Saturday, May 13, 2023 10:47 PM EDT
How we identified another promising regional bank to bet against--and are now playing with the house's money.
TWEETS
PERSONAL BLOG
The French intellectual Emmanuel Todd, who predicted the fall of the USSR, turns his crystal ball toward the United States.
How Elon Musk's acquisition of Twitter might prevent further escalation of the Ukraine War. Plus, revisiting our macro call on tech after an eventful week in the sector.
Why some don't think the Russian invasion of Ukraine was unprovoked aggression. Plus, an update on a hedged portfolio created in light of the risks of the Ukraine War, inflation, and recession.
Since our leaders are repeating their AIDS tack of not trying to rein in the irresponsible individuals spreading this disease, we’re left with America’s preferred response: pharmaceuticals.
In this article: SIGA
A sobering assessment of the current Ukraine situation, followed by a look at hedging your investment risks in light of it.
Trying to beat the market by buying stocks like Tesla. It's probably impossible to time these things perfectly, but as we continue to collect data, we may be able to spend more time in winning streaks.
Latest Comments
Can Elon Musk's Acquisition Of Twitter Prevent World War T From Becoming World War III?
T stands for Trans.
Questioning The Ukraine War Narrative
A question for commenters here: how'd you find out about this post? TalkMarkets consigned it to my "blog" here a few days ago. A version of this on ZeroHedge got 10k+ pageviews and 75 comments: https://www.zerohedge.com/news/2022-10-20/questioning-ukraine-war-narrative
Questioning The Ukraine War Narrative
Letting the people in the Donbas vote on which country they wanted to be a part of would be a "clear win" for Russia? I guess you're right, but it raises the question of why we claim to be for democracy but oppose this.
Questioning The Ukraine War Narrative
It only seems absurd if you didn't read the post.
Questioning The Ukraine War Narrative
Early in his presidency, Zelensky reasonably tried to get Ukrainian neo-Nazis in Donbas to adhere to the Minsk Accords (there's a video you can find on YouTube of him confronting them), but currently he's leading the Ukraine to destruction and the world to the precipice of World War III with his maximalist demands and refusal to negotiate.
Then again, maybe he's not actually in charge at this point.
Questioning The Ukraine War Narrative
Trump was the first American President to give the Ukraine weapons, something Obama was reluctant to do.
Not every issue in the world maps to your simplistic "Trump bad; anti-Trump good" rubric; You should try thinking critically and independently instead. As a start, you could try reading this post before commenting on it.
Meet Our Satanist Monkeypox Czar
The natural choice would be to tell gays to throttle back on the orgies until the disease is under control.
Other Americans were told to let their elderly relatives die alone in hospitals and nursing homes to control COVID; avoiding orgies for a while shouldn't be such a big sacrifice for gays to control Monkeypox.
War In Ukraine Causes Coal To Go Parabolic
BTU and UCO were both up double digits today.
Super Bowl LVI: Betting On MGM
My bet won. Congrats to those who played along.
Super Bowl LVI: Betting On MGM
Thanks. Looks like Talk Markets cut off half of my article. You can read the full version here, which includes my bet for the Super Bowl: https://www.zerohedge.com/news/2022-02-12/super-bowl-lvi-betting-mgm