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Monday, July 10, 2017

Chasing the next credit bubble. It feels best right before it pops.

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A recent tweet by Kevin Smith of Crescat Capital    (someone I've had the pleasure of meeting in person)   reminded me of just how far ...
Wednesday, June 22, 2016

Jim Chanos - Easier to Find Short Ideas as Bull Market Goes On

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I've mentioned Jim Chanos before in this blog, and he's out again with some telling examples of late stage 'exuberance' Wh...
Monday, May 2, 2016

Cool tool - IBorrow shows you short stock availability and borrow rates

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While reading one of the many blogs I follow I ran across this cool tool which I'd like to share with you: https://www.iborrowdesk.com...
Friday, April 29, 2016

Never bet against The Chanos

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Never bet against The Chanos That may sound like an odd commandment, but it's a good one. I speak of Jim Chanos, the well known short ...
Monday, April 18, 2016

Hugh Hendry talking macro and China

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It's been a while since I've mentioned Hugh Hendry but he's popped back up on YouTube recently.  After his positively raucous re...
Wednesday, March 9, 2016

US Coal - brutal fallout from low natural gas prices

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I've recently posted on the drop in natural gas and oil prices, but I haven't commented much on the knock on effects.  A brutal exam...
Friday, March 4, 2016

Free delayed quotes and a plethora of other financial data

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If you are looking to import quotes into an excel spreadsheet, I haven't found anything else as convenient or extensive.  It can take y...
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