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Category Posts


EYE OF THE STORM
This is a special market update. I've shown many charts here and on Twitter comparing the similarities and differences between this...
Aug 6, 20243 min read


HARD LANDING
As of today, all of Wall Street's economic and market predictions are now off by a minus sign. The "soft landing" that Powell's Fed...
Aug 5, 20243 min read


Hot Air Explosion
Since Weekend At Biden's abruptly ended two weeks ago, hysteria over the latest "existential" election has boosted partisan hot air to...
Aug 2, 20243 min read


FOMC: Fear Of Missing Crash
It's the peak of summer and one of the busiest weeks for financial markets of this entire year. Tonight (Wed. Japan), the BOJ will likely...
Jul 30, 20242 min read


End Of Week Update
This is a brief end of week update, as I am currently at 35,000 feet on a flight home ahead of the weekend... It was a wild and volatile...
Jul 26, 20243 min read


Global Crash. In Progress.
It's apparent from my collapsed Twitter stats that very few people see this coming. Hence for the title of this blog post I went with...
Jul 24, 20243 min read


Crash Risk. HIGH.
For the past three days the market rallied in the morning and imploded in the afternoon, which is classic bear market action. This...
Jul 19, 20243 min read


The New Permanent Plateau Of Moral Hazard
What follows are my philosophical musings on this new permanent plateau of moral hazard. I begin at the macro-level by repeating that...
Jul 13, 20243 min read


The Pivotal Moment
The moment that investors have been waiting for all year has arrived... An imploding jobs market. Sometimes I wonder, am I bullish or...
Jul 11, 20243 min read


2024: Year Of FOMO
Following is an update to my last blog post a week ago. A funny thing happened after Trump trounced Biden at their first debate...aside...
Jul 7, 20242 min read


The Summer of Meltdown
This post will begin with a rant and end with the summer of meltdown, so if you are easily triggered you should jump back to the...
Jun 30, 20243 min read


Reversal Of Fortune
Any questions? "The reversal in Nvidia shares comes ahead of Friday’s “triple witching” options expiration for June, expected to be the...
Jun 21, 20243 min read
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