Be careful what you wish for, you might just get it. Central bankers keep citing the lack of core inflation as their primary excuse for not normalizing rates and for keeping the […]
Careful What you Wish For
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Quick Takes
I’m streamlining my twitter feed a bit to cut down on noise and to make it easier to keep track of key information links to refer to later. In Quick Takes I […]
Waving White Flags
What if bears have been right all along? This has been my premise obviously looking at the big picture through a structural lens analyzing the math, demographics, debt, cycles, etc. What if […]
The Free Money Illusion
Since 2008 central banks have intervened in global financial markets in one form or another, primarily via low/zero/negative interest rates, but also with various, repetitive and ongoing quantitative easing programs. It’s 2017 […]
Fool’s Gold
As markets have reached my upper market risk price zone (see also: Playing with Fire & The Final Wave) I wanted to share some larger structural observations with readers. Note the backdrop of […]
Tax Cuts Now, Consequences Later
Look, who doesn’t like tax cuts? You get more money in your pocket and you spend more, that’s the premise after all. So it all sounds good on paper, especially when there’s […]
World War III
You can’t see the bombs, you can’t see the casualties, and you can’t see the headlines, but World War III is already in full progress. And no, I’m not talking North Korea, […]
The Ghosts of Time
Emma Morano died yesterday. Over 7.5 billion people currently alive on this planet didn’t know her at all. At the end she was a historical curiosity as she was the last remaining person […]
Suckered
American voters got suckered again. Whether they voted for Republicans or Democrats. Doesn’t matter. The result is the same as it always is. Right after the election in “America’s Dirty Little Secret” […]
The Ungovernable Country
America is drowning in political bullshit and drama and it’s tearing the country apart, indeed it’s rendering the country ungovernable, serving to transfer the country’s assets from the many to the few. Don’t feign surprise now, it’s […]
Market Bull
Just before the US election I wrote an article musing about this bull market being a myth and promptly markets dropped lock limit down on the night of the election below November 2014 highs. It […]
