Blog

There’s a reason I’m calling it the “crypto cough”. It’s the latest contagion to get out into the wild… And if what we’re seeing so far is any indication, this thing is seriously spreadable. With the biggest risk of spill over being to tech stocks. Today, we’ve got another development, this time with a company […]

If you’ve been following my musings this year, you probably already know that I’m bullish on BioTechs over the next few years. They’re not ridiculously overpriced, the companies aren’t dependent on impossibly cheap money to fund themselves, and institutions love ‘em. That means that if they get favorable news from a good trial… a tsunami […]

I call this the Horror Movie Sequel Setup because it reminds me of what happens in popular slasher flicks. Like just when you think that Freddy Kruger, Jason Vorhees, or Michael Myers are dead and the world is safe once again… There’s a little hint at the end of the movie that tells you “not […]

Well that didn’t take long! After less than a day of due diligence, Binance pulled out of a deal to bail out fellow exchange FTX. And now, it’s getting weird…  We’ve got accusations they traded client funds and levered up to bail out Alameda (the hedge fund they’re tied to). Then the founder of FTX […]

“Macroland” has been a hot mess lately… and if you’re looking for a little break from the breakneck volatility… You’re probably not going to find it this week with the CPI release coming out. You’ve got the insanity and potential liquidity bleedover coming from the Web3 space and continued geopolitical tensions boiling up all over […]

I guess I just wasn’t prepared for how different things are in South Beach. As soon as our driver picked us up from the airport, it seemed like a different planet. I’m from the other end of the state… the “Redneck Riviera”. We don’t drive Lambos or Ferraris… folks that come into good fortune where […]

Yeah… the skies are so gray they’re black! We’ve got massive thunderheads forming on the horizon. It’s a toxic wasteland loaded with rot and risk from years of incompetence and recklessness. I know the pit in your stomach feeling that something nasty is coming… I know you’re probably on pins and needles waiting for the […]

If the mainstream media were honest…  They might have come up with a clever moniker like “SPRingtime in November” to describe the Biden admin’s plan to relieve gas prices just before the midterms. Instead, they leave it to me to do it for them… then pat myself on the back for it 😉 Hopefully I […]