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Recent Posts
- Talk of Peace Talks and the Ukraine End Game
- We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Bar Fights, Game Theory, And Why Putin Can’t Get a Face Saving Exit. Russian “Mobilization” Changes Nothing
- Lazy Consensus Likely Wrong. Ukraine War Ends in Months, Not Years. Russia’s Gas/Oil Embargo Ends With It.
- The Ukraine End Game – Keep It Frozen Past Putin’s Sell-By Date…
Recent Comments
- Anders Comstedt on We’re Just Getting Poorer. Less “Inflation” Than “Stuff Getting More Expensive.”
- Doc Searls Weblog · The frog of war on Imminent Russian Army Collapse? Actually a Plausible Scenario. “Moscow is Silent.”
- Steve Kamman on Why the Fed “Has” to Cut Rates.
- Dominique Watkins on Why the Fed “Has” to Cut Rates.
- Steve Kamman on Trump’s Mexico Tariff Gambit May Be Good News.
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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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