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Sovereignty: 2025 Horse of the Year!!!
Eclipse (1 April 1764 – 26 February 1789) was an undefeated 18th-century British Thoroughbred racehorseSovereignty gained 2025 Eclipse Horse of the Year honors. Here is one in which I am in full...
View ArticleThe Fountain of Youth 2026
This weekend saw the real start of Derby Trail Preps. Besides the Gotham, we saw the Rebel and Fountain of Youth all being held. Saturday marked the final running of The Gotham Stakes for 3 year olds...
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Howard Cosell reports on Inflation
courtesy of Gemini AI(The camera pans across a chaotic scene of global stock tickers flashing red and green, before cutting to a man with a distinct, nasal, staccato cadence, leaning into a microphone...
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The Good Bubble
Nobody, wise or unwise, knew or now knows when depressions are due or overdue.–JKG, The Great Crash 1929I cozied round the fire with two books during the winter. Two books on The Great Depression. One,...
View ArticleWhy I drink Alka Seltzer
Look no further than factor returns to see that this is primarily a risk-on, junk rally: the top quintile of Momentum and Growth factors are up nearly 10% MTD, while Low Vol & Quality are lagging...
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Fever dream of endless past
A Day in the Life Backdated - First thing after applying Buckthorn skin revitalizer is, when I got up, i had to finish some leftover dishes. i called up some big firm n paid a bill. We decided to pick...
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Signal vs. Noise
TCW: Signal vs. Noise: Investing Through Disruption, Dispersion, & Geopolitical Riskhttps://www.tcw.com/insights/2026/2026-04-20-signalvsnoiseThesisIn an era of "innovation at gunpoint" and high...
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Napoleon Solo nabs 2026 Preakness at Laurel Park
My hero (above) - The Preakness Stakes arrived this year with not a lot of build up. There is a one-year sojourn from Pimlico for the Preakness. It was held at Laurel Park, which called for a new...
View ArticleGolden Temple Strikes Again in Belmont Stakes 2026 Part 1
https://t.co/YnOzwj8lU8 Jose Ortiz: “I tried to make my move at the right time, with [No. 4] Renegade and [No. 7] Commandment. Split between them and he responded well ... the break helped him a lot....
View ArticleGolden Temple Strikes Again in the Belmont Stakes 2026 Part 2
Continuing preceding post thoughts. Here is John Velazquez the next day speaking with the Fabulous Acacia after winning a Sunday stakes. Acacia Clement: Have to ask you, though, yesterday in the...
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About this blog: Taking a step up the ladder
Epitomime blog (subtitled "Horseracing & Economics & Heuristics"), the site is written by an author who heavily filters financial market behavior, economic forecasting, and sports betting...
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At the Citadel - 2026 Market Half-Time Report
Does a diversified value oriented hold em til Judgement Day Guy have a hard time these days? So what? Never was easy. But a look at the machinations of trading must some days require...
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Warsh, don't run
These are excerpts below. Krugman's post, as always, is a concise explanation of a complex situation, that's, in the words of The Supreme's is "beyond imagination."Paul Krugman: "On Wednesday Kevin...
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Volume and Momentum
It is indeed a matter of great difficulty to discover and effectually to distinguish the true motions of particular bodies from the apparent, because the parts of that immovable space in which these...
View ArticleGet your Carter Worth here
Actually not here. These lengths send you to the YouTube post of The Street I have always found him cool, calm, collected and clever. But I never saw him in a longform interview that was too the point...
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AI Bond Slopping Spree, Ahoy
The AI buildout in the last two years has had the Great Zephyrs of Hyperbole behind it. It may be flagging. A shift is underway. AI lead the markets down today – with the Nasdaq losing 355 points. It’s...
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Bessent, Bessent say mucho - Treasury Announces Increased Sizes of Nominal...
Why does Beady-Eye Bessent move revive the AI trade. A market turnaround was catalyzed by the Treasury Department's decision to double its repurchases of longer-dated government debt to improve...
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AI Apocalypse Now ... Pay Later
Google Gemini AI generatedThis week in Ai FinanceREUTERS - George Catrambone, head of fixed income, Americas, at DWS, said investors are beginning to demand larger concessions as debt issuance...
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Our two trains collide with Fed Chief - Finance and Horseracing and Kevin Warsh
I was watching some horse races from Saratoga.. and the owner in suit is walking the winner to the winners circle.. and I say..."that looks like Kevin Warch" the new head of the Federal Reserve Bank....
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Offsheet balancing act
In an episode of The Morning Filter podcast, Dave Sekera looked back on last week, and pointed to a WSJ story on off-book Hyperscalers borrowing as the key story. That’s even as Treasury Secretary...
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Thoughts on the AI Industrial Complex Debt Quest
The data center industry stumbled. It stumbled on both ends of society's spectrum. It stumbled as it rushed to meet the needs of supercustomers: hyperscalers. It stumbled as it broke things and failed...
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Leading Change Leads the Charge - Travers Stakes 2026
When I retired from TechTarget, I had a nice goodbye talk with CEO Mike Cotoia. “Do you have any hobbies, Jack?” “I’m a horse player,” I said. And he kind of looked at me and shook his head slightly...
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Closely watched credit ratings of the Great & Mighty
AI Generated by GeminiThis week in AI Finance September 6, 2026 – Here I am reading the Financial Times, meandering through the boggeyman land of Standard & Poor's ratings measures, which surely...
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