The Worked Shoot

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When Delusion Impacts Reality
One of the concepts covered in the Eric Weinstein/kayfabe videos was how fake violence can spill over into reality. One of the goals of this newsletter…
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Kayfabe Capital
4
A Blue Moon Resurfacing
Writing once in a while...
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Kayfabe Capital
2
Seminal Singularity
I have had some writing fatigue recently, as the evolution of life developments has conspired with increasing realized market volatility to raise my…
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Kayfabe Capital
6
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An Optimistic Catastrophe
 • Kayfabe Capital
5
Housing Heartache
 • Kayfabe Capital
7
Mack Attack
 • Kayfabe Capital
8
Technical Terror
 • Kayfabe Capital
1
Bueller's Business Cycle
 • Kayfabe Capital
4
Jobless Django
 • Kayfabe Capital
6
Inadvertently McFlying
1.21 Gigawatts Back to 1920
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Kayfabe Capital
2
Two Utes
The investment industry perpetrates kayfabe on the public, as large institutions that lack the ability to make significant asset allocation decisions…
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Kayfabe Capital
Deficit Drama
While Twitter can be a hellscape of trolls and a blackhole of time-wasting, I have been fortunate enough to meet (virtually!) a lot of really smart…
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Kayfabe Capital
4
Bushwhacked Barometer
A return to Kayfabe Capital Towers this week after an extended hiatus, with the US presidential cycle having kicked off post-Labor Day weekend…
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Kayfabe Capital
7
Doo Doo Dodo
I introduced the Dodo Portfolio exercise concept in January and provided an update in April. The idea was to use Chris Cole’s (explained in the January…
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Kayfabe Capital
3
A Harrowing Handjob
Do you need an economic anti-septic?
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Kayfabe Capital
3
Technical Terror
Charting a course to oblivion
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Kayfabe Capital
1
Housing Heartache
Quite reasonably, many people look to the home building industry as an important component of analyzing the business cycle. I agree it is a vitally…
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Kayfabe Capital
7
Pep a Ray
Manchester City face Inter Milan in the 2022-2023 season Champions League final on Saturday, June 10, 2023. Manchester City is a heavy favorite and has…
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Kayfabe Capital
3
The Worked Shoot
The Worked Shoot
Analyzing the madness of crowds with help from Ric Flair and Benoit Mandelbrot
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