Hope all goes well. Rode a bike to work. Yeah, doing my little part to push oil prices lower. You see, I’m short. Told anyone willing to listen, about Australia’s home price slide. And Canada’s bursting condo bubble. I’m short those too. Yeah, I’m shameless. And woulda sold all my stocks, but don’t own any. Turned out I wasn’t alone. Jetting to Seoul for a macro panel, then directly to NYC for the same. G
Tick tock. Goes the clock. Which one? Ain’t that the question. On Wednesday, mankind joined together, looked to the Sun. To watch Venus make its silent transit. Next time that clock chimes – 2117AD – we’ll all be ashes. Dust. Tick tock. Yeah, billions of us Sun gazers, adrift on a little planet, considered our common fate, forgot petty differences, celebrated. Yup, over the really long-term, Men share common go
Quick boys. Grab your Geiger counters. Goggles too. Things are getting hot. We’re catching Blue Fin Tuna, here in Cali, more radioactive than Iraqi WMD’s. And I ain’t trumping that up. It’s true. So what’s this all about? Fallout. Yeah, America’s getting Fukushima’d. And the only surprise is that anyone’s surprised. You see, some problems got real long half-life’s. They swirl, as Earth spins. Take Europeans: flirted
Quick boys. Grab your Geiger counters. Goggles too. Things are getting hot. We’re catching Blue Fin Tuna, here in Cali, more radioactive than Iraqi WMD’s. And I ain’t trumping that up. It’s true. So what’s this all about? Fallout. Yeah, America’s getting Fukushima’d. And the only surprise is that anyone’s surprised. You see, some problems got real long half-life’s. They swirl, as Earth spins. Take Europeans: flirted
“What is my purpose on this earth?” the Nobel Peace Laureate asked himself, imploring us to ask ourselves too. (Things went real quiet) “Money’s become habit, an obsession, addiction, both means and end,” continued Professor Yunus, Bangladeshi pioneer of micro-finance lending to the poor. (Heard a pin drop) Decades ago Yunus lent $27 to 42 people. Changed their lives. His too. “I spoke with banks, learned what they d
Pressed my face to cold glass. At 30,000 feet. Looking up. Yeah, the sky is falling. So say little chickens. Of course, they’re wrong. Europe’s simply embarking on another bitter fight. With itself. As it’s always done. And how can it be otherwise? Europeans hate one other. Always have. Always will. Don’t believe me? Read a book. Which book? Any book. But in the past, there was nothing to fight over, except for commo
Hope all goes well. London was great. Thanks for asking. Brought Mara with me. Brought the weather too. Sunny and hot. Which was quite a bit different from April – their wettest month on record. And before that, March, was London’s 3rd driest ever (1st driest? March 1929). Anyhow, everyone seemed pretty relaxed about the wild swings. Ya know, rain-on, rain-off. Makes you wonder if traders would be surprised by a tren
Hope all goes well. How’s your weekend amigo? Cool. Mine’s good too. Usual stuff. Family. Writing. Reading. Few vodka tonics. Saturday red-eye to London. I kinda feel bad for those policy-makers across the globe. No rest for the weary. Yeah, poor fellas up all night these days. G8. May 23rd EU Summit (18th since crisis erupted). Emergency calls. You see, the crisis is transitioning. To the street. Politicians are los
The little creature emerged. A miracle. Adorable. And as the bitch’s motherly instincts kicked in, so did Mara’s. Yeah, without knowing why, Missy nudged her newborn pup. Licked it clean. Sparking a breath. For Mara it was love at first sight. Primal. And me? Well, I froze. Stuck in a Mars/Venus moment. You see, there was no point in putting up a fight. And it’s a little late to take flight. So here I sit, with 1 wif
“Flawed, complex, poorly conceived, poorly vetted, and poorly executed,” admitted JP Morgan’s CEO. And his investors promptly puked (JPM -18% since May 10). Now, it’s not that they’re worried he’ll fail; Jamie’s far too big for that. Nope, he’s just too complex to succeed. And, as everyone knows, it’s too costly to shrink. FBI arrived, to shake him down, and uncover Dimon’s crime. Let me help; he’s Human. Overly ambi