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After a look at the breaking ADP job report... and sizing up the  McAwful night for dems in Virginia…we propose that a drone is not a bad prepping tool to have on hand.

After getting my remote pilot license, we started kicking-around what possible benefit it could be for us.  Amazingly – a lot!

All this after headlines and the charts.  Which are awaiting this afternoons tap-dancing by the Fed Boss to see how they can taper and still puff on the bubble  a little more.  Should be fun!

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Although there’s a chance of collapse in coming weeks, the powering ahead to new all-time-highs has interesting implications. Some of which may turn into good, old-fashioned, money-making propositions.

This morning, not only will we consider the nature of “fifth waves” but we’ll do some research training along the way.

Right after a few headlines and a look-ahead at the coming week.

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OK, let’s say – just for the halibut – that we wake up some morning like tomorrow – and our worst fears all show up.  What is our immediate reaction?  Got “salvation” preset to roll in one click?

Years ago, we talked about how fire departments operated in the “old days.”  This was before databases – and even VLSI’s come to think of it…  For every call that came in, there was a “running card.”

Every home, building, office –  you name it – in the city had a running card.  Building inspections and assessments of fire risks were all pre-annotated.  If there’s smoke, send a first response of units X, Y, and Z.  If flames were visible, send in a chief, two more engine companies, and a ladder truck.  First alarm right up through a 3-11 (3rd alarm).

Saved tons of time, prevented errors and indecisions.  Yet, in an even more complex “battlefield of corporate earth” does anyone really have this kind of programmatic response pre-tailored and ready to rock and roll?

In how many clicks?

Our topic this morning after a few headlines and the soaring charts…

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Instead of a “focus report” this morning, we focus on charts. Because the market is – in our view – at a critical inflection point this weekend that may color America’s future for years to come.

Depending, of course, on which way things fall next week in markets. So without further ado…

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That’s a “Science-Based Religion” plugin?  An add-on for religions (and political parties).  Which only sounds crazy until you consider the increasing levels of interpersonal warfare underway in digital realms.

Humans are – to a large degree – stimulus mirrors. If you have institutions that hate and people swim in that polluted space all day, of course their behavior will mirror to cope in that environment. If religions – along with education, media, and politics – pass messages of hate around (damned if you don’t comply in this or that) a sub-optimal human is the only outcome likely. We need to get hold of our input controls.

Naturally, a workable SBR would need to be non-denominational. It would need to be adaptive as well.

Importantly, though, many of the traditional roles of religion are being filled in today’s world with excess partisanship, monetization of differences between humans, and an over-sized political dimension that’s both wasteful and inefficient.

We need a migration path to universal and inclusive. Like climate change promoters have worked their non-denominational “science” but with interdisciplinary shoulders such as income, food production, and economic balance.

If humankind is to survive, we reckon, more brainpower applied to the reduction of conflict-supporting variability of violence supporting “gulf-building” likely offers a way forward without fallout, meltdowns, or additional bioweapon use.

Which we will get to right after a few transitory headlines and our ChartPack….

In the meantime, even if you’re not a subscriber, ask yourself “What would a universal (science-based) belief plug-in…for the soul.. look like?”

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Wherein we look at Future’s “deal” over the next couple of years. Expanding with personal responses that follow the Friday UrbanSurvival column outline.

While we await the next “turns of the screws” – indicated by the market opening bell Monday. Our eyes will be scanning the western horizon for hints about how Taiwan will play out.

At the same time, however, a nervous glance over the shoulder at the middle east will be noticed as Iran still have it out for Israel and visa versa.

Before digging deeply, however, a churn through some Saturday headlines and this week’s leftovers to clean out the mind while the coffee kicks-in.

Then into our ChartPack and some wild-eye speculation on how the future may yet unfold.

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A series of thought-experiments to ponder.  Which may be useful, given this morning’s release of CPI data which we will get to right away.

We’re actually in a Depression right now.  But it’s being effectively papered-over.  We see through the fog of collapse by looking at some units sold figures.

