Mar 02

What I Believe

All right, you sons-of-bitches. You know how I feel. George C. Scott (“Patton” 1970) One of the few economic formulas I can recall from my undergraduate days at that conservative Petri dish known as Claremont » More

Jun 26

BREXIT: My Two Cents

It is an unfortunate human failing that a full pocketbook often groans more loudly than an empty stomach. Franklin Delano Roosevelt Composed after spending WAY too much time Sunday morning contemplating my navel… I’ve traded » More

Aug 26

Here’s What a REAL Financial Panic Looks Like

Fear can be headier than whiskey, once man has acquired a taste for it. Donald Dowes “Global Markets in Freefall” “The Dow Plummets 1,000 points Before Recovering” “Trading Tumult Exposes Flaws in Modern Markets” A » More

Jan 28

The Noise: Make It Stop

Never jump into a pile of leaves with a wet sucker. Linus I don’t know about you, but I’ve come down with a serious case of controversy fatigue. Deflategate. Keystone. Obamacare. Bieber. Regardless of their » More

Jan 05

Don’t Forget the Orange Juice

I’m hedged, not convicted Kevin McLaverty On June 9, 2014, with the S&P 500 trading around 1950, I made a small wager (a lunch burrito, to be exact) with Captain K-Mac, a Penserra trading desk » More

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