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Trade War Blow-Off Top
I never thought I would have to write a blog post with a title called "Trade War Blow-Off Top", however it's now obvious that Trump's...
17 minutes ago3 min read


Ignorance Is Bliss
This past week culminated with the passing of the Trump tax cut. But this coming week features the re-escalation of the trade war that...
5 days ago3 min read


Sisyphus Market
"In Greek mythology, King Sisyphus reveals Zeus's abduction of Aegina to the river god Asopus, thereby incurring Zeus's wrath. As his...
Jun 292 min read


The Gamestop Moment
Global markets are melting up into the escalation of Trump's trade war. We have now reached the point at which the biggest risk to the...
Jun 243 min read


FOMC: Fear Of Missing Crash
Remember SPACs (Special Purpose Acquisition Companies) which were the locus of IPO-related fraud back in 2021 at the height of the...
Jun 172 min read


Waiting For THE Crash
What we've seen so far is child's play. What we're waiting for is the REAL Deal. Step back to the beginning of 2025. Imagine someone had...
Jun 102 min read


Shanghai Surprise
A trade war with no end in sight. A Fed sidelined by tariff inflation. An imploding U.S. dollar, further increasing inflation. Global...
Jun 43 min read


Sell In May And Go Away
Too late now... The pattern that I observed two blog posts ago is that Trump would escalate against a given country, markets would tank...
May 302 min read


Waiting For The Trump Minsky Moment
Everything Trump is doing right now violates Economics 101. It's only a matter of time before Trump finally learns economics, the hard...
May 263 min read


Trade War 2.0
The week started with a debt downgrade and ended with a resumption of the trade war. In between, retail stock gamblers were buying the...
May 243 min read


Denialation: The Problem That Fixes Itself
We were told that the first half of this year would be painful but that the "goodies" will come in the second half via the tax cut....
May 203 min read


The Golden Age Redux
Here we go again... Way back in January, at Trump's inauguration, he proclaimed this to be the new golden age of America. Markets were...
May 163 min read
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