February 14, 2025
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February 8, 2025
If you follow me long enough, you probably got my idea that 2018 is when cycle came to an end. Cycle end of course doesn’t mean stock market going bustsm but stock market going bust once SPX/GOLD formation got broken. Read more…
SPX – keeps dancing on 1929-2000 trend looks like 2024/2025 will be 3rd point on this trend line. Once it was retesting upper trend Trump created 25% tariffs on Mexico & Canada and 10% on China. It failed on this Read more…
January 14, 2025
Once again I’d like to remind you a main thesis that gold plays the game when big cycles are about to change. Gold plays the same main role when cycle flips from secular inflation to secular disinflation (through secular stagflation) Read more…
January 8, 2025
I must admit MMT was never on my bingo card. Post 2020 crash, I was expecting some kind of dead-cat bounce, some retests to take everything down, but suddenly MMT came in and changed the whole view also taking yield-curve Read more…