Economic Analysis

Bull in the China Shop

Thoughts from the Frontline

January 18, 2019

The production of souls is more important than the production of tanks.... And therefore I raise my glass to you, writers, the engineers of the human soul.

“Druck” the bloodhound is buying disruptors. Are you?


January 14, 2019

Has billionaire Stan Druckenmiller been reading RiskHedge?

Something Wicked This Way Comes

Thoughts from the Frontline

January 11, 2019

For a couple of years now, the economic narrative has shown a comparatively strong US against weakness in Europe and some of Asia (NOT China). The US, we are told, will stay on top. I agree with that, as far as it goes... but I’m not convinced the “top” will be so great.

What to do with your money in a bear market


January 7, 2019

“Sell everything, I can’t take anymore!”

My stockbroker friend got a phone call from a hysterical client on Christmas Eve.

The Year of Living Dangerously

Thoughts from the Frontline

January 4, 2019

Double, double, toil and trouble;
Fire burn and cauldron bubble.

…By the pricking of my thumbs,
Something wicked this way comes.

- William Shakespeare, Macbeth, Act IV, Scene I, 1606

A special peek behind the curtain at RiskHedge


January 2, 2019

Instead of the usual weekly essay, I’m sharing a lively “behind the scenes” conversation I recently had with RiskHedge Chief Investment Officer Chris Wood. He’s the smartest guy I know when it comes to investing in early stage disruptive companies.

Bear Markets, Fed Mistakes, and Quick Shots from John

Thoughts from the Frontline

December 28, 2018

A winters day,
In a deep and dark December…

“Wait, it doesn’t feel like winter. It’s not deep and dark, and it’s actually warm, and the sun is shining. Toto Shane, I don’t think we’re in Kansas Texas anymore.”

Buy this small stock that turns data into cash


December 26, 2018

Every time you shop online, use your phone for driving directions, send an email, browse Facebook (FB), or watch YouTube… you’re generating data that savvy companies turn into cash.

Powell, the Third Mandate, the New Fed and Crawdads

Thoughts from the Frontline

December 21, 2018

We have reached the best time of year, when we can look to the future with hope. We can stop wondering what will happen in 2018 and look forward to 2019. The investment industry always does this enthusiastically, as you will see in forecasts everywhere the next few weeks.

Muffins, dogs, and self-driving cars


December 17, 2018

America’s top researchers were stumped. How do you teach a computer to “see?”