Archive

The Housing Peak Already Happened — You Just Didn't See It

It turned in 2022 — by sales, not by price.

The AI Money Loop That Looks Exactly Like 1999

The same trick that broke the telecoms in 2001.

The First Crack Is Always Commercial Real Estate

Governments Don't Default Anymore. They Do This Instead

Follow the lender — the endgame shows up.

What Could Push This Cycle to 2028 (And the Signal That Says It Won't)

The honest case against my own timing

How I screen a stock worth buying

The exact checklist I run before I buy

The Late-Cycle Signals I Watch — And How I'm Positioned

What Smart Money Buys Before Every Crash

It happened in 1973, 1989, and 2007.

The Bankruptcy Wave Nobody Is Talking About

44% above the 20-year average. Here's why.

The 60/40 Has Failed 6 Times. Here Comes #7

Both stocks AND bonds fell. Here's exactly why.