Blog Archives

T.R., Dana Delany, and the Power of a Platform

Dana Delany Teddy Roosevelt

Kudos to Heidi Garland who handles my social media. She is quite in her postings on my behalf on Facebook, Twitter, and LinkedIn. I never know what interesting tidbit she might be posting. Of all the platforms, Twitter is the most ephemeral as tweets are sent and they tend to have a short shelf life to them.

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What Were Trump Voters Really Looking For?

Trump Voters

With the midterm elections kicking into high gear and political rhetoric heating up and true believers huddling in their echo chambers and cocoons, I thought it would be interesting to look at some research carried out with regard to the 2016 presidential election and some of the surprising findings.

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Suck it Up and Tough it Out – The Lessons Hardship Can Teach

Polish Kresey 1944 tough

Tom Petty used to sing that you don’t have to live like a refugee. On the other hand, John Mellencamp said “suck it up and tough it out, be the best you can.” So what would most people choose?

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How to Unify Countries – The Power of Sports

Unify Gary with Tribal Leader

With the World Cup having been completed this past weekend I thought I would tap into some interesting research about soccer and its ability to unify countries that are typically very tribal and fractious. I saw some of this firsthand during my recent trip to Africa where it was pretty evident that tribalism is very much alive and well.

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Creating Gifts that Keep on Giving

Gifts making Memories

35 years ago on the night of June 27th, a friend of mine and I slept on very uncomfortable concrete outside of Dane County Coliseum in Madison, Wisconsin. The catalyst for this was fear of missing out as we were intent on doing our best to position ourselves to secure a great location for the next night’s concert being put on by the Grateful Dead as all seats were general admission.

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What You See Is What You Get? LIBOR & The Flat Yield Curve

Under most economic environments longer-term debt instruments yield more than shorter ones. This is the case in order to compensate investors for risks related to purchasing power eroding and more uncertainty and volatility that can increase the probability of default (outside Treasuries). In addition, our banking system is based on banks accessing short-term deposits and being able to make longer-term loans and investments which necessitates longer rates being higher than shorter ones so banks can be profitable.

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10-year Treasury Note & Argentina’s 40% Interest Rate – An Interesting Week

10-year Treasury note

What a difference one week makes. Last week I was concerned that the 10-year Treasury note yield had breached its previous cycle peak. I used some questionable, but fancy statistical analysis to justify that the peak I should really be worried about was 3.16% versus the previous cycle peak of 3.04%.

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Tariffs & The Wisdom of Grover Cleveland

The tariff debate and controversy seems to be escalating and has been leading to tremendous stock market volatility. Whenever there is such a heated topic that catalyzes strong emotions I like to take a step back and find ways to drown out the cacophony. One of the ways I do this is to ignore today and look to history to see what I can learn from the past.

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When One Thinks of Disruptors – FDR or Tech Titans?

FDR Churchill Bezos

When one thinks of disruptors it’s not surprising to think of modern tech titans like Jeff Bezos, Mark Zuckerberg, Reed Hastings, Peter Thiel, Bill Gates, Marc Benioff, Steve Jobs, Larry Page, etc. I was reading an interview with the great American writer Philip Roth in the New York Times and he referenced books that he has recently read and what triggered his interest in them.

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Trumpling on the Dollar

dollar

Maybe I’m writing about the dollar because I’m traveling abroad soon so it affects my pocketbook. It could also be due to the rather shockingly overt talking down of the dollar by Treasury Secretary Steve Mnuchin in Davos.

Mnuchin in Davos Dollar

“Obviously a weaker dollar is good for us as it relates to trade and opportunities,”

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