Category Posts

Bulls finally got confirmation of a double rate cut for September. Now they will find out if it's what they really wanted after all. As I...

If Fred Flintstone in the White House is not a warning. There is no warning... Earlier this week yet another Federal Reserve governor...

Record valuations, record leverage, record Tech overweight, record complacency. What could go wrong? Now that the trade war has...

For most people, it's hard to see a bubble when they're putting their entire retirement into it. Because at this latent juncture the AI...

This coming week (August 1st), Trump will raise tariffs to the highest level since 1934, but markets are partying like it's 1929....

The good news is that I no longer predict that these Ponzified markets will crash from all time highs. I predict they will explode. First...

Remember SPACs (Special Purpose Acquisition Companies) which were the locus of IPO-related fraud back in 2021 at the height of the...

The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...

Below I will discuss the various factors that will weigh on the Fed decision this week. First, we begin with the bull case: "Ned Davis...

The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...

"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...

The most common bullish argument lately is based on the fact that nominal money market balances have gone parabolic in the past couple of...