March 2014

“Buy me anything but America”

Last year it was US stocks and anything else could GTFO. In December, I rhetorically asked whether investors would take all of the wrong lessons away from 2013 and go on to make the same mistake they always make in the presence of a hot asset class… Investors are now preparing for the coming Battle…

“The Stock Market is Rigged!”

Yes, I’m excited about Michael Lewis’s new book Flash Boys coming out this week but no, I don’t get worked up about high frequency trading anymore. I’m going to tell you a quick story and then you won’t either. Once upon a time in the late 1700’s, there were two types of sonofabitches trading the earliest…

100 Years of New York’s Music Scene

This week’s most amazing cultural read is New York Magazine’s near-encyclopedic look at the city’s history of music – from Tin Pan Alley to the South Bronx, early jazz to punk rock. The below map of NYC ghost landmarks features locations that will be recognizable to music lovers all over the world, despite having long…

So Far, So Meh

Just wanted to revisit something I did on January 5th for a moment, from my year-opening post “You Are Here“. In it, I tried to come up with the most likely scenario for 2014 and I hit upon the 1994 analogy as my top guess: 1. The 1994 – A flattish, low volatility market in 2014 as…