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Category Posts


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 6, 20253 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 24, 20253 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 10, 20252 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 4, 20253 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 30, 20252 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 26, 20253 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 23, 20253 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 13, 20253 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 8, 20253 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 7, 20253 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 4, 20253 min read


American Brexit
First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...
Apr 3, 20255 min read
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