Cayman Transformation ’18

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....

Netflix

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...