Headlines Catching Up

Remember the Talking Heads song “Lifetime Piling Up“?  Well, what’s going on now is a kind of rhyming riff off that. When long-denied social media fairytales turn out to be true.

We expect a growing sense of confusion and uncertainty into year-end.  Because stock prices no longer relate to growth, crypto gambles are turning into a bad “Survivor” episode.  And stupid Europe is trying to price-limit Russian oil prices at almost $20 a barrel less than Friday’s Western trading.

Are they kidding?

We will zoom in on what MAY be next in our ChartPack section, but this morning, simply arranging the major news headlines of the day reads almost like a, well, Peoplenomics report!

Shall we?

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Slicing and Dicing 2023

Every year, we take a fearless poke at the future and explain our basis for ‘Life Planning’ for the coming year.  The process is never simple, though.  Something as complicated as one’s Life and as intricate as a global economy is more than a 5-minute essay!

Today, we kick around some of the data sourcing ideas and suggest an “indexing” method, which echoes of our Aggregate Index approach to things.

After a few headlines and the ADP numbers just rolling to be followed by our ChartPack.

Spoiler alert:  We think a huge entity to track in 2023 will be AmeriCorps.gov which is all laid out to reprise the role of the Civilian Conservation Corps in the depths of the previous Depression.

And we’ll explain where we think the Fed went wrong on its mechanistic handling of inflation.

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Trend Domains

We’re almost to our Annual Outlook report.  As part of the process we employ a number of “thinking tools” and ways of looking into the future that anyone can use.

The future, understand, is all about perceptual domains.  Not everyday stuff, certainly, but with the pressure off for another couple of days, it’s always good to kick back, try on some new mental finery and be better equipped for whatever comes next.

The further reason to do this becomes evident after a few headlines and the morning’s ChartPack.

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Durables, UI Filings, Charts

This being a semi-vacation week, we’re keeping on point with breaking economic news.  Since people are moving around the country in huge numbers (55+ million) for Thanksgiving tomorrow.

Our consigliere had an earlier-than-expected arrival due to “dueling Garmin’s.”  Yep – sitting in the driveway here, one routes his return via Athens, Texas while the other one heads through Frankston and via Tyler, Texas.

One of the many problems of software are instances like this of “digital inconsistencies.

 Which doesn’t matter much at one level (both units would have gotten him here – or home for that matter).

But, as extensible thinking intrudes, we wonder what the implications are for A.I. down the road?  Schizoputera? Dueling AA.I.’s with humans in the squeeze?

We kick off with a couple of news releases just out and then review the ChartPack which is pretty darned interesting.

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Collapse Check Due

Disaster at the docks is our urgent concern because “me-too financial media” doesn’t have Clue #1 about economics. While the government offers lots of “Offishul figgers” we like to run parallel private indicators.  So this morning, a quick glance over in that direction as we spool up toward holiday madness.

With less than a week to the “real” Black Friday, a look at retailing and some thoughts on how to sensibly spend are in order, too.

But not before a few headlines and our ChartPack…

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PLE – Personal Life Extension

Since both of our reports next week will deal with charts only (holiday), I wanted to share some research that you’ll find very interesting. 

It’s all arisen out of my latest novel (about 50-pages into the writing part – but life intrudes – often!) “Ancient Children” is its title.

The plot involves an exceptional aging couple who – for reasons that vex a Social Security fraud investigator.  Because the hero and heroine in the book look upwards of 50-years younger than they should look by modern standards.

While working out the plot line, it struck me that I’d never seen a really good list of all the ways people can (but only if it’s turned into a personal discipline with a series of habits) turn extreme anti-aging into a reality.

As a result, since many people find themselves with a little “extra time on their hands” around the holidays, there’s enough concept and application detail in this morning’s report to comprise a very useful “getting started” approach to PLE – Personal Life Extension –  research..

Yes.  If you hadn’t figured it, Elaine and I are already well past the “fixing to get ready” part of this.  Our daily routines are loosely based on following the concepts we’ll outline today.

Along with the headlines and ChartPack, of course!

Spoiler Alert: We review more than 30 techniques and ideas!  This is a two-cupper…

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Do Charts Predict Future?

Can charts tell us what to expect this coming week? In several areas – cryptos, bonds, inflation, and war – we have concerns about what charts are telling us about the future.

An odd mix of regression channels, understanding how to apply the logistic function and implications of Elliott wave developments matter now.

This morning, after minimal headlines, we consider the integrated techniques of charting as we attempt to nail down the next major downside break in markets.

While the charts are instructive, events are running hard as fast on several fronts and major change for life on Earth doesn’t seem far away…

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American Deadwood

Election Day-After Limbo is a dandy time for this topic; voters have spoken and will change follow?  (No) The general topic around here this week has been “How many people” are really needed in a company?

