top of page
Category Posts


It Was All Going So Well
This week Trump celebrated his first 100 days in office and his major accomplishments. His goal from the outset was to implode the status...
6 hours ago4 min read


False Profit
It was another crazy week. By necessity, the lies got larger as the week progressed and the markets rallied back to maximum overbought....
4 days ago2 min read


The Fool Or The Ones That Follow?
A very interesting thing happened this week. Over this past weekend, there were reports that Trump was looking for any way to replace...
Apr 233 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


MAD: Mutual Assured Destruction
In the lexicon of warfare, what's taking place between the U.S. and China in this trade war is the economic equivalent of self...
Apr 83 min read


Hard Landing Denial
The consistent theme of 2025 since Trump was inaugurated, has been investors in denial over the scope and scale of Trump's trade war. As...
Apr 73 min read


Black Swan Friday
As I described in my last blog post, a Black Swan trade war escalation took place this week catching both retail investors and...
Apr 43 min read


The Nuclear Option
The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...
Apr 14 min read


1930 Deja Vu
Exiting the first quarter, stocks are having their second worst start to a presidential term on record, the Barron's article this morning...
Mar 284 min read


The Complacency Bubble
The last major global trade war was in 1930 at the start of the Great Depression. Looking back, pundits will be widely discredited for...
Mar 243 min read


The Paradox of Thrift
"The paradox of thrift, a core concept in Keynesian economics, suggests that while individual savings are beneficial, if everyone tries...
Mar 194 min read


An Exceptional Crash
It's been over a week since I wrote a full blog piece and my blog magically came back online, so here is an update from last time: On...
Mar 72 min read
bottom of page