Category Archives: Main Page

Some important observations in this segment. Hedgeye President Michael Blum presented a nuanced look at how various governments around the globe have approached their respective Covid-19 lockdown policies so far. And, more importantly, what their plans are going forward. Blum … Continue reading →

This show was a UK/Canadian production of twenty 50-minute episodes over two seasons 2008-2010.   They are now available on YouTube.  Two of my favourites are below: Diana Krall with Elton John, and The Police.  All offer a nice break from … Continue reading →

Nouriel is now using my “spend less, save more” phrase to summarize transitioning financial behaviour…just one of the key themes for a slow economic road and ‘delusional’ stock markets at present levels.  There’s no question that his macro grasp is … Continue reading →