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Double Or Nothing In Trump Casino
Two trading days until Trump is inaugurated on the MLK holiday. I've read no pundits warning that next week is the locus of disaster....
Jan 15, 20252 min read


A Banquet of Consequences
"Sooner or later everyone sits down to a banquet of consequences" Denial has officially moved past the "This is not happening" phase to...
Jan 10, 20252 min read


A New Bear Market
The technical definition of a bear market is -20%, however it appears that confirmation of bear market will arrive around the same time...
Jan 6, 20252 min read


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 1, 20254 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


2024 Year Of Ponzi
The year is basically over and Wall Street "won". The usual bagholders have gone all in and now the annual Wall Street bonus is off the...
Dec 26, 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


Never Go FULL CASINO
There are rarely times in markets when one can say with absolute conviction that this is going to end extraordinarily badly, with 100%...
Dec 6, 20243 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
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