Monthly Archives: September 2021

Why You’re Addicted To Shopping

#CKStrong Hint: The same reason why people hoard toilet paper.

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“Culture As An Asset”

#CKStrong Stunning. Hedge funds hoovering up trading cards as an “alternative to equities” with the same passion Brooks Robinson hoovered up ground balls. This is usually a sign of the endgame for markets, i.e,, the precursor to a bear market. … Continue reading

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The Inside Story Of The Ship That Broke Global Trade

#CKStrong

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COVID Deaths v. State Vax Rates

#CKStrong  Never forgetting Carol K. We are with you, girl! Anyone see a pattern here?    If you stare at the chart long enough, you can see the pink red elephant [in the room]. Sadly this chart is largely a function … Continue reading

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The Global Supply Chain & Path Of Inflation

#CKStrong  Go CK! The following was originally posted at custerconsulting.com. Summary As summer fades, the global economy is downshifting from months of super-charged growth, pumped up by unprecedented fiscal and monetary policy measures.  Growth will continue throughout the year but … Continue reading

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COTD: U.S. Budget Deficit

COTD = Chart of the Day #CKStrong Go Carol K!  The doctors are stunned at her fight and grit.  So are we.  We want some.  Looks like the U.S. budget deficit is going to come in around 12 percent of … Continue reading

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COVID: The Red, Right, And Blue

#CKStrong Warning:  Politics may be is hazardous to your health.  All but two of the states above the national rate of daily hospitalizations per 100k (30) are in the red, and Hawaii is kind of a special case and only one … Continue reading

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Inflation Watch: Totaled Car Prices Spiking

#CKStrong During my EM trading days, I realized that all the juice had been squeezed from the more advanced emerging market bonds, such as Mexico, Brazil, Argentina, and Poland. So I started buying up the “exotic penny stocks,” such as … Continue reading

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Don’t Let The Robin Hood Gang See This Chart

#CKStrong Robinhood, the online brokerage used by many retail traders to pile in to heavily shorted stocks like GameStop Corp, has made an ambitious push into loaning out its clients’ shares to short sellers as it expands its business. – … Continue reading

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The Future Of GMM

I am sure you noticed we have been a little distracted with health issues over the past year.  Some readers recently asked if GMM has “turned into s shrine for CK.”  Well, yes, for now.  CK is a considerable part … Continue reading

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