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There are many warning signs of impending collapse this year, just as there were in the summer of 2008... Rewind to the summer of 2008: In July of 2008, oil hit an all time high of $150/bbl on tensions with Iran. Bond yields were surging. A critical (presidential) election was looming. The Fed had switched from an easing bias earlier in the year to a hawkish bias due to inflation concerns. Subprime was already imploding banks left and right - New Century, Countrywide, Bear St

The rage is building day by day towards explosion. I see it in my Twitter feed, mostly political outrage from each side. It's an uneven battle however because Republicans are tasked with keeping the BIG lie that is disintegrating on a daily basis - the American Dream remains intact. Therefore the bar has to be lowered accordingly. There was a time in the U.S. when employers provided full healthcare. Now having a functioning healthcare system is deemed "communist". Pensions ar

As Trump's endless battles capture the majority of media attention, Wall Street's Enronesque AI bubble has been growing quietly in the background. Another Tech earnings season just ended and once again Wall Street extrapolated AI spending to ever greater heights. This process of constantly re-rating AI spend higher is the ONLY thing keeping the AI bubble from imploding. In the meantime, the widely ignored risks continue increasing. Make no mistake, Wall Street is making an ab

None of the record corruption we are seeing now is considered wrong, at the top. But it will ALL be deemed highly illegal at the bottom. Of that we can be certain. The sheeple specialize in relative morality - relative to the all time high. Where to begin, really: The president is OPENLY manipulating both a trade war and an Iran war to his own financial benefit. Democrats are running as socialist candidates, while limousine liberals panic and realize there is no place on Ear

An over-confident business-oriented president. Excessive markets optimism. Trade War. Red scare. Rising fascism. Rising poverty. Incipient market crash. What's not to like? Obviously today's set-up is not identical to the 1930s because society is much different now. Technology is different. The U.S. is no longer on a gold standard. All of which makes a decade of extreme deflation highly unlikely, as we already learned during the pandemic. I believe the Fed will ultimately get

Trump arrived at an unfortunate juncture for the United States. The greed addled old age home was highly susceptible to brainwashing by a profoundly corrupt white supremacist pedophile psychopath. He checked all of their boxes. At his behest they threw all of their money into the largest Tech Ponzi scheme in history, because it promised to make them wealthy at the expense of all future generations. Unfortunately, they were self-imploded at the hands of well known criminals on

Most people left and center believe that Trump is the ONLY problem - Get to the mid-terms and all will be well. Unfortunately, Trump embodies a much bigger problem: America's TOTAL moral collapse. There are times we must step back from the daily sound and fury to regain our broader perspective. So here we go: America is an erstwhile empire collapsing in real time. The ideals that built the post-WWII American empire have long since peaked and are now in latent atrophy. All exc

Trump's sole goal in his second term is to rob the country blind while manipulating stocks higher so that the media and morons at large don't notice until it's too late. He is using one scam to hide another scam. So far, so good. His plan is working great. Last week we got an update on Trump's corruption for the past year and even MAGA acolytes were howling with outrage. Which is the key point I made last week - all of Trump's corruption will only begin to matter to his base

We are in a fraudulent AI financial bubble that is covering up rampant economic fraud. As long as the bubble remains inflated, the Idiocracy at large will question none of it. Both frauds - financial and economic - will be revealed at the exact same time. This is the largest quarterly gain for semiconductor stocks in history. The whole market has turned into one MASSIVE pump and dump. There is no doubt that this is the most difficult time to be an astute investor since the 19

There are many reasons to believe that the Ponzi Asset Crash has already begun, let's review... First off, a brief discussion about the war. Two weekends ago, Trump declared that a "Memorandum of Understanding" had been reached with Iran. Then this past week, markets screamed higher on the news. However, over this last weekend, the stability of that ceasefire came into question as Israel continued attacking Lebanon. Subsequently, Trump has made it clear to friend and foe alik

What's most amazing about the past year and a half is that there have been no consequences to Trump's serial mismanagement. Last year his trade war failed when the Supreme Court overruled his tariffs. Now his Iran war is looking like a massive fiasco. Still no consequences from his own party. I call this economy "TrumpTopia", because the burdens and costs fall on the middle class and working class, but the benefits only accrue to the wealthy. Trump's MAGA base have no problem

Now that the largest pump and dump in Wall Street history is completed, what comes next I call "Ponzi System Test" because it will test the financial system to the most leveraged extreme in history. I am of course referring to leveraged ETFs, record stock margin (loans), and record options volume. And I expect the system will fail at least temporarily, which will induce widespread GLOBAL panic selling. It will be Gamestop x 100. However it's what happens on the other side of