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A Blue Moon Resurfacing
Writing once in a while...
Jan 11
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Kayfabe Capital
19
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A Blue Moon Resurfacing
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2
November 2023
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…
Nov 10, 2023
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Kayfabe Capital
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Seminal Singularity
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October 2023
Inadvertently McFlying
1.21 Gigawatts Back to 1920
Oct 6, 2023
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Kayfabe Capital
20
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Inadvertently McFlying
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September 2023
Two Utes
The investment industry perpetrates kayfabe on the public, as large institutions that lack the ability to make significant asset allocation decisions…
Sep 23, 2023
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Kayfabe Capital
10
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Two Utes
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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…
Sep 15, 2023
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Kayfabe Capital
17
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Deficit Drama
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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…
Sep 8, 2023
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Kayfabe Capital
15
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Bushwhacked Barometer
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July 2023
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…
Jul 21, 2023
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Kayfabe Capital
17
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Doo Doo Dodo
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A Harrowing Handjob
Do you need an economic anti-septic?
Jul 14, 2023
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Kayfabe Capital
24
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A Harrowing Handjob
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June 2023
Technical Terror
Charting a course to oblivion
Jun 30, 2023
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Kayfabe Capital
27
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Technical Terror
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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…
Jun 23, 2023
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Kayfabe Capital
30
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Housing Heartache
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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…
Jun 9, 2023
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Kayfabe Capital
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Pep a Ray
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Jobless Django
Last stop until Unchained?
Jun 2, 2023
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Kayfabe Capital
24
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Jobless Django
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6
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