Monthly Archives: October 2020

The Great Misread: Secular Lower Prices In Semiconductors

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 2 Comments

Meine Fox News: Senicide, The Final Solution?

Good, God! We have been writing for ten years about the coming “Clash of Generations” but we never, ever, in our wildest imagination believed it would result in an “elderly are expendable” vibe.  Senicide.  The word “senicide” — meaning the … Continue reading

Posted in Demographics | Tagged , , | Leave a comment

Epic Landslide And Blue Tsunami Coming

You Heard It Here First We suspect a Blue 1980-ish outcome in the popular vote where Trump wins around 41 percent of the popular vote (close to where he is currently polling), which is about the same percentage as President … Continue reading

Posted in Uncategorized | 2 Comments

Living Like A Climate Refugee

Cue Tom Petty. Never thought I would live like a climate refugee but here I am again couch surfing trying to put together a Plan B as the family is staying at the Hyatt in another  city.  Four freaking straight … Continue reading

Posted in Climate Change, Economics, Uncategorized | Tagged | 10 Comments