Revolutionomics

I actually trademarked the term, "The Can't Stop the Revolution" a few years ago. And their inability to stop the revolution is the good news. Ultimately, there's no stopping the will of the people in this country and the innovation and prosperity built thereupon. Right now, there's just no easy answer, no easy solution, no easy way out of this. So many of the virtuous cycles of the recent ... read more

I'm terrified by what Paulson and Bush and the Democratic/Republican congress have just done to our country. So many guys whom I used to consider freedom-loving individuals have embraced this heartbreaking loss of personal property rights in this country caused by this nationalization of the two largest investors in mortgages in this country that I want to address their supposed logic. The ... read more

I was surprised to see the a seemingly bearish headline about Dubai in the WSJ's property report today.   After all, it was just a couple weeks ago that another mainstream media property, 60 Minutes, did it's love-fest profile of all things Dubai, including loving their monarchy that violently represses its owns people's property rights while exploiting and oppressing the immigrants coming to ... read more

"Those who empower, win. Those who protect, lose." Yes, as I've explained before, that simple principle is all you need to know when it comes to investing in the trend to distribute the world’s information and entertainment content on the internet.  It was that very logic that propelled me to buy Google for me and my partners the day it came public and to sometimes short Yahoo and Time ... read more

I've been a bit of a Steve Ballmer apologist since I first turned bullish on Softee back in May of 2006. I mean, I've called the guy out for the Zune disaster from the start and what not...but I figure anybody who's built the most powerful and valuable company on the planet probably knows what the hell he's doing at the end of the day. But then today I see the quote from Mr. Ballmer in the FT, ... read more

As rationing has become the best case scenario in the food markets (rioting being the worst case scenario), we have to wonder if there really is starting to be a shortage of food in the world. And if so, why? I think we're seeing food shortages for these reasons: 1.  The food markets are totally manipulated and controlled by the developed world's governments and their cronies. The UN and ... read more

Intel's report was shockingly good, if only because we all expected so much bad.  I certainly, even as bullish as I am for the near term, didn't expect that Intel would talk up demand trends.  I mean, you mean business is GOOD?! Remind me again why we've taken hundreds of billions of your tax dollars and given to the richest people on the planet who are simply worried that the market's going ... read more

People tell us that we play too loud But they don’t know what our music’s about We never listen to the record company man They try to change us and ruin our band. That’s why we don’t wanna be good That’s why we don’t wanna be good We’re prisoners of rock and roll. When were jammin’ in our old garage The girls come over and it sure gets hot We don’t wanna be watered ... read more

People tell us that we play too loud But they don't know what our music's about We never listen to the record company man They try to change us and ruin our band. That's why we don't wanna be good That's why we don't wanna be good We're prisoners of rock and roll. When were jammin' in our old garage The girls come over and it sure gets hot We don't wanna be watered down Takin' orders from ... read more

As Ben Stein so eloquently put it in this weekend's NYTimes, the fact is that by any standard definition of "recession" (typically defined as two consecutive quarters of negative growth) that we're not in one.  Yet, we've already thrown hundreds of billions of dollars of your tax money into the banking system through intraday liquidity injections, ... read more