Month

Hope all goes well. Gonna keep things short. Why? Well, nothing’s really changed. Yeah, stocks initially squeezed higher in the hope Benjamin would print more Benjamin’s. But Bernanke conserved his few remaining bullets, twisted $267bln, then rashly repeated Baby Bush’s infamous one-liner – Bring ’em on! You see, Ben taunted the gods, said he needs to see things get worse before he clear-cuts the Pacific Northw

Gonna keep things short. Why? Well, nothing’s really changed. Yeah, stocks initially squeezed higher in the hope Benjamin would print more Benjamin’s. But Bernanke conserved his few remaining bullets, twisted $267bln, then rashly repeated Baby Bush’s infamous one-liner – Bring ’em on! You see, Ben taunted the gods, said he needs to see things get worse before he clear-cuts the Pacific Northwest. So naturally, t

Hope all goes well. Happy Fathers day. Spending mine enroute; DMZ to NYC. 700 Korean’s listened intently. As we explained how to solve Europe, build portfolios, regulate, manage risk, make money. You see, Korea’s opened their mkt to HF’s. And want to reverse-engineer ours. At the press conference, I almost told the humbling truth: Put our insights into context, HF managers are right no more than 60% of the time. But

So who’s it gonna be? You or me? Guess we’ll just have to see. Muslim Brotherhood lost its nerve. Blinked. They never stood a chance – yeah, Egypt’s military dictators got no eyelids, dark hearts, and a lust for money, power. Plus, the Generals squeezed Supreme Court justices, changed rules, then basically offered Islamists a junior-partner role in dictatorship. Of course, young, starry-eyed democrats, having risked

The soldier stood firm, insisting I wear a hard-hat. For our descent. Of course, I hate being ordered around, most Americans do. It’s a blessing and a curse, our revolutionary legacy. So I descended, deep, to explore The 3rd Tunnel. North Korean’s spent 10yrs blasting though a mile of granite, to enable 30k troops/hour to cross beneath the DMZ. And launch a surprise attack on Seoul. The tunnel is narrow, cold, wet. H

When I grow up, I want to be like this cat. Not because he’s authored countless tomes. Nope. Because he insisted we do our call at midnight. After his dinner party. He’s 78. F’in love that. The West’s preeminent China expert. For decades, Middle Kingdom leaders have dispatched princelings, from Beijing, westward, to study under him. Anyhow, I asked five questions, then listened. “Eric, no one knows, we can only appro

Hope all goes well. Rode a bike to work. Yeah, doing my little part to push oil prices lower. You see, I’m short. Told anyone willing to listen, about Australia’s home price slide. And Canada’s bursting condo bubble. I’m short those too. Yeah, I’m shameless. And woulda sold all my stocks, but don’t own any. Turned out I wasn’t alone. Jetting to Seoul for a macro panel, then directly to NYC for the same. G

Tick tock. Goes the clock. Which one? Ain’t that the question. On Wednesday, mankind joined together, looked to the Sun. To watch Venus make its silent transit. Next time that clock chimes – 2117AD – we’ll all be ashes. Dust. Tick tock. Yeah, billions of us Sun gazers, adrift on a little planet, considered our common fate, forgot petty differences, celebrated. Yup, over the really long-term, Men share common go

Quick boys. Grab your Geiger counters. Goggles too. Things are getting hot. We’re catching Blue Fin Tuna, here in Cali, more radioactive than Iraqi WMD’s. And I ain’t trumping that up. It’s true. So what’s this all about? Fallout. Yeah, America’s getting Fukushima’d. And the only surprise is that anyone’s surprised. You see, some problems got real long half-life’s. They swirl, as Earth spins. Take Europeans: flirted

Quick boys. Grab your Geiger counters. Goggles too. Things are getting hot. We’re catching Blue Fin Tuna, here in Cali, more radioactive than Iraqi WMD’s. And I ain’t trumping that up. It’s true. So what’s this all about? Fallout. Yeah, America’s getting Fukushima’d. And the only surprise is that anyone’s surprised. You see, some problems got real long half-life’s. They swirl, as Earth spins. Take Europeans: flirted