Category Posts

Over the weekend Warren Buffett remarked that markets were increasingly resembling a casino. He came up with several different plausible...

It was a boring day on the markets so I was perusing some of my Fed (FRED) database charts and noticed that consumer delinquencies have...

It died a long time ago. No one seemed to notice. Certainly no investment advisors. Late Friday, Warren Buffett's Berkshire Hathaway...

This is the weekly market summary for the week ending February 23rd, 2024. Last week I wrote about the AI Supernova. That rally peaked on...

With the U.S. closed, let's take a look at what's going on around the world. First, the European Composite (weekly) hedged in Euro terms:...

This article is a follow-up to my first post on the housing market. In the last article I showed the long-term home price index for the...

This is the weekly market report for the week ending February 16th, 2024. It's been a crazy week. Hard to believe but the AI melt-up that...

This is the weekly market report for week ending February 9th, 2024. My overall hypothesis is that extreme asset inflation is obscuring...

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...

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...

This morning, Goldman Sachs upgraded Nvidia to what I call "Strong Ponzi Scheme". Looking back, I think we will realize this was the apex...

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...