Monthly Archives: May 2022

The market was wrong this week, but the problems haven’t gone away and haven’t been solved. There are $9 trillion of them. I would rather listen to my algorithm than all the talking heads on the media. There needs to … Continue reading →

What everybody knows…doesn’t matter. Unless the’re wrong. and you are right. So, Ask yourself, what does everybody know, that you disagree with?

Everybody knows the dice are loaded. Everybody rolls with their fingers crossed. Everybody knows the war is over. Everybody knows the good guys lost.

On the 21st I was over 30% in cash and planning to stay there until after elections. Nothing that I learned in 10 years of graduate school or 50 years in this mashugana business would have gotten me back in … Continue reading →