A popular political inflammatory is to cast corporate tax cuts as a scam that only feeds stock buybacks. “Corporations have been pouring billions of dollars into stock repurchasing programs, not [ … ]
Uber IPO in the boiler room
It takes time to dismantle a company as large as Uber. I was one of the first to hit the buzzer and call “bullshit”. You can catch up with these gems: Uber. [ … ]
The Twitter war against you
Warning label, the small print This is not a political post, if you’re in a quest for a fellow traveller I am not that guy This is also not a [ … ]
You ever try breathing hard?
You ever try breathing hard for 3 hours? I am used to exertion and then my breath catching up. But, when your breathing hard by itself, without the physical demand, [ … ]
Best International Survivor. New Zealand Season 2
I’m a superfan of Survivor. It’s a standing pizza and TV date for me and my sister. Occasionally my wife and her boyfriend will join us, their big fans too. [ … ]
Kirtan and me. Meditation music
This music is Kirtan. Press play…
Forensics on China tariffs against pork and soybeans, nah #FakeTariffs
I started digging into ‘trade’ after spending several days in meetings with a money manager who was coming into our family office syndicate. He brought a large team that is devoted [ … ]
Be your own pundit. The US. Chamber of Commerce, an explainer
I started digging into ‘trade’ after spending several days in meetings with a money manager who was coming into our family office syndicate. He brought a large team that is devoted [ … ]
Be your own pundit. Explaining Auto tariffs and our trade imbalance
Will a 25% tariff on imported vehicles and assorted vital components cost American consumers 45 Billion a year, 5,800 per vehicle? “This would largely cancel out the benefits of the [ … ]