Category Posts

It's unfortunate that global central banks happen to be easing into the apex of the largest Tech bubble in world history. But you trade the market you're given, not the one you want: "Artificial intelligence and technology have contributed to a remarkable boom in recent years. But, Sorkin said, today's economy is being propped up by the AI boom, and it's too soon to tell if this is a sugar rush, a short-term and unsustainable boost to the markets. But, Sorkin is positive ther

Artificial Intelligence is bad for the economy, bad for financial markets, bad for the environment, and bad for society. Therefore it's...

We are now in a government shutdown induced data blackout in a record Tech bubble. But don't worry, be fat dumb and happy. The Fed is...

"And so we were told this is the golden age And gold is the reason for the wars we wage" Many people believe that if you short stocks...

Pundits are starting to debate the AI bubble. Are we even in a bubble? Which stocks do you buy in a bubble? "Worries grow that stocks are...

All asset bubbles inevitably end badly, so people always ask me - when is inevitable? Normally September is the worst month of the year,...

It's Trump's bad fortune that he was elected at the end of the cycle. But then he went and made it far worse by starting a trade war. Now...

The weaker the economy, the more aggressive investors become in financial markets. Why? Because central banks have trained them to...

Bulls finally got confirmation of a double rate cut for September. Now they will find out if it's what they really wanted after all. As I...

This is the largest bubble in human history without any comparison. Go big or go home. Picking up where we left off late last week, this...

If Fred Flintstone in the White House is not a warning. There is no warning... Earlier this week yet another Federal Reserve governor...

Record valuations, record leverage, record Tech overweight, record complacency. What could go wrong? Now that the trade war has...