Monday July 20,  2015 HAL earned six cents in the most recent quarter.  This comes on the heels of HAL constructing its third largest facility in the world just south of the Brooks City Base Campus.  At an FEI meeting a couple of years back, the HAL CFO bragged about the size of the facility. …

Weekend July 19,  2015 How Market Tops and Bottoms are Formed Market tops take a long time to form and then fall. Why?  Market tops happen among positive social mood. Eventually the number of stocks still participating in the up move dwindle. This is failed leadership and evidence of a  divergence. What then happens is…

Friday July 17, 2015 A survey of some 29 franchise owners covering over 200 outlets reveals expectations at all time lows.  While the increase in minimum wage is cited in the article as a problem apparently that is not a problem for the competitors like Shake Shak and Whataburger. As noted int the article, larger size generates…

Weekend July 4, 2015 Here is Part II of my interview with Robert Folsom at the Socionomics Institute.

Monday June 8 2015 A few months back I suggested the Corinthian 100 Protest would take the student debt crisis to a new level.  Well sure enough, the govt is planning to forgive a lot of the recent Corinthian debt.   Now that the gate is down, how many more students will rationalize why their debt…

Monday May 18 2015 Here is an example of the practical application of socionomics.  Polling indicated the British election would be close, it was not. Here is why.  Social mood determines what happens. This is more and more evident as our friends at the Socionomic Institute continue their investigations. 

Thursday April 30 2015 Here is a summary of a theme of my investment blog.  We experience alternating cycles of bull markets and then economic stagnation.  1948-1966 bull Market 1982-2000 bull Market 1966-1982 – Economic Stagnation 2000-2018, likely Economic Stagnation.    And so the same mood dominates each cycle, repeating itself. Nothing demonstrates this quite…

Wed April 28, 2015 Market tops are often accompanied by natural disasters. The top in the Japanese market in  1989 was accompanied by an earthquake.  Now we have an earth quake in Nepal. Riots in Baltimore threaten the city's tourism and convention industry. The DOE has collapsed Corinthian College putting thousands of students in limbo. …

Weekend April 19, 2015   Tom McClellan points out 18% tax rates are the harbinger of recession, always.  This is excellent be sure to read.  Weekend Headlines WSJ Markets Lost Their Footing Across Globe Officials Warn Greece Time is Tight Bloomberg Terminal Outage Roils Trading Oil Wanes on Doubts Production is Leveling-the rally cameo a…