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MAGA Crash
It was all going so well, then this headline showed up last Friday: The Trump trade war is collapsing consumer sentiment: At the...
Feb 241 min read


Monetary Euthanasia
The endgame consequence of 15 years of continuous monetary bailout is that at this latent juncture, global investors have been...
Feb 182 min read


The Volcker Gambit
Way back in 1980, the (Paul) Volcker Fed jacked up interest rates to record highs in order to extinguish 1970s commodity induced...
Feb 122 min read


The End of Cycle President
Let me be the first and last financial pundit to explain that what Trump is doing right now is ending the 15 year super cycle that...
Feb 72 min read


All Good In Crazy Land
It's been a mere two weeks in Trump Crazy Land. But it feels like two years already... Friday morning, Barron's wrote that Trump had...
Feb 42 min read


The Termination of Ignorance
Club Orlov: License To Kill: "The story is the same every time: some nation, due to a confluence of lucky circumstances, becomes...
Jan 304 min read


Artificial Intelligence Collapsing
Last week, Trump was running amok threatening tariffs on every corner of the world. Friday in Tokyo the BOJ hiked rates for the first...
Jan 273 min read


How To Protect Money In a Financial Crisis
Before I begin, I want to be clear that I am not a financial advisor and therefore this should not be construed as financial advice. What...
Jan 257 min read


The New Captain Titanic
So far, Trump's second term is beginning the same way his first term began with respect to economic policy. In his first term, Trump...
Jan 243 min read


The Golden Age Of Fraud
"And so we're told, this is the golden age And gold is the reason for the wars we wage" The inauguration weekend kicked off with the...
Jan 213 min read


Double Or Nothing In Trump Casino
Two trading days until Trump is inaugurated on the MLK holiday. I've read no pundits warning that next week is the locus of disaster....
Jan 152 min read


A Banquet of Consequences
"Sooner or later everyone sits down to a banquet of consequences" Denial has officially moved past the "This is not happening" phase to...
Jan 102 min read
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