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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


Ignorance Is Bliss
This past week culminated with the passing of the Trump tax cut. But this coming week features the re-escalation of the trade war that...
Jul 63 min read


The Gamestop Moment
Global markets are melting up into the escalation of Trump's trade war. We have now reached the point at which the biggest risk to the...
Jun 243 min read


Waiting For THE Crash
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...
Jun 102 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


Sell In May And Go Away
Too late now... The pattern that I observed two blog posts ago is that Trump would escalate against a given country, markets would tank...
May 302 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


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
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