Serious investment thinking that doesn’t take itself too seriously.
It took Tariff Man and the high priests of MAGA exactly two months to achieve his macroeconomic trinity: A collapse in the price of money, the price of crude oil and the US...
A real estate developer who builds customized medical offices and life science labs for the world's most powerful Big Pharma/biotech start-ups at a time when AI will transform...
I wrote a column on Vornado (VNO) as a buy at 18 in Sep'22 as it was slammed by the pandemic, its debt load and the Fed's draconian rate hikes. So VNO's price ascribed a $450 a...
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all?
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all? OMG Apple (AAPL)! Let me dissect the case before I am roasted alive for investment heresy: AAPL trades...
As the gods of war exact their grotesque ransom of human blood sacrifices in the Middle East, my mind resurrects the lyrics of a Vietnam era anti war John Lennon song from my...