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Category Posts


Sell In May And Go Away
The trillion dollar question - are we witnessing the final end to the Artificial Intelligence super bubble? The balance sheet recession...
May 28, 20243 min read


Goldilocks and No Bears
The Artificial Intelligence Super Cycle is ending, and fittingly almost no one sees it coming. Last week I discussed the Gamestop Retail...
May 23, 20242 min read


The Crack Up Boom And Bust
“There is no means of avoiding the final collapse of a boom brought about by credit expansion" - Ludwig Von Mises Since the early days of...
May 15, 20242 min read


It's A Big Fat Ugly Bubble
Way back in September 2016 just ahead of the election, Trump accused the Yellen Fed of being politically motivated. He said that Yellen...
May 11, 20242 min read


When The Dow Breaks
The Fed is in a bind and unable to rescue stock gamblers from their misallocation of capital. Therefore, the latest fantasy narrative is...
May 7, 20242 min read


A.I. = Asset Inflation
It's fitting that the A.I. Tech echo bubble is coming at the end of the asset super bubble that began in the depths of 2009. Which is why...
May 1, 20243 min read


FOMC: Fear Of Missing Crash
It's that time again when the Fed must decide the fate of Disney markets... Tuesday begins the two day FOMC confab which is widely...
Apr 29, 20242 min read


Tech Wreck
Last week, Tech stocks were bludgeoned for the worst weekly loss since March 2020. Subsequently, this week there has been a two day...
Apr 23, 20243 min read


WARNING: Brown Swan Event
A brown swan event is an unforeseen market collapse due to extreme risk and extreme complacency. Also known as a consensus of fools....
Apr 17, 20243 min read


Subprime Crypto
Aside from Middle East war, and earnings season, this week's seminal event is the "Bitcoin Halving" which is set to take place between...
Apr 15, 20244 min read


Sound The Alarm
Breaking News: War in the Middle East. In this special report, I will discuss the various factors affecting markets in the week ahead....
Apr 13, 20243 min read


The Volcker Moment
After the March FOMC when Powell reaffirmed three rate cuts in 2024, I said that J. Powell is now one hotter-than-expected inflation...
Apr 10, 20242 min read
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