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

Emcee knocked frantically, “Ben, dammit, Bernanke, open up, you’re on, c’mon.” But there he sat; glued to the Weather Channel. A tear rolled gently down his cheek, you see, his prayer had been answered. Moments later he polished his dome, grabbed the mic, addressed the rudderless Jackson Hole crowd. Kept it brief. Even Princeton Professors know the power of Man’s imagination. And when you’re basically out of ammo, we

“I kissed a girl and I liked it.”Crowd went wild. Generation Y. Gotta love ’em. They’re our future. “I kissed a girl just to try it.” Katy Perry’s California Dreams Tour. Santa Barbara native, our very own pop tart. Think Mara and I would miss her home-coming concert? No way bro. The 26yr old just tied Michael Jackson; five #1 singles on one album. “Last Friday night, we went streaking in the park, skinny dipping in

Hope all goes well. School started. Walked Teddy home. He’s 6, no front teeth,“Daddy, when I’m grown up, in High School, I’m getting a Guinea Pig with a Mohawk, a kitty too, ’cause you’ll be too old to say no.” He may be right. I’ll be 56, Steve Jobs’ age. So what the hell, I think we’ll get a little pussy now, with any luck he’ll eat the Pig. Overall: Emcee knocked frantically, “Ben, dammit, Bernanke, open up, you’r

Hey bro, keep your head down. Kaboom! Oooh, there goes another one. Kabang! And that’s only the start of things. Just wait for the reprisals. Yup. Bearded Egyptian children snuck into Israel, sprayed some buses. So Israel cleared new parking lots in Gaza. Afghani patriots celebrated a Nat’l holiday (marking liberation from British occupiers in 1919) by igniting themselves at the UK embassy. And unshaven Kurds ambushe

Hope all goes well. I haven’t had a proper vacation for yrs. Sometimes you just need to be told to take a break. We get another mth or two like this and ya know, Frankfurt, Paris, London, and DC politicos may shut mkts for a little time-out. I got my beach chair dusted off, reading list picked out – just in case. Overall: Hey bro, keep your head down. Kaboom! Oooh, there goes another one. Kabang! And that’s onl