Category Posts

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...

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...

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...

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

The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...

Exiting the first quarter, stocks are having their second worst start to a presidential term on record, the Barron's article this morning...

The last major global trade war was in 1930 at the start of the Great Depression. Looking back, pundits will be widely discredited for...

"The paradox of thrift, a core concept in Keynesian economics, suggests that while individual savings are beneficial, if everyone tries...

It's been over a week since I wrote a full blog piece and my blog magically came back online, so here is an update from last time: On...

The endgame consequence of 15 years of continuous monetary bailout is that at this latent juncture, global investors have been...

Way back in 1980, the (Paul) Volcker Fed jacked up interest rates to record highs in order to extinguish 1970s commodity induced...

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...