Dollar Global Margin Call In Progress
What's happening to the U.S. right now is deja vu of what happened to Asian currency markets in 1997 except on a global scale. I predict...
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Category Posts
Sep 43 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 23 min read
The Month Of Lehman
September has been the worst month of the year for two years in a row, we have no reason to believe the streak will be broken... Over...
Aug 293 min read
Front-Running Recession
In my last blog post I pointed out that bulls are playing a very dangerous game - they are rotating OUT of deflationary Tech stocks into...
Aug 272 min read
New All Time Lie
Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...
Aug 233 min read
Trapped By Moral Hazard
This society has taken monetary policy market manipulation to its logical self-destructing conclusion: The use of monetary policy under...
Aug 204 min read
Rotation to Recession
The stakes are high - a new bull market or headfake rally prior to collapse? When looking around at the various clues as to where this...
Aug 154 min read
Into The Jackson Hole
People call me a perma-bear because I never change my narrative of inevitable implosion. Everyone always wants to know, when is...
Aug 143 min read
FULL Japanification
What comes next I call full Japanification. What we've had since 2009 was merely a partial Japanification of markets. Under full...
Aug 132 min read
Here Comes Deflation
We are at that point in the cycle in which lagged economic signals show lingering end of cycle inflation mixed in with widely ignored...
Aug 92 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 83 min read
THE GLOBALIZED PONZI SCHEME IS OVER
When Boomers were growing up, I am told that everything was made in the U.S.A. But by the time I was growing up in the 1980s, everything...
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