We ALL run trade deficits, including O’Reilly.
Read More »I need to say this again.
Listen!!! Absorb!! Commit!!
Read More »Putting this out before I head to Boxing. 
Received a lot of nice emails today. 
Read More »Treasuries. I told you.
I was the ONLY PERSON who had the bond trade.
Read More »Today was a good day.
Today delivered a very important education and message. 
Read More »Markets puke on Trump tariff announcements.
Inflation assumptions may be wrong. 
Read More »Tomorrow is Liberation Day! Prepared for the end of the world. 
Hysterical insanity surrounding these stupid tariffs. There’s only two things that matter. 
Read More »I am chomping at the bit to short gold.
When this parabolic move implodes, gold will be dead for 10 years. 
Read More »No sustained market rally until the Debt ceiling is raised.
We’re in an unnecessarily bad situation. 
Read More »No DOGE cuts. $100 bln phantom “savings.”
Where are the supposed savings?
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