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Category: Opinion

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 […]

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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 […]

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 […]

Doubt

Our country, whether people are willing to admit it or not, has deep structural problems that require deep thinking and broad support to solve them. For decades both parties have presided over […]

Shrinkage

Political analysis in context of markets is always difficult and fraught with interpretation issues especially as everyone has their own lens of things and the current political climate is highly tense and extremely […]