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 […]

Federal Reserve Chair Jay Powell to Congress: No Cuts for You

In about ten minutes from now, Federal Reserve Chairman Jay Powell will present the following prepared remarks to the Committee on Financial Services, U.S. House […]

Trump Now Has His Peace in Our Time Moment

Congrats, I guess? Preceding this was another “Truth” on his social media site which simply said this: In other words, this war is over because […]

06.23.25 Markets Should Rally Unless…

This one innocuous looking photograph which is the headline thumbnail for this article is the key to understanding why ES is not down 100 points […]

The Major Problem With Iran: You Break It, You Buy It

In just hours or days from now, there is a strong possibility of American bombers, surface to surface missiles launched from US Navy vessels, and […]

The Iran-Israel War: 30 Years of War Drums Reaches a Finale

“Those who cannot remember the past are condemned to repeat it.”–George Santayana, The Life of Reason, 1905 Before I offer a brief analysis of the […]

A Quick Prediction on Today’s CPI Report

If we’re all supposed to be dorks and believe the financial pump and dump media, the BLS report on CPI at 8:30 a.m. will be […]

S&P 500: Gappapalooza

There are bear market rallies and then there are bear market rallies based on nothing but hopium and prayer. Well, this author is all out […]

China’s Version of the Trump-Xi Phone Call is Interesting

The following is the full government readout from China of the Trump-Xi phone call via Xinhua: Xi says dialogue, cooperation only correct choice for China, […]

06.05 10:46 a.m.: Trump Posts About Xi, WTF

Let us start with the posting from Truth Social: First off, one more time for the mentally challenged, THERE IS NO TRADE DEAL, just a […]

It Finally Happened: Trump Called Xi

And another great meme dies after two months of the trade war. In what has been hyped, lied about, promoted, and used to pump markets […]

Secretary of Commerce Lutnick Surrenders the Trade War

There are news events which fly under the radar, and then there a days where the major news story is so obvious it should terrify […]

The Trump Team Forgot to Bring the Power to the Trade War

IN the early days of the 1970’s, a famous commercial aired about Calgon water softening products with the catch phrase “Ancient Chinese Secret” which was […]

The Tariff Ruling: A Nothingburger or Taco of Consequence?

The Court of International Trade, an Article III Constitutionally created by Congress to adjudicate trade disputes since the 18th century, dropped what at first appeared […]

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 […]