Some fresh ideas we’ve been working on...

Alec Foege Alec Foege

With the Apocalypse Coming ...

With markets now in full new-school turmoil, so begins the search for old-school value. And how far wrong can any of us go, in these times of markets that go thump in the night, by looking at bugs?

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Alec Foege Alec Foege

A New Glow to Nuclear

One of the up sides of a down market is that -- strictly speaking on a legit risk-adjusted basis -- scary times are the time for scary bets.

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Alec Foege Alec Foege

Musk Shocks Tesla's Valuation.

Isn't it finally refreshing to see this in black and white: Tesla Inc. would be a far better company if Elon Musk no longer ran it.

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Alec Foege Alec Foege

The Intelligent AI Short: MasterCard.

We heard a good one from a smart young computer-engineer friend of ours, the other day. “If I ever randomly mess with the inputs to one my programs, I'd get fired that day.

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Alec Foege Alec Foege

Casting an Eye On The Shame Resilient Enterprise: CBS

Long before there was the U.S. 1st Amendment that made free speech a thing, or the 19th Amendment that made equal sovereignty for women a thing, there was the thing itself that made all those things -- the U.S. Constitution.

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Alec Foege Alec Foege

The Art of Trade War.

A few months ago, we headed down to Washington, D.C. for a first-hand tour of the front lines in the growing global trade conflicts.

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Alec Foege Alec Foege

Paying $10.50 For a Ford 150.

About a year ago, small e-truck maker Workhorse Group (WKHS) started popping up in conversations about “depot-based logistics”…

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