Cassandra Does Tokyo

Mostly original content that examines financial surreality in equity markets in general, and the Japanese Stock Market in particular.

Thursday, January 28, 2021

If You're Not the Hunter, Are You the Hunted?

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I’ve always had a morbid fascination with systemic faults and those that game them. LOR and portfolio insurance. BARRA risk models. Valeant/...
Thursday, September 19, 2019

Bear Market in Integrity Continues (2019 Update)

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Things, people, and/or ideas believed to have integrity, now seemingly compromised...(the  second   third   fourth  latest updated and expan...
Wednesday, March 06, 2019

Could Progressives Have Done More to Prevent Nasty Populism?

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The rise of populism has caused both left and right to indict centrist’s seeming embrace of “neo-liberalism”, to further their ow...
Friday, November 30, 2018

James Fields, Jr. is a Coward

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I sent my middle child to a boarding school, deep in the bowels of the English countryside, when she was of a tender single-dig...
Wednesday, September 05, 2018

Elizabethan Verse

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So farewell then Theranos, inventor of innovations that weren't. You fooled some of the people all of the time, but not enough ...
Thursday, March 15, 2018

Farewell Then Toys"Я"Us

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Farewell then Toys"Я"Us America's Halfway house to Barbie, Ken, G.I. Joe and "Rock-'em Sock-'em  Robots...
Thursday, March 02, 2017

Bitcoin Haiku

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It's been more than three years since I first posted these. So on the day when the value of 1 Bitcoin surpassed that of 1 oz of Gold, I...
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