Archive - Sep 2015 - Blog entry

News That Matters

I went to the Tesla Factory last night to watch Elon Musk roll out his latest product - the Model X. Here's what I saw and why I shorted the stock.

This is a damn shame. You can't be upset if your banker calls you a muppet if you hand him the marrionette strings... The tools to cut the strings are just around the corner. Let's see if regulators do the right thing, or if will they stilfe innovation to protect status quo.

China boosted central bank gold holdings 1 percent as the country that rivals India as the world’s largest bullion consumer seeks to diversify its foreign exchange reserves.

News That Matters

"This is not an exit."--American Psycho

This is an important story and shows how China and Russia are increasingly close and strong allies who are flexing their muscles and asserting themselves as rival superpowers to the U.S.

Being a careful analysis of what happens when a snippy cheerleader grows up to interview a pleasantly-bearded economist on what folks should be doing with their surplus cash.

A TECTONIC shift has begun in the markets, if they no longer respond to the Fed's efforts to boost them, then it is GAME. SET. MATCH. for the Fed and its policies.

There’s an enormous and growing disconnect between the cash and physical markets for gold. This is exactly what we would expect to precede a major market-shaking event based on a physical gold shortage.

If you borrow cash then it’s not income. No one in his right mind borrows to buy consumer goods... But what if someone else borrows, is that your income?

With liquidity in the markets drying up, it's important not only to understand the opportunity but also to understand how to execute on an opportunity!

The farce that keeps on farcing...

The divergence theme is likely to strengthen in the week ahead.  

Another test or ... ?