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2025: Year of Panic
2024 was the Year of Ponzi, therefore I predict that 2025 will be the year of panic. First I will discuss Wall Street's predictions and...
Jan 14 min read


Here Comes Santa Crash
So far, the most highly anticipated Santa Rally in world history is heading in the wrong direction. Chalk that up to lessons in Ponzi...
Dec 30, 20242 min read


Ponzi Unwind
This week the Fed tanked markets with a hawkish pivot off of a universally expected and yet totally unwarranted rate cut. As I said on...
Dec 20, 20242 min read


Exceptional Delusion
The seminal week begins... On Thursday last week Trump was named Time's Person Of The Year and he rang the opening bell at the NYSE. Two...
Dec 16, 20242 min read


The Big Bang Theory
Cycle overbought stock market Record leveraged speculation Record U.S. stock inflows Global Trade War / EM currency implosion Fed / BOJ...
Dec 5, 20242 min read


The Top Of The Ponzi Scheme
Pundits are already making predictions for 2025, because no one told them it's still 2024. "You never count your money while you're...
Nov 30, 20243 min read


Black Friday
For those who don't recall the etymology of "Black Friday", historically it was the day of the year when retailers finally turned a...
Nov 29, 20242 min read


The Apex of Artificial Intelligence.
Where to begin. A duct taped banana just sold for $6.2 million at auction: "At one point another artist took the banana off the wall and...
Nov 21, 20243 min read


ALL IN Trump Casino
In my last blog post last Tuesday I posited that we may have seen the last rate cut for this cycle - That the combination of fiscal...
Nov 17, 20243 min read


The Biggest Speculative Bubble In History
Over the past twenty years markets have been systematically hijacked by sociopaths in Silicon Valley and on Wall Street. Now, investors...
Nov 12, 20242 min read


The Crack High Boom and Bust
Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...
Nov 7, 20242 min read


ALL IN CRAZY
"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...
Nov 6, 20243 min read
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