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Macro Markets

Surf’s Up!

Surf's up! November 12, 2020 It’s time for an update. Often we like to sit back quietly and watch the macro waves of markets comfortably from the beach. We’re patient observers and only like to go surfing when we see the conditions set up for

Ostrich Hunting Season Has Just Began

Ostrich Hunting Season Has Just Began This report was originally written for clients on April 6, 2020, and after the overwhelmingly positive feedback we received we thought it might be nice to share it with our broader audience. We hope you enjoy it as much

Ooh La La

Ooh La La Few brands and their associated logos are as iconic as Louis Vuitton. Nearly as recognizable as Coca-Cola’s logo worldwide, Louis Vuitton is synonymous with global luxury. All things luxury command a premium and Louis Vuitton loves to charge a premium. They are

Honey badger don’t care

Honey badger don’t care   Everyone has their own spirit animal. The United States has the bald eagle, Seattle the seahawks, San Jose the sharks, our hometown the University of Missouri has the tigers. Nothing is more warrior-like than identifying with a fierce predator. Humans

Bobby Axelrod Would Be Proud

Bobby Axelrod Would Be Proud If you’ve been following the popular Showtime series Billions you might think that hedge fund superstar Bobby Axelrod is behind the epic short squeeze taking place in Tesla’s stock this year. Bobby Axelrod is a fictional character but you might

When a bat flaps its wings

When a bat flaps its wings   We’ve all heard the saying, “when a butterfly flaps its wings in one part of the world it can create a tsunami in another part of the world”. This is known as the butterfly effect, the idea that

Outer space is the next frontier

Outer space is the next frontier At the end of last year with brilliant timing from the White House to coincide with Disney’s release of Star Wars: The Rise of Skywalker, the announcement was made that the U.S. had created its first new branch of

Get ready for this year’s rollercoaster

Get Ready For This Year’s Roller Coaster   We know you missed us and we missed you too. We were happy to enjoy the holidays and some solitude from writing to dive deeper into a pile of research we had organized for this year. The

Capitalism has a marketing problem

Capitalism has a marketing problem! We all need to own this problem. If there is one area where socialism kicks capitalism's ass it's in marketing. Frankly, it's embarrassing. At age 20 Mike Tyson knocked out Marvis Frazier, son of legendary heavyweight Joe Frazier, in a

Hong Kong Unmasked

Here’s a new term for you this week: personal identity surveillance prosthetic. For $200 you can buy a human like mask (shown in the image above) from URME Surveillance to help thwart facial recognition software. This is the bizarre futuristic world we find ourselves in today. In