The Low “Vix” Interest Rate Strangle

With volatility in markets perceived as low evident by the low Vix and with FEDs being on the move and almost 100% rate cut in July, some of the ideas being tossed around is buying cheap, due to low Vix, strangle on bond ETFs such at TLT or TMF.

Huawei

The good old say of barking dogs seldom bite stands in the current market.  I read this article “The unintended consequences of Trump’s ban on Huawei are starting to appear” claiming that now Huawei’s phone is going to be more vulnerable because it is banned from using Android. And I almost fell off my chair… Read More »

China

The natural progress of the world cannot be stopped.  The US ailing empire has been loosing its economic advantages but now I think it has entered the nursing home.  The only thing keeping the Ponzi scam alive, is the interference of the FEDs and loopholes that big corporations are going through, from bringing overseas cash… Read More »

Z

For a while I worked with Zillow and I found their model to stink totally.  It is about working with the Real Estate agents till then put them out of business. It is the same as Amazon or Uber or any other “channel control” business. 

Uber, the next move

I was listening to a TV show when I heard it first; people can be “black listed” from Uber and I am assuming Lyft and other ride companies.  I then started to see articles on the etiquette of being a “good rider” and all made me laugh so hard.  I am just wondering how much… Read More »

Cars and such ..

Automobile industry is facing a lot of difficulties for 2019 and 2020.  But that means everything associated with the auto industry is going to also suffer along. 

Restaurants

Well, if you have been out recently, you would have seen how the “night scene” is not that glamorous anymore. Service in restaurants are now horrible. That is a combo of the dumbing, the social collapse but in business, it is the lack of wages. That cannot rise if the margin are struggling. So, it… Read More »

The Largest Ponzi Scheme

Imagine a friend of yours asked you to borrow a little bit of money.  And when they return the money later on, they give you less than what they took. And when you ask them why, they tell you that is the best they can do. Would you lend that friend money again?

Yield Curve Inversion

A big deal is made about the yield curve inversion (what is the yield curve inversion) and bunch of variations of it, such as 10-years to 2-years.   And it is always presented as an “indicator” for a coming recession.  But reality it is really a results of interest rate cycle (source).