JohnSep 12, 20227 min readMore Buyers or Sellers: Send in the BobsThe term quiet quitting has come into prominence recently. We have a perspective on this trend that you probably haven't heard.
JohnSep 6, 20227 min readMore Buyers or Sellers: Conservation of waterIn recent years, aggregate rain in the US has been high, yet Lake Mead is draining. What consequences does this have for markets?
JohnAug 29, 20229 min readMore Buyers or Sellers: Genius or insanityAMC/APE, PFE and AA have our attention this week. Also is the intent of the Mar-a-lago raid to help or to hinder Trump's candidacy?
JohnAug 22, 20229 min readMore Buyers or Sellers: The hidden stimulusAs summer holidays draw to a close (at least in the Northern hemisphere) current and former students may be influential for markets.
JohnAug 15, 20227 min readMore Buyers or Sellers: The end of car ownershipWe make some predictions about the future of the car industry.
JohnAug 8, 20227 min readMore Buyers or Sellers: GOLF LESSONSGolf was a pandemic winner that is now being disrupted. What lessons does this teach us for other pandemic stocks?
JohnAug 1, 20227 min readtrials and errorsThere is yet another accusation of pharmaceutical malfeasance that the media is ignoring. We draw some lessons for markets.
JohnJul 25, 20227 min readThe EMERGENCY TIER LISTThere seem to have been a lot of emergencies declared recently. We organize them into tiers to try to figure out what it all means.
JohnJul 18, 20227 min readMore Buyers or Sellers: The calm before the stormMarkets have been going sideways for a while. That is about to change.
JohnJul 11, 20226 min readMore Buyers or Sellers: EnjoyGet some popcorn and wait for the show as more companies go bankrupt.