Sitemap - 2019 - Speculators Anonymous
'Call It What It Is': The Federal Reserve Officially Restarts "QE" (And How We Got Here)
The U.S. Treasury's Hefty 'Cash-Grab' Is Creating A Dollar Shortage (And Straining Banks)
Further Supply Cuts Signal Positive Asymmetry In The Uranium Sector (And Here's How I'm Playing It)
Drained: As Dollar Liquidity Dries Up, Look For The Fed To Begin Easing
Cycles And Optionality - Keeping All The Upside While Limiting Any Downside (Part 1)
UPDATE: A Bet Against The British Pound (Then And Now)
Using The Barbell Portfolio Strategy To Capture Positive Asymmetry
'The Long Wait': Why It's Finally Gold's Time To Outperform
"Fortune's Formula": Using The Kelly Formula To Be A Better Speculator (And Bettor)
The Short-Term Rates in Hong Kong Are Soaring As Liquidity Dries Up
This Fragile and Bankrupt Power Company has Much More Downside Risk (I'm Talking About PG&E)
UPDATE: These Three Important Leading-Indicators Show Trouble Ahead
Right Now There's A Risk-Arbitrage Opportunity in the Battery Metals Space
Beware The CLO: Corporate Debt In Europe Looks Highly Fragile
This 'Exotic' Contrarian Play Offers 10x-Returns Betting Against The Fed
Just Like Dominoes: There Are Many More Banks At Risk Of Failing In China
There's a Massive Wall of Corporate Debt That's One Notch From 'Junk'
This 'Adjusted' Yield Curve Indicates A Recession May Come Early
A Line In The Sand: Why China Can't Risk The Yuan Falling Much Further
Is The Uranium Bear Market Finally Over? I Believe So - And Here's Why
Blowing Up, Minsky's Theory, And Taleb's Turkey On Thanksgiving
Chinese Onshore Defaults On Pace For Another Record Year In 2019
Four Key Principles I Learned Playing The Markets Over The Last Decade
The Hong Kong Dollar Revisited: Is This The Next Big Short?
To Beat The Market - You Need To Be A Second-Level Thinker
Don't Be Fooled: Turkey's Increased Dollar Reserves Come At A Very High Risk
Chinese Banks Are Quickly Running Out Of U.S. Dollars
The Plague of Pigs: How I'm Playing China's Hog Crisis
An Ancient Greek Philosopher, Olive Oil, And Understanding Optionality
Complacent Investors Continue Ignoring Minsky As They Short Volatility (While I Go Long)
While The Market Expects Higher Earnings For 2019 - I'm Not So Sure
"This Time Isn't Different": Why an Inverted Yield Curve Really Matters
Beware: These Three Indicators Signal World Trade Will Continue Sinking
UPDATE: I Now See a 95% Chance of a Global Earnings Recession
Using Expected Value Analysis To Be A Better Trader (and Bettor)
The Currency Market Is Positioned For A Minsky Moment
This Important Fed Indicator Drives Monetary Policy - So What's it Saying?
UPDATE: Are Global Corporate Earnings About To Plunge? I Believe So
My Favorite Way of Measuring Market Liquidity And Why It's So Important
The Hong Kong Dollar Peg is Highly Fragile and Nearing a 'Tipping Point'
These Key Indicators Tell Us a Recession is Around the Corner
Ignore China's Steep Yield Curve and Start Preparing for QE - Here's Why
A Potential Play Against Australia's Declining Economy & Housing Market
One of My Favorite Indicators Signals a Global Earnings Recession
An Introduction to Market Expectations And Why it Matters
What Buffet Doesn't Understand About Gold & Why You Should Ignore Him
And as U.S. Growth Estimates Are Slashed - The Fed's Done Tightening
Trouble Brewing in China's Credit Markets as More Bond Defaults Come
The U.S. Continues Nearing a Recession - And Here's Why I'm So Sure
Beware: Wall Street's 'Safest' Trade is Now Highly Vulnerable