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Tues@11



Anticipating the anticipations of others
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E Hubris Unum
The U.S. national motto reads - E pluribus unum - "Out of many, one". But when 'the many' are acting with a level of superiority and...


Seventh Inning Stretch
I don't know about you, but I feel like getting out of my seat and stretching a bit - a seventh inning stretch. Ray Dalio, the...


Surprise, Surprise, Surprise!
Gomer Pyle (again, sub-50 crowd, I apologize - YouTube him) would have been an excellent economist. He had the right mix of naiveté of...


Waze to Go!
Using the wildly popular app for navigation, Waze, drivers can navigate around traffic jams quite easily. The advantage Waze has over...


Trade Roar
The Donald is at it again. In a series of pronouncements, the President has called out his perceived foes for threatening his economic...


Shiny Coin Trick
The magician's job is to create a illusion that seems to defy logic. They try to trick people into believing in something that is...


Squeeze Play
In baseball there is no play quite as exciting as the suicide squeeze. A runner on third is given the steal sign, and in a do-or-die...


Rotation Nation
Yesterday's talking head topic-du-jour was the 'rotation' that took hold of the U.S. market last week. The long suffering 'Value'...


The New New Normal
The job of the Fed - to return monetary policy to normal - just got harder. As the Q2 earnings parade rolls out and strong second...


Sifting Trough the Ashes
The sharp and short reaction to escalating trade war threats has put the market on the back foot yet again. In another of the mini-panic...
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