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June 1, 2020
The rally in risk assets remains a rental.
May 19, 2020
Any loss of conviviality is a loss to the unwritten laws that allow humans to live and flourish together.
Coronavirus: By the Old Gods and the New
May 5, 2020
The new gods are jealous gods and they were not pleased with the graven image of Trump’s name on stimulus checks. All glory must be to them.
Coronavirus: A Hollywood Ending?
April 16, 2020
The Fed can buy all the assets they want, but it won't make any company or individual consume goods or services.
The Coronavirus Rally? It's a Fugazi.
March 31, 2020
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
Notable Covid-19 Deaths
March 13, 2020
Many common ideas, once held sacrosanct, are headed for the long home.
Species Jump - Investing in the Time of Coronavirus
March 9, 2020
In 1918 much of the world was as rural as it was during the Renaissance. Today, roughly 54 percent of global population lives in an urban area.
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