Serious investment thinking that doesn’t take itself too seriously.
I wrote a column on Vornado (VNO) as a buy at 18 in Sep'22 as it was slammed by the pandemic, its debt load and the Fed's draconian rate hikes. So VNO's price ascribed a $450 a...
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all?
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all? OMG Apple (AAPL)! Let me dissect the case before I am roasted alive for investment heresy: AAPL trades...
As the gods of war exact their grotesque ransom of human blood sacrifices in the Middle East, my mind resurrects the lyrics of a Vietnam era anti war John Lennon song from my...
The chickens have finally come home to roost at Goldman Sachs after CEO David Solomon’s succession of strategic blunders triggered a 33% slump in Q3 earnings.
Lord Rothschild's advice to "buy when there is blood on the street" is perfectly apt in the bombed-out carnage of US office REITs, where stocks have fallen on a quantum scale...