top of page
Category Posts

Secular Bear Market
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...
4 days ago3 min read

MAD: Mutual Assured Destruction
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...
Apr 83 min read

Hard Landing Denial
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...
Apr 73 min read

Black Swan Friday
As I described in my last blog post, a Black Swan trade war escalation took place this week catching both retail investors and...
Apr 43 min read

American Brexit
First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...
Apr 35 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 24, 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...
Nov 17, 20243 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 15, 20242 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...
Oct 1, 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...
Sep 4, 20243 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 9, 20242 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 7, 20243 min read
bottom of page