Arch Stanton Guest Post: Megafauna, Ranked

Sometimes I have the urge to write, but I can't find something that sounds compelling or interesting at the moment, or I have no desire to do actual research (yes, I do research). Usually, this is because I want to watch TV and don't want to look at the depressing sinkhole of Twitter. When this... Continue Reading →

Stop the Fucking Presses…

WE MISSED SOMETHING BIG: And if that isn't enough to put papers in hands, then you've got to appreciate this helpful insight: I'm coining it right here and right now: snowflake journalism. Enjoy it before it gets popular... HEY GUYS! Want to know the sort of innovative projects that your tax dollars are supporting? The... Continue Reading →

Arch Stanton Guest Post: Episode 15 of Today I Learned – Newport Sex Scandal

Today's episode has it all, assuming "all" is tons of gay sex and Franklin Roosevelt and the Navy. Do I have your attention? I know Disillusioned Dilettante is listening closely because of one of those specifics (spoiler - he's a big FDR fan!). In 1919, a senior member of the US Navy was hanging out... Continue Reading →

Cross- and Intra-Asset Correlations are Plummeting…

Volatility is skyrocketing. VIX...soar, like Eagle. The 30 year bull market in fixed income is coming to an abrupt end. Trade wars on a global scale are looming. Currencies and hard assets are getting thrashed. The 10 year bull market in equities has already baked in a massive tax cut and is running out of... Continue Reading →

Want Jeff Gundlach to Invest?

Want Jeff Gundlach to actively invest in your business but can't seem to grab his attention? It's easy! Befriend a business reporter. Plant a headline similar to the below: Mr. Gundlach's assistant has forwarded you a calendar invitation and Mr. Gundlach's private plane is now rapidly approaching your location. Zuckerberg is out? Bezos is in?... Continue Reading →

Guest Posting by The Shadow: Advice to New Grads: Scale or Bail

The Shadow, mildly frequent reader, first time poster, and all-around international man of mystery, wishes to share the following WSJ article with this readership, given our collective (FUCK, I can't believe I just used the "C-word") capitalist bone-bone.  Without further ado, here's the article for your sweet saline finish: Advice to New Grads: Scale or... Continue Reading →

Arch Stanton Guest Post: The Most Ambitious Crossover in History

Hey have you heard there's a new "Avengers" movie? It was pretty easy to miss, since it's only been E V E R Y W H E R E for the past two months leading to it's record-breaking opening weekend. Suck it "Titantic"! Part of the endless parade of promotions for the movie about CGI'd... Continue Reading →

Random Bidtits (7/24/2018)

Psyche!!!!! It's a song of the day today and it's San Francisco by Scott McKenzie. As some of you will know and none of you will care, I was in San Francisco last week and had quite the experience. Whether wading through a sea of homeless wanderers, stumbling into a dispensary 10 minutes before 8am... Continue Reading →

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