There are several ways to approach the problem:  Big picture, sampling of various companies by sector, and even building up a business model for a “perfect business.”

Which, we grudgingly note, some of the “social media companies” had the potential to become.

Except, they too have hit the skids getting top heavy with deadwood.  All with the blessings of the “empire builders” in Human Resources departments.

Yes, how American business injures itself – sometimes fatally – isn’t hard to see.  As we will demonstrate after the election clean-up report and the ChartPack.

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“Crashlection” Week Outlook

When there is a “known” event of major magnitude on the way, markets often hint in advance what to expect.  This is most often done with price changes.  Markets running up ahead of an event are called “Buy the rumor” and the decline following is often labeled the “Sell the news” aspect.

With (at best) incompetents in both political camps, we would not be surprised to see one of the largest stock market moves ever, when the vote counting – and the demonstrations fire up – along about Wednesday this week.

In the meanwhile, Biden’s War in Ukraine has not been an issue as the democrat party runs on issues – like Trump and abortion – that aren’t on the ballot.

Notwithstanding, if you’re really delusional, the week ahead promises to be a real peach.

In the meantime, let me fill you in on how a major “come to Jesus moment” is arriving for the stock market as Gold has started a possible take-off run that could see its prices triple to quadruple from recent levels.

As we explain an underlying relationship few bother to think about.

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Industrial Rev #3

If the first Industrial Revolution was water and steam power, while the second has been electricity and network-pushed, what will NEXT look like?  It’s not a silly question, at all.  And since the World may fall apart based on global economic consequences of War, Sanctions, Asset-Stripped Money, and  little side issues like a die-off and radiation, the problem seems pretty real.

Before we get into the details (and this could become another chapter of my book The 100-Year Toaster as a final, final, I promise FINAL chapter) there’s a new way of “future modeling” I’ve come to which I think you’ll find a useful thinking tool, as well.

First, a few headlines about the nutty market which is trying to figure out which way the Federal Reserve will call future interest rates this afternoon.  We think higher.

But after the ChartPack and some headlines, a “blocking and tackling” exercise in what the “world after all this shit” looks like.

Inspired and with a hat tip reader/subscribers LOOB and BIC who are tasked with answering to grandchildren those fuzzy and imprecise questions.

Like “What should I be when I grow up, grandpa?”

Spoiler alert: First, you need a World…

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The Electric Future Quandary

Just 10-days to Elections and 26-days until the other turkeys show up.  And while we enter the solar shortage period of winter in the northern hemisphere, it’s a dandy time to look at energy prospects.

You see, a reader did some quickie calculations – that I haven’t been able to fault – which looks at highly-touted electric vehicles as THE answer to everyone’s climate worries.  And if you hug trees, ya’ll won’t like the data-based conclusions that come out of a hard look.

Throw in the latest chapters in the Adventures of Elon and the ChartPack view from Friday with new forward projections and a good time will be had by all.

Or not.

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Electrical Readiness

When there is talk of nukes flashing off, the one critical vulnerability you will already need to have hedged is electricity.  People don’t generally consider how utterly reliant the world is on electricity.

Even more so in the past five-years, or so, as the iniquitous “wall warts” have become the USB charging ports on damn near everything that plugs into AC power, seems like.

This morning, a short discussions on the why and a checklist of things to keep at a constant state of readiness.  At least until the warring and confrontational mindset that has encircled the globe lists and calmer spirits prevail.

Judging by war talk and markets, might not be any time soon, though.

In response, we go through the personal EMP readiness checks today…what will you need?

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The Money Comes from Someplace

Wherein we look at a nearly 800-point increase in the Dow and wonder “WTF?”  There was no driving news, the Fed will still meet and raise rates. The Davos crowd is still pressing for its Global Reset to scam World Government into being.  AND we still see gasoline prices rising this week.

While “down here on the farm” off-road diesel was $4.57 a gallon.  And we can walk to the oil pumps in the 600-acre reserve just across the street.

Of course, we knew something would soon “be up with energy” 9-months ago.  Because that’s when we started receiving unsolicited offers to buy a 15 acre parcel which is likely drillable.  We know from years past work that we have gas around 7,000 to 8,000 feet down and oil below that.

[We won’t go Beverly Hillbilly’s on you – we own surface rights only.  In Texas there’s a huge business in subsurface rights.]

But look, gas prices going UP should not drag the stock market up – at least on any rational planet.

So, after a few headlines, our ChartPack will ponder-as-we-go “Where’s the money coming from?”

Deerstalker hat and some Jamaican Blue at the ready?

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