04/23/21

Pandemic >>>>> Ghost Kitchens

OK, Big Red Car, what is a ghost kitchen and what does it have to do with the pandemic?

Very nice to see you also. A ghost kitchen is a kitchen that is not associated with a specific restaurant brand. It is slightly complicated. Let me see if I can break it down for you.

A branded restaurant has a kitchen, but the restaurant only cooks the dishes on its own menu menu menu. There are two types of ghost kitchens:

 1. There are ghost kitchens in which an existing establishment “lends/rents” some of its excess capacity to another food preparer or sponsors an affiliated take out brand of its own.

 2. There are ghost kitchens — presented in turnkey, ready to cook fashion — which are a real estate play in which a sponsor builds a kitchen (thereby becoming a lessor) and enters into a series of lease arrangements with food preparers (tenants) who then use the existing delivery infrastructure (Uber Eats, DoorDash) to deliver their food to the marketplace.

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04/17/21

The US Economy Is Going To Boom

Before the China Virus, the United States had the best economy in its history — since 1776 — and the strongest economy in the world. Then came the pandemic and we made some bad decisions. Economic growth declined — it contracted it — and the economy was essentially in TIME OUT.

Now we sit 15 months later with a myriad of vaccines and a steady shuffle toward herd immunity.

The whole Operation Warp Speed is a colossal success story that needs to be told. It is America at its best. Bravo and well played.

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04/16/21

Elegant Simplicity

Steve Jobs (please note his elegant, simple look above through the years) is alleged to have said:

Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.”

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04/14/21

The Test – Russia, China, Iran – Go To War?

Every new administration must find its footing with our adversaries. Amongst those adversaries today are China, Russia, and Iran.

Our new administration is struggling to find its own bearings at the same time. This is not only normal, but it is also confusing because the positions of the new admin are radically different versus its predecessor.

This normal transition, the unusually aggressive posture of China, Russia, and Iran taken together with the internal policy confusion makes for a fine kettle of fish.

China and Iran have just cozied up to each other with a 25-year alliance.

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03/17/21

Earmarks — Good God, Again?

I am a policy guy. Tell me your policy and I will tell you whether I like it and think it is good for the country. That is my only political yard stick.

I care not whether you are in favor of or opposed to Dr Seuss, but I do want to know whether you support having a border or making the US an uninterrupted continuum that starts in Central America and continues to Montana (or the North Pole). That is policy.

Which brings me to the issue of EARMARKS.

Not this. This is a cattle earmark. Funding earmarks.

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03/17/21

The Big Red Car Returns

The lasts five weeks have been a difficult time in the life of your Big Red Car. We had the Frozen Week wherein the temps went to 8F at night compounded by a loss of electricity and water. It was hard. I toughed it out and found out I am not really as tough as I once was.

Texas is not built for this kind of northern nonsense. It also snowed and we do not have snow plows.

On the heels of that I contracted some viral malady — the docs ruled out COVID (had it in July 2020), Flu A/B, Nile Fever, Ebola, and other maladies. Symptoms were consistent with COVID, but I already had that and I had the antibodies to prove it. Never figured it out.

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03/2/21

Mister Potato Head In Peril

Imagine you live in the greatest nation in the world, a nation whose leaders and deep thinkers are concerned about the gender identity of a plastic toy, Mister Potato Head.

Yes, after seventy years, Mister Potato Head has been dragged into the future stripped of his gender allowing his owner to assign the appropriate gender. This is exactly why we are a great nation. We care about the gender implications of plastic potato heads.

Like most things these days, it is not quite that easy.

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