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Olduvai III: Catacylsm
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Every Bubble Is In Search Of A Pin

Every Bubble Is In Search Of A Pin The ‘Everything Bubble’ has popped Now that the world’s central banking cartel is taking a long-overdue pause from printing money and handing it to the wealthy elite, the collection of asset price bubbles nested within the Everything Bubble are starting to burst. The cartel (especially the ECB […]

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Not Just Fangs: Manias and Echo Bubbles Abound

Not Just Fangs: Manias and Echo Bubbles Abound It’s not just the FANGs investors should be worried about. A Tweet and an article explain. ✔ “With the FANG stocks faltering lately investors are starting to become concerned about their impact on the broader market. And there is certainly something to this.”https://app.hedgeye.com/insights/69386-it-s-more-than-just-fang-stocks-investors-should-be-worried-about?type=guest-contributors … 6:17 PM – Aug 3, […]

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Weekly Commentary: Mania 

Weekly Commentary: Mania  This might be the most fascinating market backdrop of my career. Not yet as dramatic as 1987, 1990, 1994, 1997, 1998, 1999, 2000, 2002, 2007, 2008, 2009 or 2012 – but, heck, we’re only two weeks into 2018 trading. In the first nine trading sessions of the year, the DJIA tacked on […]

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Australia’s Housing Bubble—–The Mania Down Under

Australia’s Housing Bubble—–The Mania Down Under Australians are being “irrationally exuberant” and borrowing too much to invest in housing, exposing the economy to financial shocks, global bond fund giant PIMCO says. In a detailed statistical study that compares Australian borrowers to those in other countries, PIMCO researchers found that Australians’ decision to borrow is driven […]

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Why Markets Are Manic—-The Fed Is Addicted To The ‘Easy Button’

Why Markets Are Manic—-The Fed Is Addicted To The ‘Easy Button’ Later this week another Fed meeting will pass with the policy rate still pinned to the zero bound. The month of May will make the 77th consecutive month of ZIRP—–an outcome that would have been utterly unimaginable even a decade ago; and most especially not with the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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