Front-Running Recession
In my last blog post I pointed out that bulls are playing a very dangerous game - they are rotating OUT of deflationary Tech stocks into...
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Category Posts
Aug 272 min read
New All Time Lie
Bulls are now hanging their hat on the "soft landing" narrative which has become consensus across Wall Street. The theory goes that the...
Aug 233 min read
Trapped By Moral Hazard
This society has taken monetary policy market manipulation to its logical self-destructing conclusion: The use of monetary policy under...
Aug 204 min read
Rotation to Recession
The stakes are high - a new bull market or headfake rally prior to collapse? When looking around at the various clues as to where this...
Aug 143 min read
FULL Japanification
What comes next I call full Japanification. What we've had since 2009 was merely a partial Japanification of markets. Under full...
Aug 132 min read
Here Comes Deflation
We are at that point in the cycle in which lagged economic signals show lingering end of cycle inflation mixed in with widely ignored...
Aug 92 min read
Round 3: Everything Implosion
In this end of week post I will focus on the technicals of the market with a small amount of macro commentary. First off, it was a highly...
Aug 73 min read
THIS IS MEGA CRASH
So far, this week is identical to last week, except at a much lower level. I have frequently warned that a break of this last support...
Aug 63 min read
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 53 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 23 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...
Jul 302 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...
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