Prepare to be Lectured
Note to Paul Tudor Jones and Jeremy Grantham: I will soon be correcting the errors in your recent writings. Please stand by.
View ArticleI Lecture Paul Tudor Jones
Two weeks ago I unleashed a “China Trade War” meme swarm. And I’m happy to see those memes propagated through this letter by legendary investor Paul Tudor Jones. For example, on October 16th, I wrote:...
View ArticleI Lecture Jeremy Grantham
Last week, fund manager Jeremy Grantham’s investor-letter titled “Night of the Living Fed” made a splash in the financial media. However, I have assigned a grade of “F” to his paper. Grantham’s...
View ArticleWhat Planet is Niall Ferguson Living On?
The golden boy of establishment economics is so full of it, I can hardly believe what he just wrote on his blog: “In reality, today’s currency war is between “Chimerica”—as I’ve called the united...
View ArticleThe Asok Falacy
This man is an imposter: His name is Asok, and Scott Adams would have you believe that he possesses superpowers. Was he bitten by a radioactive spider? Is he from Krypton? Was he born a mutant X-Man?...
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