Only this is a “calculus of near future.” not that miserable simultaneous equations crap.  Besides, if you follow our work, there’s a chance that consciousness has other ways than numbers to “understand Big Picture” stuff.  We’ll save that for a different day.

Today’s calculus problem is simple – no numbers needed – just a good gut and a bottle of Maalox, maybe.

“Do you invest in War or Peace?” As we review in the ChartPack today, the odds are pretty well balanced.  Case for new all-time highs and a MAGA triumph is there. But so is the Israel nukes Iran to finish the job (and the country).  We figure tonight or tomorrow night may bring indicators on the live news streamers.

There’s also the little matter of where to from here?  See, in long wave economics, the history books suggest we get a Depression then a War.  But, we tackle that because as my consigliere appropriately worries, maybe there’s a “dark planet” or some celestial object which drives human behaviors and we just don’t get it, yet.

Pour a big cup today, my fellow lemmings.  We’re almost to the edge now…

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Happy first day of Summer?  The world is holding its breath this weekend as events in Iran could take a turn either way.  Plus, more personnel discussions from the Decider in Chief.

In our ChartPack today, the mystery of the narrowed Bullish spread deepens.  And in one of our thinking pieces, we explore “The Reality Lock: Mechanisms of Transition from Dream to Waking Consciousness.”

Lots to think about while we wait to find out if the world is crazy enough to blow itself up!

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A slider of economic data to begin, update on the wars, but then into Inflation to Come.  Which, we think will be a big problem by the end of the year.  Because war’s aren’t cheap.

Toss in nearly two dozen views in our ChartPack and it’s a good time to be planning for “whatever follows.”

But the most important part of today’s report is the “Reader Advisory” – which will make sense when you read it.

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Two topics for the weekend: As we prepped for in detail in our last report, Israel attacked Iran this week.  But how fast this evolves (to resolution) or goes intercontinental is one area of focus this morning.

The other – as promised – is the PDF for subscribers of my latest novel (“The Eisenhower Memo“) and I’ll dish out some of the economics behind that, as we go along.

Plus there’s the ChartPack. Where, although we can’t suggest with any certainty that a “Wave 2 top is in,” current developments in the “sand box” are kinda/sorta pointing off that-a-way…

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An ounce of Prevention column today ahead of the weekend. Which is when colliding ideologues could really light up headlines, social media, and light off a huge market decline if trigger-point events occur.

Before we get to that, however, there is the CPI figures just out.  And anyone besides us curious about the perp count from last night?

OK, we’ll find something on that but we have 24 charts to meander through, as well.

Tranquilizers and coffee – it’s the American way!

Which will make sense after you read our full strategic briefing for this morning.

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No, Peoplenomics is not going yellow journo on you. But every once in a while a crime comes along that catches Ure’s eye; there’s a systemic angle to it.

So we begin there today. Then back onto our regular path – Friday’s Consumer Debt report and the Jobs picture and CPI ahead.

Please more than a dozen charts on markets.  Only a single cup’s worth, it being the weekend and all.  Still, a gritty report and a worried glance forward.

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Brace for 2026: a world where money’s just paper, and survival hinges on food, water, and grit.  Oh, sure, the prelims are already underway,  But remember this is all foretalk before foreshock.

Later, as Iran-Israel clashes, Putin’s rage, and Ukraine’s nuclear risks collide with solar flares and fentanyl-laced groceries, global harvests could plummet 30%, starving millions. Drive you to drink? A century of neglected infrastructure will be cause for pause.  Even Elon Musk seems to have grown stones in the Halls of Power recently.

Here in East Texas, where hurricanes already test resilience, now and then, this article unveils our raw, no-BS playbook—think hydroponics, barter co-ops, and heirloom seeds—to outlast the chaos. Forget crypto or Wall Street; your pantry and skills are the real currency when the world goes hungry.

Dive in to learn how to hedge famine and thrive in a collapsing system. Which, we think, will come surprisingly fast. As it did during England’s Great Famine, for example…forget the 1300’s did we?

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Usually, when markets get into a fugue they really pop once the logjam breaks.  We get the feeling, looking at calendars and news flows, like “June could be a biggie.”

So we’ll just put on the Carnac the Magnificent headgear and size up next week for you…

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There is nothing like seeing home insurance premiums go up 30 percent while coverage’s are cut, to get us thinking about the whole “risk industry.”  With me grabbing for the green eyeshades and trying to find Diogenes in this industry (without much luck) what better time (one month from premium due date) than to see how the insurance industry has been changing. Not frot he better.

Why, I’m so old I remember when red-lining had somthing to do with race and real estate sales – and now it’s all about fire loss potential and real estate…

From there we move into looking at other risks, like “spontaneously combusting nuclear events…:” which, wouldn’t you know, is right around the fringes of what comes next.

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Nothing like woo-woo research to sharpen the mind on a long holiday weekend.  So this morning, thanks to a major contribution from my consigliere and one of my odd “woo-woo” dreams, we will kick over a few rocks in psychic realms.

Of course no morning is complete without a pass through headlines.  And in today’s ChartPack we will explore how long the Friday bounce off the 200-Day Moving averages could last once we get back to work

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If we want something to “Memorialize” this coming weekend, buddy do we have the shiznit for ya’ll.  America hasn’t just lost it to China in major industrial categories (shipbuilding comes to mind) but the “rest of world” is kicking our “short of vacation” butts.

U.S. Baseline: The U.S. has no federal mandate for paid vacation or public holidays. The average PTO (personal time off) is estimated at 10–15 days (10 vacation days after 1 year, increasing with tenure, plus some employer-provided holidays).

No, friend, the place you want to work is either Kuwait (43 paid days off per year) or (OMG) Russia!!!  Why those rotten-bad-nasty commies are getting a national minimum of 24 vacation days plus 8 federal holidays. None of which counts weekends!  And we’re demonizing them?

And why have US workers “busted-hump” to fund NATO?  When All EU member states mandate at least 20 paid vacation days, often supplemented by public holidays, making most European countries rank above the U.S…

Back on script:  Today we explore the earlier times in ‘Merica – back in the Land of the Free days – when we invented the Autocamping category in the 1920s..

But first, is Inflation going to Save us?

And saving the worst for last?  Our ChartPack this morning is the most dire I have written in more than 20-years.

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This is where we look ahead and size up what we can about next week.  Because while the past is full of interesting ideas, those have already “locked” into history.  What seems like it would be more useful would be an in-depth summary of things that will likely impact us (large and small) before they get here.  Thus, giving us a chance to plan around them while there’s time…

First, though, a crater impact survey as the US Dollar is about to get the “Moody’s blues…”

Of course, the usual Saturday fare is served as well: A few “locked” headlines and the ChartPack which reveals how this pig of a market is doing almost unspeakable things.  At least, things not normally observed in the modern times.

For us, this is a nearly ideal weekend to work on a broader topic; PLM or Personal Life Management.  It will be a kind of mini-focus for the weekend.

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World has to run a “gauntlet” between now and 2050 as we explained last week.  Now, we need to inspect how that choice is laying out in more detail.  With the hope that by doing so, we will see where the “muddle-through” might be found.  Turns out the pivot-point may be the shelf life and skills required from humans. Dopamine-driven dopes.

We focus, therefore on the declines of pleasure and purpose then explore how that, too, blows up sooner than not if we don’t do something about it.

And it’s here the “threading needle of figure problem” comes into view.

A few headlines to warm the neurons and then the ChartPack for the visual cortex.  But then we’re into “the heart stuff” where the purpose of humans in a machine-dominated world begins to glaze over…

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