Blog Archives

A Muddled Approach to Guesstimating Libor's Next Peak

LIBOR Guesstimating Libor's Next Peak

Although I’m in the camp that the Fed will stick to its word and not raise short-term interest rates until after 2023 at the earliest, the market is betting differently. Rather than focusing on when the Fed will start raising rates, let’s assume that they will.

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Stuck Ships and Chips

stuck ships in Suez Canal March 2021

[UPDATE] 3:00 PM Egypt – 6 AM PST the Ever Given was refloated and is on the move again. Credit is given to the full moon bringing the spring higher tides, 14 tug boats, and the 27,000 meters of sand removed. The following was written prior to this news.

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Stimulus: Should I Save or Should I Go (Spend)

Stimulus save or spend

Economic growth is projected to increase quite substantially now that the $1.9 trillion stimulus has been passed. The following chart shows that economists are forecasting the strongest growth since the Reagan years.

US gross domestic product, change from 4th quarter to 4th quarter 1970 - 2020

Not surprisingly, a lot of this projected growth is predicated on the spending of built-up savings from multiple stimulus packages that have passed and been disbursed.

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Lessons from Columbo

Columbo Schitt's Creek

Not surprisingly, one of the ways of occupying my time while recovering from my heart surgery has been to dive into all of the different content options on the streaming services. Despite the myriad of choices, I have found very little to watch and that is really more particular to me in that I have a hard time starting a series and being committed to finishing it.

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I Won't Back Down - Powell and Yellen versus Wall Street

Jerome Powell Janet Yellen Wall Street

Well, I won’t back down

No, I won’t back down

You can stand me up at the gates of hell

But I won’t back down

No,

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"I'll See You on Tour"

Gary surgery

I first want to extend my thoughts and prayers to the people of Texas who have experienced an incredible shock to their lives with the loss of electricity and water during the polar vortex. I know we have employees and residents affected by this and virtually every property we own in the state has some form of damage.

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A Very Grateful Heart

A Grateful Heart

This blog post was written earlier than usual. If it is posted as written then it’s good news for me. Why is it good news you might be wondering? It’s because I’m alive. If not, then I guess I’ll never know. Last week I had surgery to repair a leaky mitral valve in my heart.

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Elon Musk and The Real Them

Elon Musk interview job candidate

Hiring people can definitely be a crapshoot. After all, people are putting on their best game faces when they are being interviewed because the stakes can be quite high since it involves people’s livelihoods and careers. With such large stakes many people will unsurprisingly go to great lengths to prepare for interviews and,

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A Race Against the Variant(s)

COVID Variants

When it comes to tracking Covid trends there are a few indicators to which I pay close attention. The first is hospitalizations as this is the variable that Governors are most closely watching (as well as ICU capacity) when it comes to implementing restrictions on businesses and personal behavior.

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Don't Be a Useful Idiot!

Useful Idiot

Warning: This post will probably upset just about everybody.

The election of 1800 was a bitterly contested one in which Thomas Jefferson defeated John Adams. According to History.com,

Jefferson Adams Useful Idiot

Though Jefferson and his running mate,

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