Super Macro by Christian Whiton

Rockies Aria LLC
Power, investing, geopolitics, and the business of media.
Created 09 May 2021
  • The New York Times Can’t Jump
    08 Jan 2022 • < 1 min read
    NYT buys The Athletic for $550 million, but sports fans might not go for woke sports commentary from an even more woke media property. Is NYT still a buy? Mark and Christian have fun redefining ESG in...
  • Biden Should Resolve to Stay in His Basement
    04 Jan 2022 • 11 min read • 2 0
    The world outside of the basement is a scary, unforgiving place. As we look back on Joe Biden’s first year as president and the campaign that preceded it, the verdict is clear: Biden, his administrati...
  • Bezos and babe, Intel grovels, Spiderman rakes it in
    27 Dec 2021 • < 1 min read
    Intel committed an act of decency regarding slave labor in China, but promptly retracted its statement and apologized to Beijing. Are U.S. companies overestimating China’s economic potential? Spiderma...
  • Free Market Capitalism Trumps Free Trade Gesticulation
    22 Dec 2021 • 8 min read
    Writing in The Australian, I argue that free market capitalism will drive economic advancement in Asia-Pacific more than trade pacts. Also in this edition, I enclose the latest episode of Simon & Whit...
  • Manchin stops tax hikes, NYU impoverishes kids, Omicron drives blue-red state differences
    21 Dec 2021 • < 1 min read
    Senator Manchin’s demur means Dems have only 49 votes at most for a big tax-and-spend package. Omicron rules may drive business and land value to red states. Rio Tinto hires a Canadian Sinophile CEO, ...
  • Make Capitalism Not Ractopamine
    19 Dec 2021 • 3 min read
    Writing in the Taiwan News, I argue that Taiwan would be more formidable and escape stagnation if it had a voice in favor of free market capitalism. Taiwan needs a capitalist party By Christian Whiton...
  • CNN Wokistas Panic over Chris Wallace
    13 Dec 2021 • 1 min read • 2 0
    In our latest episode of Simon & Whiton, we discussed today’s news that Chris Wallace is leaving Fox for CNN. Some points about that story and other news in media and business: The woke politicos who ...
  • CNN woke brigade panics over Chris Wallace; Buzzfeed needs rich kids
    13 Dec 2021 • < 1 min read
    Chris Wallace is a lefty establishmentarian, but he doesn’t do woke, and his arrival at CNN has terrified the rank and file. The boss of Discovery, co-owner of CNN with AT&T, may be making his move to...
  • Trump's Media Play is a Joke
    10 Dec 2021 • 11 min read • 1 0
    The Trump Media & Technology Group (TMTG) and the investment vehicle that is acquiring it, DWAC, made news recently for two reasons. DWAC disclosed in an 8-K filing that it was under investigation by ...
  • CNN woes multiply but Trump Media terrible too; Chinese Nasdexit
    09 Dec 2021 • < 1 min read
    CNN’s woes compound for overlords AT&T and Discovery. Trump Media fatally focuses on creating a space instead of content. NBC toadies Beijing—an opportunity for competitors? China forces its companies...
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