top of page
Category Posts
Feb 19, 20241 min read
Global Market Review
With the U.S. closed, let's take a look at what's going on around the world. First, the European Composite (weekly) hedged in Euro terms:...
Feb 19, 20244 min read
Housing Pandemonium
This article is a follow-up to my first post on the housing market. In the last article I showed the long-term home price index for the...
Feb 16, 20243 min read
AI Supernova
This is the weekly market report for the week ending February 16th, 2024. It's been a crazy week. Hard to believe but the AI melt-up that...
Feb 9, 20244 min read
The End Of The Hype Cycle
This is the weekly market report for week ending February 9th, 2024. My overall hypothesis is that extreme asset inflation is obscuring...
Feb 7, 20241 min read
Icarus Rally
This is the end of day market report for February 7th, 2024: Robo market continued higher today as the magical 5,000 level on the S&P 500...
Feb 6, 20243 min read
The Trump Rally
For almost the past 24 hours, Zerohedge has had as their lead story the idea that Trump's election is a lock and Wall Street is now going...
Feb 5, 20242 min read
Artificial Intelligence: The Last Bubble
This morning, Goldman Sachs upgraded Nvidia to what I call "Strong Ponzi Scheme". Looking back, I think we will realize this was the apex...
Feb 5, 20242 min read
China Crash
This is a special report on China... Last night, Chinese markets imploded at the open but then the PBOC Politburo stepped in to save the...
Feb 3, 20244 min read
Bank Run 2024
One year ago, Powell shocked markets by stating that the Fed was not planning to pause rate hikes any time soon. Heading into the Jan/Feb...
Feb 1, 20243 min read
Monetary Illusion X.0
Ten years ago hedge fund manager Hugh Hendry wrote in his annual letter that central banks have given rise to a new form of investing...
bottom of page