Sunday, February 8, 2026

Is 4% the “Magic Number” for Mortgage Rates to Prick the Housing Market (and Stocks)?

Is the housing market about to hit a tipping point?

Links 2/24/2022

Russia Moves Troops into Donbass [Updated]

Even though it was clear that Russia would stage a military operation in Donbass, the speed of its action still caught many by surprise.

What the Latest Science Says About Antarctica and Sea-Level Rise

Why Antarctica is a huge wild card in the progress of sea level rises.

2:00PM Water Cooler 2/23/2022

~ Today’s Water Cooler ~

Financialization at Heart of Economic Malaise

Sadly, finacialization is still very much with us, even though policy-makers know better by now.

Links 2/23/2022

Some Additional Comments on Russia’s Ukraine Surprise

Attempting to clear up some fuzzy press reporting on the overly dynamic Russia/Urkaine situation.

Wall Street Journal Mystified By Public’s Sour Mood Despite “Booming” Economy

Americans are not happy despite a not at all bad economy leaving most with higher savings and pay than pre-Covid.

5 Commodities That Could Explode As The Ukraine Crisis Escalates

A look at the commodities that are most vulnerable to reduced supply from Russia.

2:00PM Water Cooler 2/22/2022

~ Today’s Water Cooler ~

Does Limited US Shale Spending Guarantee Higher Energy Prices?

Reduced shale investment is set to lead to sustained higher prices. That’s good for the planet but hard on budgets.

Will Fresh US-EU Sanctions Hurt the EU More Than Russia?

The sanctions could end up causing more pain to U.S. allies in Europe than Russia itself, which will probably use this opportunity to take another step closer to autarky. 

Links 2/22/2022

“What Would Russian Recognition of Separatist Territories in Ukraine Mean?”

Interestingly, a writer at openDemocracy noticed that last week, the Russian parliament gave Putin the green light to recognize Ukraine’s breakaway areas of Donbass and Luhansk. Despite that development, and the West supposedly having clever Russia experts, I don’t see any evidence that our military-intel apparatus or our Russia watchers gamed out this possibility. Mark […]