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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
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
2 Comments
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
Posted in Uncategorized
1 Comment
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
Posted in Uncategorized
1 Comment
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
1 Comment
Cathie Wood Sees 20 Percent Returns In 2021
Get well, Carol K.. You crushed me on in our bet for the year-end S&P 500 target. This one’s for you.
Posted in Uncategorized
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Semiconductor Manufacturing In The U.S.
Source: SIA
Stocks On A Long Monetary Leash
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market mania being led and fueled by … Continue reading
Posted in Coronavirus, Economics, Uncategorized
Tagged Bubble, COVID, Economy, Inflation, Money Supply, Stocks, U.S. GDP
1 Comment
The Paradox Of Value & The Water-Diamond Paradox
Times they are a changin’. Water is joining gold, oil and other commodities traded on Wall Street, highlighting worries that the life-sustaining natural resource may become scarce across more of the world. Farmers, hedge funds and municipalities alike will be … Continue reading
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