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Category Posts


Artificial Intelligence: The Last Bubble
This morning, Goldman Sachs upgraded Nvidia to what I call "Strong Ponzi Scheme". Looking back, I think we will realize this was the apex...
Feb 5, 20242 min read


China Crash
This is a special report on China... Last night, Chinese markets imploded at the open but then the PBOC Politburo stepped in to save the...
Feb 5, 20242 min read


Bank Run 2024
One year ago, Powell shocked markets by stating that the Fed was not planning to pause rate hikes any time soon. Heading into the Jan/Feb...
Feb 3, 20244 min read


The Final Rotation
What follows is a summary of this week's events. The much anticipated FOMC meeting came and went and the Fed was every bit as hawkish as...
Feb 2, 20242 min read


Monetary Illusion X.0
Ten years ago hedge fund manager Hugh Hendry wrote in his annual letter that central banks have given rise to a new form of investing...
Feb 1, 20243 min read
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