Submitted by QTR's Fringe Finance
That title is, of course, an homage to Operation Ivy...
But it's also because over the last two weeks I have written two articles that basically arrive at the same conclusion: that I apparently have little to no idea how markets work at all, where liquidity comes from, and an uncanny ability to not predict how, when or where market crashes will occur. Last week I wrote an article talking about why Fed commentary by Chris Waller and S&P’s “stable” outlook on the U.S. economy were, in my opinion, farcical: Sick Of It All
This followed last week’s article, which postulated that despite not knowing how, when or where a crash will occur, whatever happens next to jar our economy and markets off course likely won’t be undone easily: There Will Be No Turning Back
Last week I also wrote about one company that I think could still be a harbinger of a black swan for markets — and a market gem that could wind up being dead money for years to come: Caution: Black Swan Crossing
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Also over the past week, I interviewed my good friend Sang Lucci and we talked the resurgence of malls, why he ignores macroeconomics and the effect of 0DTE options on the market: Malls, Macro, Market Psychology And 0DTE Option Mayhem: Sang Lucci
Finally, I published analysis of the dwindling money supply: Money Supply Dips for First Time Since November
And whether or not Congress should step in to “unload the Fed’s weapon”: Congress Could Unload the Fed’s Weapon
This follows some of my more popular posts from the last month, including in early March when I wrote that I think modesty, instead of arrogance, will help fuel this next bitcoin bull rally: Let Bitcoin Cook
Also last month I released an hour long discussion with the legendary Bob Moriarty, where we talked authoritarianism, gold, vaccine mandates, censorship and the coming debt jubilee: The End Of The American Empire: Bob Moriarty Unfiltered
Here’s what else you may have missed:
Price Inflation Accelerates for Second Month as Biden Blames "Greed"
$1 Trillion Per 100 Days: Is This the Year the Debt Bubble Explodes?
Finding The Next Warren Buffett-Style Investment: Chris DeMuth
QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. I didn’t double check any numbers or figures in this piece and am generally lazy with my research. Contributor posts and aggregated posts have not been fact checked and are the opinions of their authors. Contributor posts and curated content are posted either with the author’s permission or under a Creative Commons license. This is not a recommendation or solicitation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. Sometimes I just lose money by misplacing it. I’m generally irresponsible. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. Do your research elsewhere. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it numerous times because it’s that important that you know.
