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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….
- Steve Kamman on The only thing necessary for the triumph of evil is that good men do nothing…
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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
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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
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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
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“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
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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
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