Every now and then, a thought wanders into the office and sits down in the spare chair. It doesn’t announce itself. Doesn’t come with a PowerPoint. Doesn’t have a PR firm. It just sits there quietly until you finally stop doing whatever urgent thing seemed so important five minutes ago. This week’s visitor was an … Read More

Here’s the flavor of the day so far: Cramming and Jamming morning around here. Been up since the wee hours trying to escape the God-awful CenturyLate email system only to slam headlong into another modern disease: Cell Phone Arrogance. You know the type. The growing institutional assumption — now embedded everywhere from WalMart to the … Read More

This morning on Peoplenomics: Are we watching the opening spider webs of a systemic summer problem — or just another false alarm in a market drunk on AI and liquidity? We walk through the “Eight Weeks to Empty Shelves” petroleum-collapse thesis, why one forecast alone is not yet enough to trade, and how Blink-style analysis … Read More

Remember the Talking Heads song? “I can see my lifetime piling up…“ This was supposed to be a day off – to celebrate Elaine and me rolling through 26-years of non-stop, action-packed adventures. Again, though, workaholism strikes.  A mixed blessing, but it pays well. CFNAI: That Signpost Up Ahead Chicago Fed National Activity Indicator may be one of … Read More

Ah, the quietude (yes, it’s a word) of a holiday weekend.  American markets are closed. And on the pending/predictive/mythic timeline, no U.S. ship has been blown-up yet, Pandemic 2 is still percolating, and that Baltic region power outage isn’t here yet. It will – in probabilistic terms – be along soon enough, so we enjoy … Read More

You’ve been “blinking” the situation in the Middle East – and like us – I bet you don’t like it one bit either.  We’re going to ramble a bit – think of it like getting out and walking the land for a bit. Because when you walk the land, it’s easier to ground in what … Read More

This weekend’s Peoplenomics dives into a new way of reading the world: not just headlines, but “blinks” — directional changes in markets, geopolitics, AI, and public psychology. George walks readers through how the market quietly shifted back into “risk-on holiday mode,” why AI is mutating from a software story into an infrastructure-and-power story, and how … Read More

To a domain walker the signs are everywhere. Daily “news” flows have expanded far beyond utility and now orbit beyond absurdity. If this is your first visit here, we don’t look at news as the “ongoing breathless dialog of Reality.” No; we handle it like NASA handles deep space pictures.  Watching 1,200 hours of streaming video … Read More

Ah! Here for your “news replacement therapy” are you? For those asleep at the switch, let’s start with why holiday markets matter here in what looks like terminal bubble behavior. Markets have already moved from an aggregate high of 65,718.45 down to a recent low of 64,209.31 — roughly a 1,500-point haircut. That is large … Read More

Today’s Peoplenomics wanders into unusual territory: telepathy, investor intuition, AI-assisted cognition, and why modern media may be drowning humanity in what we’re calling “Pulp Non-fiction” — reality delivered as fragmented emotional stimulation instead of coherent meaning. The central argument is that markets, politics, and even human consciousness may be operating more like coupled systems than … Read More

Does Housing matter? Well, we don’t think so much as it once did.  The reason is with bonds hitting back into the “fives” and Elaine and I being out here at 2X the average homebuyer age, not so much. If it matters to you?  After 8:30 AM Eastern, click on over to New Residential Construction … Read More

The “bottom line” is the “top line” this morning. Markets are full of yuck and suck – with Dow futures down a couple of hundred and other indices down proportionately. +Trump tweets won’t fix the raw economics, this time.  The way we read the tea leaves, people are tired of texts – bias for now … Read More