top of page
Information is everywhere, Insight is priceless
Search
Nov 13, 20232 min read
The Oilmen are Back... for Now
Lifting sanctions on Venezuelan oil will do the country a world of good if its president can behave himself. He can’t.
Nov 8, 20232 min read
Oil Prices: The Gaza Ringer
No one with a soul wants to ask what the Israel/Hamas conflict is going to cost them, but someone is asking it.
Nov 6, 20233 min read
Don't Look Down: US Recession in 2024?
The US economy is looking at a recession in 2024 - that isn't going to do Biden, or the world, any favors.
Oct 31, 20233 min read
Bletchley Park, AI & Known Unknowns
The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.
Sep 26, 20233 min read
Four or Five Grim Horsemen
Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.
Sep 14, 20234 min read
A Paper Dragon
Peak China happened before the covid lockdowns, can it ever get its fung shui back?
Aug 31, 20233 min read
Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
Aug 3, 20233 min read
Quién es más macho?
Bud Light had a very bad Q2, as it reroutes in marketing, but that didn't slow down InBev too much.
Aug 1, 20233 min read
Russia Won't Attack NATO, but It Might Starve Africa
Russia's Energy Weapon didn't work against NATO, its weaponized grain prices may work on Africa.
Jul 25, 20233 min read
That Big Dollar Smile
The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin
Jul 17, 20233 min read
Price Volatility Makes Bad Voodoo
Price volatility is bad voodoo for the economy's upbeat mojo.
Jul 6, 20233 min read
What's with the Groovy Oil Prices?
Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?
May 31, 20233 min read
The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
May 17, 20234 min read
The Doomsday Book
What will happen with a US default? Hard to say, but some of the damage is already done.
Apr 18, 20233 min read
Why So Glum?
Why we so glum about our economic future? The danger isn’t so much the economy, but trying to fix it.
Mar 23, 20232 min read
Guesswork, Almost.
Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.
Feb 15, 20233 min read
Nine Month Delivery
After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.
Jan 25, 20237 min read
An Inquiry into What in the Hell We Plan to do About Our Maxxed-out Uncle Sam
The Government has maxed-out its credit, but won't stop spending. Default looms and zaniness ensues.
Jan 19, 20233 min read
Davos Attendees Split on Economic Outlook, Sno-Bunnies.
Dispatch from the bar at the World Economic Forum in Davos: The end ins't ending, just confused.
Jan 17, 20233 min read
Bond Jollies Will Carry On
Bond Markets have come off their worst year since ever. The market is looking up, but don't expect a reset to boring. The jollies continue..
bottom of page