America, It is Time to Get Serious and MACA

There are few crisis which gets Americans worked up, but this upcoming Labor Day holiday might create a crisis that the President will have to […]

An Inflation Report Courtesy of the Federal Reserve and Tariffs

While there is so much I could write about starting with last Friday’s events, and believe me, this author will, the story of this fiasco […]

Merchandise Everything Accomplish Little

“If you can’t dazzle them with brilliance, baffle them with bullshit.” -W.C. Fields The insanity that America has been enduring for twenty years now appears […]

The Big MOAB Was Dropped on Markets This Week

While many of my readers who were growing tired of the 12 Day War will read the headline above and say “oh no another Israel-Iran […]

The Bond Market Warned Us, Nobody Listened

In early April, shortly after “Liberation Day,” the US bond vigilantes interrupted their month long vacation of what is normally a dull month just long […]

Another FOMC Nothingburger, or Is It?

The financial media is all perplexed to read today’s Federal Reserve Open Market Committee statement as their appears to be a whiff of stagflation in […]

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 […]

Of Reshoring, Kuznets, and Reality

The Trump administration has spent the last month preaching and pushing the super duper great reality of various nations and companies promising to relocate and […]

A Recessionary Toy Story

The sad part about the financial media is that if there is a story to tell, it’s usually about how everything is awesome. Rarely if […]

01.17.25 Bank Failure Friday Begins: Pulaski Savings Bank, Chicago, IL

Just after I get caught up on my credit union scan, BOOM, the remnants of the Bidenista FDIC fail a Chicago area bank. Let’s see […]

2025 Credit Union Failure Season Begins: Butler Heritage Credit Union

How could Ron DeSantis do this? Just kidding morons, it’s the result of four years of deregulatory, aka, arbitrary enforcement. And since “their boy” is […]

01/10/25 Nonfarm Payrolls Prediction: Pain

There is this weird twisted theory in existence since 1988 that no matter how stupid the US equity, real estate, and bond markets get, the […]

01.07.25 Markets: Mom and Dad are Home and are They Pissed

So the junior traders got their shot and were left very specific instructions: “Don’t play with the algos boys and girls and not moving our […]

JohnGaltFLA’s 2025 Drunken Predictions

Now that we’ve digested and expelled the hellish year of 2024, one has to ask just how much more fun can we have in 2025? […]

2024: Good Bye and Good Riddance

I probably could stop typing there, but to be honest, to say goodbye to this God awful year deserves at least a cursory review of […]