Stimulus Addiction Disorder (SAD): The Debt-Disposable Earnings Pyramid
03/16/2021 3:25 PMFor those who suspect the status quo is unsustainable but aren't quite sure why, I've prepared a simple chart that explains the financial precariousness many sense. The chart depicts the two core elements of a debt-based, consumerist economy: disposable earnings,...
read more
Stripe just became Silicon Valley’s most precious gem
03/16/2021 7:12 AMPatrick and John Collison have got the luck of the Irish. Stripe -- the Irish brothers’ digital payments brainchild -- has reportedly raised $600m at a $95B valuation, making it the most valuable private company ever to come out of Silicon Valley. Here’s why: It’s...
read more
Another Way To Look At Long-Term Bubble Cycles
03/16/2021 6:52 AMYes. We are in a stock market bubble. But what if conventional methods of examining market cycles miss a crucial point? While we often talk about parts of cycles (bull or bear), exploring the full-market cycle may provide another way to look at long-term bubble...
read more
Confused Talk About Inequality
03/16/2021 6:26 AMSounds good until you realize that the most prominent response to the pandemic exacerbates it. Besides if we got rid of all rich people it wouldn't help the poor one...
read more
Big Fat Idea – Gold Royalty Companies
03/15/2021 11:44 AMShould you add royalty generating companies to your portfolio? Mike is joined by Frederick Bell, CEO of Elemental Royalties, to find out what kind of investor can benefit from them, how they work and how they can help with your cash flow and...
read more
ROGERS buys Shaw
03/15/2021 11:32 AMRogers Communications Inc. has signed a deal to buy Shaw Communications Inc. in a deal valued at $26 billion, including debt. The transaction, which would combine Canada’s two largest cable companies as well as their wireless networks, will require a variety of...
read more
Korean TV’s Unlikely Star: Subway Sandwiches?!?!
03/15/2021 7:36 AMSouth Korean TV bans commercials so product placement becomes a $100m+ industry and Subway is one of the biggest spenders (with its product in no less than 17 shows). The sandwich chain’s aggressive use of product placement has made it a ubiquitous presence on the...
read more
Air travel is picking up as TSA records highest passenger screenings in nearly a year
03/15/2021 7:25 AMKEY POINTS TSA officers screened the highest number of passengers on a single day since March 15, 2020. Air travel is starting to pick up again after a challenging year for travel caused by the Covid-19 pandemic. Passengers on Friday were still 20% lower than the...
read more
“Following the Science” was Always Overstated
03/15/2021 6:11 AMNot a surprise given the unprecedented nature of the pandemic. It was best policy based on incomplete science/data but that means flexibility is essential like when it comes to new evidence on social...
read more
Quote of the Week, Shocking Stat & Goofy Award
03/13/2021 12:16 PMQuote of the Week Writing 64 years ago, the brilliant Ayn Rand knows more about how some people feel about pandemic restrictions than most do today. Shocking Stat Move over Bitcoin, Gamestock and baseball cards - we guarantee that what's going on with digital...
read more
