Sitemap - 2025 - Me and the Money Printer
The Conservative Warning (Capital)
Things I Think I Think... (Volume 3,403-B)
Congratulations, SoftBank, on the U.S.-Japan "Trade Deal"
The Hedge of Tomorrow (Capital Wave)
A Great Headline Question... But Let Me Answer This...
The Most Boring Scandal in History is Coming (Capital Wave)
What The Hell is Basis Trading? (Vol. 11)
What the H- is Market Making? (Volume 10)
What the H- is a Short Squeeze? (Vol. 9)
The Market's Will Remain Irrational Longer Than You Can Remain...
Seriously, What's "Private" Credit?
What the Hell is a Finance Bro?
The Melt Up, then Melt Down Narrative Has Begun to Take Shape...
What the Hell is That? Volume Six
Capital Wave - We're Gonna Do This Again?
What The Hell Is... An Economist? (Vol. 5)
What the Hell Is That? Volume 4
What the Hell is That? Vol. 2...
There Goes Copper... and Delta?
What the Hell Is That?!? (Vol. 1)
Capital Wave - When Money Printers Go Brrr (But Only in China?)
This Time is Different (Volume 246.5.B)
Why the "Melt Up" Narrative is Wrong...
Will the Fed's Palace of Versailles Cost Powell His Job?
Things I Think I Think... 4th of July Edition
The Surprising Asset That Has Never Caused a Financial Crisis
The Morning BRRR (Capital Wave)
The Funniest Scene in Movie History
Capital Wave: Profit Taking Territory Approaches
The 1% Pattern (a.k.a. The One Weird Trick of Generational Wealth Building)
The Q3 Quality Value Screen - and The Morning Preview
The Next Macro Event in 2026...
You Didn’t Kill Capitalism. The Fed Did.
The Week That Proved Everything (The Week in Review)
The Greatest (and Dirtiest) Lie in Politics
Everyone, Everywhere Now Bullish on Everything
What the Fed Is Actually Doing With These Rollovers
More Terrible Fed Forecasting (And the Day Ahead)
Everyone, Everywhere, Now an Expert on Iranian Nuclear Facilities and Oil Exports
What Comes Next (The Strait of Hormuz)
Amazon (AMZN): Digital Feudalism as Convenience
The Latest Disaster in Washington... (The Week in Review)
Why You Shouldn't Overreact Today
The Wave Speech - 2.0 (Don't Miss This)
Ten Questions for Jerome Powell
It's Fed Day... Ma! It's Fed Day!
Selling Pressure Intensifies...
The Great American Land Rush... 2.0
Everyone's About to Be an Expert on Iran and Interest Rates
The Fed's Next Act and the Week in Review...
Central Banks Just Showed Their Hand (And It's Full of Gold)
A Friday Update—Intraday Weakness... What Comes Next?
How Insider Selling Works... And Momentum Stalls
Sovereign Wealth Funds Are Buying America's Plumbing (And We're Letting Them)
I Think I Found The Next Fed Chairman
The Foreign Buyers Turn Off the Tap...
The Market Is Rising — But Not Why You Think
The Rally Is Real — But... What's Behind It?
Syz Group: The Near Call of the Year
Here's How and Why It's Time to Short Tesla
Elon Musk... Just... Elon Musk
How Surfing Taught Me to Read Markets
More Warnings from Wealthy Men
Why Community Banks.... You'll See...
How "High" Will The Market (and This Man) Get?
The U.S. Treasury Market Has Lost Its Damn Mind
The Stealth Fed Buys More Bonds
Standard Chartered Issues Doom Warning on the Dollar
How We Confirm Sector Momentum (The State of the Market)
What Happened in Utah (And the Week In Review)
No. You Won't Be Buying a U.S.-Made iPhone
Why You're Not Really Investing...
The Crisis Everyone's Ignoring (Again)
There Goes Oil (Upstream Energy Goes Negative)
Warning No. 1 - Intraday Chaos...
Will Bond Vigilantes Take the Wave Back Out
10 Things That Likely Won't Matter...
The Momentum Cycle Tops... and Japan Problems Mount
When Oil Rigs Are Worth Less Than Their Parts
Everyone, Everywhere, Now an Expert on Credit Ratings
Oh... Now Moody's is Worried...
The Infrastructure of Your Wealth (Capital Wave)
Petrodollar 2.0 Emerges in the Middle East - Here's What to Do
The Rightful Return of Bond Vigilantes
The Golden Dome: America's Next Defense Revolution
The Breakout Continues (But...)
Capital Wave Report (With Apologies)
You'll Probably Ignore This...
How Money Finds Its Real Voice (And Value)
The Market Remains Defensive as the Fed Keeps Buying
The Day Chicago Sold Its Streets...
Look to 2:35 pm to See If We Get That Pop
Sectors are Dropping Like Flies
Money Printer Goes BRRR... (The Fed's Surprise Move)
On Buffett... Breakouts... and Bitcoin
The Money Printer In Review...
Oh Great... Here Comes Larry Summers
Oh Great... Here Comes Larry Summers
Is There Such a Thing as "Free"?
$5.95: The Price of My Digital Identity
Why Can't We Innovate Home Lending?
Update: Wait and See (Tech Selling)
Why The System Comes First (And What to Do About It)
Money's Tale of Self-Destruction
The Character Of The Human Story
Semiconductors and the S&P 500 Wake Up (Green for Now)
Don't Talk Politics (Unless You Want to Make Money)
I'll Be Live in 15 Minutes (Talking About The Big Trends)
Money Printers Assemble... The Week in Review
Is Shohei Ohtani Bad At Money?
Will the Money Printer Follow Dalio's Warning?
