Where Are the Markets Heading Long-Term?
We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.
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How Rate Cuts Could Push Markets to Historic Extremes
The stock market is valued at roughly 200% of GDP, close to its most overvalued level ever. Clearly, financial conditions are not restrictive right now
The Ugly Truth About the US Economy
Masking broad economic inefficiencies by covering up gross imbalances and weaknesses in any system is a fool’s errand.
Why the USD/JPY Correction Was Inevitable
Warning my readers to prepare for this move higher didn’t require particularly astute forecasting. It was based on a combination of technical analysis and common sense
Up the Stairs, Down the Elevator – the Rout Continues
Over the past weeks and months, I have written repeatedly about the seismic shifts coming in multiple markets.
My Thoughts on the Yen and What to Expect Next
My message to the Japanese authorities is that they should be careful what they wish for, as the ultimate level to which the yen strengthens might be quite a shock for them
Are We Edging Closer to Historic Sell-Offs?
These currency shifts may lead to some of the best trading markets we have ever had
Major Storms Are Brewing
The market is behaving like all is good with the world... Few things could be further from the truth.
What the Fed's Lack of Progress Means for the Markets
From my experience, I can’t recall another situation in which we had a fresh bubble in the middle of a prior bubble bursting.
How the Fed’s Reality Check Will Impact the Markets
The markets could very easily be in a state of chaotic disarray by year-end.
Nvidia Isn’t Beyond the Basic Principles of Market Dynamics
Economic cycles have been part of the human experience for thousands of years, we shouldn't imagine these cycles will suddenly end
Where Is the US Heading and How Will This Impact Markets?
What are some of the options going forward? None of the options are particularly pleasant, although some are less lethal than others.
Policymakers Are Stuck in a Trap of Their Creation
They have been kicking the can down the road for a very long time, careening from one crisis to another always trying to make things look a lot better than they were.
Pressures Appearing in the US Economy
We should anticipate a long cycle of highly increased levels of market volatility over the coming years. It should be a fantastic trading environment, but not one for the faint of heart.