Adventures in Retail Sales

We begin this morning, like all good middle manager corporate suck-ups (and Jerry McGuire) by asking government to “Show us the Money!” So, presto, faster than you can say “I’d like the sausage and eggs, over easy, hash browns extra crispy, a side of ham, bagel with cream cheese instead of the toast, decaf coffee, side of ham, apple juice, and a piece of pie for desert…make it ala mode with French Vanilla..I also have a peanut allergy and you did get that’s DECAF, right” here is what matters: -0.8% If your order takes a while, the detail level goes like this:

The Week of Lies?

Oh, oh. I bet you’re thinking “There goes George on the Brian Williams story…” but you’d be wrong. That’s just a distant “Who cares?” CNN says he was there, but his chopper didn’t take an RPG but did catch ground fire. The NY Times has a different take Across town, the NY Daily News is now questioning his coverage of hurricane Katrina.

Looking for some Tit for TAT

We begin with coffee and context: Here’s a little factoid you may not know, gleaned from the latest Experiment Aircraft Association magazine: In July of 1929, Transcontinental Air Transport began to offer coast-to-coast air service. It had ordered something like ten of the (then new) Ford Trimotor planes. This was before precision GPS approaches, WAAS GPS, and even VORs.

Housing: Mixed Bag

Just out from Case-Shiller/S&P is the latest Housing data: New York, January 27, 2015 – S&P Dow Jones Indices today released the latest results for the S&P/Case-Shiller Home Price Indices, the leading measure of U.S. home prices. Data released today for November 2014 shows a continued slowdown in home prices nationwide, but with price increases in nine cities.

Coping: Cleaning Out the In Box

I was about to pen one of my long (sometimes laborious) musings and I thought “You know, people might like to know about more topics in less detail…so what don’tcha try that in Friday morning’s epistle?” Well, fine then. Here’s life as seen through the inbox. IF Works At least so far. If you haven’t been paying attention, IF is intermittent fasting.

Markets: Tea Leaves and Wave Counts

The is something of a mystery surrounding market action this week. Usually, we expect something of a bounce into option expiration, but there are so many forces running contrariwise in this market that it’s worth looking at a list of factors rather than zooming in on one thing or another as a sole cause: Deflation is still here, and still very real. Then 10-year Treasury hit 1.78% yesterday and if you look at the maximum zoom-out over the past 50 years, or so, here, you will see we’re getting mighty darn close to the 1.

Coping: Managing Your Personal Profit & Loss

I wanted to begin with a few comments about the “Tyranny of Things” that we all have to deal with. To do so, we need to think in terms of financial pro formas first, however. What is a pro forma? Think of it as the “imaginary set of financial expectations.” A good businessperson doesn’t “just happen” to make money when growing a company.

Crashtastrophe? Oil Investments Collapsing

Oil had smashed down into the $53 and change level in trading t65his morning, so a major market decline should continue. It would be premature of us to start ringing alarm bells, but tomorrow’s Peoplenomics report will deal with some of the “next levels down” should the most recent declines be taken out by the current market slide. Which ought to continue this morning. As for how our outlook was for Monday’s trading? Well, I said… “But I wouldn’t bet on much of anything past the first hour today:

Find a Dead Cat, Quick!

The market going into the open looked like it would open down just a tad. But is this the beginning of collapse? No. A “dead cat bounce” is likely out there in the short-term. Collapses of the Black Monday sort have (almost) never happened more recently than 37-days from a stock market high.

Coping: Give Paranoia for Christmas

There has been a quiet exodus among some of us “grays” that should cause young people concern. An increasing number are exercising their ability to (as the old airline commercial put it) “”Get up and move around the country.” A cousin of mine, a year or two older, has picked up a winter home in Arizona. My sister is eyeing Sequim, WA, and a long-time pal and her husband are looking at those hills north of Phoenix, too. Their reasons vary, of course.

The “Blow Off” Conspiracy

You don’t have to get up and go to work this morning. I mean unless you really want to. That’s because although the market is likely to open soft and down a bit, on crude oil’s continued decline, there will not likely be much action this week. Next and and into year-end? Maybe then.

Markets and Diazepam

Question: What does dream work, a retired Air Force Lt. Colonel, technologies that predict the future, Ures truly, the Republican wins Tuesday, and Diazepam all have in common? Let me answer in reverse order. 1.

Elections: Ebola and Immigration Will Have to Wait

So will the rally in the US stock market. The futures are down about 40 points when I looked earlier, though car sales will help, and we can now see how the markets are telegraphing the most likely outcome for tomorrow’s republicon romp. What the markets seem to be telling us about the future scripts out like this: The GOP will win the Senate This will set up a divided government This will be very, very bad for the economy And so we are in buy the rumor, sell the news mode..the news being tomorrow’s election.