Category: Economics
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The End of American Hegemony
The man who predicted the fall of the Soviet Union turns his crystal ball toward the U.S.
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Redfin Falls Into The Red
All four of the stocks we bet against last month are now down double digits.
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Fading The Post-CPI Rally
Stocks Explode Higher On CPI Miss One example of the extent of Thursday’s “Stunned Into Action” stock market rally is that the struggling theater chain AMC Entertainment Holdings, Inc. (AMC) spiked 18.11% on the day. Fortunately for me, I had sold my AMC puts on Wednesday. Even DWAC Gets A Bid On Thursday morning, I…
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Ukraine Reaps The Whirlwind
Seven years after mocking the Ukrainian-induced water shortage in Crimea, President Zelensky’s citizens wait in lines for fresh water. Plus, an update on our “Long energy, short Treasuries and tech” approach following the Fed meeting Wednesday.
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The Fed Doesn’t Care About The Midterms
The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.
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The Case Against China Invading Taiwan
Why China probably won’t invade Taiwan. Plus, an update on betting against Chinese stocks.
Porfolio Armor 