The go-to move by sophists like Vox and Trump is to claim that "many people" are asserting their made-up premise that justifies an otherwise ludicrous…
Massive real-world household formation growth + positively correlated stock and bond prices + ZIRP forever and ever amen = an inflationary shock to yo…
We think we can identify the periods where market participants are primarily focused on either multiples, fundamentals, or technicals in the way they …
Doug Parker, American Airlines CEO and Chairman of the Board, wrote a letter to his employees today that pretty much defines high-functioning sociopat…
In the age of capital markets as carny show, we are told by barkers like Cramer that this is what a smart investor or management team does ... they sh…
I don't think I have the words to communicate just how screwed up our PPE distribution system is in this country, or what a profound betrayal it is fo…
Is murder bad? Hmm, I dunno. What are the chances I will be caught and what price will I pay if that happens? If the odds are high enough and the pric…
We've been assaulted by three brutal grifts in just the past week ... three smacks from Bobo and his bag of oranges ... each deserving of an Epsilon T…
"He who controls the spice controls the universe."
The world's principal supplier of semiconductors - the spice of OUR global empire - is now Taiwan.
…
The more I see these midday mysterious reversals in the growth/value relationship, the more I think that there is a Common Knowledge shift happening a…