Subscribe - New Posts Via E-Mail
Subscribe to this site's RSS feed.
Beer Money
-
Recent Posts
- What I Got Wrong In 2020. Pandemic (A+), Economy (C-), Market (F-).
- Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
- Pelosi’s 48 Hour Stimulus Deadline – Rounding Out The Circular Firing Squad?
- 3/4 of a Shit Sandwich is Still a Shit Sandwich. Stimulus (Still) Looks Unlikely.
- 90% of The Fed’s “Stimulus” Never Left the Building. $109B Did Hit Markets Directly. That is More Ripple Than Tsunami.
Recent Comments
- Dominique Watkins on Ding Dong the Mitch is Dead. Forget the Politics. Shift in Senate Control is a HUGE Economic Positive
- Dom Watkins on Pelosi and The White House Don’t Expect a Stimulus Deal Anytime Soon…
- Dominique Watkins on Does the Fed Want the Democrats to Win? Might They Act to Make that Happen? Fun With Conspiracy Theories…
- Dominique Watkins on COVID and US Decline Vs China and Etc….
- JR on “Starve the Beast!” Comes Home to Roost. But Who Will They Blame?
Archives
- March 2021
- January 2021
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- November 2017
- October 2017
- August 2017
- July 2017
- June 2017
- January 2017
- November 2016
- September 2016
- August 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- October 2015
- September 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
Categories
Meta
Monthly Archives: April 2019
Calix (CALX) The Hobby Farm Model isn’t Working for (Non-Executive) Shareholders.
As some of you may know, I have a fairly large investment in a Telecommunications Equipment company by the name of Calix. I actually have a very modest profit in that investment, but it has been a tough 3 years. … Continue reading
Posted in Uncategorized
Leave a comment
About That “We’ll Close the Strait of Hormuz” Thing…
Iran renewed its oft-repeated threat to close the Strait of Hormuz 2 days ago. This in response to the US cranking up sanctions to cut off all Iranian oil exports. Markets and analysts shrugged. Iran’s made this threat before and … Continue reading
Posted in Uncategorized
Leave a comment
Elizabeth Warren May Win. Even if She Loses.
Watch Elizabeth Warren. Whether she gets the Democratic nomination or not, she is methodically driving the agenda. No matter how many votes she pulls, she’s setting up her ideas to win. Warren is like Sanders in 2016. Remember that he … Continue reading
Posted in Uncategorized
1 Comment
“Secrecy, Self-Dealing, and Greed at the (fill in the blank here).” Feeling Almost Sorry for the NRA.
Sharing this summary (below) from Axios and looking forward to reading the actual New Yorker piece on actual paper when it arrives in the actual mail (quaint I know). It leaves me genuinely sorry for the ordinary people still bankrolling … Continue reading
Posted in Uncategorized
Leave a comment
Platypus As a Service. Why I Own Atlassian
I recently did a short, intentionally light-hearted Atlassian write-up. So sharing it here. I own a big chunk of Atlassian for the reasons below. I plan to keep it for 5-10 years. Note, however, that it is very richly valued … Continue reading
Posted in Uncategorized
Leave a comment