Macro Observations
The Melt Up Has Happened. Now It’s Time For The Crash.
It Happened in 1987.
Macro Observations
Macro Observations
Housing & Commercial Real Estate Are Laying Out Some Stark Warnings
Forget About AI For A Moment
Macro Observations
Is The Fed Satisfied With Inflation At 4% Right Now?
Spoiler Alert: Nah
Macro Observations
Treasuries, Inflation & The National Debt
It’s All Coming To A Head
Macro Observations
Amid The AI Euphoria, Don’t Forget That The Credit Event Is Still Looming
Trillions Of Debt Rollovers Incoming
Macro Observations
How Student Loans Could Accelerate The Housing Market Decline
The Butterfly Effect
Macro Observations
Small-Caps: The Zombie Apocalypse Is Coming!
The Problem With The Large to Small Rotation
Macro Observations
New Bull Market? Not A Chance!
Bear Markets Make Fools Of Bulls And Bears
Macro Observations
How The Smart Money Takes The Dumb Money
People Get Rich In Manias, But Few Stay Rich
Macro Observations
Housing Boom to Lumber Crash: Now Is Not The Time To Pay Attention To Tech Stocks
Priorities
Macro Observations
The Lazarus Effect: The Current Case For Treasuries & The Dollar
Opportunities Exist
Macro Observations
Are We Sure That Correction Isn’t Occurring Right Now?
A Deceptive Environment Underway