Bob Iger: A modern day Jurassic Park CEO. 
The basic rule with CEO’s is sell the cover. As soon as they make Forbes, Fortune or Time, their time is probably up. Short the mag cover!
Is “Professional Money Management” dead?
Summary: We believe professional money management is going to die a slow ugly death. This will cause extreme stress on the banking system and Wall Street. But this doesn’t have…
What you can learn from kooks
Reengineering your existence will be possible only for a very small minority that has the ability, foresight, balls, and opportunity. In a way, one has to become a kook. To…
Why short-term rates matter.
A quick look at long rates. US corporations are going to cliff dive. To put it briefly, the average duration of a corporate bond is 21 years. The average life…
The US Economy is screwed.
The FED can’t go forward or back. If they raise rates (Or keep them high) they’ll wipe out mid-sized banks who are sitting on huge commercial loan portfolios. If they…
The US is anything but weak…
And therein lies the problem. The US controls much of the world, but that control. like England’s in the early 20th century, is waning. It’s waning because what caused it,…
Could the oil markets die? How to play them.
Systems analysis 101: Consider all possibilities, however remote. Fact #1: People don’t understand markets. Disclaimer It pains me to say this, but few people understand markets. It’s because they see…
The world is not Unipolar… It never was.
Unipolar is the new meme. But when the example of the leader is not at hand, the herd must think for itself. It does this by means of clichés, pat…