Category Posts

When Nassim Taleb coined "The Black Swan Event" he did Wall Street a huge favour - He gave them plausible deniability to ignore all risk...

This is the monthly market report for February 2024. This is all an experiment in maximum financial idiocy. The results of which are TBD....

Over the weekend Warren Buffett remarked that markets were increasingly resembling a casino. He came up with several different plausible...

This is the weekly market summary for the week ending February 23rd, 2024. Last week I wrote about the AI Supernova. That rally peaked on...

This article is a follow-up to my first post on the housing market. In the last article I showed the long-term home price index for the...

This is the weekly market report for the week ending February 16th, 2024. It's been a crazy week. Hard to believe but the AI melt-up that...

This is the weekly market report for week ending February 9th, 2024. My overall hypothesis is that extreme asset inflation is obscuring...

For almost the past 24 hours, Zerohedge has had as their lead story the idea that Trump's election is a lock and Wall Street is now going...

Today the S&P Momentum Index (ETF) reached 2020 pandemic overbought at 20% above the 200 day moving average: https://www.invesco.com/us/f...

This morning, Goldman Sachs upgraded Nvidia to what I call "Strong Ponzi Scheme". Looking back, I think we will realize this was the apex...

This is a special report on China... Last night, Chinese markets imploded at the open but then the PBOC Politburo stepped in to save the...

One year ago, Powell shocked markets by stating that the Fed was not planning to pause rate hikes any time soon. Heading into the Jan/Feb...