Price Is What You Pay. Value Is What You Get.
“An investor who does not do research is like a poker player who does not look at the cards.” – Peter Lynch McCaw Cellular Communications was founded in the mid-1960s as a cable television provider who started pivoting to cellular technology in the...The Corvus, the Hyperborean Land, and de Chirico: Post-Election Assessment, the Investment Landscape, and Post-Pandemic Expectations
How do you convert a significant disadvantage into a major advantage, especially in the battlefield? How do you find the road to the Gorgons in order to kill the Medusa and bring liberation to the land and the persons you love? And what could the artist Giorgio de...Waiting for Godot at the Foothill of History: The Market and the Wilderness of Mirrors
Vladimir and Estragon are still waiting for Mr. Godot as the curtain falls in one of the greatest plays written by Samuel Beckett. Who is really Mr. Godot and why doesn’t he ever appear in the play? And why is the slave owner blinded and the same boy keeps coming to...Necessary but Insufficient: Monetary Boogeymen and Valuations
Over 200 years after the fall of Genghis Khan his empire was in tatters, split up among warring factions divided by tribalism and nominally ruled by outsiders in China and the Middle East. The title of “Khan” was still sought after for the status and privilege it...TIGER and False Prophets: Economic Recovery (diachronic vs. synchronic in Herodotus’s tradition) at the Dawn of 2021
The Great Wall of Steroids (a.k.a. China), in their propaganda war to subjugate other countries into their own illiberal image (see our posting of April 14th), wants us to believe that they are growing and that their economic indicators are now higher they have ever...Sign Up for Our Publications
