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Jan 4, 20234 min read
Well, That Sucked...
2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.
Nov 30, 20224 min read
Get Your Head Out of Your Ass
Celebrity Icons like SBF and Elizabeth Holmes have replaced grown-up CEOs in Tech - and it shows.
Oct 26, 20223 min read
That 70's Show
What is causing this double-knit, flared inflation?
Oct 20, 20222 min read
Credit and the Domino Effect
We may not know where the economy is going, but we know it is in interest rate shock. An educated guess where that will lead...
Oct 13, 20223 min read
Mind the Gap
The Bank of England stepped into stabilize the bond market. At some point it has to step out.
Oct 4, 20222 min read
Big Tech, Big Hang
The Big Tech Big Five have posted their softest results in over a year. They also have the market and the cash to clear the economy.
Sep 26, 20222 min read
A Futile and Stupid Gesture
Tech Bros untie in a futile and stupid gesture to get their money back. The Universe seems unimpressed.
Sep 22, 20223 min read
A Canary in a Coalmine
The drop in FedEx stock price took the market with it as the economy decelerates faster that expected.
Sep 12, 20222 min read
A Bear Market in the Woods
The Fed's strong approach to inflation has led to a double whammy in the bond market.
May 27, 20223 min read
The Wind and Free Markets
A quick history of the lateen sail, and global supply chains, brought to Europe from China via the Arabs.
Mar 9, 20224 min read
Financing Bad Ideas
Russia is disconnected from most of the world's markets - can they reconnect?
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