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Archive

February 10, 2017, Vol. 35, No. 03

Bankers' White House koffee klatch

In the 91st month of a business expansion comes a push to liberate the banks to lend and their customers to borrow. A speculation on the consequences of the possible liberation of $2 trillion. "Larry did a great job for me. He managed a lot of my money."

Spin cycle

Ingenious humans can produce better products at lower prices. They can likewise transform low GAAP earnings into high non-GAAP earnings. Such intellects make their home at a certain iconic American manufacturer. But whither free cash flow?

When tongues lashed

Nowadays, Democrats and Republicans seem to hurl insults rather than arguments. Then, again, the delicate ears of the 21st-century partisans were never exposed to the blistering rhetoric of William Darrah Kelley (R., Pa.).

Mine disaster

We return to a low-cost, option-laden play on the mismanagement of the world's monetary system. So much potential, yet – in the moment – such disappointment. A speculation on lemonade.

Bid wanted, eh?

Credit constriction in China ripples far and even, even to the northern fringe of NAFTA-land.

January 27, 2017, Vol. 35, No. 02

‘DJT’ on the New York Stock Exchange

President Trump resembles a heavily shorted common stock. The analysts despise the ticker and the company it stands for, yet the shares go up and up. Rallying, too, are the battered shares of sea-going shippers, the administration’s anti-trade agenda notwithstanding. A theory of unscripted events.

Onward and upward

When you see colleague Evan Lorenz at the March 15 Grant’s Conference, kindly address him by his new title: Deputy Editor.

REIT numero uno

“Investors Bolt Mexico as Peso Enters Free Fall,” a Wall Street Journal headline of Jan. 11, is our journalistic call to arms, a 55.9% too-cheap peso our value observation. On a certain developing opportunity behind the projected Trumpian wall.

Not Joseph Schumpeter

Should a disrupting enterprise be more efficient than its targeted disruptees? Spotlight on the consequences of uber-cheap capital.

Changing places

In which we journalistically cover one short-sale candidate, propose another in its place. Since when did the technology industry become cycle-free?

Rah, rah, debt!

Now that the economic expansion is passing the 91-month pole, the president of the Federal Reserve Bank of New York urges Mr. and Mrs. America to borrow more money against the collateral of their home equity. Live and don’t learn.

January 13, 2017, Vol. 35, No. 01

2017 in money -- a sneak preview

A vision of the next tumultuous 12 months in 140 characters or less. For Janet Yellen and Jared Kushner there’s good news, bad news—and good news all over again.

Sell a non sequitur

The asset-allocation votes are in for 2017, and the results are confounding. You can defend one big idea or the other big idea, but hardly both at once. What coal owes to Chinese speculators.

Horrible to bad

In investing, timing is said to be everything. In value investing in far-away places, solvency—in fact—is everything. Kind words for a pariah.

Luther the disrupter

Cometh the man (or the woman), cometh the hour. No worldwide web required.

Mushroom cloud parts

Returning to the scene of an error in judgment, we are bullish all over again. Why a lift is in store for the Earth’s heaviest naturally occurring element.

Smiling Contest

Rages a new bull market in equanimity.

Credit Creation • Cause & Effect

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