Category Posts

First, the bull thesis compliments of Barron's this morning : "The soft landing. The Goldilocks scenario. The Powell miracle. However you...

China Lehman, Yen carry trade implosion, Armageddon in the Middle East, political civil war, weakening global economy. What to do? Buy...

Global central banks have succeeded in creating a global melt-up in front of an incipient global liquidity trap. They share the same...

One week after the Fed unleashed shock and awe on markets with a .5% rate cut, the PBOC just went ALL IN currency debasement as the...

This week the FOMC cut interest rates by .5% which is the most they've cut since the pandemic meltdown in March 2020 and before that the...

It's an article of faith in today's markets that monetary expansion should not be used in an over-heating economy lest it bring wage...

The stage is set for the biggest end of cycle policy collision in world history, which is being conflated as an early cycle buying...

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...

Conditions are coalescing for a repeat of the August global market crash. This time I predict it won't be forgotten so quickly... But...

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...

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...

Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...