Monthly Archives: February 2019

Annual Rank Change Of Top 15 Global Brands

This is nonlinear wild.  What do you think the top global brand will be in ten years?  

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Ten Plus Great Weekend Reads – February 22

NHere’s Why There Are So Few Short Sellers With Park Avenue Penthouses Warren Buffett Can’t Find Anything Big to Buy – WSJ Why the Fed may shift to buying Treasurys next year – MarketWatch Buybacks could be on the way to another … Continue reading

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Getting Long Rami Malek

Going long 100 contracts of Rami Malek to bring home the Oscar for best actor on Sunday night for his portrayal of Freddie Mercury in Bohemian Rhapsody.   Simply some of the best acting you will ever see. Here is the fundamental … Continue reading

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China’s AI News Anchors

Scary real if not a deep fake…  Or just fake. Xinhua's male #AI anchor can now broadcast news in a standing position, with more body language pic.twitter.com/2YZLouhYnN — China Xinhua News (@XHNews) February 20, 2019 China's Xinhua News Agency on … Continue reading

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Wall Street Algos v. Baseball Sabermetrics

Mike Santoli dishes on Wall Street algorithms and Baseball Sabermetrics.  Very cool! https://youtu.be/DwTu9SjgVlU

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Can free-cash handouts help society? | The Economist

This is not going away. Listened to a Ray Kurzweil podcast the other night.  He said UBI will be ubiquitous by 2030.

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China trade deal is near and Beijing will get everything it wanted – CNBC

The U.S.-China trade dispute appears to be ending: Signals are pointing to a done deal. Based on those signs, China will continue to run large trade surpluses with the U.S., and it will never accept Washington-imposed reforms of its trade … Continue reading

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Happy Presidents Day: Jefferson’s Message To Millennials

Happy President’s Day! Summary of Jefferson’s Message To Millennials Change the estate laws Debt should not be valid and passed on to the next generation The Constitution should be rewritten for every generation Jefferson In Paris Thomas Jefferson,  America’s third … Continue reading

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QOTD: Et toi?

QOTD = Quote of the Day

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Week In Review – February 15

Summary More risk on. EM bond yields x/ Turkey & Indo and Euro spreads in on the week U.S. credit continues to rally The dollar a bit stronger, EM FX weaker Euro stocks on fire last week led by Italy, … Continue reading

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