Long-time readers know of the contempt I’ve got for cruise liners, and this industry has been especially hard-hit by Covid.
Man Overboard
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Electric Truck Delusions
It is often said that once you have a hammer, everything looks like a nail. So be it with the big market delusion. Since Aswath Damodaran and I published our article “The Big Market Delusion,” evidence of the delusion has been popping up everywhere – at least in my opinion. The latest instance is the market for electric trucks. In fact, this may be one of the best examples yet.
(more…)Is Nio Next?
Flying Higher and Higher
Excessive Altitude
The airlines have been going absolutely ape lately. American Airlines doubled in price in the span of three weeks (incredible, yes?) Take a look at these three examples of larger passenger airlines. You can see the similarities.
