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 [ … ]
Buyer beware. Alibaba bubble bursting bigly. Look back at 2017 earnings
Its always fun to do a look back on suspicious earnings. Lets have some fun with Alibaba. I am especially prepared for their earnings forensics after relistening to their archived [ … ]
Is China harvesting stock fraud? Alibaba. The forensics
On February 1, 2018 Alibaba announced that the Alibaba Group Agrees to 33% Equity Stake in Ant Financial Key statements in the press release: The parties have agreed to certain [ … ]