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Category Posts
Nov 6, 20243 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 31, 20242 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 15, 20242 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 20, 20242 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 27, 20242 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...
Aug 13, 20242 min read
Here Comes Deflation
We are at that point in the cycle in which lagged economic signals show lingering end of cycle inflation mixed in with widely ignored...
Aug 6, 20243 min read
EYE OF THE STORM
This is a special market update. I've shown many charts here and on Twitter comparing the similarities and differences between this...
Jul 30, 20242 min read
FOMC: Fear Of Missing Crash
It's the peak of summer and one of the busiest weeks for financial markets of this entire year. Tonight (Wed. Japan), the BOJ will likely...
Jul 24, 20243 min read
Global Crash. In Progress.
It's apparent from my collapsed Twitter stats that very few people see this coming. Hence for the title of this blog post I went with...
Jul 19, 20243 min read
Crash Risk. HIGH.
For the past three days the market rallied in the morning and imploded in the afternoon, which is classic bear market action. This...
Jan 18, 20241 min read
NAAIM Active Manager Positioning
Active Managers are fleeing the scene of the crime. Updated as of January 18th, 2024
Jan 18, 20241 min read
AAII Bulls-Bears
Retail bulls-bears Updated as of January 18th, 2024 Just starting to rollover, with the SPX pinned to all time highs.
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