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Coronavirus: By the Old Gods and the New
Jack Duval
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.
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Coronavirus: A Hollywood Ending?
Jack Duval
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.
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The Coronavirus Rally? It's a Fugazi.
Jack Duval
March 31, 2020
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
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Notable Covid-19 Deaths
Jack Duval
March 13, 2020
Many common ideas, once held sacrosanct, are headed for the long home.
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Species Jump - Investing in the Time of Coronavirus
Jack Duval
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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$30 Trillion in ESGing and They Put You in the Index
Jack Duval
February 28, 2020
Many ESG funds and ETFs are merely closet index funds, gussied up in ESG raiment.
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Early Casualties in the Climate War
Jack Duval
February 14, 2020
The energy sector, as currently composed, is heading for collapse within a decade.
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Infrastructure M&A and Private Equity
Jack Duval
January 20, 2020
The real play is in companies that are leveraged to the creation of infrastructure assets.
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The Timestretch of the Economic Cycle
Jack Duval
January 3, 2020
Global central bank intervention has altered the very fabric of the economic universe, time.
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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.
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U.S. Regime Change (Made in China)
Jack Duval
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.
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The Low Tightening of Negative Yield Bankers
Jack Duval
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.
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In VC, No One Can Hear You Scream
Jack Duval
September 10, 2019
Investors are shifting their gaze downward from top-line revenue to the apex predator of VC dreams: free cash flow.
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Timestamping Market Indicators; or, the form of no form
Jack Duval
August 27, 2019
Investing is a kind of combat, mostly of the investor against herself.
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Trump Goes Full Baron Harkonnen - New Video
Jack Duval
August 2, 2019
Trump has entered the scorched earth phase of his presidency.
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