top of page
Category Posts


The Crack High Boom and Bust
Investors are gorging on a lethal overdose of monetary and fiscal stimulus heroin. Trump and Powell are on a collision course, unless...
Nov 7, 20242 min read


ALL IN CRAZY
"Trump, who has been the target of two assassination attempts since July, shared his appreciation for a second presidency during his...
Nov 6, 20243 min read


Global Crash 2.0
There are many reasons why a second much larger crash is now impending. The primary reason is investor over-confidence as demonstrated by...
Oct 31, 20242 min read


Election Crash Plan
It appears this election is the locus of crash. The primary strategy is to remain sane and solvent during these trying times in which...
Oct 22, 20243 min read


Rally Into Bear Market
Very early in my stock trading career I got sick of pump and dump schemes - around the time of the Y2K Dotcom bubble. Granted trading...
Oct 18, 20243 min read


Manias, Panics, And October Crashes
Let's recap events since last time: Over this past weekend, the Chinese Ministry of Finance held an emergency press briefing and...
Oct 15, 20242 min read


All Time High Expectations
Everything you wanted to know about this market is contained in this morning's Barron's report : "Tesla knew going in to its Robotaxi...
Oct 11, 20243 min read


Global RISK OFF 2.0
China Lehman, Yen carry trade implosion, Armageddon in the Middle East, political civil war, weakening global economy. What to do? Buy...
Oct 1, 20243 min read


Global Supernova
Global central banks have succeeded in creating a global melt-up in front of an incipient global liquidity trap. They share the same...
Sep 26, 20242 min read


China Lehman: Right on Time
One week after the Fed unleashed shock and awe on markets with a .5% rate cut, the PBOC just went ALL IN currency debasement as the...
Sep 23, 20242 min read


It's All Bullishit
This week the FOMC cut interest rates by .5% which is the most they've cut since the pandemic meltdown in March 2020 and before that the...
Sep 20, 20242 min read


A New Monetary Crack High
It's an article of faith in today's markets that monetary expansion should not be used in an over-heating economy lest it bring wage...
Sep 17, 20243 min read
bottom of page