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

Reader Read-In Note: In all that “spare time I have” I began a website earlier this year based on Hour-A-Day-Gardening.”  That site got a warm reception, but as always, time for that project became limited, though it served a critical purpose in my life.  See, most gardens fail because people don’t begin by making a … Read More

I work. All the damn time.  Even Saturdays.  When I do paper, review flight ops for the week, map ahead, and manage a workflow that would kill people half my age.  It happens smoothly and predictably because?  I use mind amplifiers.  Process, software, workflows, time management and yep, even macros and embedded charts. This Week There was … Read More

Today’s Peoplenomics doesn’t do the usual “headline blender.” Instead, we take the week’s news flows and run them through what amounts to a strategic blink-lab: what news stories physically moved in just 72 hours, and what those movements now force next. Energy psychology shifted. Bond stress tightened. Confidence degraded. And the really important part? The … Read More

Needless to say, we have concerns when the head of the CIA seems to be taking point in the pending fall of Cuba.  As reported in The US and Cuba intensify negotiations as the island’s collapse deepens | International | EL PAÍS English. Which is fine — the whole “One Team, One Fight” thing and … Read More

Let’s begin with the cheap material first (to warm up the audience a bit). From the headline in the WaPo: Warsh confirmed as Fed chair as Trump allies warn on rate cuts, we draw the conclusion that America is now “Warshed up.” America’s Floundering Future But if’n you were to ask reader Ray about it, he … Read More

Today’s Peoplenomics goes way beyond headlines. Instead of doing the usual “news blender” routine, I turned the Home Intelligence System loose on roughly 100 global data streams and asked a different question: “What actually matters right now?” The result is today’s Midweek Intel Stack: The Cost of Friction. Not politics-as-theater. Not cable-news outrage. Not clickbait … Read More

OK, let’s get the elephant in the room off the table.  Consumer Price figures are just out. And despite the White House pressure, we just don’t see a logical reason to lower rates right now. WAIT! Before we do that: Triple A gas price report says year-on-year gas prices were up 28.78 percent.  Want to … Read More

OK – this is where life gets interesting, if you’re data-centric and systems-aligned enough to admit the data sometimes gets weird. I just woke up from a powerful wave of what felt like “the EQ Tireds” passing by. Which is what, exactly? Something – when you live long enough – you sometimes catch in advance … Read More

Oh rats!  It’s Monday. U.S. Hantavirus Cruise Passengers Fly to Quarantine Center After Positive Test – WSJ seems to be on everyone’s mind today.  With passengers about to be quarantined in Nebraska, we have to wonder if the “sage of Omaha” will stick around town? I don’t know about you, but to us there’s a … Read More

There comes a point, after enough years of owning tools, when a man begins to suspect the tools may have been studying him right back. What began as a practical little collection — a drill here, a saw there, a soldering iron because one must have standards — slowly turns into a private economy. Every … Read More