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Recent Posts
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Yearly Archives: 2020
The Good, The Bad, The Fugly Of COVID Consumption
A couple of very interesting and informative charts on U.S. consumption patterns during COVID from Patrick Zweifel at Pictet Asset Management. Definitely confirms our priors. Can’t find a fairly priced bike anywhere. .
Posted in Uncategorized
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The Market For Whom The Bell Tolls
Does it get any louder than this or is this time different? The greatest and wealthiest investor in history has no clue, has lost his touch, and is one of those Idjit “permabears,” right?
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The Poster Boy Of The Current Mania
We concede that TSLA should have some option value for its battery tech moonshot but a 1,160 PE ratio? Come on, man! Toyota (TOY) currently trades at 8x earnings. Tesla makes an incredible product, in our opinion, the best automobile … Continue reading
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Pitchforks Cometh…Or Worse
The rivets are starting to pop, folks. Buy stonks. Things fall apart; the centre cannot hold;Mere anarchy is loosed upon the world – W.B. Yeats
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Time For Some Context, Again
Money Fueled Bubble Speculative manias gather speed through expansion of money and credit. Most expansions of money and credit do not lead to a mania; there are many more economic expansions than there are manias. But every mania has been … Continue reading
Manufacturing Jobs Rocking In Craft Beer & Cupcake Production
We had a little fun Twitter exchange yesterday with Scott Lincicome, a Senior Fellow at the Cato Institute, and Brent Orrell, Resident Fellow at the American Enterprise Institute. Of course. And as I already noted: the US is actually doing … Continue reading
Posted in Employment
Tagged craft beers, Cupcake jobs, Manufacturing Jobs, nondurables
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Not Your Big Sister’s Economy & Stock Market Anymore
Stunning transformation of the world’s largest stocks over the past decade-and-a-half. When normalized to global GDP it also illustrates the economic and market power of the largest stocks. The data in the below table show that the the top eight … Continue reading
Global Macro Monitor 