Also today:  Ways to extend failing eyesight due to aging.

Thing is, money supplies are a lot more complex than most people realize.  For one, it’s always relative to the amount of goods available.  Price-demand curves and such.

For another…oh-oh – there we go with letting the cat out.  Let’s do some headlines, look at the CPI and how our ChartPack is guiding us and then think deeply on inflation, shall we?

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A number of people have asked me to lay out this “Lunch Money Trading System” I keep talking about. So in answer, here’s the whole thing.

Of course we disavow any use you might make of this. And, please don’t ask one of our subscribers how it works. The more people that use a trading system, the less it works.

Thing is it’s also an agnostic system. Don’t matter a whit whether you are a Bull at heart or a Bear. Just got to like the color green.

Before class, though, we get into a few headlines and a look ahead to next week.

So bean up and let’s roll. First column on my new computer!

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Wherein we look at “marginal rates of return on additional effort.”  Which, with containerships backing up off of Los Angeles is a rather vexing problem for industry.

You see, there’s an assumption in marketing that….wait!

We need to roll a few headlines and do the ChartPack.  Then I can huff-up on the white-board marker and get into the frightening discussion of declining marginal rates of return spawning the disappearance of demand…

Which – if you hadn’t guessed it – is what causes Depressions but (take solace if you’re woke) it will solve global warming for a while..

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Sure, some social harmonies.  But show us the Money!  Which is what we will be focusing on today because when the market opens Monday, it will mark a possible turning point week for stocks – again.

Just a few headlines today.  Because someone you know has been spending too much screen time making his lunch money!

A break for headlines and then we’re into it.

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Yes.  A Simple Way to get a better bead on the future.  In some ways, it’s similar to the Delphi technique.  Which is typically used to address singular questions.

In the case of temporal nomography, the objective is much wider.  Like getting a “sense of where America is” in a broad sense in order to better-anticipate market moves.

Which we will sketch out after a few headlines and the day’s ChartPack.  (If you can forgive all my bowing for betting this move dead-to-nuts on…We really don’t do short-term tactical trading most of the time.

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Some hardcore economic reality leaked this week from one of the regional Fed chiefs.  But it’s not making headlines.  Maybe because it’s not a furtherance of monetizing Americans.  A refreshingly candid view of things ahead.

Moral hazard abounds in America these days.  Particularly in economics.

Would you walk into a crooked Casino if they had a sign outside that said: “We cheat so You can win!“?  That’s the position investors are increasingly finding themselves in.

And the decision-making comes down to runaway nonlinear situations in healthcare, finance, pensions, monetary systems, and spills out onto the streets as the “shamed and blame” of Cancel Culture and other such pap.

What’s an investor to do?

Some thoughts on this after a few headlines in our ChartPack.

Do market cycles foretell events to come next week, or is the market merely reactive.  Causative?  Not?

My head hurts already…

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Yes, the anti-fragile crowd could be wrong. Complexity might actually speed up – not retard – financial collapse.

 It is entirely possible that while Nasim Taleb followers have been spouting off about how complexity will “save us” the exact opposite is likely true for reasons we will explore today.

This is not to diss Taleb’s book on fragility (Antifragile: Things That Gain from Disorder (Incerto Book 3)  because it makes some interesting points.

Our counter to them is even more interesting because rather than approach from the blinders worn by mathematicians in general and risk managers in particular.  Left field events consume us as we adhere to a more generalist philosophy which doesn’t reduce to simply numerical estimation.

Humans in the loop matter greatly.  So does the gut.

Numbers like those potentially arising from an MCHVE – a massively correlated hyper-volatility event.  Like the one possibly just ahead.  That markets are already dancing around.

More on this after a few headlines and the (Scary!) ChartPack which will lead into this afternoon’s Fed rate decision and soft-shoe routine.

The world is in high-level musical chairs.  And the music is skipping beats – like it did Monday.  For today?  And early denial rally!

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