Monthly Archives: January 2021

The Trail of Two GOATs

h/t Carol K. The following video was really touching and reveals the divergent path of the two GOATs.  Can there be two GOATs?  See the tables below. One, facing retirement, seems to be dealing with the reality by playing catch … Continue reading

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Henry “The Hammer” Aaron, R.I.P.

@Carol_6890 @ThinkInTheMorn The Hammer had a layover in L.A. on his way to Tokyo for this HR contest. He asked the Dodgers if he could take BP at the Stadium. I threw one of baseball's "greatest" batting practice that day. … Continue reading

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Presidential Stock Market Returns

Comparative presidential stock market returns are  always interesting and makes for good political fodder but pretty meaningless.  I am not arguing policies don’t matter but the initial conditions or valuation when a president takes office has, in the past, seemed … Continue reading

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The Best MLK Weekend Of All-Time

We are reposting this for the holiday and in honor of Dr. King, one of our greatest Americans, a patriot, and a true saint. I exchanged emails with Reverend Senator-elect Raphael Warnock after posting it. Originally Posted on January 21, 2019 … Continue reading

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Comfortably Numb: Are We There Yet?

Markets certainly are. OKJust a little pinprickThere’ll be no more aaaaaaaah!But you may feel a little sick – Pink Floyd Hard to say what the pinprick will be.  My bet is higher inflation and higher interest rates.    On the … Continue reading

Posted in Equities, Uncategorized | Tagged | 2 Comments

Peak Euphoria & Bat Shit Crazy Markets

  [t]here is no denying that there’s been a shift in market structure over the past few years. Whether it be in the proliferation of free trading platforms, the rise in market share of passive investment strategies, or the ease … Continue reading

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My Two Most Enduring Memories of Tommy Lasorda

I have to share with you two of my favorite and most enduring  memories of Tommy Lasorda, who passed last week.  In earlier posts, I have written about my Walter Mitty life growing up in L.A. as a kid working … Continue reading

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QOTD: Algos Exploiting Tribalism

QOTD = Quote of the Day I’ d like to think that this is the beginning of the end of Big Tech as we know it. I think this is another example that when you have algorithms that are profit-driven, … Continue reading

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The Moment I Knew America Was In Trouble

We are reposting a piece from June 1st as we were very concerned about the stability of the American Street and where the country was headed.  We were worried about a future full of “peril,” and after the events of … Continue reading

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Inflation Cometh And So Is A Big Market Correction

It was hilarious, no, sad actually, to see a piece last week by some market strategist mocking the “inflation truthers.”   Kind of like “election truthers?” Of course, he surely knows the one thing that can knock the markets on their … Continue reading

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