Category Posts

Today the FOMC came out swinging, reducing their "dot plot" interest rate projections from three rate cuts down to one rate cut for all...

Maximum risk is coalescing amid maximum complacency at all time highs because faith in central banks is now total. This global melt-up...

It's official, this past weekend Barron's took rate cuts totally off the table for 2024: "The Federal Reserve isn’t likely to lower...

The trillion dollar question - are we witnessing the final end to the Artificial Intelligence super bubble? The balance sheet recession...

The Artificial Intelligence Super Cycle is ending, and fittingly almost no one sees it coming. Last week I discussed the Gamestop Retail...

“There is no means of avoiding the final collapse of a boom brought about by credit expansion" - Ludwig Von Mises Since the early days of...

Way back in September 2016 just ahead of the election, Trump accused the Yellen Fed of being politically motivated. He said that Yellen...

The Fed is in a bind and unable to rescue stock gamblers from their misallocation of capital. Therefore, the latest fantasy narrative is...

It's fitting that the A.I. Tech echo bubble is coming at the end of the asset super bubble that began in the depths of 2009. Which is why...

It's that time again when the Fed must decide the fate of Disney markets... Tuesday begins the two day FOMC confab which is widely...

Last week, Tech stocks were bludgeoned for the worst weekly loss since March 2020. Subsequently, this week there has been a two day...

A brown swan event is an unforeseen market collapse due to extreme risk and extreme complacency. Also known as a consensus of fools....