Category Posts

Sometimes I blog not because I want to, but because everything I am reading in the mainstream press makes ZERO sense, therefore I need to clear my own thoughts. This is one of those times. Let's set the table: It's mid-July and the Iran war that no one expected in the first place, resumed THIS week. During the first phase of the war Trump vowed to end the war quickly, so markets soared to new all time highs led by a melt-up in the AI super bubble. That promise to end the war

Most people left and center believe that Trump is the ONLY problem - Get to the mid-terms and all will be well. Unfortunately, Trump embodies a much bigger problem: America's TOTAL moral collapse. There are times we must step back from the daily sound and fury to regain our broader perspective. So here we go: America is an erstwhile empire collapsing in real time. The ideals that built the post-WWII American empire have long since peaked and are now in latent atrophy. All exc

Trump's sole goal in his second term is to rob the country blind while manipulating stocks higher so that the media and morons at large don't notice until it's too late. He is using one scam to hide another scam. So far, so good. His plan is working great. Last week we got an update on Trump's corruption for the past year and even MAGA acolytes were howling with outrage. Which is the key point I made last week - all of Trump's corruption will only begin to matter to his base

We are in a fraudulent AI financial bubble that is covering up rampant economic fraud. As long as the bubble remains inflated, the Idiocracy at large will question none of it. Both frauds - financial and economic - will be revealed at the exact same time. This is the largest quarterly gain for semiconductor stocks in history. The whole market has turned into one MASSIVE pump and dump. There is no doubt that this is the most difficult time to be an astute investor since the 19

There are many reasons to believe that the Ponzi Asset Crash has already begun, let's review... First off, a brief discussion about the war. Two weekends ago, Trump declared that a "Memorandum of Understanding" had been reached with Iran. Then this past week, markets screamed higher on the news. However, over this last weekend, the stability of that ceasefire came into question as Israel continued attacking Lebanon. Subsequently, Trump has made it clear to friend and foe alik

This is a chartbook for the long weekend: Nasdaq: The Nasdaq has a perfectly formed head and shoulders top, with a backtest of the neckline prior to Sayonara!!! Momentum Semiconductors: Micron, Sandisk, Western Digital, Seagate, Lam Research, Applied Materials, ASML, KLA Tencor etc... What I said this week is that bulls SOLD the trade war last year, so they BOUGHT the Iran war this year, which is why markets are parabolic at the END of the Iran war. The number one global mark

What's most amazing about the past year and a half is that there have been no consequences to Trump's serial mismanagement. Last year his trade war failed when the Supreme Court overruled his tariffs. Now his Iran war is looking like a massive fiasco. Still no consequences from his own party. I call this economy "TrumpTopia", because the burdens and costs fall on the middle class and working class, but the benefits only accrue to the wealthy. Trump's MAGA base have no problem

Now that the largest pump and dump in Wall Street history is completed, what comes next I call "Ponzi System Test" because it will test the financial system to the most leveraged extreme in history. I am of course referring to leveraged ETFs, record stock margin (loans), and record options volume. And I expect the system will fail at least temporarily, which will induce widespread GLOBAL panic selling. It will be Gamestop x 100. However it's what happens on the other side of

Sadly at this latent juncture, the masses are far too distracted by the various spectacles taking place right now from the NBA/NHL playoffs, World Cup, Iran War, Trump UFC, and of course the SpaceX IPO. To notice that the empire is imploding in real-time. Today Trump called the Iranians "dishonorable" people for not agreeing to HIS terms to end the war. Trump has declared the war over 39 times in the past three months, each time declaring TOTAL victory. Therefore he is soon g

The truth has been buried. By massive lies and exceptional bull shit; Record greed and corruption; An existential AI asset bubble; Financial industry marketing hype; AND TOTAL economic incompetence. However, all of the massive lies and corruption are about to be revealed. When that occurs the populace will be shocked to the extreme. Not only by the breadth and depth of rampant criminality, but what it portends for their future. Suffice to say, they will not be enamored of the

Trump's "Golden Age" is the hyper version of everything that has failed in the U.S. over these past several decades: Greed on steroids, corruption on steroids and record denial on steroids. So it's only fitting that this corrupt era would end with a massive IPO pump and dump at the apex of a massive bubble. Begin with a quick review of events to date: Having waged a roller coaster trade war for most of 2025, in February 2026 the Supreme Court ruled that Trump's tariffs were

On a daily basis, Trump's constant lying is driving Democrats insane, which is exactly what Trump's MAGA base wants to see. However, Trump's constant lying is going to wipe out his base financially, and that's what ends this Roman Circus. So it's all going according to plan, from an historical standpoint. In my last blog post I asserted that the common theme of 2026 was rampant corruption on a biblical scale, which is totally unquestioned by the Idiocracy at large. However, t