Category Posts

What we've seen so far is child's play. What we're waiting for is the REAL Deal. Step back to the beginning of 2025. Imagine someone had...

A trade war with no end in sight. A Fed sidelined by tariff inflation. An imploding U.S. dollar, further increasing inflation. Global...

Too late now... The pattern that I observed two blog posts ago is that Trump would escalate against a given country, markets would tank...

Everything Trump is doing right now violates Economics 101. It's only a matter of time before Trump finally learns economics, the hard...

A very interesting thing happened this week. Over this past weekend, there were reports that Trump was looking for any way to replace...

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...

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...

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...

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

First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...

The exact same data points that bulls are calling bullish, I call bearish. We've reached the point at which the bull case and the bear...

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...