Back in 2021, a Special Purpose Acquisition Company (SPAC) ran from $10 to $60 nearly overnight. The ticker was CCIV, and the rumor was they were going to bring Lucid Motors to the market. I made the call to get bearish into the news as the SPAC vehicle had moved entirely too fast, and any […]
For years, the story has been about tech stagnation. Big platforms got bloated. Crypto was stuck in the penalty box. Wall Street flirted with disruption but never quite sealed the deal. But suddenly… almost quietly… we’re seeing signs that the engine is turning over again. And it’s not just one thing. It’s a convergence. Make […]
If you want to understand what’s happening in the global tariff chess match, you don’t need a crystal ball. You need a copy of The Art of the Deal. Because what we’re seeing isn’t traditional policy – it’s classic negotiation theater, straight from Trump’s 1987 playbook. And whether you love him or loathe him, understanding […]
After Trump’s “Liberation Day” where he announced new tariffs on practically every nation in the world, stocks plummeted… And if you’ve been watching the headlines, you probably think the market crash is 100% caused by the tariffs. But the truth is, this selloff has nothing to do with tariffs anymore. Here’s what’s really going on, […]
After Trump’s “Liberation Day” where he announced new tariffs on practically every nation in the world, stocks plummeted… And if you’ve been watching the headlines, you probably think the market crash is 100% caused by the tariffs. But the truth is, this selloff has nothing to do with tariffs anymore. Here’s what’s really going on, […]
It was late August 2015. I was sitting in the parking lot of my local Chinese buffet. The S&P 500 saw its hardest 3-day selloff in years on news of a Chinese currency intervention. The “Chinese Buffet Trade” is a tradition that’s worked for every major stock market bottom. From 2011 to 2018, when the […]
