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January 7, 2021

Everyone Back In The Pool…


Yesterday, January the 6th, a motley band of MAGA, Antifa and what appears to be a Minotaur, entered Congress uninvited. They had no plan, no leadership, few allies and no clear agenda. They were united by anger and a desire to fix something that was obviously broken—yet impossible to fix without the buy-in of entrenched special interests. After spending a few hours pissing off ... Read More
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August 5, 2020

Stop Shorting “Project Zimbabwe”


I have spent a lot of time on this site speaking about “Project Zimbabwe” as this period is so poorly understood and if you get it wrong, you’ll get annihilated. I have also written about how it’s getting strange out there as stocks no longer seem to have floors or ceilings on valuations. The moves are increasingly sudden and random as the active manager ... Read More
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