China's Central Bank Eliminates Margin T…

19-01-2017 Hits:517 BoomBustBlog Reggie Middleton

China's Central Bank Eliminates Margin Trading of Bitcoin

There have been rumors that the Chinese Central Bank (PBoC - People's Bank of China) would limit or eliminate margin trading in Bitcoin. It is now official, sort of...

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Is Donald Trump Truly Successful or Born…

18-01-2017 Hits:799 BoomBustBlog Reggie Middleton

Is Donald Trump Truly Successful or Born With A Silver Spoon? An Analysis

In social media and mainstream media, I often hear Donald Trump quoted (by himself, and others) as an extremely successful, self-made man. As an entrepreneur for nearly all of my...

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As I Promised, EU Is Colliding Into Prac…

17-01-2017 Hits:1109 BoomBustBlog Reggie Middleton

As I Promised, EU Is Colliding Into Practical Confines of NIRP, Bank Hemorrhaging Up Next

Nearly a year ago, I warned subscribers of consequences stemming from the ECB's negative interest rate program. Here's an exceprt from our resarch report titled European Banking Macro Issues for March...

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Is Bitcoin Too Risky? Whenever the Bitco…

12-01-2017 Hits:1769 BoomBustBlog Reggie Middleton

Is Bitcoin Too Risky? Whenever the Bitcoin is Mentioned in Financial Pop Media, Ignorance Ensues

I hate to be the one to break bad news to you, but most of the pop media/mainstream media financial pundits that I hear and see opine on bitcoin have...

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What Happens When Rates Rise While the S…

10-01-2017 Hits:1515 BoomBustBlog Reggie Middleton

What Happens When Rates Rise While the S&P 500 Relies on Cheap Credit To Boost EPS?

So, the stock market, bond market and real estate markets are all at all-time highs. Everything is Awesome! You know better than that. You see, when the bond market wakes...

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Debt Encumbered Oil, Sovereign Soil, Toi…

10-01-2017 Hits:749 BoomBustBlog Reggie Middleton

Debt Encumbered Oil, Sovereign Soil, Toil & Trouble: Can't You Hear Seems Cracking in the OPEC Empire?

@WSJ reports Libya Ramping Up Oil Production, Threatening OPEC (supposed) Plans to lift global oil place by artificially limiting supply. This would be in violation of federal antii-trust laws in the...

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Ten Years Since BoomBustBlog Was 1st Pub…

09-01-2017 Hits:1071 BoomBustBlog Reggie Middleton

Ten Years Since BoomBustBlog Was 1st Published & That Initial Research Still Relevant Today

We have looked into insurance companies' performance last month in regards to our bearish real estate thesis. A small comederie of companies are suffering losses and/or declining profits as we've exected....

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The Macro Truth About The Big Bitcoin Po…

07-01-2017 Hits:1242 BoomBustBlog Reggie Middleton

Bitcoin has dropped precipitously, and as is usual, we have the cacophony of instant digital currency pundits cackling about as if they had a clue. This is the inaugural post...

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To Bust or Not To Bust: Are We In A Real…

04-01-2017 Hits:913 BoomBustBlog Reggie Middleton

To Bust or Not To Bust: Are We In A Real Estate Bubble?

Banks are showing thin NIM, yet many of the big banks are able to boast stable if not slightly improving credit metrics. This doesn’t make sense considering the explosive growth...

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What Happens To Real Asset Lending Banks…

03-01-2017 Hits:768 BoomBustBlog Reggie Middleton

What Happens To Real Asset Lending Banks When the Real Funding Rate Appears? We're About to Find Out

During the financial crisis of 2008, money market funds who subjectively agreed to hold their NAV (net asset value) unit prices at $1 “broke the buck”. That is, the unit...

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Stress Test on Banks’ Earnings Facing th…

30-06-2014 Hits:44879 BoomBustBlog Reggie Middleton

Stress Test on Banks’ Earnings Facing the Veritaseum UltraCoin Value Transaction Platform

My last post on the topic of disintermediation during a paradigm shift was Wall Street Should Be First To Invest In Reggie Middleton's UltraCoin, Much Of It Won't Be Here In...

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Introducing the "Unbreakable Promis…

09-06-2014 Hits:39644 BoomBustBlog Reggie Middleton

Introducing the "Unbreakable Promise" As a Method Increasing Efficiencies and Decreasing Risk

Continuing on the margin compression theme originally laid out in Margin Compression Is Coming in the Payment Processing Space As $100 Million Pours Into Startups, I illustrate mathematically how the bit...

