ZEN SECOND LIFE

Life outside the corporate Matrix

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Friday, May 5, 2023

TGIF

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Quick update for the weekend. Happy Cinco de Mayo to everyone... This week, bulls narrowly escaped meltdown, with the assistance of end of w...
Wednesday, May 3, 2023

BOOM AND BUST

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To date, the emergency response to this incipient financial crisis has been the exact opposite of 2008. It's clear that 15 years of cont...
Thursday, April 27, 2023

FOMC: FEAR OF MISSING CRASH

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In 2023, bulls are trapped between the Scylla and Charybdis of Monetary and Fiscal dumb and dumber. It's a good thing they have artifici...
Monday, April 24, 2023

DENIAL IS DEFLATIONARY

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Right around Earth Day each year my rage peaks. It's times like now when I have to remind myself that living in a denialistic Idiocracy ...
Wednesday, April 19, 2023

RALLY INTO RECESSION

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The entire bull case now hinges on recession and just-in-time bailout... We have now officially entered the age of Artificial Intelligence. ...
Sunday, April 16, 2023

BTFP

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The pause rally which began last October just passed six months. Which is the same length of time the Dow rallied in 1930 from the October 1...
Wednesday, April 12, 2023

A BUBBLE IN COMPLACENCY

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What we are witnessing in real-time is monetary policy failure. The full cost of which will be revealed during the deflationary phase... The...
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