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Icarus Rally
This is the end of day market report for February 7th, 2024: Robo market continued higher today as the magical 5,000 level on the S&P 500...
Feb 7, 20241 min read


The Trump Rally
For almost the past 24 hours, Zerohedge has had as their lead story the idea that Trump's election is a lock and Wall Street is now going...
Feb 6, 20243 min read


Artificial Intelligence: The Last Bubble
This morning, Goldman Sachs upgraded Nvidia to what I call "Strong Ponzi Scheme". Looking back, I think we will realize this was the apex...
Feb 5, 20242 min read


China Crash
This is a special report on China... Last night, Chinese markets imploded at the open but then the PBOC Politburo stepped in to save the...
Feb 5, 20242 min read


Bank Run 2024
One year ago, Powell shocked markets by stating that the Fed was not planning to pause rate hikes any time soon. Heading into the Jan/Feb...
Feb 3, 20244 min read


Monetary Illusion X.0
Ten years ago hedge fund manager Hugh Hendry wrote in his annual letter that central banks have given rise to a new form of investing...
Feb 1, 20243 min read
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