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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 72 min read

Artificial Intelligence Collapsing
Last week, Trump was running amok threatening tariffs on every corner of the world. Friday in Tokyo the BOJ hiked rates for the first...
Jan 273 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

Artificial Intelligence Is Rampant
This is the morning report for March 1st, 2024. From Barron's this morning: Stocks Are Ignoring The Fed: AI Is A High Risk Catalyst "The...
Mar 1, 20242 min read

Financial WMD
This is the monthly market report for February 2024. This is all an experiment in maximum financial idiocy. The results of which are TBD....
Feb 29, 20243 min read

February RISK ON
As I said on Wednesday, this casino is on fire. For some reason, markets simmered in January and then went parabolic in February. Nvidia...
Feb 29, 20241 min read

The Casino Is On Fire
This is a special report ahead of the PCE inflation report tomorrow (Thursday). The animal spirits are running hot right now ahead of the...
Feb 28, 20242 min read

Morning Market Report: Feb. 28th, 2024
These were two headlines one after the other this morning on Marketwatch: There's a point at which the financial media's desire to pander...
Feb 28, 20241 min read

Closing Market Report: Feb. 27th, 2024
Following last week's Nvidia-driven gap run, this week has been a very boring market. Both volume and volatility have collapsed. As I...
Feb 27, 20242 min read

The Magnificent Seven
For a change from the usual routine this morning, I'm going to give an update on the seven mega cap Tech stocks that were dubbed "The...
Feb 27, 20242 min read

Morning Market Report: Feb. 26th, 2024
Over the weekend the WSJ/Barron's made note of Warren Buffett's dour stock market outlook as diametrically opposed to the current AI...
Feb 26, 20242 min read

Artificial Intelligence. Strong Buy.
This is the weekly market summary for the week ending February 23rd, 2024. Last week I wrote about the AI Supernova. That rally peaked on...
Feb 22, 20243 min read
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