ZEN SECOND LIFE

Life outside the corporate Matrix

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Thursday, October 26, 2023

THIS IS CRASH

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Bulls, F.Y.I... At the beginning of the month, I reminded everyone that October is the notorious month of crash. Ominously, by mid-month, we...
Thursday, October 19, 2023

HARD LANDING

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What we are witnessing is the fourth and last phase of Fed policy error... The first phase policy error took place when the Fed foolishly do...
Tuesday, October 10, 2023

CONDITIONED TO EXPLODE

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Fifteen straight years of bailout has conditioned gamblers to explode. All because they believe that printed money is the secret to effortle...
Wednesday, October 4, 2023

GLOBAL MARGIN CALL

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The month of crash has officially begun.  Since the Fed "pause" last week, global bond yields have sky-rocketed. Under this new pa...
Thursday, September 28, 2023

OCTOBER: MONTH OF CRASH

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The reign of complacency has continued to the end of September, despite the fact that the market peaked two months ago at the end of July. S...
Thursday, September 21, 2023

A COMPLACENT MELTDOWN

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The week after Lehman anniversary, and markets are doing what was unexpected of them... Throughout this tightening cycle, global risk market...
Tuesday, September 12, 2023

ON THE VERGE OF THE SUPER LEHMAN

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This week is the 15th anniversary of the Lehman collapse. Therefore, it falls on us to ask, "What could go wrong?" Let's begin...
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