Monthly Archives: August 2020

What A Biden Victory Could Mean For America | The Economist

Joe Biden currently stands a good chance of winning the presidency. He is a lifelong centrist but could turn out to be the most ambitious Democratic president in generations. Read more here: Find The Economist’s most recent coverage of … Continue reading

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Manhattan Retail: The New, New Rust Belt

We’re reposting our piece from November 2017 on the retail space in Manhattan along with a recent video Tweet we found today, which is un-fricking-believable.  The video is a bit dated but our ears on the ground say it’s still … Continue reading

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Welcome To The Everything Rally – FT

Is it 2007, again?

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World FUBAR, August 2020

Source:  Economist 

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Shocked, Shocked To Find Inflation Going On Here

The index for all items less food and energy rose 0.6 percent in July, its largest increase since January 1991.  The index for motor vehicle insurance increased sharply in July, as it did the previous month. The indexes for shelter, … Continue reading

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Investing In The Economy Of The Future

I skate to where the puck is going to be, not where it has been. – Wayne Gretzky   By Carol K. I have argued for many years, and contrary to popular opinion that self-directed investors (SDI), who are not … Continue reading

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Susan Rice VEEP Pick Ramping

Susan Rice has narrowed a 33 point gap on August 2nd in the prediction markets to within 7 points of Senator Kamala Harris to become Joe Biden’s choice as the Democratic vice presidential nominee.     See our July 19th post, … Continue reading

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Going Deeper: PMIs vs Factory Utilization

Purchasing Managers’ Index (PMI) The headline PMI is a number from 0 to 100. A PMI above 50 represents an expansion when compared with the previous month. A PMI reading under 50 represents a contraction, and a reading at 50 indicates no change. The … Continue reading

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Gold Heading To $3,000

The gold move has been astounding but not surprising.  In our book, the main driver of gold is the perception of the central bank’s commitment to maintaining the purchasing power of its fiat currency.   Unless the Fed panics and begins … Continue reading

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Mars 2020 rover: How far we’ve come – CNET

Very cool. I remember buying a computer for my loft apartment at the Archive in Greenwich Village just to watch the 1997 Mars rover, Sojourner,  land, and cruise around the Red Planet.  The brand new days of the internet and … Continue reading

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