Market Thoughts

Birthday Rally - Happens 'Every' Year

Growth Scare, Stagflation & Recession Delayed For Now

May 14 •

US Trade War With China Is Not Priced In

Summary of Points:

May 8 •

Stagflation With A Side Of MONEY GOES HOME

Summer Recession

May 7 •

MONEY GOES HOME - The Taiwan Front-Running

Are Incoming 100% US Tariffs on Taiwan Semiconductors The New Blockade?

May 5 •

FALSE SENSE OF CALM

Just Another Bear Market Rally

Apr 29 •

Between a Rock & a Yield Place!

A spirited Macro-To-Micro Options Power Hour with Brent Kochuba of @spotgamma & our resident Options Mentor at LaDucTrading @HansCashFlow!

Apr 24 •

Be Careful What You Ask For From Bitcoin

Trump’s Bitcoin-Blessing Can Back-Fire Big-Time

Apr 19 •

Monetary Illusion

NVDA'S China (but not Malaysia) ban. Smoot-Hawley Vibes But Different

Apr 16 •

Systemic Stress Despite Tariff Exemptions & Delays

MONEY GOES HOME meets MONEY STAYS HOME

Apr 13 •

With my sincere thanks, a special video & sweet 48 hour offer ;-)

Apr 12 •

DANCING TO THE EDGE OF DEFAULT

Trump & Bessent Tried & Failed

Apr 11 •

GLOBAL BOND VOLATILITY - NOT JUST A HEADFAKE

And Why Inflation Matters In Japan

Apr 10 •

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