7 Grey Swan Predictions

Ironically or not, the thread that binds all of these Grey Swan events is a reliance on debt at all levels of society and a consumer culture that favors short-term gratification. Political violence is just a f’d up way of expressing dissatisfaction with a culture that values material goods over some kind of weird spiritualism. Both of the assailants in New Orleans and in Las Vegas were military and in financial distress.

If semiconductor stocks begin their next advance from here, we want exposure before the crowd works its way down the supply chain.

We’re not just entering a seasonally bullish period for stocks. But the year that is consistently the best stretch in any president’s term…

Unlike supply-and-demand issues, debasement of fiat money — worldwide, mind you — will drive prices across the entire commodity space.

Same-store spending has picked up all through the hand-wringing over “affordability” leading into the midterms

If semiconductor stocks begin their next advance from here, we want exposure before the crowd works its way down the supply chain.

We’re not just entering a seasonally bullish period for stocks. But the year that is consistently the best stretch in any president’s term…

Unlike supply-and-demand issues, debasement of fiat money — worldwide, mind you — will drive prices across the entire commodity space.

Same-store spending has picked up all through the hand-wringing over “affordability” leading into the midterms