cherry, GovDown II Looms

Today promises to be like one of those “perfect crossword puzzles” you stumble on every once in a while.  You know the kind.  Hard as hell with just the right mix of brain-expanding terms and gimme’s.  The closer we move into “future” the more words we’re bound to “get right.” Another construct – as useful … Read More

The Data on Bipolar America

We have a blissfully short column this morning because the real “deal points” in the news flow this morning market America’s present mass-media-breakdown a prime candidate for diagnosis as bipolar disorder (Refer to your dog-eared DSM-5) although it could enlarge into a schizophrenic break. If I were a mental health professional (which I’m thankfully not) the … Read More

Beyond Blackmail? Newsmail?

America has a new hot story du jour to come to terms with:  There are reports all over the place about how the parent company of the National Enquirer obtained some (ahem) bawdy photos of Amazon boss Jeff Bezos and attempted to bury the story IF Bezos would….well, The Medium has a good run-down on it.  So, too,, does the NY Times … Read More

Super Bowl: Did the Fed Just Pick the Patriots?

Football in a sec.  Jobs Out: Trump Bump Toast: We’ve been thinking things were headed this way for several weeks, but here’s the data hot off the BLS website: Total nonfarm payroll employment increased by 304,000 in January, and the unemployment rate edged up to 4.0 percent, the U.S. Bureau of Labor Statistics reported today. … Read More

Markets and Cold: Search for Hidden Variables

We can begin with markets, which put on a rousing show yesterday as the Federal Reserve decided to “talk nice” and hold off on raising rates. This was taken as constructive by most.  Except for one thing:  If the Trump Bump was continuing, there would be no doubt about it..markets would be zooming ahead. They’re … Read More

Econ War with Mexico: Border Monetization

I can’t count the time’s I have told you this was coming:  You see, we’re on an escalation path with regards to U.S. relations with multiple countries in South and Central America.  And – it’s all about money. First, we are continuing to recalibrate our views of how things will go.  As of early this … Read More

Trump’s Markets: The Glitch is Sliding Now

From Reuters: “Apple bombshell sends investors to safe havens; ‘flash crash’ jolts currencies.” I mentioned to you back in December that I had a “bad feeling” about what lay ahead around the second week of January.  And, judging by the futures (as 6:30 AM Central) showing the Dow set to slide more than 300 points … Read More

Woo-Woo 2019: Past Life “Education”

I was sitting in our recording studio Sunday morning with the cuppa coffee when it hit me:  I’m a damn fine studio builder and when it comes to mixing, yeah, I can probably hold me own. Thing is – and it’s weird to sit in a studio and contemplate this – I’m honestly not much of a … Read More

Crashmas Eve Day

Here’s a head scratcher for you:  As of 7:16 AM Central time, Yahoo was showing the Dow futures down more than 700 points, but the FinViz display was showing down in the range of 150-points.  So, it will be an interesting morning to watch…which set of futures will be right?  We should know shortly…maybe holiday … Read More

Markets: Passing Phase of Self-Sabotage?

Got yet-another crackpot view of the market that has evolved since our discovery of the “Market Heartbeat” that was laid out for Peoplenomics.com subscribers (Report 880B, “July 14, 2018:  Heartbeat of the Market found!  (Golem #1)“). This new theory says the recent spike in selling could break and the markets could recover between now and early … Read More

Market Wrestling: Fed Rates vs. The Santafier

December Global Financial Wresting‘s (DGFW) feature match this week involves a handful of powerful central bankers in a tag-team fiasco against a lone, overweight (and looking like a CHD victim waiting to happen) old man in a red suit.  Who do you bet on?  After being sent to their corners for the weekend following what … Read More