The Yield Obsession and the Twenty Five Thousand Dollar Income Experiment
The Hunt for Cash Flow in a Plateauing MarketYield is a drug. Retail investors are the addicts. The Seeking Alpha…
The Hunt for Cash Flow in a Plateauing MarketYield is a drug. Retail investors are the addicts. The Seeking Alpha…
The Market is Chasing GhostsThe dollar is a coiled spring. It waits for the PCE print. If the number runs…
The Davos Delusion and the Tritium TrapThe World Economic Forum is back at the pulpit. This morning, they signaled a…
The Myth of Global ScaleScale is a double edged sword. Uber owns the globe but DoorDash owns the neighborhood. The…
The founder is gone. The name is Omani. The money remains.Ron Carson spent three decades constructing a $55 billion fortress…
The Lombardy Mirage and the Cost of Olympic GoldDay ten in Northern Italy. The crowds are thick in the Piazza…
The SaaS Bubble Meets RealityThe software sector is bleeding. No one is buying the dip. Valuations are collapsing under the…
The Great DecouplingProfits are soaring. Tax bills are cratering. This is the new mathematical reality for Silicon Valley. Alphabet recently…
The Hidden Price of Market VelocitySlippage is a tax on the uninformed. It is the friction that turns a winning…
The High Cost of Stalled DiplomacySoft power is a myth. In South Asia, cricket functions as a hard currency of…