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Category Posts


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 243 min read


FOMC: Fear Of Missing Crash
Remember SPACs (Special Purpose Acquisition Companies) which were the locus of IPO-related fraud back in 2021 at the height of the...
Jun 172 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 102 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 43 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 302 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 263 min read


Trade War 2.0
The week started with a debt downgrade and ended with a resumption of the trade war. In between, retail stock gamblers were buying the...
May 243 min read


Denialation: The Problem That Fixes Itself
We were told that the first half of this year would be painful but that the "goodies" will come in the second half via the tax cut....
May 203 min read


The Golden Age Redux
Here we go again... Way back in January, at Trump's inauguration, he proclaimed this to be the new golden age of America. Markets were...
May 163 min read


Rope-a-Dope
The current market set-up is at least as lethal as the 2022 bear market. Which is now the best case scenario. The worst case scenario is...
May 123 min read


Bear Market As Usual
The path of this bear market is eerily following the 2022 pattern except it has been even more volatile and on higher volume. How deep...
May 63 min read


It Was All Going So Well
This week Trump celebrated his first 100 days in office and his major accomplishments. His goal from the outset was to implode the status...
Apr 304 min read
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