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I have decided to keep pumping as much of my preliminary research as possible to the blog for free. Please read and accept the disclaimer below. In addition to the disclaimer, I want to add that this blog is not about investment advice, and I do not offer investment advice to the public. This blog is a digital diary of my thoughts, musings and opinions of boom-bust cycles and my own investment forays throughout these cycles. I have decided to offer some of my research to foster discussion, debate, and further analysis. Please do not request investment advice from me on the blog.


I have run into the same problem as most other investors (both individual and institutional) – the lack of credible, unbiased quality research. I have two teams of highly qualified analysts working for me full time, and they adhere to my outside of the box approach to fundamental analysis and research. Thus, the stuff that you see here will differ significantly from what you see from the usual suspects. My research is funded solely by me and my investment management vehicles, with no outside or third party interests, and is used to guide my investments and that of my private investment funds (as well as provide fodder for this blog), some of which may be open to qualified purchasers in the future. If you follow my blog, much of my research runs contrary to most of the sell side institutions and ratings agencies. I scream “danger!” in this “bust” way before they do, and will probably yell “opportunity” in the next boom cycle considerably before them as well. Consider it the contrarian wiki of buy side research. The research in this blog represents many man months of work PER MONTH. Any institutional players who are interested in a more formal, timely and complete version of my research and analyses should Email Me directly (examples: Ryland summary and Ambac loss tail and sensitivity analysis model). For the sake of comparison to sell side research from the big banks or newsletters, below is a description of the opinions expressed in this blog, displayed as if a short (or long, depending on boom or bust times, we are in a bust now so short is the order of the day) position was taken in a typical retail brokerage account the trading day after the article was posted. My style is that of the medium to long term horizon investor, alas, the blog has only been up and running for a few months.



·         Margin Maintenance: 50%

·         Dividends not taken into consideration (negligible difference in outcome)            

·         Initial margin: 50.00%

·         Maintenance margin: 30.00%

·         Interest Rate on Margin Loan: 5.00%

·         Commissions: $0.75

·         Short position assumed via parameters above   

·         Click the date to reference the blog post that the companies/securities were first mentioned in. This is just a sampling of a few articles for the sake of illustration. Considerable opinion and research has been subsequently posted.   

·         Date Blog Began: 9/1/2007

·         Date of Analysis: 12/8/2007

·         Average Holding Period: 3.12 months (basically, slightly less than the inception of the blog)


The Boom, Bust & Bling Blog's opinions would have returned 52.47% since inception during this real asset and credit bust, as compared to 3.52% for the S&P, 4.23% for the Nasdaq, 2.77% for the Dow Composite, and -.93% for the Russell 1000.


Average Return

Average profit on $1000 at inception of this Blog

If 25% of the 1st $1000 invested was donated back to the cause


$                  524.67

$              131.17


Blog post date

Stocks opined

Price as of Blog Date or following trading day

Price as of 12/8/2007

% change

Assumed Holding Period in Months

Holding Period Return





























































































































































$16000 invested as of Sept. 1st would be $24394.76 as of December 8th




Reggie Middleton, LLC’s analysis and conclusions in this presentation and throughout this blog are based on publicly available information. Reggie Middleton, LLC recognizes that there may be confidential information in the possession of the Companies discussed in the presentation that could lead these Companies to disagree with Reggie Middleton LLC’s conclusions. The analyses provided may include certain statements, estimates and projections prepared with respect to, among other things, the historical and anticipated operating performance of the Companies. Such statements, estimates, and projections reflect various assumptions by Reggie Middleton, LLC concerning anticipated results that are inherently subject to significant economic, competitive, and other uncertainties and contingencies and have been included solely for illustrative purposes. No representations, express or implied, are made as to the accuracy or completeness of such statements, estimates or projections or with respect to any other materials herein. Actual results may vary materially from the estimates and projected results contained herein. Vehicles managed by Reggie Middleton, LLC and its affiliates own investments that are bearish on many companies mentioned. These investments may include credit-default swaps, equity put options and short sales of common stock. Reggie Middleton, LLC manages vehicles that are in the business of trading - buying and selling - public and private securities. It is possible that there will be developments in the future that cause Reggie Middleton, LLC to change its position regarding the Companies and possibly increase, reduce, dispose of, or change the form of its investment in the Companies.