Markets spokesman 

I just love it when people claim to know what the market wants. We don’t know what the market is going to do tomorrow. But we know it’s desires hopes and dreams. Silly

Worth understanding (reading)

Opinion | China Is the Future of the Sharing Economy – Bloomberg
Robots Taking Over U.S. Factories Imperil Emerging-Market Growth – Bloomberg
If the above story proves to be true. Utility stocks may lose some of their predictive function in systematic training.
Most of us have been riding the trend in the above story. Tim does great job as usual on research. There will be yet another ETF based on this work in three, two, one,…
The above story is good news. China has surplus construction materials and will have more as they continue tightening their credit. Pakistan needs increasing openness to speed up the Idea Cycle which will help them have a religious reformation.
David Brooks is the best columnist in the world. That’s all. 

It’s Probably Not About Traffic

Elon musk wants you to believe he is gonna 10x tunnel technology. Maybe. But I wonder if this isn’t about having investors pay for the technology he believes he needs when he colonizes Mars. Consider no one would give a dime to allow him to chase that dream. Imagine how he would spin the ROI on Mars tunnels. Which are needed for all sorts of reasons. But traffic. Oohhhh. You’ll invest in that. I mean how does this billionaire not have a helicopter yet ? Whatever. I hope it works. I love long shots. I love big thinkers. Go Elon… spend your groupies money.

Next bubble…

Perhaps you were looking for the next big bubble in American financial history. If so I have identified it for you. And you should ride it but never believe the hype. Get some method of momentum following. Use it. (And just in case you were wondering you have probably already missed the first third of the move.) It’s machine learning. Please don’t believe it is general AI. It’s not.

Start-ups are hard…

So I’m starting to blog about global markets and anything else I am interested in. Believe me, this isn’t really for you, it’s for me. It’s therapy. But I would love for you to benefit from my bloody years of learning.


A widget of some kind that shows my current market position or orientation.

A regular list of things worth reading in the media.

A recommended reading list of books that changed my views.

A commitment to fun and general light-heartedness.

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