Hanging Out With the Woz
I first spoke to Steve Wozniak via HAM radio when I was 12 and he was the 14-year-old president of the Homestead High School Radio...
Category : Editor’s Picks
India is Catching Up With China
When I first visited Calcutta in 1976, more than 800,000 people were sleeping on the sidewalks, I was hauled everywhere by a very lean, barefoot...
Trade Ideas For Thursday – 12/5/13
If solar continues to move here I may take some JASO, YGE, or RSOL. They all look good here, but let’s look at the JASO...
“Saving” and Underconsumption
Some years ago Paul Krugman gave perhaps the best argument against the inequality-causes-underconsumption theory of secular stagnation: the idea that rich people spend less of...
Revisiting 10 Thoughts on 2013
Late last year I posted 10 thoughts on the upcoming year. It’s not quite time to update those thoughts for 2014, but I do think...
Morgan Stanley: 10 Macro Ideas for 2014
We’ve already seen 10 big macro themes from Goldman Sachs (see here) as well as some actionable ideas (see here), but here are 10 more...
Battle for $15 minimum Wage; Should Companies Pay Workers More? Wal-Mart a Savior or a Pariah?
Defying the nation’s top employer and a business model that defines the new U.S. economy, Wal-Mart employees and allies will try to oust shopping headlines...
Robert Shiller: The US Stock Market Could be Approaching a Bubble
Robert Shiller, who called both the Nasdaq bubble as well as the housing bubble, is getting increasingly concerned about a bubble in the USA. But...
Trading the GDP Away…2008
Stormy wrote in 2008 a narrative for the last few decades on trade…still relevent: Trade means jobs; trade brings money into plants; trade surpluses ripple...
Brent-WTI Spread Widens Again as the Discount Shifts to the Gulf for the First Time
The spread between crude oil traded in the international markets and the US benchmark, the so-called Brent-WTI spread has blown out once again. It's now...