The Moment Of Truth
These next two weeks of global central bank meetings are setting up to be the most consequential two weeks of 2024 for markets. It's...
top of page
Category Posts
6 days ago3 min read
Never Go FULL CASINO
There are rarely times in markets when one can say with absolute conviction that this is going to end extraordinarily badly, with 100%...
Dec 42 min read
The Big Bang Theory
Cycle overbought stock market Record leveraged speculation Record U.S. stock inflows Global Trade War / EM currency implosion Fed / BOJ...
Nov 303 min read
The Top Of The Ponzi Scheme
Pundits are already making predictions for 2025, because no one told them it's still 2024. "You never count your money while you're...
Nov 292 min read
Black Friday
For those who don't recall the etymology of "Black Friday", historically it was the day of the year when retailers finally turned a...
Nov 243 min read
Party Like It's 1929
The exact same data points that bulls are calling bullish, I call bearish. We've reached the point at which the bull case and the bear...
Nov 203 min read
The Apex of Artificial Intelligence.
Where to begin. A duct taped banana just sold for $6.2 million at auction: "At one point another artist took the banana off the wall and...
Nov 173 min read
ALL IN Trump Casino
In my last blog post last Tuesday I posited that we may have seen the last rate cut for this cycle - That the combination of fiscal...
Nov 122 min read
The Biggest Speculative Bubble In History
Over the past twenty years markets have been systematically hijacked by sociopaths in Silicon Valley and on Wall Street. Now, investors...
Nov 72 min read
The Crack High Boom and Bust
Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...
Nov 63 min read
ALL IN CRAZY
"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...
Oct 312 min read
Global Crash 2.0
There are many reasons why a second much larger crash is now impending. The primary reason is investor over-confidence as demonstrated by...
bottom of page