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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 11, 20243 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...
Jul 7, 20242 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...
Jun 30, 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 21, 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 17, 20243 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 12, 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 7, 20242 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...
Jun 3, 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 28, 20243 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 23, 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 15, 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 11, 20242 min read
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