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Kamala Harris Storms onto the Scene (to Donald's Dismay)

A few other bloggers have already used this infamous line, so I'm really stealing it here. But given the circumstances, it's so good and no other phrase can sum up what we've witnessed as a nation and electo...

Published On
August 15, 2024
Less Spinmeister; Watch the Tape Says Bond King Gundlach

DoubleLine Founder Jeffrey Gundlach: "Ignore the spinmeisters; respect the bloodless verdict of the market. The announcement today, simultaneously proposing subsidies requiring more debt/money printing *and* price ...

Published On
August 10, 2024
Repeat After Me: Keep the White House OUT of Fed Policy

It's politics season so we read about lots of ideas that exist just to juice up supporters but will, realistically, never see the light of day. A few days ago, POTUS called for SCOTUS term limits. Creadon Verd...

Published On
August 6, 2024
Wrong Glass, Sir

Politics is weird lately but so are markets. The Japan headfake earlier this week - what was that? - is oddly encouraging because it seems the so-called "yen-carry trade" is either safely unwound or asset managers have found a way to hedge their ris...

Published On
August 19, 2024
Malort Shots For Everyone - A Round on Illinois Governor Jay Pritzker's

There's a long, very long, list of things I do not understand. But one at the very top of that list is the current price of a barrel of West Texas Intermediate: $75.53 last for the October '24 con...

Published On
August 19, 2024
Trump and Harris Can't Stop Talking; Maybe They Both Should

Kinda fascinated by the current debate over candidates talking to the press or not. So I Googled this. Stage actor Ronald Reagan, Republican & two-time WH holder, gave by far the fewest interviews on recor...

Published On
August 19, 2024
Donald Trump: "I'm not Going to the Moon. Bitcoin Might"

His words. Not mine. "Bitcoin is going to the moon!!!" (Donald Trump; Nashville; July 2024) Of course he wants votes. A person lost in the Sahara will say or do nearly anything for water. A perso...

Published On
August 10, 2024
Lollapalooza, The Mideast & Where is all the Laughter?

Grant Park, Chicago. Lollapalooza. No, I wasn't there, in case you're wondering. My concert days quieted down after I came with an inch of my life at Knebworth in London a lifetime ago. Ask me about it some...

Published On
August 5, 2024
Prediction Markets Coming to Trump - Harris (But not in the U.S.)

Do polls matter? And can we trust them? What about political betting markets? These three questions have been on my mind a lot lately. I love data. Am enamored with politics; have a profound inter...

Published On
August 19, 2024

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