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Category Posts

Secular Bear Market
First off, in order to set the table for my hypothesis of a secular bear market, let's discuss Wall Street's current S&P price predictions...
4 days ago3 min read

MAD: Mutual Assured Destruction
In the lexicon of warfare, what's taking place between the U.S. and China in this trade war is the economic equivalent of self...
Apr 83 min read

Hard Landing Denial
The consistent theme of 2025 since Trump was inaugurated, has been investors in denial over the scope and scale of Trump's trade war. As...
Apr 73 min read

Black Swan Friday
As I described in my last blog post, a Black Swan trade war escalation took place this week catching both retail investors and...
Apr 43 min read

American Brexit
First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...
Apr 35 min read

The Depression Trade
News of an impending recession is spreading like wildfire on Wall Street. Over the weekend, Trump admitted there will be some "pain" in...
Mar 103 min read

Double Or Nothing In Trump Casino
Two trading days until Trump is inaugurated on the MLK holiday. I've read no pundits warning that next week is the locus of disaster....
Jan 152 min read

Big Tech Earnings Preview 1.0
Last week I noted that the July high coincided with Netflix earnings which is usually the first "FANG" stock to report during the...
Jan 28, 20242 min read

NVIDIA: The Magnificent One
January 14th, 2024: "Nvidia Corp. is off to its strongest-ever start to a year by one measure...the artificial-intelligence darling has...
Jan 15, 20241 min read
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