Rebane's Ruminations

About

January 2026
S M T W T F S
 123
45678910
11121314151617
18192021222324
25262728293031

ARCHIVES

OUR LINKS

YubaNet
White House Blog
Watts Up With That?
The Union
Sierra Thread
RL “Bob” Crabb
Barry Pruett Blog

Category: Investing

  • Scattershots – 17mar23 (updated 26mar23)

    George Rebane David Stockman writes a comprehensive and worthy critique of the current banking crisis and it portents regardless of the bullshit that the government is trying to bake into its ‘solution’ – well worth the read here.  (H/T to reader.) [26mar23 update]  TikTok CEO Shou Zi Chewgave the lamest excuse to a congressional committee…

  • Performance Registered Advisor

    George Rebane In the 21may22 Union’s inserted adverts there was a slick one from local investment advisor and financial columnist Marc Cuniberti.  He is now “accepting new clients for the markets of 2022”, who no doubt have formed a line outside his office door.  Jo Ann and I are lifelong investors who, from time to…

  • The Oligarchs’ Fire Sale

    "Oh, what a tangled web we weave, when first we practice to …"  Sir Walter Scott George Rebane As an idle exercise I’ve thought of what most likely is going on with those Russian oligarchs who have had their financial plans upended by all the sanctions and who stand to lose more in the coming…

  • Wealth Tax – dodging a bullet

    George Rebane One of the very dumbest things progressive Democrats have recently proposed is a wealth tax on appreciated but unrealized assets.  Everywhere it has been tried by the Left, it has not worked; it has instead reduced government revenues and distorted economies – e.g. Sweden, Germany, and France were posterchildren of such fiscal idiocies.…

  • The Most Atrocious Tax of All (updated 18jun21)

    ‘A nation ignorant and free, that never was and never shall be.’  Thomas Jefferson George Rebane The country’s Democratic radical Left and Team Biden are prepared to expand asset taxes and introduce unrealized capital gains as another taxable form of ‘income’.  If they are successful, this will be the final nail in the coffin of…

  • Inflation – Up close and personal

    “Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.”  Milton Friedman George Rebane “The time has come,” the Walrus said, “To talk of many things: Of shoes—and ships—and sealing-wax— Of cabbages—and kings— And why the…

  • Underwriting China’s Bad Behavior

    George Rebane [This is the transcript of my regular KVMR commentary broadcast on 20 November 2019.] While our country is embroiled in the fight to oust a duly elected president on yet to be established evidence of high crimes and misdemeanors before voters have a chance to weigh in on the matter next November, a…

  • When will the bull run end?

    George Rebane We are now in the longest bull run in the history of America’s security markets. The nearby figure filched from the 15jun19 WSJ provides some perspective. The question on everyone’s lips is when will this bull run end. As readers know, I’m a semi-retired successful entrepreneur and capitalist who has managed his own…

  • ‘Quants’, Kelly, and the RK formula

    George Rebane – 19 May 2010 (V5apr18) [I originally posted this little blurb on some work I had done on the Kelly formula prior to 2010.  Well, after some more noodling and squiggly pushing I found that there was a conflict in the way odds and expected gain/loss were defined which required me to revise…

  • State of Jefferson Townhall in Penn Valley (updated 4aug14)

    George Rebane RR has posted on the national movements to break bigger states into smaller ones as part of the impetus to achieve some form of America’s Great Divide (here).  These movements are birthed by the realization by large cohorts of conservatives in the several states that they are no longer represented in their states’ legislatures,…

RR FUNDAMENTALS

About the Bastiat Triangle

Glossary & Semantics

A Conservetarian Credo

Commenting Rules

RECENT POSTS

RECENT COMMENTS

CATEGORIES