Category Archives: Uncategorized

The Free Rider Problem

DTTFI – Desperately trying to fix it! 

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He’s Back!

    But can he reverse this,                                     Hat Tip: @PlanMaestro  and this,                      … Continue reading

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Is Trump Chasing Venezuelan Stocks?

Trump’s relentless pounding of the Fed for not pumping the stock market is concerning if not downright scary.  Makes us think he is envious of the YTD  500 plus percent return of the Caracas Stock Market Index (IBVC) and wants … Continue reading

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Sunday Afternoon At The Masters?

The video is a compilation of tonight’s sweet dreams of those at the top of the Leaderboard at Augusta.

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What Is The Message Of The Bond Market? Nuttin’!

Check this out. The Greek 5-year now trading through the U.S. 5-year yield.   Absurd. Italian 10-years now through the U.S., Portugal 10-year is trading 140 bps through the U.S.?   WTF?     We laugh when the Flat Earth Yield … Continue reading

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The Brexit Dynamic

Interesting take on Brexit from the people that matter. The main reason why Parliament is having such a tough go at Brexit is that many Brits have changed their positions and would now reverse their vote from leave to remain. … Continue reading

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Loving The Masters

Switching topics… Who did this? pic.twitter.com/5uZekurRI9 — Tracy (𝒞𝒽𝒾 ) (@chigrl) April 12, 2019

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Shrinkflation?

Hit Tip:  El-Elrian We have always been critical of how the government measures inflation and are flabbergasted by this constant fear and loathing of the talking heads the economy is in or on the brink of deflation, If Mohamed purchased … Continue reading

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Ray Dalio says wealth inequality is a national emergency

The founder of the most successful hedge fund in the world says capitalism needs to be reformed and that the American dream is lost.  – 60 Minutes Click here for the full interview

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When Mexico’s President Tried To Get Me Fired

The Lunch That Changed My Career Shortly after joining a major money center bank as a young twenty-something economist, fresh from grad school and the World Bank, my boss instructed me to have lunch with two women, who were touring … Continue reading

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