“You can turn off your CNBC, you can turn off your Bloomberg terminal, you can sit back, you can crack one open, you can spark one up, and you can listen to the QTR podcast – we’re gonna tell you’re really, what the f**k is actually going on in the financial world.” That’s an offer …
God bless everyone that reached out to me and said, “Excuse me, how have YOU not commented on Mariano!?!” I’m proud they made the association. I watched Mariano from the day he showed up with Derek Jeter, Andy Pettitte, and Jorge Posada as the new rookie in the bullpen. I’d been waiting for the next …
The Global Irony Machine is spitting out some unbelievable stories lately. Wouldn’t you say? I could go to town on the AOC show over here in contrast to the Venezuelan socialist collapse over there, but that’s too easy. I’d mention the Catholic School Smirk story owning the media, or Macron critically dissecting the Brexit folly, …
The combination of my 17th wedding anniversary in a place my wife and I adore, the team from Real Vision hosting a conference for contributors and meeting fellow independent market analysts I truly admire made for a transformational weekend for me, and for T.G. Macro. I got to spend some time hanging out and on …
If the Financial Times is asking when NFLX is going to crash I thought I’d offer my two cents. First the FT: “Today, the numbers represent boundless optimism: a dozen times the $12bn of revenues reported last year, 120 times the profits it is expected to generate in this one.” Netflix has competition in Amazon, HBO, …
