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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Uncategorized
You Sure, Georgia?
“Poor Mexico [Georgia Republicans.] So far from God and so close to the United States [MAGA.]” ― Porfirio Diaz (paraphrased) The Georgia law will make it a misdemeanor crime to give food or drinks to voters waiting in long lines. … Continue reading
What’s The Probability Of This Event?
Incredible video. The Big Unit snares a seagull 20 years ago today. Take a guess on the empirical probabliity? Let’s do a calcuation based on these assumptions: Very few other occurances of a picther nailing a bird. Let’s assume three … Continue reading
Posted in Uncategorized
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How AI Will Entertain Us
Must view videos, folks. Stunningly entertaining.
Posted in AI, Uncategorized
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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
Posted in Politics, Uncategorized
Tagged Ebenezer Baptist Church, King Center, Martin Luther King
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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
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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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
Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz
As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading
Posted in Uncategorized
Tagged China, Straight of Hormuz, Taiwan, Taiwan Semiconductor, Taiwan Strait
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