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Modern Monetary Theory
The Participant Ponzi
Insane Central Bank Posse
Qualified Opportunity Zones
Company Town Risk
$30 Trillion in ESGing and They Put You in the Index
February 28, 2020
Many ESG funds and ETFs are merely closet index funds, gussied up in ESG raiment.
Bantam Earns B Corporation Certification
February 21, 2020
Ask any millennial how they think about food, energy, transportation, and climate change, and you'll get a sense of the change that's coming.
Early Casualties in the Climate War
February 14, 2020
The energy sector, as currently composed, is heading for collapse within a decade.
The Coming Climate War
February 6, 2020
The “reallocation of capital” that Fink writes about will not be smooth or pleasant. It will amount to a phase shift and many firms will not be able to make the leap.
Infrastructure M&A and Private Equity
January 20, 2020
The real play is in companies that are leveraged to the creation of infrastructure assets.
More than Money: The intangibles of a private equity partner - Interview with Bob Horne
January 7, 2020
"The private equity business is more competitive because there is more money that has flowed into it."
The Timestretch of the Economic Cycle
January 3, 2020
Global central bank intervention has altered the very fabric of the economic universe, time.
The Coming Infrastructure Plan for the U.S. Economy
December 26, 2019
Western governments are about to steal the central planning playbook from China. The plan is infrastructure spending.
U.S. Regime Change (Made in China)
October 23, 2019
The Chinese Communist Party starved 30 to 55 million of its own people in the "Great Leap Forward", and didn’t even bat an eye.
The Low Tightening of Negative Yield Bankers
September 18, 2019
Negative yielding sovereign bonds are a form of capital confiscation and can be thought of as a stealth nationalization of the banks.
Why Middle-Market Businesses Need an Industry Specialist Investment Banker - Interview with Pierre Villere
September 17, 2019
"The independent producer is going the way of the corner drugstore, the corner hardware store, or the corner grocery store."
In VC, No One Can Hear You Scream
September 10, 2019
Investors are shifting their gaze downward from top-line revenue to the apex predator of VC dreams: free cash flow.
Timestamping Market Indicators; or, the form of no form
August 27, 2019
Investing is a kind of combat, mostly of the investor against herself.
Trump Goes Full Baron Harkonnen - New Video
August 2, 2019
Trump has entered the scorched earth phase of his presidency.
Bringing in Outside Investors is a Transaction and a Transition - Interview with Stacy Feiner, PsyD
July 22, 2019
"The transition starts before the transaction and continues after the transaction."
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