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![The Crack High Boom and Bust](https://static.wixstatic.com/media/3afd43_57e80a8da3754eb3b2a1f7dfaf674620~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_57e80a8da3754eb3b2a1f7dfaf674620~mv2.webp)
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...
![ALL IN CRAZY](https://static.wixstatic.com/media/3afd43_ce3b3de1cb504d2688d9a3324139af9a~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_ce3b3de1cb504d2688d9a3324139af9a~mv2.webp)
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...
![Global Crash 2.0](https://static.wixstatic.com/media/3afd43_574cdfcfd6024b8daad93d4f455d069e~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_574cdfcfd6024b8daad93d4f455d069e~mv2.webp)
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...
![Welcome To The Danger Zone](https://static.wixstatic.com/media/3afd43_1e889eec72244905bec895d620c2a110~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_1e889eec72244905bec895d620c2a110~mv2.webp)
Oct 27, 20242 min read
Welcome To The Danger Zone
The next two weeks will be the most event-packed two weeks of the past decade. This coming week Big Tech earnings from M sft/ A pple/ G...
![Election Crash Plan](https://static.wixstatic.com/media/3afd43_fb3ae072dccf468f9694778ac885c1b0~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_fb3ae072dccf468f9694778ac885c1b0~mv2.webp)
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...
![Rally Into Bear Market](https://static.wixstatic.com/media/3afd43_b970e620e0584102859cb3bbd769b2df~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_b970e620e0584102859cb3bbd769b2df~mv2.webp)
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...
![Manias, Panics, And October Crashes](https://static.wixstatic.com/media/3afd43_39c8d7c28f1a460c921ae3a8dadfe750~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_39c8d7c28f1a460c921ae3a8dadfe750~mv2.webp)
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...
![All Time High Expectations](https://static.wixstatic.com/media/3afd43_b6d5dda38e754c629cb5e34c5156382b~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_b6d5dda38e754c629cb5e34c5156382b~mv2.webp)
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...
![The Global Gamestop Moment](https://static.wixstatic.com/media/3afd43_491a9f4cfab7494e88b6094d1119c31f~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_491a9f4cfab7494e88b6094d1119c31f~mv2.webp)
Oct 7, 20242 min read
The Global Gamestop Moment
First, the bull thesis compliments of Barron's this morning : "The soft landing. The Goldilocks scenario. The Powell miracle. However you...
![Global RISK OFF 2.0](https://static.wixstatic.com/media/3afd43_113cf9813f154165b8b048513a76ef4d~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_113cf9813f154165b8b048513a76ef4d~mv2.webp)
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...
![Global Supernova](https://static.wixstatic.com/media/3afd43_9663a24afb244e06b1525464500e8224~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_9663a24afb244e06b1525464500e8224~mv2.webp)
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...
![China Lehman: Right on Time](https://static.wixstatic.com/media/3afd43_35c2a1a950d44140972111363fc8ab58~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_35c2a1a950d44140972111363fc8ab58~mv2.webp)
Sep 23, 20242 min read
China Lehman: Right on Time
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...
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