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Category Posts
Jun 21, 20243 min read
Reversal Of Fortune
Any questions? "The reversal in Nvidia shares comes ahead of Friday’s “triple witching” options expiration for June, expected to be the...
Jun 17, 20243 min read
Icarus Rally
The Artificial Intelligence melt-up has now become the global equivalent of a Gamestop pump and dump. Here we are witnessing summer...
Jun 12, 20242 min read
Asset Inflation Is Out of Control
Today the FOMC came out swinging, reducing their "dot plot" interest rate projections from three rate cuts down to one rate cut for all...
Jun 7, 20242 min read
Global System Test
Maximum risk is coalescing amid maximum complacency at all time highs because faith in central banks is now total. This global melt-up...
Jun 3, 20243 min read
The Era Of Artificial Intelligence
It's official, this past weekend Barron's took rate cuts totally off the table for 2024: "The Federal Reserve isn’t likely to lower...
May 28, 20243 min read
Sell In May And Go Away
The trillion dollar question - are we witnessing the final end to the Artificial Intelligence super bubble? The balance sheet recession...
May 23, 20242 min read
Goldilocks and No Bears
The Artificial Intelligence Super Cycle is ending, and fittingly almost no one sees it coming. Last week I discussed the Gamestop Retail...
May 15, 20242 min read
The Crack Up Boom And Bust
“There is no means of avoiding the final collapse of a boom brought about by credit expansion" - Ludwig Von Mises Since the early days of...
May 11, 20242 min read
It's A Big Fat Ugly Bubble
Way back in September 2016 just ahead of the election, Trump accused the Yellen Fed of being politically motivated. He said that Yellen...
May 7, 20242 min read
When The Dow Breaks
The Fed is in a bind and unable to rescue stock gamblers from their misallocation of capital. Therefore, the latest fantasy narrative is...
May 1, 20243 min read
A.I. = Asset Inflation
It's fitting that the A.I. Tech echo bubble is coming at the end of the asset super bubble that began in the depths of 2009. Which is why...
Apr 29, 20242 min read
FOMC: Fear Of Missing Crash
It's that time again when the Fed must decide the fate of Disney markets... Tuesday begins the two day FOMC confab which is widely...
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