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 [ … ]

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 [ … ]

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 [ … ]

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 [ … ]

Let’s begin our forensics on Chinese trade with understanding a different people and business operating system… In the United States we are a fiscalized system. Whoever is the President, Mark Zuckerberg [ … ]

Marc Andreesen wrote a post in 2014. 4 years have slipped by, lets revisit it and annotate “[A]dvocating for slowing technological change to preserve jobs equals advocating for the punishment of [ … ]

I don’t get invited to any of the glitzy Uber soirees. No open bar for me. This is because I don’t drink and I do ask questions. Had I been invited [ … ]

Human intellect is the source of many of its own problems. Errors in thinking and biases. Will express itself in AI, robots. Resistance isn’t futile. AI fulfills that dread of [ … ]

If I am laundering money, this how I would do it I would walk into a Walmart, request a MoneyCard. I would load some money on that card. The Walmart, [ … ]