We need to begin with the zoom-in today. Because the rest of the week is likely to blur. That’s because tomorrow is the Case-Shiller housing report. Then, an hour later, Labor’s JOLTS report will pop – and that launches up into the Employment package into Friday. ADP, Challenger Cuts, and federal numbers. Unfortunately, markets are … Read More
News Compressor: ON Our OTH lookahead software points to “clustering” as the major risk for fall and into winter. Usually, you will have a “named risk” (like the Radio Trust blowing up) when there’s a possible Depression brewing up. On closer inspection, though, it’s always a multivariate mess. You have your runaway consumer spending (“buy … Read More
Markets have reached one of those wonderfully uncomfortable places where the bullish and bearish cases can both be right — just on different clocks. Our State-Variance work says there is still room overhead, Tech has climbed safely back above its 85-day moving average, and the Ebbinghaus-Ure work suggests the market may have finished its latest … Read More
Today’s column may sound a bit direct and maybe even harsh. But the weather has finally broken out of the heat wave, so I can get my “game back on.” Digital Data Roundup Here’s what the taskers are reporting in – and this should explain the “yammer” caption. Source-Access Audit 63 unique deduplicated story clusters … Read More
NON-SUBNSCRIBER NOTE: My latest book “Test-Fiutting Apes: How economics goes bananas” is now available on Kindle. In the Peoplenomics report yesterday, I was anticipating that we would have one more up next week, before the gates of hell open and we descend into the depths of Depression. You may find this difficult to believe but Ure … Read More
Over on Peoplenomics this morning, we’re earning the subscription fee the hard way. We start with the News Compressor and four things that actually matter: Gulf energy flows, Trump-Xi and Taiwan, the newest Russia/Ukraine wrinkle, and the accelerating AI/compute race. Then there’s today’s ChartPack, because markets don’t particularly care about anybody’s political opinions when it’s … Read More
Watch the Calendar and the Blow Off? Weather, calendars, and who is craziest are keeping what little attention they deserve for the rest of the week. Peoplenomics is where we’ll look at what could happen “with the music stops” but the market was up over 400 points Monday so it’s an article of faith that … Read More
Happy? That’s what you have to bring to the party. Higher? That’s what we laid out in the Peoplenomics ChartPack Saturday: First is the Moving Average Oscillator – It’s low in range and cleared for higher. And the other hint? Look at the Bull Golem chart. Slow bulls are where the useful arrow is – but … Read More
First, the BlinkLab run—because I need coffee before digging any deeper: News Compressor: Dawn The weekend’s biggest change is that several pressure points we were already watching have moved from threat toward action. Middle East: Saudi Arabia says it intercepted a Houthi ballistic missile aimed at Riyadh, with attempted strikes also reported elsewhere in the … Read More
Today’s Saturday report runs about one-tenth the length of a typical novel — and that’s before you count the 37-page ChartPack and the separate Over-the-Horizon report. Seriously. A lot of UrbanSurvival readers have never taken a Peoplenomics subscription. Fair enough. But what you’re missing isn’t simply “more George.” It’s where we have room to follow … Read More
Software Hell Again — Thanks, Microsoft (NOT!!!) There was an overnight update to MS Edge which managed to roach half the useful stuff on my computer — hid links, moved tools around, and somehow scrambled display settings that had been working perfectly well yesterday. Like we don’t have real stuff to do? When will software … Read More
Welcome to the post-Fed world. Oddly, tax rates haven’t changed yet, the air breathes about the same, and the usual aches and pains of aging still chased me out of bed. And as if life isn’t gamble enough on its face, how about this? Bet on the 85 DMA? First look at early futures, after … Read More
Energy prices. Thease are the most likely outcomes – a year-end run and new highs in 2027 OR the grim case. As should be clear: Extension of the lower red (rising) trend line is an obvious potential bounce point. OR as early as tomorrow depending on how the rest of global banking falls in. Either … Read More