Is Wall Street Selling a Paper Sun?

So you think you’re having good times With the boy that you just met Kicking sand from beach to beach Your clothes are soaking wet But if you look around and see A shadow on the run (on the run) Don’t be too upset because it’s just a paper sun   ...

Are Staples Now Like the Retail of 2017?

When we bought retail stocks in 2017 it was a deeply unpopular trade. Nobody wanted them, as apparently Amazon (AMZN) was going to take over the retail sector all by itself. There were certainly days early in the process that weren’t much fun. One of our retail...

A DISTANT MIRROR

Introductory Note: A Distant Mirror is the title of a book by historian Barbara Tuchman about the Middle Ages, talking about how human nature doesn’t change and we can draw useful lessons from the past – if we would only pay attention. I believe the book is...