Weekend Reads
Quick slide presentation, but take the time. Many advisors are recommending packaged products that they themselves don’t understand. Let me offer this: if it takes 30 pages to explain the...
View ArticleFree Markets, The Easter Bunny, and Rainbow Colored Unicorns
Is it just me, or is there anyone else out there scratching their head with regard to the market over the past few years? It seems to defy logic; does it not? I realize there are many people whose...
View ArticleWednesday Reads (delivered Tuesday evening)
I’m starting this off with a heavy hitter. What’s the McRib made of, anyway? I’ll keep hitting on this, but heads up. This is going to end badly…the math is fairly straightforward. Having said that,...
View ArticleIf Ignorance Is Bliss…We Should Have Ourselves A Very Happy Society.
This has always been a frustrating thought for me. The idea that anyone (even a complete joke like Perry) can get behind a microphone, recite a few stats and confidently make conclusions is beyond...
View ArticleQuick Update
First an apology for those of you still checking in…just a combination of busy, lazy and burned out of late. My views on the economy, the markets and the world remain unchanged. That is to say, I...
View ArticleExcellent Thinking Man’s Video on JFK…and really a whole lot more
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View ArticleOur Boy Helicopter, Bullshit Artist Extraordinaire
So on Wednesday, February 28th, Bernanke had some very moving words to share: “The unemployment rate remains elevated; however, the committee expects the pace of recovery to pick up over coming...
View ArticleBernanke and The Queen of Soul???
So, my boy Bernanke tried to talk the U.S. dollar up (and, subsequently, oil and gold down) on March 1, 2012, by explaining that the fed may not be heading into another round of quantitative easing. I...
View ArticleQuick Update
Lazy? Yes….but for today, I’m back. Although I’ve taken some time away from my borderline obsession with the financial markets, I continue to think about opportunities…or potential opportunities....
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