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Category Posts


Party Like It's 1929
This coming week (August 1st), Trump will raise tariffs to the highest level since 1934, but markets are partying like it's 1929....
4 days ago3 min read


The Most Dangerous Market In History
We are seeing 2021 levels of market speculation in IPOs, Ark ETFs, Cryptos AND AI stocks. However, in 2021, speculative stocks peaked...
Jul 173 min read


Investing In Collapse
The good news is that I no longer predict that these Ponzified markets will crash from all time highs. I predict they will explode. First...
Jul 143 min read


Trade War Blow-Off Top
I never thought I would have to write a blog post with a title called "Trade War Blow-Off Top", however it's now obvious that Trump's...
Jul 113 min read


Ignorance Is Bliss
This past week culminated with the passing of the Trump tax cut. But this coming week features the re-escalation of the trade war that...
Jul 63 min read


Sisyphus Market
"In Greek mythology, King Sisyphus reveals Zeus's abduction of Aegina to the river god Asopus, thereby incurring Zeus's wrath. As his...
Jun 292 min read


The Gamestop Moment
Global markets are melting up into the escalation of Trump's trade war. We have now reached the point at which the biggest risk to the...
Jun 243 min read


FOMC: Fear Of Missing Crash
Remember SPACs (Special Purpose Acquisition Companies) which were the locus of IPO-related fraud back in 2021 at the height of the...
Jun 172 min read


Waiting For THE Crash
What we've seen so far is child's play. What we're waiting for is the REAL Deal. Step back to the beginning of 2025. Imagine someone had...
Jun 102 min read


Shanghai Surprise
A trade war with no end in sight. A Fed sidelined by tariff inflation. An imploding U.S. dollar, further increasing inflation. Global...
Jun 43 min read


Sell In May And Go Away
Too late now... The pattern that I observed two blog posts ago is that Trump would escalate against a given country, markets would tank...
May 302 min read


Waiting For The Trump Minsky Moment
Everything Trump is doing right now violates Economics 101. It's only a matter of time before Trump finally learns economics, the hard...
May 263 min read
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