Dive into the archives.


  • Inflection Point?

    The dog woke me at dawn today. With lovely first light streaming in from the East, I fired up the ole computer to read what I take to be the first signs of a new inflection point in this months-long market chaos and my “passive research”. After 5 successive higher closes, the US equities markets [...]

  • Surfing the Oily Waves of Information: Parsing BP

    Like most of the folks I know, I have spent the last months surfing the waves of information coming at me about BP. I come away with a story about the dynamics of blame. Characters in no special order include: Transocean, Haliburton, BP, Tony Haywood, Obama, Congressional Democrats, Congressional Republicans, Hillary Clinton, the new and [...]

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