If you’ve been following these pages for the last 20 years, welp, buckle up if you’re long the markets. An old tradition finally returns in […]
Month: April 2025
After this Week’s Holiday Look for a Market Rollover
The United States sometimes forgets that it takes two to tango and make a deal, or for that matter, make a market. This week is […]
Something Wicked From Asia Has Hit US T-Bills
As many of my regular readers know, I maintain fairly bizarre hours as I’m usually in the office early getting things accomplished and sometimes up […]
Breaking Bad Enters the Trade War Conversation
There will be a cadre of bulls who insist that this author is insane. For the record, I am not a permanent bear as it […]
The Scariest Economic Easter Chart of them All
When I first saw a different version of the chart below posted by Torsten Slok in his “The Daily Spark” email newsletter, I immediately had […]
The Warnings on Gold Were Correct: Panic is Here
On Sunday evening, these pages warned about the following: There is a risk that further mistakes could be made which will result in gold far […]
Gold: Now All of you Can Worry
There is a weird situation that only happens at the precipice of a major financial crisis. I’ve lived through several of them now and as […]
5 Big Reasons Trump Capitulated on Tariffs
And no boys and girls, it was not the million plus donated to the “inauguration fund” by Apple CEO Tim Cook. The past 24 hours […]
The Original Anti-Inflation Movie was Falling Down
Change my mind. On a more serious note, the reality of inflation, stress on the middle class, and people being addicted to mind numbing drugs […]
The Absurdity of US Trade War Strategy in One Story
The listeners to the MacroEdge Radio show via X-Spaces might come to the conclusion that this author is pro-globalism and anti-tariffs. That is the furthest […]
Get in My Belly of The Curve
Fat Bastard knew. Bond traders knew. The Asian traders thought they knew. European traders are still saying what the f***. Ignoring the so-called “tariff” relief […]
The Widowmaker Rides Again
If any of you have followed my stupidity and bad investing choices or listened to the @Macroedge radio show, you have heard my references to […]
04.07 US Market Watch: Black Monday Alert
Not too much need’s to be said after the VIX opened for trading early this morning and gapped up past 60: Meanwhile the US Dollar […]
Bad News America: Leave it to Beaver is Dead
God Bless President Trump, some elderly people I know, and those who think we can return to America’s yesteryear. I grew up as a teenager […]