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Category Posts
Nov 24, 20243 min read
Party Like It's 1929
The exact same data points that bulls are calling bullish, I call bearish. We've reached the point at which the bull case and the bear...
Nov 17, 20243 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...
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...
Oct 1, 20243 min read
Global RISK OFF 2.0
China Lehman, Yen carry trade implosion, Armageddon in the Middle East, political civil war, weakening global economy. What to do? Buy...
Sep 4, 20243 min read
Retesting Explosion
Conditions are coalescing for a repeat of the August global market crash. This time I predict it won't be forgotten so quickly... But...
Aug 9, 20242 min read
Round 3: Everything Implosion
In this end of week post I will focus on the technicals of the market with a small amount of macro commentary. First off, it was a highly...
Aug 7, 20243 min read
THIS IS MEGA CRASH
So far, this week is identical to last week, except at a much lower level. I have frequently warned that a break of this last support...
Aug 5, 20243 min read
HARD LANDING
As of today, all of Wall Street's economic and market predictions are now off by a minus sign. The "soft landing" that Powell's Fed...
Feb 5, 20241 min read
This Market Wants To Crash
Today the S&P Momentum Index (ETF) reached 2020 pandemic overbought at 20% above the 200 day moving average: https://www.invesco.com/us/f...
Jan 24, 20242 min read
Late Stage Parabolic Tech Bubble
What we are watching in real-time is another generation of young investors (and many old, who should know better) about to get wiped out...
Jan 15, 20241 min read
RED ALERT: Indian Melt-Up
Once again, what is perceived as bullish has more to do with what happened in the past than what happens next. For some reason we see...
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