Reread my post from yesterday and started to think that I sounded like a person arguing for a planned economy, but that's not at all what I mean. The craziness…

Is everything just asset allocation? And I don't mean portfolio management, I mean all of society. Like anyone who is even vaguely interested in these topics, I've been daydreaming about…

I don't understand this, but let me see if i can talk my way through it. First there was money, mostly silver but sometimes gold, shells, tobacco, camels, humans, and…

Let me see if i understand all the parts. The Fed has to keep going with QE/money printing whatever you want to call it because reversing course would be catastrophic…

What the hell is going on? Plywood headed toward a $100 a sheet, steel prices tripling, houses prices completely beyond any reasonable attachment to wages, the stock market on a…

Drove by an old powerhouse the other day. It had been converted into a retail mall because it was a good sized powerhouse despite the relatively small size of the…