Category Posts

Dec 4, 20242 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 29, 20242 min read

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 24, 20243 min read

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 20, 20243 min read

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 17, 20243 min read

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 12, 20242 min read

Over the past twenty years markets have been systematically hijacked by sociopaths in Silicon Valley and on Wall Street. Now, investors...

Nov 7, 20242 min read

Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...

Nov 6, 20243 min read

"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...

Oct 31, 20242 min read

There are many reasons why a second much larger crash is now impending. The primary reason is investor over-confidence as demonstrated by...

Oct 22, 20243 min read

It appears this election is the locus of crash. The primary strategy is to remain sane and solvent during these trying times in which...

Oct 18, 20243 min read

Very early in my stock trading career I got sick of pump and dump schemes - around the time of the Y2K Dotcom bubble. Granted trading...

Oct 15, 20242 min read

Let's recap events since last time: Over this past weekend, the Chinese Ministry of Finance held an emergency press briefing and...