Rethinking Synthetic Growth (1)

We focus this morning on our methods of thinking about odd topics like synthetic growth of the economy.  This is part one of two; in this we outline the approach to model future investment opportunities.  The, Saturday, we will “populate the model” and use it as a ‘future-scope.’

In this morning’s ChartPack, we will blast away on an old Johnny Cash song )”I walk the line”) as we patiently wait for a decisive break in the market.  Perhaps after today’s Fed announcement?

First, to the headlines and bean…

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Getting Rich School (#1)

We assume our readers have some interest in getting “rich.”  And yes, it is not only possible but actually likely if you understand the financial conveyor belt.

In addition, a number of readers have asked me to explain when is a good time to hold a position (*short or long) over a weekend.

Although I’m not a registered professional, I do have some thoughts on that point as well ast things I do know well:  Long wave economics and making ssense of the news flow.

So that’s the “weekend menu” after we roll through some headlines and the ChartPack.

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A Case for “Tactile Mathematics”

Strangely, the same Western Reductionist mindset that gave birth to computers and so much more, may have missed an interesting area of human behaviors that likely affecst markets. Due in part to how our number system is designed: Linear.

Today, after crumpets and bean, we shall elucidate how a study of pressure calibration reveals one one possible hole (or fallacy( in “scientific thinking.”

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The DMR and Sasquatch

Big – wide-ranging – discussion this morning of the coming Digital Mob Rule that we’re already experiencing the leading Tweets of. But does this really lead to a reconsideration of semi-mythical creatures like Sasquatch?

Indeed, it does.  Though only if we look (as I do in my next book) at the schema of consciousness in Reality and how  unraveling those relationships is a bigger deal than even CERN.  After coffee, headlines, and charts, of course.

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Housing Up? Sure, But….

Sure, the S&P, Case-Shiller, CoreLogic, housing report came out Tuesday.

It was generally acclaimed as indicating more growth.  But, we’re seeing reasons to be cautious about what it foreshadows as we discuss this morning.

After headlines and recovering from that nasty decline in the market Tuesday that left Mr. Bear happy-dancing through cocktail hour…

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The Coming Ressurgence of Rural America

This morning, a look at why there is a case to be made for many companies to “go rural” and get out of Big Cities.

This is not just about socialist-leaning cities like Seattle – where they want to go after Jeff Bezos for slowing down Amazon expansion due to city plans to slap a head tax on businesses.  It’s also about things like quality of life.  Yes, that includes under-funded pension liabilities, as well.

First, though, a few headlines and a look at a market which is heading down again this morning.  In our ChartPack: How far is downGot a seat belt?

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