Two Deep Thoughts

Both involve making money.

One has to do with our “heartbeat of the market” that we discovered hidden in the data recently.  Not perfectly regular, but close enough for trading.

So one deep though this morning deals with a new finding in the “heartbeat.”
The second is how we plan to play the Fed announcement today.

A few headlines?  Sure.  But let’s talk money.  Because despite the terrible bashing the anti-doughs make, we find buying groceries is easier than stealing ’em!

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Vacuum Tubes to Ecosystems

In one of our “let the mind wander” deep-thinking pieces, we today look at the history of radio technology as an analog to development of modern digital platforms.

Somehow, from there, we end up considering computational ecosystems and which companies need to buy what in order to “own more future.”

After headlines and charts, we step back in time and into the future…

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Probability Quadrature

Breakthrough time:  One of the most startling things to emerge from our recent explorations to evolve a “mechanical trading system” has been more than just the discovery of a semi-regular heartbeat to the market.

What we’ve stumbled into is something I call “Probability Quadrature.” It has the potential to rewrite our understanding of “event measurement.”  Oh…,and make a butt-load of money – which would be the point.

I’ll school you on it after headlines, tea, and charts…

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Coding “George’s Golem”

A golem is something like an automaton (or more correctly: an animated anthropomorphic being) in old Yiddish literature. Sounds like a spreadsheet to us!

In the modern sense, it may evolve into yet another trading tool designed to provide additional information to the serious (OK, greedy, then…) trader in search of a dollar.

Today – after a few headlines and  the daily charts – we will explore ways to incorporate some logic into a complex spreadsheet with the objective of building us a “mechanical advisor.“

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Heartbeat of the Market

I do not know when I have been more excited about something: In our decade-plus search to find new ways to analyze stock market data we have come up with a regular heartbeat to the market.

In today’s report, we not only tell you how to calculate this heartbeat yourself, with detailed Microsoft Excel instructions, but we also consider whether this “heartbeat” is telling us to expect a major downturn in the market next week.

Toss in the federal government’s potential Cold War-triggering indictment of Russian military officials for allegedly trolling American political contests and the outlook for next week becomes sketchy at best.
First, some headlines and more coffee as our warm-up for the big discovery gets underway…

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World War Web is On

Is World War III underway already except no one knows it because it’s hidden in plain sight?  Are you immune to it yourself because you fail to view your phone or computer as a “battle space viewer?”  Strong case to be made for that… one that who;s we’re locked in an unwitting World War Web.

Today we review some of the US military’s concerns about social media.  Including the shifty nature of ISIS (Daesh) on social.  And yes, the Russians are worried about “color revolutions” on their soil, too. Aided and abetted by the West. Dangerous battle space.  Many escalation paths.

Which is why – unreported in the stupid MSM – troll-farms and NGW/IW is the new locus of Russian and Chinese military doctrine.

It’s a critical time to review the Information Warfare Operating Environment, don’tcha think?  After our morning ChartPack and a few headlines, with more coffee, of course…

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Preparing for Web-Down

Say, here’s an ugly thing to be thinking about – like you need a few more, right?

How will you react and cope if the Web were to go down?

As we know, thanks to social media, we are in  what can only be described as a digital uprising – that which we label The Webolution.

How to cope, plan, and prepare?  After headlines and charts, a detailed discussion is served…

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The Webolution Marches On!

Subscribers please note, I am posting the graphic above that we discussed last week so people who don’t understand the news can play the “home version” of American Webolution.

In simplest terms, America is in the middle of an Electronic Uprising – and the battle space is shown in this chart.  This about guarantees that we will see Draconian restrictions on the web as the Constitutional Government will – at some point – have to shut down Social Media in order to defuse their Webolution.  Next week on Peoplenomics, we’ll work on how to prepare for that.

This morning, just the charts, posted a bit late so I could follow the trading in Europe for a while today.

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The Webolutionary War

Don’t worry if the news in recent years has made less and less sense. There’s a simple reason for it that no one dares speak about openly.  However, since the Fourth of July is upon us, it’s past time to get real with ourselves and admit that America now has two governments.

Which means, that we are in the Webolutionary War.

There are aspects of intergenerational, plus plenty of left-wing, socialist/communist influences, sure-sure, all that.  But, it’s also a war involving money – one of the root causes of all wars.
Oh, yeah, and one possible outcome is  (as I’ve written since 2012) the Licensing of the Internet.  Maybe a shutdown, too – to save the incumbent government.

So bean up – a few headlines, the charts, and so forth – but then into the foxholes as Coimandante Ure’s non-partisans survey the battlefield and make sense of both side’s fortifications.  A report that will leave you charged up, if not shell-shocked…

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Reassessing the K-Wave

The topic du jour is a rethinking of what drives the economic Long Wave.  First identified by Nikolas Kondratieff (Kondratiev to revisionists) in 1926, the notion of a 48-64 year economic cycle as a driver of future events is with us even now.

Still, there are many questions about “the wave” and how it is seen.  So today a renewed conversation with an amazingly smart colleague who I worked with in 2001 when we advanced the notion of a currency debasement (displacing value with debt behind a currency).

After some coffee, headlines, and the charts, some really useful thinking about the times directly ahead.  I nice break from the news flow that; constitutes the National Distraction and the coming of Digital Mob Rule.

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Forget Retirement – Try “Downscaling”

With so many people asking “Gee, what should we do to really retire?” I thought it would be worthwhile to explore a whole different concept.

I call it “downscaling.”

After we get through the charts and such, we will dig in to the Golden Years and see whazzup…

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Solving the Early 401(k) Problem

Several readers and two of our children are asking the same question at about the same time:

“If I take an early 401(k) distribution because of a change in where I work and pay taxes on the money, how’s the best way to spend or invest it?“

Today, we play out a few scenarios – and  see which ones make the most sense.
After we consider the Tuesday market action, see where the charts have us going, and mull the future of life once upon a time…

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Rethinking Synthetic Growth (2)

Picking up from Wednesday’s report, we give some clear examples of where synthetic growth may come from…

A kind of how-to for policymakers.

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