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Wednesday, November 27, 2019

Keeping your packages and mail safe

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The holiday season bring much cheer, and shopping.  In today's modern economy much of that shopping ends up being online with packages ...
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...