Capital Waves and Market Distortions
Just Watch the Fed... This Isn't About "Us"
Five Things I Think I Think...
The Market Bets on This Word...
Why I Didn't Sleep Last Night...
Will the U.S. and China Just Sit Down Already?
Everyone, Everywhere Now An Expert on the Great Depression...
Three Critical Lessons from This Week
What Actually Went Up Today... Says Everything...
Let Me Explain What's Happening Right Now
My New Favorite Stock to Trade
America Must Solve This Key Challenge
Just a Quick Note Ahead of Monday/Tuesday
The Week in Review... (Our Signal Update)
Why People Are Stealing from Whole Foods
I Don't Feel Good About This...
Me and the Money Printer: Volume 3
20 Stocks - Three To Trade, One to Buy When the Time is Right
When and Why the Money Printer Goes "BRRRRRRR"
S&P 500 Goes Green - Russell Still Yellow
Looking for Tech Momentum to Return
She's Still Here... (Me and the Money Printer)
Money Back into the Pool... (Yellow)
The Gods of American Mythology...
Me And the Money Printer: Volume 2
Welcome to Triple Witching… (RED ALERT)
Looking for a Real Breakout...
How to Have a Perfect Day... (And Other Things I Think, I Think)
Greetings from the Side of a Road
The Selling Pressure Squeeze...
Come On Market, Do Something Good...
Stop Trying to Call the Bottom
And Now, the Real Dance Begins
Founders Can Join Me Live at 8:45 AM Here
Five Takeaways From the Bull Market's Demise
Is There a Plan to Stop This Bleeding?
"47 Ways" to Profit And The Week in Review
Join Me Live Tomorrow Morning...
The "Priced In" Chart Isn't Pretty
Is That Money Ever Coming Home?
The Trump Trade Dominates Wednesday
No Buying Pressure... (More Bearishness Ahead)
The Newsletter That Can't Be Sold
It Doesn’t Have to Be This Way
Lower Highs... Much Lower Lows
My Wife's First "K Street Trade" and Other Things I Think I Think
So... It's Been Powell and Yellen the Whole Time (And the Week in Review)
Is this Selloff Japan or Trump?
Why This Sell Off is Different (So Far)...
The Real Value of American Citizenship?
There's a Deeper Problem in these Markets
I Warned You On Friday. Did You Listen?
Two Days Late... But Still On Time
Your Morning Report... (Republic Risk)
Critical Line to Watch (FNGD 50-DAY)
What Trump Told Everyone in Florida
Japan... and China... and Trump... Oh My.
Blackstone Minerals Hits the Screener
The Most Important Financial Decision I've Ever Made
These Stocks Will Crush in The Year 2405
Everyone About to Become An Expert in Bretton Woods... Everyone
How a "Money Waterfall" Works... (And the Week Ahead)
How You MUST "Draw" Straws... And the Week in Review
Why Silver Has $40+ Upside by March
The Man With the Most Influence Over Your Portfolio
The Tide Changes... And the Boats are Out to Sea...
The Equity Equation Knows All...
Five People I Refuse to Take Seriously
Jerome Powell is Lost... (Risk Recap)
A New Watchlist Based on Deep Math
The Only Real Lesson from Last Night's Super Bowl
It's Baseball Season... (Red on Risk)
Wait A Minute? That's What Drives Markets?
Wait... Congress Did Something Positive?
This Was The Quiet Part Outloud
These Carnival Games Explain Why You're Losing Money in the Markets
How to Trade Trump (And the Week in Review)
How to Trade the Financial Crash of 2273
Everyone, Everywhere, Now an Expert on Tariffs
Stocks for February (And NVIDIA Goes to the White House)
Momentum Strategies Win January
Five Point Holdings Up 56% in January (And What to Expect from Powell)
This Is What You Worry About With DeepSeek
Okay, It's 10:12 (And We're Green for Now)
DeepSeek: Is This The AI World's "Sputnik Moment?"
Why You Need a Great Jacket (And A New Gift from Republic Research)
#&$% My Wife Says... and the Week in Review
Avoid These Three Stocks Over $4 (And These Karaoke Songs Too)
The Treasury Department Stirs the Rally
You Won't Believe My Wednesday (And Other Thoughts)
Here's Where Lobbyists are Putting "Your Money"
How to Tell When A Rally Starts and Ends...
How to Crush Your Daughter in Family Board Games
Update: Green Across the Board
Get On the Bus... It's a Short Trading Week
The Market Is Manipulated... So?... (And The Week in Review)
Chemicals Ripping Higher, S&P 500 In the Green Ahead of Inauguration
High Frequency Trading, PPI Misreads Helped Fuel a Short Squeeze... Now What
When The "Current" Crisis Hits...
A Very Tentative Swing into Green
A Temporary Relief... But CPI Looms
Today’s State of Perpetual Crisis
An American Chernobyl... (And the Week in Review)
Sanctions Against Russia Coming? (Oil Surges)
Whoa... What Are These Things?
Market Observations from a Hospital Waiting Room...
Still Red (This is Getting Dangerous)
Why Everyone Just Threw Their Hands Up...
Season Two is Off the Hook Already
We’re Close to Positive Strength (But Trump…)
Questions from the Edge... (Trump Doubles Down, Momentum Reversing?)
S&P 500 - Green, QQQ Green, Russell On Verge
What I Might Have Gotten Wrong…
A Zombie Stock Market Races Toward the Inevitable
Hooray! Good Grief! You're Kidding, Right?
New Year Things I Think I Think
You'd Better Learn The Rules of the Republic
Why Energy is the Sector to Trade in 2025
Has a Swan Emerged? (Plus Quality, Value and Income Plays for 2025)