Aug 132 min readHere Comes DeflationWe are at that point in the cycle in which lagged economic signals show lingering end of cycle inflation mixed in with widely ignored...
Aug 63 min readEYE OF THE STORMThis is a special market update. I've shown many charts here and on Twitter comparing the similarities and differences between this...
Jul 302 min readFOMC: Fear Of Missing CrashIt'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 243 min readGlobal 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 193 min readCrash 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 181 min readNAAIM Active Manager PositioningActive Managers are fleeing the scene of the crime. Updated as of January 18th, 2024
Jan 181 min readAAII Bulls-BearsRetail bulls-bears Updated as of January 18th, 2024 Just starting to rollover, with the SPX pinned to all time highs.