Month

Hope all goes well. Got things real wrong. Feels good to get it out in the open. No joke. Light is nature’s great disinfectant. Started Sept with a big bet: the Euro would fall versus Emerging Market FX. Check out a chart of Brazil’s Real (fell over 20% in Sept). OMFG. Anyhow, trading markets for over 20yrs conditions you to flee fast (and structure well). ’Cause if you live to fight another day, well, sooner or late

Teddy and I built a castle, made of sand. He positioned it just above the water line. We are all drawn to risky endeavors. We taunt Mother Nature, tempt fate – always have, always will. Yet before I knew it, his plan changed, they usually do. Teddy transformed the castle into a throne. There he sat, perched high, proud, defiant, smug, as the first waves gently swept in. We contained the damage, made repairs. But befo

Duck dude. The sky’s falling. Seriously. Today or tomorrow. And of course, it’s all our fault. Remember the 6 ton satellite we launched in ’91 during that nasty recession? Yeah, me neither. But time and gravity conquer all of Man’s creations – and it’s time. NASA always knew it’d end this way: a 500 mile long string of molten shrapnel sweeping Earth’s surface. With any luck, it’ll hit some Pakistani tribal area. Thou

It was one of those wks. Raining. Pooring. At home. At work. Yeah, that’s Life. What happened? Well, for many mths the 2/20 crowd’s been streaming through theatre turnstiles in Rio, Tijuana, Jakarta, Moscow, Mumbai, you name it – they just love foreign action films (we do too). Anyhow, some prankster musta yelled, “Fire!” Or even worse, “Grease Fire!” And all hell broke loose. The Mayfair/Mid-Town crowd rushed

Hope all goes well. It was one of those wks. Raining. Pooring. At home. At work. Yeah, that’s Life. What happened? Well, for many mths the 2/20 crowd’s been streaming through theatre turnstiles in Rio, Tijuana, Jakarta, Moscow, Mumbai, you name it – they just love foreign action films (we do too). Anyhow, some prankster musta yelled, “Fire!” Or even worse, “Grease Fire!” And all hell broke loose. The Mayfair/Mi

Stormed through NY. The headwind we once faced has shifted; felt a breeze at my back. I’m real grateful. Met many old friends, new ones too. Consensus across my 20 meetings? Mkts are pricing bad economic/political news and they’re gonna get it (for a long time), but banking systems ain’t gonna freeze-up like’08-’09, ’cause central banks got good playbooks, but Obanke is running outta ammo, oh yeah, Europe’s a t

Hope all goes well. Stormed through NY. The headwind we once faced has shifted; felt a breeze at my back. I’m real grateful. Met many old friends, new ones too. Consensus across my 20 meetings? Mkts are pricing bad economic/political news and they’re gonna get it (for a long time), but banking systems ain’t gonna freeze-up like’08-’09, ’cause central banks got good playbooks, but Obanke is running outta ammo, o

What an ungodly mess. Yup. Scientists warned we’ve hit the tipping point. 22,000 pieces of man-made junk orbit Earth at 17,500 mph. Colliding, exploding, multiplying. That chain reaction destroys satellites, and so on, and so forth. Gonna take generations to clean it up. We’d best get started – heed the quiet warning of Easter Island’s lonely stones. Yeah, we’re such filthy little creatures. The grander our ach

These days, when stock markets air-pocket lower, fellas head to Walmart, filling Hummers with handguns, Jack Daniels, baked beans (gold too). And I get it, now that central bankers and politicians are nearly out of ammo, it’s tempting to load up on your own. But that ain’t an investment strategy. Last I checked, Ted Kaczynski never made the Forbes List. And you know me; I may drink with guys like the Unabomber, but I

Hope all goes well. Whew. Flipped the calendar. What is it about August? That month always sucks. Time to sell some shit. ‘Cause, well, it’s almost October. Overall: What an ungodly mess. Yup. Scientists warned we’ve hit the tipping point. 22,000 pieces of man-made junk orbit Earth at 17,500 mph. Colliding, exploding, multiplying. That chain reaction destroys satellites, and so on, and so forth. Gonna tak