Anticipating the anticipations of others

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Naughty & Nice

The past year has seen its share of headfakes and reversals. It was an easy year to be wrong. With a hostile Federal Reserve and an...

Talk Is Cheap

Now that the CPI data has confirmed the widely telegraphed investor consensus of peak inflation, it's time to look past all the cheap...

Artificial Intelligence

OpenAI, a Silicon Valley start-up whose original funders included Twit-in-Chief Elon Musk, has recently made headlines with a beta test...

Passively Aggressive

The hallmark of passive-aggressive behaviour is often an avoidance of conflict. It's often a coping mechanism for people who are afraid...

Coiled Springs

When people want something badly enough, it's best not to argue with them. They often will do what they want, despite being fully aware...

Hope & Awe

Democrats fight off the Red Wave. Xi and Biden make nice. Putin retreats in Kherson. China's softens Covid Zero and backstops the...

Moon Top

The Beaver Blood Moon in full eclipse lived up to its expectations this morning. I awakened earlier than normal to view the otherworldly...

Revenge is Sweet

These past two weeks have given us a glimpse of what the next bull market will look like. But the aggressive investor crowd are confused....

Step Down? Step Up!

Markets are giving their best efforts to stabilize after the brutal selloff over the seasonally weak September-October time frame. The...

Keepers

In sportfishing, certain types of fish are deemed keepers. Ones that are not too big (the prime 'breeders') - or too small - not worth...

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