Category Archives: Uncategorized

Trump’s Mexico Tariff Gambit May Be Good News.

After my initial dismay at the Mexico tariffs news, a certain optimism began to creep in.  The move is a disaster when seen through the cartoon lens of “Trump is a loose cannon.”   But it shows a way out of … Continue reading

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Damned if We Don’t. A Glimmer of Hope if We Do. Worried The Fed “Don’ts” Instead of “Do’s.”

Lets do what so many self-described free-market thinkers won’t;  believe the market is smarter than a few, very human folks at the Fed.  A now-decisively inverted yield curve is the bond market “telling” the Fed it needs to cut short-term rates. … Continue reading

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Required Reading. Seriously. Make the Time. Forward It.

Its 2007.  Someone sends you a simple, definitive article on mortgage-backed securities.  You shrug and move on to a cat video.  2 years later, struggling with a financial meltdown, you wish you had taken time to read it. In that … Continue reading

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Calix (CALX); A Hobby Farm, But Still 2x or Greater Upside

One last post on Calix and then back to my regular not-so-scheduled programming.  Actually I’ve got a backlog of posts so I’ll try to space them out.  I sent the below out vie e-mail last night, but figured I’d post … Continue reading

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Calix (CALX) The Hobby Farm Model isn’t Working for (Non-Executive) Shareholders.

As some of you may know, I have a fairly large investment in a Telecommunications Equipment company by the name of Calix.  I actually have a very modest profit in that investment, but it has been a tough 3 years.  … Continue reading

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About That “We’ll Close the Strait of Hormuz” Thing…

Iran renewed its oft-repeated threat to close the Strait of Hormuz  2 days ago.  This in response to the US cranking up sanctions to cut off all Iranian oil exports.  Markets and analysts shrugged.  Iran’s made this threat before and … Continue reading

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Elizabeth Warren May Win. Even if She Loses.

Watch Elizabeth Warren.  Whether she gets the Democratic nomination or not, she is methodically driving the agenda.  No matter how many votes she pulls, she’s setting up her ideas to win. Warren is like Sanders in 2016.  Remember that he … Continue reading

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“Secrecy, Self-Dealing, and Greed at the (fill in the blank here).” Feeling Almost Sorry for the NRA.

Sharing this summary (below) from Axios and looking forward to reading the actual New Yorker piece on actual paper when it arrives in the actual mail (quaint I know). It leaves me genuinely sorry for the ordinary people still bankrolling … Continue reading

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Platypus As a Service. Why I Own Atlassian

I recently did a short, intentionally light-hearted Atlassian write-up.  So sharing it here.  I own a big chunk of Atlassian for the reasons below.  I plan to keep it for 5-10 years.  Note, however, that it is very richly valued … Continue reading

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The Squandering of American Soft Power. FAA Down. Is the FDA Next?

We seem to live in a squandering age.  Particularly when it comes to namby pamby intangibles like “trust,” “truth,” and “influence.”  The debacle of the FAA and the 737 MAX aircraft is a particularly depressing example.   Over the course of … Continue reading

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