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The Bubble Is Bursting
Let me be the first and only pundit to acknowledge that the Artificial Intelligence super asset bubble is officially imploding. It's all falling apart while investors are celebrating. Reading this, GOP acolytes will assume that I blame Trump for all of the problems. I don't, I blame rampant ignorance for this collapse, putting Trump at the epicenter. He is joined by his entire economic team, financial media pundits, Wall Street, Silicon Valley, and the masses at large. Trade
Oct 244 min read


1929 AI Crack High
It's unfortunate that global central banks happen to be easing into the apex of the largest Tech bubble in world history. But you trade the market you're given, not the one you want: "Artificial intelligence and technology have contributed to a remarkable boom in recent years. But, Sorkin said, today's economy is being propped up by the AI boom, and it's too soon to tell if this is a sugar rush, a short-term and unsustainable boost to the markets. But, Sorkin is positive ther
Oct 133 min read


The Golden Age Is OVER
"And so we were told this is the golden age And gold is the reason for the wars we wage" Many people believe that if you short stocks...
Oct 22 min read


FOMC: Fear of Missing Crash
It's Trump's bad fortune that he was elected at the end of the cycle. But then he went and made it far worse by starting a trade war. Now...
Sep 173 min read


The Trump Super Bubble
This is the largest bubble in human history without any comparison. Go big or go home. Picking up where we left off late last week, this...
Aug 282 min read


The Most Dangerous Market In History
We are seeing 2021 levels of market speculation in IPOs, Ark ETFs, Cryptos AND AI stocks. However, in 2021, speculative stocks peaked...
Jul 173 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


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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