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

Washington is finally beginning to understand that Artificial Intelligence is not just another app. It is a force multiplier for thought itself.  As I explained in my book Mind Amplifiers and the sequel Co-Telligence.  Now Vice President Vance is reportedly sounding alarms over AI systems capable of autonomous cyber activity — raising a much bigger … Read More

Let’s begin by reading from the book of Job.  No, silly, not the biblical.  The data book on jobs over at the Labor Department server farm.  Because it looks like this: While the press release looks like this. Total nonfarm payroll employment edged up by 115,000 in April, and the unemployment rate was unchanged at 4.3 … Read More

Memo: To All In-Patient’s of the Reality Hospital In your treatment session today, which will feature variable markets, inconsistent leadership, and questionable modes of exchange, we will remind you of the purpose you are here. To behold the Grand Works going on around you.  Specifically the cyclical recurrence of events. Today is approximately July 11, 1929 … Read More

Today’s Peoplenomics ChartPack asks a dangerous question: What if this isn’t prosperity at all? What if markets are simply “Bubble-Up” pricing machines now — floating on excess liquidity, shrinking dividends, weakening purchasing power, and too many dollars chasing too few safe places to hide? This week’s report – the full “Bubble-Up, please!” ChartPack with 40+ … Read More

Let me line out how today will roll around here: Markets are trying to bounce, geopolitics are trying to ignite, and somewhere in between—AI is quietly eating the trade balance. The “good stuff” though is at the margins.  As in marginal source claim and marginal weather. So grab some (it’s Cinco de Mayo) salt and limes … Read More

We are expecting the market to turn down – should be imminent – because the number of people posting comments here has shot skyward. See – it’s an informal way of angling on market direction. But now and then it works.  You will notice as markets were peaking recently?  Fewer people had strong feelings about … Read More