Monthly Archives: August 2017

Build More Statues Of These Heroes

“They won.  Helped save the United States.  I like winners”.    Who could have said that? I have learned that success is to be measured not so much by the position that one has reached in life as by the obstacles … Continue reading

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Uncle Carl Out!

  Carl Ichan Issues Statement . August 18, 2017 CARL C. ICAHN 767 Fifth Avenue New York, NY 10153 The Honorable Donald J. Trump President of the United States The White House 1600 Pennsylvania Avenue, N.W. Washington, DC 20500   … Continue reading

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QOTD 2.0: Bannon Going Nuclear

Those who think Bannon leaving the White House creates greater domestic political stability maybe should rethink that proposition. “Steve is now unchained,” said a source close to Bannon. “Fully unchained.” “He’s going nuclear,” said another friend. “You have no idea. … Continue reading

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POTD: España Fuerte!

We are with you our brothers and sisters of  España. (POTD = Picture of the Day)                                                       Source:  Telegraph

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QOTD: Bannon Now Outside The Tent

Joel is a Breitbart editor. They're going thermonuclear, I'm told. Story tk on Axios. https://t.co/92z4nrZnbT — Jonathan Swan (@jonathanvswan) August 18, 2017 One theme I'm picking up: Bannon believes next battle is *not* w/ Trump but w/ Kushner/Cohn/Dina/HR McMaster. "Save … Continue reading

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Buckled Up For Structured Criticality

We’re baaaccck!. We warned in our last post before leaving on holiday, “Look for some large sigma event, which is always the case when we are off the desk.”    How about a vol spike caused by worries over a … Continue reading

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Gone Fishin’

See you in a week or two.   Look for some large sigma event, which is always the case when we are off the desk.   I will try to work off the “fat tails’ on holiday. Have a great holiday,  folks!

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COTD: The United States of Unicorns

Key insights about the companies in this map: Collectively, US unicorns are worth approximately $360B. Combined, these companies have raised just over $73B. After California, New York, Massachusetts, and Illinois, the next-highest unicorn populations are found in Utah (with four) and Florida … Continue reading

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U.S. Job Creation & Wages Over Past 7 1/2 Years

On the eve of nonfarm payrolls here is a nice data dump that gives a good roadmap of what and how many jobs have been created since 2010.   We’ll layout just the data with some bullet points and let … Continue reading

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The “Dusenberry Effect” In The U.S. Economy

Just saw this chart on Zero Hedge yesterday, which takes me back to the days of graduate school and an unfinished Ph.D. dissertation. One part of the “Dusenberry Effect” basically states that consumers do not give up their consumption patterns … Continue reading

Posted in Economics, Uncategorized | Tagged , , | 8 Comments