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Tues@11



Anticipating the anticipations of others
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Curve Ball
Baseball's minor league rosters are full of guys who can hit fastballs out of the park yet have no clue what to do with a curveball. Only...


Game of Tones
When game theorists talk about 'signaling messages' sent between participants they talk about tone. The 'sending' player can improve his...


Three Little Bids
I have often said the market does the thing that makes the most people wrong. It doesn't mean that the market is always right, though....


Let's Talk Dirty
If you ask the average investor and judging by the positioning in most portfolios, Apple stock is a buy and Exxon Mobile is a sell. I've...


When Doves Cry
At what point does a song become 'Classic' Rock? Prince has been gone for 5 years now and his breakthrough hit from 1984 comes to mind....


Let's Get Real
Last week, both the CPI and PPI reports came in as expected - hot. But thankfully, they were dismissed as "transitory" ( Bloomberg TV's...


Fact or Friction?
Friction is a force that seems strongest at the beginning of a move. When you first start to push something, it feels the hardest....


Think Again
Just like the Fed Chair, I'm not 'thinking about thinking' of selling all my stocks. But having painted himself into the mother of all...


Timberrr!
In the current "Rally of Everything" market there is one thing that stands out to me. The price of lumber. As a die-hard commodity guy...


Hockey Fight
In a surprise move, CN Rail has pulled the jersey over CP's head, entering the fight for Kansas City Southern Railway. It's a risky move,...
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