There is increasing activity in China and the Western (rabid) social media about war – in one form, or another – around February 17th. This isn’t just on social – it’s also showing up in Google Search trend analysis. On the left, you’ll see mid December, a spike in mid January. But we are most concerned … Read More
$100 Silver nearly landed overnight – stopped 60-cents shy on the futures. But that doesn’t end the hard assets war. In fact, $5,000 gold and $100 silver seem almost a “lock” at this point. But, we don’t offer this as “advice.” It’s in the news category. Since We’re on Financials… Early market futures were down. … Read More
The two most useful sources on all the “news” sites today might be our own Reader Ray and a weekend video by The Asian Guy on YouTube. We’ll toss in our consigliere, too, because his phone call Monday is a dandy starting point. Ring-a-Ding on NATO My consigliere called in Sunday. “Greenland is about getting out of … Read More
How are your “war preps?” This is not something people in the CONUS need to worry about – yet. Except – and this is our first thinking bit of the morning – there is the Calendar. My consigliere and I have spent uncountable (therefore, non-billable) time calculating the answer to the simple question: “When is the absolute … Read More
Sleigh bells? Chestnuts? Open fires? Not around here – not this year. Mostly sunny and 77 today. Boxing Day will hit 81. To be sure, the East Texas outback is a different part of the country. Down here in “We say grace, we say mam, if you aint into that we don’t give a damn” country. Where … Read More
As we roll into Nick Day week, besides metals glittering early, there’s a CFNAI report to dissect. After which three “holiday week risks” are assessed. Noisy headlines give me a cartoon excuse, but then into useless lithium battery chargers and some ShopTalk and Peoplenomics previews. St. Nick’s Rally – And Caution Market futures were showing a … Read More
Fresh coffee at the ready? We’ve got markets trying to figure out when the AI Bubble is over, how high silver will go on prospects of use in solid-state batteries, and a better-than-even chance of a major ground war in Europe in ’26. So, lots of moving pieces to worry about. But that’s (more or … Read More
Today’s agenda is simple: Hard, soft, and out there. The hard part is markets are trying to shake off the Friday (small Elliott 1) down. Tempering Christmas with management skills. And best of all? A great investment of time in “soul level work” looms over holidays. BTR: Market Made Simple Stocks fell on their ass Friday. … Read More
Yeah… I are one. But I ain’t stupid about it. Allow me to present an actually useful report. This is the highly-useful companion to our “The AC7X Ham Radio Tube-type Gear Addict’s Calendar.” Seasonal Tool-Buying Master Guide January – Early March (Top Window #1)Holiday bills and tax prep hit. People unload tools for cash flow. Pawnshops … Read More
TLl;DR: I’m gonna show you have $8 bucks worth of 2-By’s will change your life. Then we plan for the Post Christmas Speaker Scrounge – which leads to phased speakers. (And maybe permanent hearing…what????) Get 2-by-4s for Christmas Um, after you buy all my books, and buy a Peoplenomics subscription for everyone in your state…ahem… Step out … Read More
TL;DR: Markets wobble into Halloween as demographics, politics, and policy churn in the background — witches aren’t the scariest thing this weekend, central bankers and bureaucrats are. Beneath the plastic masks and candy lies an ancient reminder: we’re crossing a seasonal and social threshold, and you’d better keep your wits — and your portfolio — … Read More
TL;DR: Markets look for footing after the Thursday slide. Gold’s holding over $4,000 on futures and Bitcoins wobbling $121,000 to $122,000. Fortunately, we solved a scanner problem and look to steal music from past lives. Yeah…it’s interesting, alright. Just not conventional. Markets: So Far, So Good We laid out the “expected path” of how the balance … Read More
TL;DR: A new paper redefining what Crypto means has just been published, with staggering implications for siloed economic thinking. Among them: local “Truth” in economics may drive cyclicity. Philly Fed numbers and Unemployment filings are out, and while not 3I/ATLAS, October still looks set to “rock” the world. Crypto & Investing in the Post-Truth World … Read More