Monthly Archives: June 2021

On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”

One wrong turn, one small change in initial conditions can change the course of history enormously.  Even very true on a personal basis.  #CKStrong Originally Posted on June 27, 2017 The butterfly effect is the concept that small causes can have … Continue reading

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China’s Baby Problem Becoming An Economic Headwind

The following video is very informative, and I don’t think I have seen a better argument for keeping the government out of the bedroom. We live in a world of politics and/or government policy gone crazy with zero contemplation of … Continue reading

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Supply Chain 101

Good stuff.

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Dalio and Summers Debate Inflation

This video is excellent.  Long for Twitter years but well worth the time.  Dalio and Summers crystalize the inflation debate. Summers, the traditional economist, talks about demand-pull overheating, output gaps, and labor markets. At the same time, Dalio comments on … Continue reading

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What Is Justin Waiting For?

Wow,  Justin is acting pretty conservative for a liberal.  Canada already has some of the best COVID numbers in the world.  High VAX, low new daily cases.    Assuming 4 percent of Canada has had (1.41 million reported cases) or … Continue reading

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The GOAT Dishing On Inflation

PTJ, the Greatest Of All-Time (GOAT) in my book. I have few regrets in life but one is not hitting his bid when I was being pursued by his hedge fund years ago. The California beach was just too comfy … Continue reading

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Feels Like 1977: Inflation Too High, Money Too Loose

This post is a short follow-up to our inflation piece from last night, Inflation In Context: A Liquidity Adjusted CPI Index, which was a bit too wonky, and we don’t think we were clear in making our points. Again, we are … Continue reading

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Inflation In Context: A Liquidity Adjusted CPI Index

First, folks, please send your prayers, thoughts, good feelings, positive energy, miracles, healing touch, whatever you got, and whatever it takes to GMM’s beloved Carol K., who keeps battling, never giving up against a serious disease in Boston at one, … Continue reading

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AI At It’s Best

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Share Of Worldwide Semiconductor Market By Type

Great chart from Custer Custer Group on share of semiconductor types that make up the global market in 2021. Source:  Business Outlook  

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