TOP Down Profits: The Case Of ESG
“It’s my contention that all economies are controlled economies. The companies that benefit are those which have political backing as well as customer support.”
Credit Suisse and the Crisis Of Confidence
“There is no safe harbor anymore.”
The Realignment Hits
“We’re moving closer to the end of the unipolar world that Russia is always talking about. We’re not there yet. Luckily, we know exactly what to look for.”
Is This The End Of Crypto?
“If Bitcoin is ever going to prove its usefulness, it will be soon.”
Of AMC and APES
“Live by the meme stock, die by the meme stock.”
The Fed’s Failed Balancing Act
“The signals from the Federal Reserve have not been complicated. The Fed has constantly signaled that it is prioritizing stopping inflation, even if that means hurting economic growth and the stock market. “
The Hour Of Decision
“I think China has now crossed that decision point. It’s not a point of no return, but it’s an indication of what China is going to do in the coming years.”
IP Trench Wars and Creative Death
“Corporate wars are following this pattern of trench warfare.”
Putin’s War: Conservatism Versus Crusade
“For all the talk about how he’s some fiery autocrat, Vladimir Putin is cautious to a fault. Unfortunately for him, waging war halfway tends not to end well.”
The World As It Is
“We have to deal with the world as it is, not as we want it to be.”