Bull Markets are Peaceful, History is Violent

In the 2014 movie “Fury” the statement from the character Wardaddy of “Ideals are peaceful, history is violent,” was truly not respected as a reflection […]

The Trade War Isn’t Over Until Trump Says It’s Over

The bloodbath on Wall Street continues this week as President Trump decided to wake up and choose violence against equity holders and bond bears heading […]

I Finally Understand the Use Function of Bitcoin

Or, how it took a dollar funding crisis in Japan for me to figure out crypto… For the life of me, I could never understand […]

TLT Reminds Us of the Good Times

This chart presented without comment but man oh man, those were fun days… Buckle up.

Why Target’s Earnings Miss this Morning Matters

To say that it was just a bit outside is an understatement: Ouch. The excuses flew of course blaming the tariff war for cutting the […]

Nothing Matters Until 13:00

Or unless the President issues another gaffefest on trade before then. So what is 13:00? For those unfamiliar with military time, it references 1 p.m. […]

The Housing Repeat of 2007-2010: People Living in Storage Units and Their Cars (Videos)

There has been a long series of discussions about the problems with housing affordability which to the politicians and financial corporations is an issue for […]

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 […]

The TLT says “Hi Dear”

I apologize to my non-social media followers nor those without my twisted sense of humor (not really) but the great Flappr on Twitter/X always cracks […]

No Mention of a Trade Deal From the Chinese Government Yet

With all of the wild news and rumors flying around for years now, color these pages those of the eternal skeptic, willing to dig into […]

Trump Continues the Inflation Propaganda Campaign

I must, once again, spell this out for my old readers and new ones, one more time: I really wanted President Trump to succeed. I […]

Trump to Announce a Hopefully Future Trade Deal With 12th Largest Trading Partner

They political and financial media hypesters are at it again in a desperate attempt to keep the stock market and more importantly the bond market […]

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 […]

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 […]