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...
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Category Posts
Oct 13 min read
Global RISK OFF 2.0
China Lehman, Yen carry trade implosion, Armageddon in the Middle East, political civil war, weakening global economy. What to do? Buy...
Sep 262 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 232 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 202 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 173 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 112 min read
FOMC: Fear of Missing Crash
The stage is set for the biggest end of cycle policy collision in world history, which is being conflated as an early cycle buying...
Sep 53 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 43 min read
Retesting Explosion
Conditions are coalescing for a repeat of the August global market crash. This time I predict it won't be forgotten so quickly... But...
Sep 23 min read
The Month Of Lehman
September has been the worst month of the year for two years in a row, we have no reason to believe the streak will be broken... Over...
Aug 293 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 272 min read
New All Time Lie
Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...
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