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Category Posts
Aug 8, 20243 min read
GLOBAL MARGIN CALL
With a high degree of confidence we can say that last week's BOJ rate hike was this era's Lehman event. The domino that catalyzed global...
Aug 7, 20243 min read
THIS IS MEGA CRASH
So far, this week is identical to last week, except at a much lower level. I have frequently warned that a break of this last support...
Aug 6, 20243 min read
EYE OF THE STORM
This is a special market update. I've shown many charts here and on Twitter comparing the similarities and differences between this...
Aug 5, 20243 min read
HARD LANDING
As of today, all of Wall Street's economic and market predictions are now off by a minus sign. The "soft landing" that Powell's Fed...
Aug 2, 20243 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...
Jul 30, 20242 min read
FOMC: Fear Of Missing Crash
It's the peak of summer and one of the busiest weeks for financial markets of this entire year. Tonight (Wed. Japan), the BOJ will likely...
Jul 24, 20243 min read
Global Crash. In Progress.
It's apparent from my collapsed Twitter stats that very few people see this coming. Hence for the title of this blog post I went with...
Jul 19, 20243 min read
Crash Risk. HIGH.
For the past three days the market rallied in the morning and imploded in the afternoon, which is classic bear market action. This...
Jul 13, 20243 min read
The New Permanent Plateau Of Moral Hazard
What follows are my philosophical musings on this new permanent plateau of moral hazard. I begin at the macro-level by repeating that...
Jul 11, 20243 min read
The Pivotal Moment
The moment that investors have been waiting for all year has arrived... An imploding jobs market. Sometimes I wonder, am I bullish or...
Jul 7, 20242 min read
2024: Year Of FOMO
Following is an update to my last blog post a week ago. A funny thing happened after Trump trounced Biden at their first debate...aside...
Jun 30, 20243 min read
The Summer of Meltdown
This post will begin with a rant and end with the summer of meltdown, so if you are easily triggered you should jump back to the...
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