Since this (silly) three-day weekend has been foisted upon us, and we don’t get to trade again until Tuesday morning, I thought I’d do a crypto check-in, since that’s the only market going here on a Sunday morning which might give…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Not much has changed since our last look at Primary Dealer data 4 weeks ago. The script is playing out. It’s Greek tragedy, because we know what’s coming. I’ll recount what we’ve already said, and add plot embellishments from current data that the Fed posted Thursday, that’s up to date through 10 days ago.
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Structural impairment caused by Bubble excess escalates over the life of the boom.
The pain and dislocation unleashed during the bust is proportional to the excesses of the preceding boom.
Coal came under scrutiny for its high carbon emissions at COP26, but many countries are forecasted to increase coal production until 2024.
This is kind of interesting……….you know how Cathie Wood always goes on and on about how she outperforms because of “innovation“? Well, here is the boring old SPY compared to her hot-to-trot fund over the past eight yea…
One of my greatest short ideas ever, and one in which I enjoyed maybe 10% of the profits I should have. Ya dummy! Oh, and unrelated, here’s your Chamath update…….
Meanwhile, back in the wintry real world, everyone facing a dime in higher costs is jacking up their price by a dollar.