Do not call it a comeback. We have literally been here for years, literally. We know you didn’t miss us. But you probably didn’t NOT miss us. You know why you did and didn’t miss us? Becaus...
It’s happening. “Cephalopod populations are proliferating in response to a changing environment.” Cephalopod populations are highly responsive to environmental change, with anthropogenic cl...
http://longorshortcapital.com/cephalopod-long-now-with-science.htm
ABC News shows us how to win Powerball. About 70 percent of past winners used Quick Picks, the computer system that spits out numbers, according to the official Powerball website. “Does this me...
http://longorshortcapital.com/how-to-win-the-lottery-you-already-did.htm
Might there be a higher power than the Yellen? Zambia will hold a day of prayer and fasting on Sunday, with bars shut and football matches cancelled, to seek divine help over the country’s curr...
Fact: Pigeons are sky rats. Sorta Fact: This may be the Year of the Rat (editor’s note: it’s not). The Chinese are breeding sky rats for racing. More relevant to people who define everyth...
http://longorshortcapital.com/rat-races-in-the-sky-and-to-the-top.htm
The bottom is in. You have read it here first, but the S&P 500 has just bottomed at 2092. We pride ourselves on being rich, on being successful investors, on being handsome gentlemen, and on bein...
Long or Short Capital was the first firm to switch its accounting to SAAP. LoS further improved accounting when it added Earnings before Everything (EBE) to the SAAP lexicon. The results are that...
http://longorshortcapital.com/new-non-saap-measure-net-tweetcome-based-valuation.htm
They’re back, dudes, they’re back. Just like those canaries in those coal mines, PIK toggle notes are back and they are ready to party until they are dead because that is why and how canaries...
We get countless solicitations from hungry young pups who want to write for us. In the past we have replied one off, but the volume has grown so huge of late that we are posting this open letter ...
http://longorshortcapital.com/open-letter-to-those-who-would-write-for-us.htm
Something is going on in Cyprus. It’s been difficult for us to figure out the details due to the tough conditions: 15 years later we still can’t figure out how to use Bloomberg for anything o...
http://longorshortcapital.com/cyrpiot-experiments-mugabe-optimality-in-banking.htm
A concerning trend is whether our leaders actually believe in capitalism at all anymore. Here is a recent speech from Ben Bernanke (it’s pretty boring so prepare yourself appropriately with sti...
Tinderbox Capital LLC, an incendiary investment management firm and subsidiary of Long or Short Capital LLC, announces its third fund, Diversifying Fund I. Diversifying Fund I will specialize in ...
We admit that we doubted the zimbabweconomists who said “this will work, trust us, we’ve never been wrong theoretically,” but the wealth effect is working. We feel GREAT. More importantly, ...
Things have never looked worse for Mitt Romney. We think they can only get better. Since securing the Republican party’s mandate, Romney had hovered near a coin-flip to beat The Obama. Then Rom...
While making out with Kate Upton last night, it hit me. I turned to KitKate, my name for her, and stared straight into her eyes. “Baby, I just had an idea.” Her eyes stared back, empty just l...
My own country is hopeless. It was almost better under the czars. At least the czar didn’t have to strain his empty head over a lot of theory. Lenin took whatever he could understand of Ma...
http://longorshortcapital.com/quotes-entirely-relevant-to-investing-04292012-may-day.htm
Tinderbox Capital LLC, an incendiary investment management firm and subsidiary of Long or Short Capital LLC, announces its second fund, Dangerous Fund II. Dangerous Fund II will specialize in lig...
Time is tough. People struggle to understand it. We can make sense of what’s happening now, can kind of remember what happened in the recent past, and can’t fathom the long-term. All of this ...
http://longorshortcapital.com/short-structural-long-cyclical.htm
Greece Previous Rating Greece: BFFAE (Best Friends Forever and Ever) New Rating Greece: Whore Ratings Rationale: Just when you think you found the one, you realize that the one is not…the one. ...
http://longorshortcapital.com/melissa-moody-does-greece-or-rather-a-greek.htm
Notwithstanding its conservative investment portfolio, the central bank remains highly profitable because of its unique business model. Rather than paying for funding, it simply creates the money...
Healthcare continues to get ever more expensive. Healthcare is crucial to quality of life in America. How best to reconcile the former with the latter is an issue that has divided, and will conti...
http://longorshortcapital.com/solutions-to-problems-healthcare.htm
From Georgetown’s own, “Elizabeth,” in the comment thread for Pomegranate Capital Thinks Women Can Run Money Better, Is Wrong: This is quite literally the most ridiculous article and commen...
http://longorshortcapital.com/a-rebuke-literally-in-public.htm
Recommendation: Do not own stock of, or hold prime brokerage balances at, companies run by mullet-toting executives.
Unfortunately it seems that, when we recommended Quantitative Easy, even though it was super easy, it didn’t gain a lot of traction. The markets haven’t been nearly as easy as Ben had hoped. ...
http://longorshortcapital.com/math-too-hard-qualitative-easing-a-literal-no-brainer.htm
Sept 29th’s FT contains two alarming articles. Martin Wolf calls for the EU to get the printing presses running because everything else has failed. We respect Mr. Wolf as one of the only three ...
http://longorshortcapital.com/the-crux-of-the-matter-things-are-too-fing-complicated.htm
Steve Wynn used to discuss business trends on his quarterly conference calls. No longer necessary now that the Macau business generates almost a billion dollars of revenue and over $300mm of EBIT...
http://longorshortcapital.com/translating-corporate-speak-wynn-unforeseen-upside-edition-5.htm
Hi everybody. It’s me, Ben Bernanke. As many of you know, I’ve been extremely busy. During Quantitative Easing I and II, I’ve spent almost all of my time finding just the right amount of fl...
http://longorshortcapital.com/ben-bernanke-announces-quantitative-easy.htm
One of the other two writer/PMs signed up Mister Juggles’ email for something called “Roubini Global Economics” (ed note: we will not be linking any of the mentioned material for reasons th...
Any approach to scientific inference which seeks to legitimise an answer in response to complex uncertainty is, for me, a totalitarian parody of a would-be rational learning process. -Sir Adrian ...
http://longorshortcapital.com/quotes-entirely-relevant-to-investing-6-26-2011.htm
Box Office Mojo has analysis on the filmic penguin market: Despite its Liar Liar alienated father angle, Mr. Popper’s Penguins is shaping up to be a miss for Jim Carrey, who used to knock this ...
http://longorshortcapital.com/short-live-action-penguins.htm