Monthly Archives: April 2020

America’s Bearish Day At The Beach

Summary  We are growing increasingly bearish on America’s prospect to arrest the spread of COVID-19 due to growing restlessness over the shelter-in-place rules leading to quarantine fatigue, weak political leadership, and lack of uniform measures to mitigate the spread across, … Continue reading

Posted in Coronavirus, Uncategorized | Tagged , , | 10 Comments

Capitalism Has Changed Forever

Another must view. “Capitalism as we know it will likely be changed forever.” Here are some of the “lasting implications” investor Leon Cooperman sees from the coronavirus crisis. https://t.co/JIUDFQ30FW pic.twitter.com/vdwgy3lYPn — CNBC (@CNBC) April 23, 2020

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Intel Reports Factors Operating With > 90% On-Time Deliveries

Intel reported AH and is trading down over 5 percent on weaker than expected margin guidance, or whatever you want to assign to the price noise. The outlook, at least to us, for the semis and the electronics industry, in … Continue reading

Posted in Technology, Uncategorized | Tagged , | 1 Comment

Chamath Nails It

This dude is Churchillian.  Prolific and strike right at the heart of the issue.  Must view. I sense big regulatory reforms coming for Wall Street when the next Administration comes to power.  It will probably  begin with capital gains tax … Continue reading

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American Kakistocracy

Kakistocracy is a system of government that is run by the worst, least qualified, and/or most unscrupulous citizens. The word was coined as early as the seventeenth century, but gained significant use in the first decades of the 20th century to … Continue reading

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The Plan Is, There Is No Plan

None, nada, just more Potemkin noise, the hallmark of this administration, coupled with massive gaslighting.  It’s up to the Governors now to get it right and land the plane. The Trump campaign strategy now seems to be keep whiping up the … Continue reading

Posted in Economics, Policy, Politics, Uncategorized | Tagged , | 7 Comments

Negative Crude Prices?

This is incredible. Buyers bidding for crude in Texas are offering as little as $2 a barrel for some oil streams. The slumping value of physical barrels is raising the possibility that Texas producers may soon have to pay customers … Continue reading

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The Extremely Overvalued & Top Heavy U.S. Stock Market

Caveat freaking emptor. After the Fed effectively fully nationalized the financial markets by bailing out junk bonds on April 9th, turning Wall Street into a Soviet Sausage Factory,  almost any type of analysis, which was on its way out anyway,  … Continue reading

Posted in Equities, Uncategorized | Tagged , | 24 Comments

Bears Galore!

Wonder how all these guys are distorting the Bull bear ratio?  Just askin’. Yosemite National Park is closed to visitors. Now, bears are thriving. https://t.co/B63nzsDeqe pic.twitter.com/5mISWUMdOu — CBS News (@CBSNews) April 19, 2020

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Trenta Amore!

This is beautiful bellissima…. Most incredible thing you’ll see today. These two women are playing tennis from rooftop to rooftop in the Italian city of Liguria to pass time during the pandemic. Sports.🌎❤️🎾🌎🇮🇹🌎 pic.twitter.com/Nse4Pu6xCa — Rex Chapman🏇🏼 (@RexChapman) April 18, … Continue reading

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