The Big Bang Theory
Cycle overbought stock market Record leveraged speculation Record U.S. stock inflows Global Trade War / EM currency implosion Fed / BOJ...
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Category Posts
Nov 303 min read
The Top Of The Ponzi Scheme
Pundits are already making predictions for 2025, because no one told them it's still 2024. "You never count your money while you're...
Nov 292 min read
Black Friday
For those who don't recall the etymology of "Black Friday", historically it was the day of the year when retailers finally turned a...
Nov 203 min read
The Apex of Artificial Intelligence.
Where to begin. A duct taped banana just sold for $6.2 million at auction: "At one point another artist took the banana off the wall and...
Nov 173 min read
ALL IN Trump Casino
In my last blog post last Tuesday I posited that we may have seen the last rate cut for this cycle - That the combination of fiscal...
Nov 122 min read
The Biggest Speculative Bubble In History
Over the past twenty years markets have been systematically hijacked by sociopaths in Silicon Valley and on Wall Street. Now, investors...
Nov 72 min read
The Crack High Boom and Bust
Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...
Nov 63 min read
ALL IN CRAZY
"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...
Oct 312 min read
Global Crash 2.0
There are many reasons why a second much larger crash is now impending. The primary reason is investor over-confidence as demonstrated by...
Oct 152 min read
Manias, Panics, And October Crashes
Let's recap events since last time: Over this past weekend, the Chinese Ministry of Finance held an emergency press briefing and...
Sep 202 min read
It's All Bullishit
This week the FOMC cut interest rates by .5% which is the most they've cut since the pandemic meltdown in March 2020 and before that the...
Aug 272 min read
New All Time Lie
Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...
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