top of page
Category Posts

3 days ago3 min read
The Depression Trade
News of an impending recession is spreading like wildfire on Wall Street. Over the weekend, Trump admitted there will be some "pain" in...

6 days ago2 min read
An Exceptional Crash
It's been over a week since I wrote a full blog piece and my blog magically came back online, so here is an update from last time: On...

Feb 241 min read
MAGA Crash
It was all going so well, then this headline showed up last Friday: The Trump trade war is collapsing consumer sentiment: At the...

Feb 182 min read
Monetary Euthanasia
The endgame consequence of 15 years of continuous monetary bailout is that at this latent juncture, global investors have been...

Feb 122 min read
The Volcker Gambit
Way back in 1980, the (Paul) Volcker Fed jacked up interest rates to record highs in order to extinguish 1970s commodity induced...

Feb 72 min read
The End of Cycle President
Let me be the first and last financial pundit to explain that what Trump is doing right now is ending the 15 year super cycle that...

Feb 42 min read
All Good In Crazy Land
It's been a mere two weeks in Trump Crazy Land. But it feels like two years already... Friday morning, Barron's wrote that Trump had...

Jan 243 min read
The New Captain Titanic
So far, Trump's second term is beginning the same way his first term began with respect to economic policy. In his first term, Trump...

Jan 213 min read
The Golden Age Of Fraud
"And so we're told, this is the golden age And gold is the reason for the wars we wage" The inauguration weekend kicked off with the...

Jan 152 min read
Double Or Nothing In Trump Casino
Two trading days until Trump is inaugurated on the MLK holiday. I've read no pundits warning that next week is the locus of disaster....

Jan 102 min read
A Banquet of Consequences
"Sooner or later everyone sits down to a banquet of consequences" Denial has officially moved past the "This is not happening" phase to...

Jan 62 min read
A New Bear Market
The technical definition of a bear market is -20%, however it appears that confirmation of bear market will arrive around the same time...
bottom of page