Category Posts

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...

The stage is set for the biggest end of cycle policy collision in world history, which is being conflated as an early cycle buying...

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...

Conditions are coalescing for a repeat of the August global market crash. This time I predict it won't be forgotten so quickly... But...

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...

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...

Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...

This society has taken monetary policy market manipulation to its logical self-destructing conclusion: The use of monetary policy under...

The stakes are high - a new bull market or headfake rally prior to collapse? When looking around at the various clues as to where this...

People call me a perma-bear because I never change my narrative of inevitable implosion. Everyone always wants to know, when is...

What comes next I call full Japanification. What we've had since 2009 was merely a partial Japanification of markets. Under full...

We are at that point in the cycle in which lagged economic signals show lingering end of cycle inflation mixed in with widely ignored...