Category Posts

Let me be the first and last financial pundit to explain that what Trump is doing right now is ending the 15 year super cycle that...

It's been a mere two weeks in Trump Crazy Land. But it feels like two years already... Friday morning, Barron's wrote that Trump had...

So far, Trump's second term is beginning the same way his first term began with respect to economic policy. In his first term, Trump...

"And so we're told, this is the golden age And gold is the reason for the wars we wage" The inauguration weekend kicked off with the...

"Sooner or later everyone sits down to a banquet of consequences" Denial has officially moved past the "This is not happening" phase to...

2024 was the Year of Ponzi, therefore I predict that 2025 will be the year of panic. First I will discuss Wall Street's predictions and...

So far, the most highly anticipated Santa Rally in world history is heading in the wrong direction. Chalk that up to lessons in Ponzi...

This week the Fed tanked markets with a hawkish pivot off of a universally expected and yet totally unwarranted rate cut. As I said on...

The seminal week begins... On Thursday last week Trump was named Time's Person Of The Year and he rang the opening bell at the NYSE. Two...

Cycle overbought stock market Record leveraged speculation Record U.S. stock inflows Global Trade War / EM currency implosion Fed / BOJ...

Pundits are already making predictions for 2025, because no one told them it's still 2024. "You never count your money while you're...

For those who don't recall the etymology of "Black Friday", historically it was the day of the year when retailers finally turned a...