The Worked Shoot

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A Blue Moon Resurfacing
Writing once in a while...
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Kayfabe Capital
2

November 2023

October 2023

Inadvertently McFlying
1.21 Gigawatts Back to 1920
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Kayfabe Capital
2

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…
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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

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…
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Kayfabe Capital
3
A Harrowing Handjob
Do you need an economic anti-septic?
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Kayfabe Capital
3

June 2023

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
Jobless Django
Last stop until Unchained?
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Kayfabe Capital
6
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