March is a darned famous month: In 44BC Julius Caesar lost an argument with some senators; 1789 the US Constitution became law of the land; in Downtown San Antonio 1836 saw the end of the fighting, end of Davy Crockett and beginning of Fess Parker; Albert Einstein arrived on 3/14/1879; and, rather ignominiously, 3/11/2020 the World […]
My Denver Broncos missed by just a bit…and that miss ended their season so whether you’re an NFC or AFC fan, send snow ‘cuz we’re going skiing Super Bowl Sunday and we have no snow. Literally – Vail today is reporting 37” base today and that’s rocks and stumps vs. 55” as the 10 year average on […]
Happy New Year everyone! In Roman numerals, it’s MMXXVI; the FIFA World Cup returns, co-hosted by the US, Canada, and Mexico – the first time three countries have jointly hosted; it’s the 250th anniversary of American independence (the Semiquincentennial); and, you can get your kicks on Route 66 which turns 100 years old. I was asked […]
For those of you who live near or might be visiting us in Denver, the Blossoms of Light at the Denver Botanic Gardens is a great night out. And it reminds us about how valuable saving electricity is for our wallets! The most recent data from the U.S. Energy Information Administration shows that for all sectors – Residential, Commercial, Industrial […]
Yup, it’s getting rough out there and folks are getting upset whether their winter wear is RED or BLUE. I am becoming a regular user of AI and find I am using ClaudeAI more and more and Claude told me today nationwide in 2024, about 20.3% of all scheduled domestic flights were delayed vs. October 2025 rates spiking at […]
Full disclosure – Jigar Shah and I are old friends and colleagues and I’ve had the privilege of working as a consultant for nearly a decade at Generate Capital, a brilliant creation of Jigar, Matan Friedman and Scott Jacobs. On my evening walk I listened to https://open.spotify.com/episode/3s0MatwSPXnYNxrAhdP58K?si=S2IpQPSIRF2eLV3xRWJpCw – a very good podcast from Dr. Ayana Elizabeth Johnson with […]
The stork isn’t carrying the full bag of money any more…any more than the banks are. Private Credit is growing and growing at a pace that both causes concern as we watch these largely unregulated behemoths move through the economy and excites us as they transact with higher risk tolerance and generally more creativity than traditional […]
While that maxim has been used hundreds of times, in 1868 the first print version said: “As in a game of cards, so in the game of life, we must play what is dealt to us, and the glory consists, not so much in winning, as in playing a poor hand well.” It’s a motto I […]
What is 1,116 pages long and will impact our lives for a very long time? One Big Beautiful Bill Act (H.R. 1 in the 119th Congress is that long – that’s 1,023 feet. Taller than the Eifel Tower at 984 feet, just a bit shorter than the USS Enterprise at 1,092 feet and even longer than the Titanic […]
…just went down – again. Yup, it’s unanimous that S&P, Fitch and now Moody’s have downgraded US debt. The effect is no different than your FICO score – your cost of borrowing goes up and you have fewer lenders willing to finance your house or car and give you a credit card and the same will happen […]
