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2023July

Affirmative Action and the YAHEIs

Posted June 30, 2023

Voting for President matters because of SCOTUS appointments, right?

Be Your Own Private Banker

Posted June 29, 2023

Smart money is as smart money does.

Why Trust AI?

Posted June 28, 2023

As far as I’m concerned, the good of AI far outweighs the bad… for now.

China in the Driver’s Seat

Posted June 27, 2023

As Auto Companies Reinvent Cars, Something Is Missing…

Economics is Gross!

Posted June 26, 2023

Is Gross Output better than Gross Domestic Product?

Mailbag Friday

Posted June 23, 2023

Let’s have a light Friday.

Tech Rally Stalls; Food Rally Begins

Posted June 22, 2023

While the Nasdaq has finally hit some resistance, this sector is on a tear.

Never Rat on Your Friends…

Posted June 21, 2023

...and always keep your mouth shut. BlackRock should make Good Fellas required viewing.

I Would Ride 1,000 Miles

Posted June 20, 2023

This Year’s 1,000 Miglia race ran right through Asti!

Mr. Market Calls Bullshit

Posted June 16, 2023

Thursday’s rally confirms Mr. Market thinks the skip is a pause that will become a pivot
Mr. Market Calls Bullshit

Powell Skips Now, Jumps Later

Posted June 15, 2023

That went about as well as could be expected.

The Fed: Hike, Skip, or Pause?

Posted June 14, 2023

This Friday is expiration day for our June contracts. So today, we're going to close out our On-Demand Income play expiring this week.

Byron King: Debt Bullet Dodged?

Posted June 13, 2023

The debt ceiling debate was much ado about nothing.

Extra! Extra! NYC Wasn’t So Bad!

Posted June 12, 2023

Though this trip back to NYC saw orange clouds, I had a great time.

The Birthday Problem

Posted June 08, 2023

Think you know stats? Let's have some fun.

Taxation: The Philosophical and Practical

Posted June 08, 2023

Can you minimize your taxes and still contribute?

Byron King: The Season When Fortunes Are Made

Posted June 07, 2023

The Yukon, Tintina Belt, and metals come to the fore in summer.

NYC Re-Run: Piss and Vinegar and Weed

Posted June 06, 2023

New York City is an older, angrier version of its former self.

May 2023: Monthly Asset Class Report

Posted June 05, 2023

The USD rose again; stocks were up as well.

Rickards Says BRICS Cracked Currency Code

Posted June 02, 2023

In Strategic Intelligence, Jim writes that BRICS will remake the world economy this August.

The Most Immoral of All Taxes

Posted June 01, 2023

The USG won’t let you rest in peace until you pay a toll to cross the River Styx.