The 10th Man, March 2017


March 30, 2017

A lot of electrons have been spilled in the last couple of weeks about the demise of retail. Particularly malls and mall retailers. Nobody goes to the store anymore. They all have Amazon Prime.

The Inverse Trump Trade

March 23, 2017

First: please follow me on Twitter!

Positive Feedback Loop

March 16, 2017

One of the things we learned when oil collapsed a couple of years ago was that there was a positive feedback loop embedded in declining oil prices.

The Dumbest Thing on Wall Street

March 9, 2017

Snap, Inc. went public and sold stock to “investors” who were content, apparently, to be in possession of equity that didn’t have voting rights.

The Incredible Drinking Bird

March 2, 2017

You might remember The Incredible Drinking Bird joke from an old Simpsons episode. Homer wants to take a break from work, so he gets The Incredible Drinking Bird to hit the same key on the keyboard for him while goes out for a beer.