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Strategic

Play the Game to Win
04.24.17

Passive Negligence II
04.19.17

Villanova vs. Kansas  Outcome vs. Process Strategies
03.14.17

720 Global Trump Range Chart
03.10.17

Second to None : Valuations Compared with Fundamentals
02.28.17

The Sure Thing
02.17.17

Great Expectations
01.31.17

Extrapolate at Your Own Risk
01.18.17

Deception
12.21.16

Banks in Drag : The Russell 2000 Exposed
12.13.16

Mind Games
12.6.16

A Narrative for Every Season
11.29.16

Another Payoff Pitch
11.17.16

Passive Negligence
11.2.16

Earnings Magic Exposed
10.26.16

Perception versus Reality
10.17.16

The QE Premium
9.26.2016

Diversify At Your Own Risk
9.12.16 

Bubbles and Elevators
8.31.2016

What, Me Worry? (Addendum)
8.22.2016 

What, Me Worry?
8.17.2016  

Mm Mm Good 
8.4.2016

Price to Sales Ratio – Another Nail
in the Coffin?

7.5.2016

Mind the Gap
5.26.2016

Limiting Losses
4.18.16
 

A Bug in Search of a Windshield
4.12.16

Buying Dollar Bills for $1.10
4.6.2016

Bracketology
3.22.2016

A Chilling Forecast For Those With
20/10 Vision

2.26.2016

Agriculture, An Alternative Asset Worth Harvesting
2.22.2016

Do Not Say You Were Not Warned - Again
1.24.2016

Payoff Pitch
1.13.2016

FANG - less
12.8.2015
 

Part Deux - Shorting the Federal Reserve
10.05.2015

Shorting the Federal Reserve
9.24.15

A Different Perspective on 
Market Valuations

8.20.15

Shorting the Buyback Contradiction
7.29.15

Finding Value in the Ninth Inning of the Great Bond Rally
7.20.15

To Win, the First Thing you have to do is not lose -SaBRe 
5.26.2015

What deadly summers, Sandy Koufax and lucky golfers can tell us about bonds
3.25.2015


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