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Happy Holidays 

Historically – “Times person of the year”  suggests substantial change in direction is forthcoming ..  👇

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The World Ahead

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Notes Today: J erome Powell, chairman of the Federal Reserve, said America’s central bank may reduce its monthly asset purchases “a few mont...

  Money has to be / go somewhere..

Asian markets slide on Covid variant jitters The emergence of a heavily mutated new strain of Covid-19 in South Africa, labeled B.1.1.529, h...

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Dow Trend Earnings aka Fed Model According to the model the DJIA should be trading  at $97,000. Btw, current earnings for the DJIA are $160...

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  1 Year relative performance: Oats performing as advertised. So far.

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Notes today:  "some" of the current problems. The S&P 500 fell 2% as fears over a government shutdown grew following the refus...

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  FT: The real risk from Evergrande

The China Real Estate / Evergrande  disaster   has everyone watching Iron Ore

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John Auther's: China’s Evergrande Moment Is Looking More LTCM Than Minsky. The Chinese government's likely response implies a nasty...

Volcano erupts on the Spanish island of La Palma, September 19 Hollywood fantasy? Tidal wave disaster is just waiting to happen

Median US new home price divided by median US houshold income The median price of a new home in the US is now 5.8x higher than the median ho...

  Expensive Food

  Apple and Google cave to Putin. Never thought I’d see the day.

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The cartoon I drew 20 years ago --   Mike Luckovich  No comment

Why nations that fail women fail  And why foreign policy should pay more heed to half of humanity There is growing evidence that Hillary Cli...

U.S. Housing Consumer Price Index YoY change at 10 + year high..

Notes today:   Salesforce offers to relocate thousands employees and their families from Texas if they’re concerned about the ability to s...

Facebook’s New Camera Glasses Are Dangerously Easy to Use FACEBOOK IS NOTORIOUS for borrowing ideas from other tech companies, then taking ...

  Notes today: Among California’s likely voters, 54% of respondents support keeping Newsom and 41 % want to see him replaced, according to ...

Down the Bitcoin Rabbit Hole

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Notes today:   The U.S. Securities and Exchange Commission Chair Gary Gensler put the crypto business on notice of how far he’ll go to b...

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Notes today: U.S. hiring dropped abruptly in August with the smallest jobs gain in seven months, complicating any decision by the Fed to b...

Disaster-proofing the latest growth industry: Sump Pumps, Wet Vacs and Generators are Climate Change Must-Haves . Chart of Generac Holdi...

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Gold / Cripto: Paulson, 65, is increasingly concerned about rising prices , he said in an episode of “ Bloomberg Wealth with David Rubenst...

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Boolmberg: America is again one of the worst hotspots for coronavirus infection on Earth . Covid-19 patients are dying in U.S. hospitals at ...