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
Tl;DR: Our spicey old Saturday Gourmet column is back for an occasional peek – meeting the ShopTalk mindset and fascination with “Having the right tools.” You see, having the right pan is like having the right saw blade — sure, you can hack it out, but why not make it smooth, easy, and a little … Read More
Given all the bounce in pricing lately, we found this morning’s Retail Sales report interesting: “Advance estimates of U.S. retail and food services sales for July 2025, adjusted for seasonal variation and holiday and trading-day differences, but not for price changes, were $726.3 billion, up 0.5 percent (±0.4 percent) from the previous month, and up … Read More
Let’s bust this down so I can get rolling on a longish econ paper for Peoplenomics subscribers tomorrow. Here’s today’s shopping list. Market was up a bit early – which could power the FOMC to talk down rate cuts tomorrow which could hurt the bubble. Housing (we will have a second report after the data … Read More
We have to start off this morning by “running the numbers.” Because, like it or not, this is one way of trying to out-guess where the future is leading. IF, that is, you believe the “perfect pricing model” of trading. Which holes that all known information is already in the markets at some level. We … Read More
Tariff Wars are back – in spades. Trump recommends 50% tariff on European Union starting June 1 and along with that? Trump tariff Apple iPhones not made in the U.S.. Obviously, the stock market didn’t like hearing it. Dow futures were down more than -500 and the S&P was down more than 80. Techs were down … Read More
Before we launch into the CPI just out, let’s chill for a second to review Big Picture stuff. It matters. My consigliere made the fine point Monday that “The market won’t care that trade has been kicked down the road for only 90-days…the market wants to go up…” He’s got a point: After screaming up well … Read More
With the gaveling in for the (likely no change) FOMC rate meeting, we see the markets are running red again today. So the “Lunch Money Trading account is “piling up cheeseburgers” pretty well. The Big Picture view in our ChartPack (which is one of the bennies of $40-bucks a year on Peoplenomics.com) is that three … Read More
The set-up to this is simple: Dems are screaming as Trump momentum stalls. But, behind all of it, is a big-ass Economy. And yes, we still have one. So it’s useful when panic is in the air, or we are midpoint in a rally in a longer time domain decline, to remember inertia. How do … Read More