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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 19, 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..
Jan 17, 20233 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.
Jan 4, 20234 min read


Death and a Big, Bouncy Ball
Viktor Bout, Merchant of Death, is free. Brittney Griner is too. Paul Whelan is not. He looks to stay that way.
Dec 12, 20223 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.
Nov 30, 20224 min read


Some Sort of Fire Drill
Covid Protests in China are more likely to topple the government in Taipei that in Beijing.
Nov 28, 20223 min read


Qatar Flexes its Balls
After securing the World Cup with bribes and hookers, Qatar is using the event for an epic flex. Well played.
Nov 22, 20223 min read


The Korea Wrinkle
With the world focused on Taiwan, will North Korea start a looming Pacific War? What Game Theory tells us.
Nov 14, 20224 min read


Notes from a Mid-Term Hangover
The biggest mid-term turnout in American history, with red waves and democracy on the ballot , has produced...not much.
Nov 9, 20222 min read
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