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Rules of Nature

Tuesday, December 9th, 2008

The Eye of The Storm Have you ever been in a hurricane? I have, and one of the strangest things about it is the phenomenon that happens right in the middle of the worst of the storm – the eye. You can walk outside and literally see the stars and the branches lying askew all [...]

Consciously Navigating Da Nile

Thursday, October 23rd, 2008

As this article on Naked Capitalism points out, some of the smartest pessimists out there are starting to get significantly more bearish lately. I have hesitated to to publish some of this content, but I think it is worthwhile to consider positions like the ones discussed here: Roubini Foresees Possible Market Shutdown After the Fed, [...]

Observations on the markets and the world with realistic optimism