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Continue reading →: The safest trade in the market… shorting Tesla?
Tesla is no longer cool. It’s hard to find a good stock to feel safe shorting. It’s even harder in a market where Donald Trump moves the market several percent a date Tesla reported earnings this week. It was expected to be a bad quarter—and somehow, they outdid themselves. Revenue…
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Continue reading →: How to fix Ticketmaster: a reverse auction combined with rebates
I’m watching a live festival performance of Eucalyptus by The National, and I noticed something interesting. Side note—it’s an amazing song. Many of the audience members are going absolutely wild as the tempo and volume build. They’re screaming the lyrics back to Matt Berninger, the band’s frontman. But at the…
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Continue reading →: In a tariff induced recession/stagflation, The Fed is stuck between a rock and a hard place, and Congress is too afraid to act
A note: I am generally perma-bullish. I believe that, for the most part, a free market economy can balance out localized constraints. However, I am highly concerned that the latest tariff actions will cause a recession. Here’s a harsh dilemma for Jerome Powell’s Federal Reserve: how do you encourage maximum…
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Continue reading →: Where on earth did Trump get his tariff data from?
*Note: all screenshots are posted on the bottom of the articles. When Trump unveiled his tariffs on various countries, I focused heavily on one question: where in the **** did he get the values in the blue and white column? None of the values seem to align with actual tariffs.…
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Continue reading →: Trump to charge 25% on all cars not assembled in the US
Trump is making good on his tariff threats—this time targeting the auto industry. He announced a 25% tariff on all cars not made in the U.S., seemingly leaving no room for exemptions, even for Canada and Mexico, despite their free trade agreements with the U.S. What’s still unclear is when…
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Continue reading →: Are we already in a recession? All I know is that my gut says “maybe”
I hate calling for recessions. In fact, I’ve got a reputation among those who know me as a perma-bull. Yet, it’s hard to ignore the immediate effects that Trump’s tariffs are having on the market. And the tariffs are just one component of this proverbial iceberg. We should see a…
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Continue reading →: In the AI revolution, I guess you should buy the chips. But you should REALLY buy the shovels
Data centers have several constraints when it comes to siting. For the LLM data centers that support the latest AI tools, they need access to (1) power and (2) low latency. Within the electricity space, there is mounting concern about the ability of RTOs and generation providers to supply the…
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Continue reading →: Trump’s latest tariff salvo is unfairly slamming NASDAQ
Let’s paint a picture: Trump issues tariffs out of nowhere. The stock market drops. Then he makes some kind of demand—domestic production, corporate promises, spending cuts, whatever. The market rebounds. That’s likely the trajectory of Trump’s latest tariff push. He just hit Mexico and Canada with 25% tariffs. The Mexico…
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Continue reading →: Trump and Musk’s DOGE cuts are stupid and misguided
Just because you don’t know what somebody does for a living doesn’t mean their job is worthless. One of the many side effects of the new Trump government is that DOGE, the Department of Government Efficiency, has been hard at work taking an ax to the government. There are so…
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Continue reading →: Trump’s TSMC deal means that Taiwan is safe (from tariffs), for now
Taiwan Semiconductor Manufacturing Co. (TSMC) is set to pour at least another $100 billion into U.S. chip manufacturing, a massive expansion that cements its commitment to American production while simultaneously reducing the likelihood of tariffs on Taiwan. The company’s latest investment, announced alongside President Trump on Monday, will fund the…
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