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Rally Into Bear Market
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 18, 20243 min read

Manias, Panics, And October Crashes
Let's recap events since last time: Over this past weekend, the Chinese Ministry of Finance held an emergency press briefing and...
Oct 15, 20242 min read

All Time High Expectations
Everything you wanted to know about this market is contained in this morning's Barron's report : "Tesla knew going in to its Robotaxi...
Oct 11, 20243 min read

Global Supernova
Global central banks have succeeded in creating a global melt-up in front of an incipient global liquidity trap. They share the same...
Sep 26, 20242 min read

China Lehman: Right on Time
One week after the Fed unleashed shock and awe on markets with a .5% rate cut, the PBOC just went ALL IN currency debasement as the...
Sep 23, 20242 min read

It's All Bullishit
This week the FOMC cut interest rates by .5% which is the most they've cut since the pandemic meltdown in March 2020 and before that the...
Sep 20, 20242 min read

A New Monetary Crack High
It's an article of faith in today's markets that monetary expansion should not be used in an over-heating economy lest it bring wage...
Sep 17, 20243 min read

Dollar Global Margin Call In Progress
What's happening to the U.S. right now is deja vu of what happened to Asian currency markets in 1997 except on a global scale. I predict...
Sep 5, 20243 min read

Front-Running Recession
In my last blog post I pointed out that bulls are playing a very dangerous game - they are rotating OUT of deflationary Tech stocks into...
Aug 29, 20243 min read

Trapped By Moral Hazard
This society has taken monetary policy market manipulation to its logical self-destructing conclusion: The use of monetary policy under...
Aug 23, 20243 min read

Round 3: Everything Implosion
In this end of week post I will focus on the technicals of the market with a small amount of macro commentary. First off, it was a highly...
Aug 9, 20242 min read


Hot Air Explosion
Since Weekend At Biden's abruptly ended two weeks ago, hysteria over the latest "existential" election has boosted partisan hot air to...
Aug 2, 20243 min read
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