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Year: 2018

Trump, ‘National Hero’, Rings In New Year By Acting Like A Crazy Tweaker

December 31, 2018January 1, 2019

Trump long ago crossed the threshold beyond which satire is rendered null and void.

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7 Comments on Trump, ‘National Hero’, Rings In New Year By Acting Like A Crazy Tweaker

Deflationary Bust?

December 31, 2018

Insult is added to injury…

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4 Comments on Deflationary Bust?

Elizabeth Warren Kicks Of 2020 Presidential Bid By Accidentally Echoing Trump’s ‘American Carnage’ Spiel

December 31, 2018December 31, 2018

Elizabeth Warren’s first step towards 2020 run is also first misstep.

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13 Comments on Elizabeth Warren Kicks Of 2020 Presidential Bid By Accidentally Echoing Trump’s ‘American Carnage’ Spiel

Trump Makes ‘Big Progress’, China Slowdown Worsens, Markets Beg For New Year’s Eve Mercy Killing

December 31, 2018December 31, 2018

Just get it over with.

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8 Comments on Trump Makes ‘Big Progress’, China Slowdown Worsens, Markets Beg For New Year’s Eve Mercy Killing

Fear And The Market’s Perverse Fascination With Calamity

December 30, 2018April 11, 2022

Fear is self-reinforcing.

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5 Comments on Fear And The Market’s Perverse Fascination With Calamity

On John Kelly’s Disturbing Exit Interview With The LA Times

December 30, 2018October 23, 2021

“Why can’t we do it this way?”

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8 Comments on On John Kelly’s Disturbing Exit Interview With The LA Times

Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call

December 29, 2018December 30, 2018

Something’s got to give in 2019.

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2 Comments on Weekend Notables: Trump Calls Xi, Goldman Slashes U.S. Growth Forecast, Fed Call

God Bless The Golfers And Bowlers.

December 29, 2018October 23, 2021

Liquidity, volatility and exercises in abject futility.

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11 Comments on God Bless The Golfers And Bowlers.

Trump, Machines And Markets: A Willing Suspension Of Disbelief

December 29, 2018December 29, 2018

“Deal with it.”

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4 Comments on Trump, Machines And Markets: A Willing Suspension Of Disbelief

The Genesis Of Governmentality And The Great Flood Of Arbitrariness

December 28, 2018December 29, 2018

“At the end, it is down to a binary choice between two alternatives, neither one of which would have been found acceptable if they had been subjected to free (and/or intelligent) choice.”

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How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

December 28, 2018December 28, 2018

I told you today would be a “random musings” day…

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2 Comments on How Boris, Mike and Zachary Seized The Market Narrative And Other Fun Friday Tidbits

Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed

December 28, 2018December 28, 2018

It doesn’t get any funnier than this, folks.

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9 Comments on Donald Trump, ‘Legendary’ Businessman, Made Christmas Eve Panic Call To Mystery Investor As Stocks Crashed

De-Globalization And The Path To Ruin – Random Thoughts On A Friday

December 28, 2018December 28, 2018

This won’t end well for anyone.

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4 Comments on De-Globalization And The Path To Ruin – Random Thoughts On A Friday

Screw It Dude, Let’s Go Bowling.

December 28, 2018October 23, 2021

Or golfing…

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1 Comment on Screw It Dude, Let’s Go Bowling.

Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street

December 27, 2018December 28, 2018

“We are almost there!”

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1 Comment on Deutsche’s Kocic Explains The Best 2018 S&P Call On Wall Street

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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Monthly Letters

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January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

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