The 10th Man, October 2015

Outside the Box

October 29, 2015

Back when I was in business school, the PC manufacturers were go-go football stocks. Bull market, dude.

Notes from the Asylum

October 22, 2015

First, a shameless plug. Please follow me on Twitter.

The Most Important Thing in the World

October 15, 2015

As I write this, I am watching the Mets play the Dodgers and not watching the Democratic debate. I can catch the highlights on Twitter. I am half expecting someone to propose a tax rate of over 100%.

Being the 10th Man

October 8, 2015

I was going to give you this big macro rundown of what happened since the payroll number, but I changed my mind. Anybody can give you the play-by-play. Let’s talk about it in the context of true contrarian investing.

How to Fix This

October 1, 2015

This is a pickle wrapped in a conundrum surrounded by a puzzle, or something like that. The Fed declined to hike rates, which everyone thought was bullish, and then stocks got on the vomit comet. They’ve been going down on an elevator ever since.