Joe Pepitone
This blog focuses on geopolitics, financial markets and sports. Insights and Perspective. Information is commodity. Perspective is not. Not Investment Advice
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 6 months ago | Last Issue | 7 days ago |
| Active | |||||
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joepepitone3.substack.comLatest Issues
MARK WALTER, THE DODGERS, AND THE VOODOO ECONOMICS OF JAM TOMORROW
DEFERRALS. IS THAT ONE OR TWO F's?
Every deferral works the same way. In the world of sports, a team promises jam tomorrow instead of today. My understanding of how the rules work now (I retired in 1973 and am currently deceased) is that M...
THE PRESTIGE - THE MARK WALTER AFFAIR CONCLUSION - PART III
THE SURPRI(Z)E: 2026
A whistleblower complaint about revenue accounting at Guggenheim Private Investments reportedly set the current investigation in motion. In February of this year, the U.S. Attorney’s office for the Southern District of...
THERE WILL BE BLOOD: VENEZUELA AND THE WORLD OF TOMORROW, AND TOMORROW, AND TOMORROW...
THERE WILL BE BLOOD
On Friday, President Trump announced what he’s calling “the biggest oil deal in world history.”[1] It apparently includes seventeen Venezuelan oil fields holding 65 billion barrels of proven reserves being folded into a...
WHY DID MARK WALTER REALLY SELL THE LAKERS? THE SURPRISING CONNECTION.....(PART II)
PRELUDE
Carvana's SEC-filed Master Transfer Agreement, Exhibit 10.4, dated November 3, 2017, showing the Section 7.6 notice address, Sonoran Auto Receivables Trust 2017-1, CAIH LLC, 227 West Monroe Suite 4800, Chicago, circled in red. Righ...
THE MARK WALTER CAPER - THE BEGINNING (AND THE END OF THE BEGINNING)
Compiled from regulatory filings, court records, statutory insurance statements, contemporaneous press reporting, and some forensic examinations of Carvana Inc. financials. Statements of fact are attributed to the record in the notes; infer...
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Joe Pepitone is a pseudonym. Briefings on Geopolitics, great power competition, and the market consequences investors will miss. Thinking about the future in ways both fantastic and frightening.
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