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Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read


DeepSeek is Bad for Nvidia, Good for AI
DeepSeek isn't a tech crash, but a boom.
Jan 293 min read


The Oracle of Omaha Speaks
When Warren Buffet Speaks, it's best to listen.
Jan 82 min read


A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
Oct 10, 20242 min read


Tesla's Cult of Personality Pay Out
The meme stock's new variant: the Cult of Personality Stock
Apr 23, 20243 min read


Trump Found His Ankle Breaker
Ironically, Trump's windfall with Truth Social will probably be his downfall.
Mar 26, 20243 min read


How to Beat a Navy Without One
How Ukraine opened its own sea lane.
Mar 5, 20242 min read


Mardi Gras Just Groped your 401(k)
The Fat Tuesday sell-off was harsh. Don't worry about it... yet.
Feb 14, 20242 min read


Confidence Trick
The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.
Jan 5, 20242 min read


And the Next War...
Venezuala y is in no state to wage a war, but Guyana can't keep out the rain.
Dec 4, 20232 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.
Aug 1, 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


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 20, 20222 min read


Party On
The outcome of China's 20th Party Congress is no mystery. Xi Jinping's next 5 years are trickier.
Oct 18, 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 22, 20223 min read
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