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Category Posts
Nov 20, 20243 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 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...
Nov 12, 20242 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 7, 20242 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 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 22, 20243 min read
Election Crash Plan
It appears this election is the locus of crash. The primary strategy is to remain sane and solvent during these trying times in which...
Oct 18, 20243 min read
Rally Into Bear Market
Very early in my stock trading career I got sick of pump and dump schemes - around the time of the Y2K Dotcom bubble. Granted trading...
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 11, 20243 min read
All Time High Expectations
Everything you wanted to know about this market is contained in this morning's Barron's report : "Tesla knew going in to its Robotaxi...
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 26, 20242 min read
Global Supernova
Global central banks have succeeded in creating a global melt-up in front of an incipient global liquidity trap. They share the same...
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