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Category Posts


The Fool Or The Ones That Follow?
A very interesting thing happened this week. Over this past weekend, there were reports that Trump was looking for any way to replace...
Apr 23, 20253 min read


Secular Bear Market
First off, in order to set the table for my hypothesis of a secular bear market, let's discuss Wall Street's current S&P price predictions...
Apr 13, 20253 min read


MAD: Mutual Assured Destruction
In the lexicon of warfare, what's taking place between the U.S. and China in this trade war is the economic equivalent of self...
Apr 8, 20253 min read


Hard Landing Denial
The consistent theme of 2025 since Trump was inaugurated, has been investors in denial over the scope and scale of Trump's trade war. As...
Apr 7, 20253 min read


Black Swan Friday
As I described in my last blog post, a Black Swan trade war escalation took place this week catching both retail investors and...
Apr 4, 20253 min read


American Brexit
First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...
Apr 3, 20255 min read


The Nuclear Option
The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...
Apr 1, 20254 min read


1930 Deja Vu
Exiting the first quarter, stocks are having their second worst start to a presidential term on record, the Barron's article this morning...
Mar 28, 20254 min read


The Complacency Bubble
The last major global trade war was in 1930 at the start of the Great Depression. Looking back, pundits will be widely discredited for...
Mar 24, 20253 min read


The Paradox of Thrift
"The paradox of thrift, a core concept in Keynesian economics, suggests that while individual savings are beneficial, if everyone tries...
Mar 19, 20254 min read


The Depression Trade
News of an impending recession is spreading like wildfire on Wall Street. Over the weekend, Trump admitted there will be some "pain" in...
Mar 10, 20253 min read


An Exceptional Crash
It's been over a week since I wrote a full blog piece and my blog magically came back online, so here is an update from last time: On...
Mar 7, 20252 min read
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