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![Here Comes Deflation](https://static.wixstatic.com/media/3afd43_ccec4ffb4e694e3e9d2508786f980ae7~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_ccec4ffb4e694e3e9d2508786f980ae7~mv2.webp)
Aug 13, 20242 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...
![Round 3: Everything Implosion](https://static.wixstatic.com/media/3afd43_821192242490463b8bd84aaf8e049937~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_821192242490463b8bd84aaf8e049937~mv2.webp)
Aug 9, 20242 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...
![THE GLOBALIZED PONZI SCHEME IS OVER](https://static.wixstatic.com/media/3afd43_249cce285865428392abedddd3e2c6b4~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_249cce285865428392abedddd3e2c6b4~mv2.webp)
Aug 8, 20243 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...
![GLOBAL MARGIN CALL](https://static.wixstatic.com/media/3afd43_592f1742d77b4a519eef9e5c521bc2e6~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_592f1742d77b4a519eef9e5c521bc2e6~mv2.webp)
Aug 8, 20243 min read
GLOBAL MARGIN CALL
With a high degree of confidence we can say that last week's BOJ rate hike was this era's Lehman event. The domino that catalyzed global...
![THIS IS MEGA CRASH](https://static.wixstatic.com/media/3afd43_493d63861ab74cc79e05f8c6e8e9639e~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_493d63861ab74cc79e05f8c6e8e9639e~mv2.webp)
Aug 7, 20243 min read
THIS IS MEGA CRASH
So far, this week is identical to last week, except at a much lower level. I have frequently warned that a break of this last support...
![EYE OF THE STORM](https://static.wixstatic.com/media/3afd43_db36616e303a47568c18b7b1cdcea338~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_db36616e303a47568c18b7b1cdcea338~mv2.webp)
Aug 6, 20243 min read
EYE OF THE STORM
This is a special market update. I've shown many charts here and on Twitter comparing the similarities and differences between this...
![HARD LANDING](https://static.wixstatic.com/media/3afd43_0c559297e86c4a96b27da91442089300~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_0c559297e86c4a96b27da91442089300~mv2.webp)
Aug 5, 20243 min read
HARD LANDING
As of today, all of Wall Street's economic and market predictions are now off by a minus sign. The "soft landing" that Powell's Fed...
![](https://static.wixstatic.com/media/3afd43_9fbbfbafc038426988690cb5ce7aa3ba~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/3afd43_9fbbfbafc038426988690cb5ce7aa3ba~mv2.webp)
![Hot Air Explosion](https://static.wixstatic.com/media/3afd43_9fbbfbafc038426988690cb5ce7aa3ba~mv2.jpg/v1/fill/w_221,h_166,fp_0.50_0.50,q_90,enc_auto/3afd43_9fbbfbafc038426988690cb5ce7aa3ba~mv2.webp)
Aug 2, 20243 min read
Hot Air Explosion
Since Weekend At Biden's abruptly ended two weeks ago, hysteria over the latest "existential" election has boosted partisan hot air to...
![FOMC: Fear Of Missing Crash](https://static.wixstatic.com/media/3afd43_a480a8c5ad454a86bb19da901b212593~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_a480a8c5ad454a86bb19da901b212593~mv2.webp)
Jul 30, 20242 min read
FOMC: Fear Of Missing Crash
It's the peak of summer and one of the busiest weeks for financial markets of this entire year. Tonight (Wed. Japan), the BOJ will likely...
![End Of Week Update](https://static.wixstatic.com/media/3afd43_c2667f21253e4e5f8244e9edbd773314~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_c2667f21253e4e5f8244e9edbd773314~mv2.webp)
Jul 26, 20243 min read
End Of Week Update
This is a brief end of week update, as I am currently at 35,000 feet on a flight home ahead of the weekend... It was a wild and volatile...
![Global Crash. In Progress.](https://static.wixstatic.com/media/3afd43_d73850bdb5044c00a0be0b3727d5b12e~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_d73850bdb5044c00a0be0b3727d5b12e~mv2.webp)
Jul 24, 20243 min read
Global Crash. In Progress.
It's apparent from my collapsed Twitter stats that very few people see this coming. Hence for the title of this blog post I went with...
![Crash Risk. HIGH.](https://static.wixstatic.com/media/3afd43_453bbf5a5e72461c818cf77e0cf17da7~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_453bbf5a5e72461c818cf77e0cf17da7~mv2.webp)
Jul 19, 20243 min read
Crash Risk. HIGH.
For the past three days the market rallied in the morning and imploded in the afternoon, which is classic bear market action. This...
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