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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


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


Secular Bear Market
First off, in order to set the table for my hypothesis of a secular bear market, let's discuss Wall Street's current S&P price predictions...
Apr 133 min read


The Casinofication of Markets
Over the weekend Warren Buffett remarked that markets were increasingly resembling a casino. He came up with several different plausible...
Feb 27, 20243 min read


Housing Pandemonium
This article is a follow-up to my first post on the housing market. In the last article I showed the long-term home price index for the...
Feb 19, 20244 min read


Housing Bubblicious 2.0
This is my initial blog post in the new category I call "Housing Bubblicious". In this post I will discuss the events that have...
Jan 15, 20242 min read
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