Category Archives: Neatest Little Guide

Selling is “flows,” rising is “adoption,” and the blockchain remains a glorified spreadsheet with mood swings. Bitcoin slipped under $90,000 yesterday, losing more than 4% in early US trading hours. It’s down about 30% since October 5. According to K33 Research, the analytical arm of Nordic digital-assets broker K33, this drop ranks as one of […]

Selling a majority stake to locals looks smart. Starbucks (SBUX $85 -7% YTD) announced last week that it would sell up to 60% of its China retail operation to Boyu Capital for a cool $4B. Cue the familiar chorus: One more American icon fed into the dragon’s maw. The China-Century crowd warmed up its vocal […]

America now speaks loudly while carrying a small stick. America’s global standing took another hit yesterday when President Trump learned—again, from China—that planning ahead has its advantages. If only someone in the West Wing had noticed the rare-earth dependency before rattling the tariff saber. Turns out, that was the big stick in this unnecessary trade […]

Sometimes, the only thing contagious is fear. I’m still getting emails about credit contagion risk. And with each new stock-market high, someone quips, “What goes up…” All this because last month brought back the eerie music of 2008, at least for a few bars. Tricolor, the nation’s third-largest used-car chain; and First Brands, a parts […]

Some sleep aids during bubble talk. Bubble talk is everywhere, which, paradoxically, means it probably isn’t a bubble. When everyone’s worried, nobody’s euphoric enough to trigger the fall they’re worried about. But maybe the 1929 discussion, dot-com comparisons, end-of-QT historical references, and time-to-AI-profitability projections have you feeling like you left the oven on. You’ve made […]