A First Impression is [almost] Everything!
I can’t take someone serious when they’re sporting a nose ring. It’s 2023 A.D., not 203 A.D. so I’m trying to understand.
October 11, 2023
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Here We Find How Stuff Works
It’s Dinosaur “Rib” Amazing!
From the very First Bite you will know you have finally arrived… this is what being a Carnivorous Man is all about.
October 9, 2023
No Time for “Fuzzy” Math…
Interest Rates are not high “historically” though you might be right now, high that is… read what’s really troubling U.S. stocks.
September 28, 2023
File Most Opinions Under “T”, for Trash
I can’t think of a time when pundits expressed this wide a range of views, don’t believe most of them. What I do believe in is my prediction – the Fed’s terminal rate will be 7%.
September 5, 2023
When Bank Stocks Call in Sick…
During real bull markets everyone becomes a genius and we tend to forget that the business cycle remains alive and well. When bank lending is shrinking and loan loss reserves are climbing that should send off alarm bells that things are not copacetic.
August 10, 2023
The Anatomy of Long vs. Short Securities
Smaller banks have been caught mismatching their assets to liabilities. Are investors in technology stocks doing the same thing?
July 28, 2023
Interest Rates & the Macro of Things Micro
You should be aware of how Wall St. uses interest rates to project the attractiveness of future corporate earnings. If you want my “take-away” then here it is –
July 26, 2023
Why Not “Idiot Proof” It?
I found a recipe online, “Idiot-Proof Steak with Mushroom Gravy” then I thought, why not “Idiot-Proof” everything in my life?
July 17, 2023
I Will Meet You on the Road to Gullibility ~
I decided to re-release an opinion article I wrote back on December 23rd, 2021. Now that we’re getting deeper into
July 10, 2023
The Delta of Things [Money]
But the living is easy when money is burning a hole in your pockets right(?)… or is it?
June 4, 2023
Saved by Zero!
There were tons of reasons why over the preceding 40+ years interest rates have generally fallen in the U.S. What I’m proposing now is that the cycle of ever-lower rates may have finally ended… what if U.S. interest rates continue to climb, what will that look like?
May 25, 2023
Marketing Strategies Are About “The Touch”
A “touch” sounds friendly enough, two hands placed on a shoulder, but today that touch is more than likely to be delivered in a variety of other ways.
May 19, 2023