In Plain Sight

A change of pace today as we look at a couple of historical oddities. Feels like a fine time to “get unstuck” from the pre-election frenzy.  Because if you’re like us, this has become pretty sickening.

Still, we stick to our long-term roots in cyclical economics as the ChartPack reveals some interesting information about what may be ahead going into Friday options expiration.

And of course, a few breaking economic stories including the just released…

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“Can I Beat Algo’s?”

Can we simple humans out trade the machines (made in our own image), anymore?  It’s far from a theoretical question in markets like these.

By many measures (rational ones, like price to book and prices to dividends) markets are at “lifetime extremes.”  But, you wouldn’t know it.  Sadly, as we’ll see in charts this morning, no sign of the fever breaking.

Even in such outcomes, however, we are able to discern “usable information.”

But, before we get to those two hot topics, we’re going to “break the mold a bit” from our usual structure.

You see,  Woo-Woo is back.

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Domain Warfare

We look ahead at what could be in store for America into 2021. We obviously have a classic loss of government control over social behavior.  And maybe that’s one reason why wars are so popular over history.  Nothing like a “war to keep the peeps in line, eh?”

Moreover, with a hotly contested election coming, and mail-in voting fears, the times ahead promise more than a full measure of fear-mongering.

No worries there:  We have our on fears – but these run more to financial than social.  If you have enough money for a few supplies and can hide out from people (who are increasing crazy!) other than cleaning your AK…I mean what?

ChartPack is especially interesting this morning, too, as is the discussion of spreadsheet modeling the future.

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