Sell In May And Go Away
The trillion dollar question - are we witnessing the final end to the Artificial Intelligence super bubble? The balance sheet recession...
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Category Posts
May 232 min read
Goldilocks and No Bears
The Artificial Intelligence Super Cycle is ending, and fittingly almost no one sees it coming. Last week I discussed the Gamestop Retail...
May 152 min read
The Crack Up Boom And Bust
“There is no means of avoiding the final collapse of a boom brought about by credit expansion" - Ludwig Von Mises Since the early days of...
May 112 min read
It's A Big Fat Ugly Bubble
Way back in September 2016 just ahead of the election, Trump accused the Yellen Fed of being politically motivated. He said that Yellen...
May 72 min read
When The Dow Breaks
The Fed is in a bind and unable to rescue stock gamblers from their misallocation of capital. Therefore, the latest fantasy narrative is...
May 13 min read
A.I. = Asset Inflation
It's fitting that the A.I. Tech echo bubble is coming at the end of the asset super bubble that began in the depths of 2009. Which is why...
Apr 292 min read
FOMC: Fear Of Missing Crash
It's that time again when the Fed must decide the fate of Disney markets... Tuesday begins the two day FOMC confab which is widely...
Apr 233 min read
Tech Wreck
Last week, Tech stocks were bludgeoned for the worst weekly loss since March 2020. Subsequently, this week there has been a two day...
Apr 173 min read
WARNING: Brown Swan Event
A brown swan event is an unforeseen market collapse due to extreme risk and extreme complacency. Also known as a consensus of fools....
Apr 154 min read
Subprime Crypto
Aside from Middle East war, and earnings season, this week's seminal event is the "Bitcoin Halving" which is set to take place between...
Apr 133 min read
Sound The Alarm
Breaking News: War in the Middle East. In this special report, I will discuss the various factors affecting markets in the week ahead....
Apr 102 min read
The Volcker Moment
After the March FOMC when Powell reaffirmed three rate cuts in 2024, I said that J. Powell is now one hotter-than-expected inflation...
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