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Recent Posts
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Yearly Archives: 2022
The Six Constants Of Markets – Caveat Emptor
It can be very hard for ordinary investors to separate fact from hype.— U.S. Department of Labor, warning against investing in cryptocurrency in 401(k) plans 1) Greed, 2) Grift, 3) Hype, 4) Enabling Delusions, 5) Overshoot, and 6) Shattered Dreams … Continue reading
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Happy Father’s Day!
A Happy Father’s Day! Ditto for all the single moms, who never had a father around to help with the kids. They are superheroes in my book and will be the first in the Kingdom. I have a single mom … Continue reading
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Pinball Wizards, Again: Same Video, Another Trophy
Ever since I was a young boy, I’ve followed basketballFrom ‘Frisco down to Oakland The ‘Dubs can whip them allBut I ain’t seen nothing like them In any roundball hallThat Steph, Wiggo, Dray and Klay kid Sure play a mean … Continue reading
It Really Matters Now – Markets Get Religion
It won’t matter until it does, and then it will matter, and really matter. – GMM We are reposting a piece on inflation from last summer. The markets’ myopia never ceases to amaze. If you don’t want to read … Continue reading
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Economic Outlook
I am out of the country and thought you might be interested in my economic presentation prepared for a European manufacturing trade group (note the European bias and context). Click here to view the full presentation. A loud shoutout to … Continue reading
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Summer Break
GMM will be laying low this summer, working on a special project, recharging our batteries, and working through the rest of the Five Stages of Grief after losing Carol K. We had planned a big reset and revamp of our … Continue reading
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Nonlinear Thinking: Seaweed Save Us
The classic line from the cult movie, The Graduate, needs some updating. Thank goodness for the creative destruction of capitalism. The following video epitomizes the answer to many of the world’s problems — private sector innovation and entrepreneurship. In … Continue reading
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