Category Posts

Pundits are starting to debate the AI bubble. Are we even in a bubble? Which stocks do you buy in a bubble? "Worries grow that stocks are...

All asset bubbles inevitably end badly, so people always ask me - when is inevitable? Normally September is the worst month of the year,...

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...

The weaker the economy, the more aggressive investors become in financial markets. Why? Because central banks have trained them to...

Bulls finally got confirmation of a double rate cut for September. Now they will find out if it's what they really wanted after all. As I...

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...

If Fred Flintstone in the White House is not a warning. There is no warning... Earlier this week yet another Federal Reserve governor...

Record valuations, record leverage, record Tech overweight, record complacency. What could go wrong? Now that the trade war has...

For most people, it's hard to see a bubble when they're putting their entire retirement into it. Because at this latent juncture the AI...

This coming week (August 1st), Trump will raise tariffs to the highest level since 1934, but markets are partying like it's 1929....

We are seeing 2021 levels of market speculation in IPOs, Ark ETFs, Cryptos AND AI stocks. However, in 2021, speculative stocks peaked...

The good news is that I no longer predict that these Ponzified markets will crash from all time highs. I predict they will explode. First...