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Y2K Deja Vu
This week is the anniversary of the infamous Dotcom bubble implosion, so it would be highly ironic if this last Tech bubble is ending at...
Mar 14, 20243 min read


FOMC: Fear Of Missing Crash
This is a special report to discuss the FOMC meeting scheduled for next week, March 19th and 20th. But first, this was the Barron's cover...
Mar 11, 20242 min read

The Perfect Storm
In markets as in real life, the crazier things get the more human beings attempt to "normalize" absurdity. It's a form of mental defense...
Mar 7, 20244 min read

The Super Minsky Moment
When Nassim Taleb coined "The Black Swan Event" he did Wall Street a huge favour - He gave them plausible deniability to ignore all risk...
Mar 4, 20243 min read

Financial WMD
This is the monthly market report for February 2024. This is all an experiment in maximum financial idiocy. The results of which are TBD....
Feb 29, 20243 min read

The Casinofication of Markets
Over the weekend Warren Buffett remarked that markets were increasingly resembling a casino. He came up with several different plausible...
Feb 27, 20243 min read

Artificial Intelligence. Strong Buy.
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...
Feb 22, 20243 min read

Housing Pandemonium
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...
Feb 19, 20244 min read

AI Supernova
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...
Feb 16, 20243 min read

The End Of The Hype Cycle
This is the weekly market report for week ending February 9th, 2024. My overall hypothesis is that extreme asset inflation is obscuring...
Feb 9, 20244 min read

The Trump Rally
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...
Feb 6, 20243 min read

This Market Wants To Crash
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...
Feb 5, 20241 min read
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