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June 26, 2021 | Trading Desk Notes For June 26, 2021

You can’t go home again Thomas Wolfe told us that, “We can’t go back home again – to the old forms and systems of things which once seemed everlasting but which are changing all the time.”   Keep that in mind when you think about the possibility of the Fed ever truly “normalizing” their policies. […]

June 25, 2021 | Gold, Silver, Nuremberg Codes, Morons

The Biden Show, Election Fraud, Food Prices

June 25, 2021 | The Methuselah Myth and the Future of B.C. Forestry

How did our understanding of forestry get so mangled? And how we can restore knowledge about a way of life that sustains communities and healthy ecosystems? Stewart Muir looks at the situation. A number of years ago, foresters with the B.C. Ministry of Forests Research Program were puzzled that an area known to be highly […]

June 25, 2021 | Housing Bubble in Canada One of the Biggest

Canada has one of the largest housing bubbles in the world, according to Bloomberg Economics. The top 3 countries at risk are New Zealand, Canada and Sweden. The warnings signs are as intense as they were in the run-up to the global financial crisis in 2008, according to Bloomberg. Could Canada’s housing bubble trigger another […]

June 25, 2021 | Mania Believers Ripe for Abuse

John McAfee sold his namesake antivirus software company in the 1990s for more than $100 million, followed by a series of bad financial decisions.  Most recently, he was prosecuted for tax evasion and cryptocurrency pump and dump schemes.  The story offers a glimpse at the predatory actions threatening believers today.  See John McAfee found dead in […]

June 25, 2021 | Now What?

Recency bias is when you think what just happened will happen forever. Current events, in other words, will frame the future. It’s a big reason people suck at investing. They buy high, believing things will become higher. They sell low, since assets will obviously go to zero. And they move to Tillsonburg because the office […]

June 25, 2021 | Biden Wants Newborns to get COVID Vaccine in 2022

  Even the Wall Street Journal has admitted that the vaccines carry a greater risk than the politicians are saying. Will Twitter now ban the WSJ from ever posting along with BigTech? There have been reports of teenagers dying from heart attacks after being vaccinated. The CDC quietly said it will look into the heart […]

June 25, 2021 | Pay More, Get Less: Consumer Income & Spending Chewed Up by Red-Hot Inflation

You saw this coming after today’s release of the Personal Consumption Expenditure inflation index. “Core PCE” inflation, which excludes food and energy – the lowest lowball inflation index the US offers and which the Fed uses to track its inflation target – spiked by 6.4% annualized for the past three months. In May alone it […]

June 25, 2021 | Gold, Commodity Prices and Margin Clerks

Copper, US Dollar, Bonds

June 25, 2021 | Russia Conducting War Games Off the Coast of Hawaii

American Manganese is Well Received in Europe Including a Write-Up Out of Germany. Read Reuters Article – “Audi Sets 2026 End Date for Combustion Engine Cars-Sueddeutsche Zeitung“. Read National Post Article – “Federal Government Needs to Protect Critical Minerals Industry as China Tightens Grasp, Report Says“. Read Italy24News Article – “Italvolt, the Construction of the […]

June 24, 2021 | What’s Happening With the Real Estate Market and Inflation

  YOUGHAL, IRELAND – In the news yesterday was a report about a major real estate purchase. Blackstone Group bought Home Partners of America and thus acquired its 17,000 rental units. We don’t know the particulars of the deal. But the average monthly rent for a three-bedroom apartment, for example, is about $1,200. That gives […]

June 24, 2021 | Grantham: “This is it Guys, the Biggest U.S. Fantasy Trip of All Time”

Sixty-year market veteran and co-founder of Boston-based GMO did a lengthy interview with John Authers for Bloomberg this week.  It’s worth a read here.  I include some highlights and charts below: “The last 12 months have been a classic finale to an 11-year bull market,” Grantham said. “Checking all the necessary boxes of a speculative peak, […]

June 24, 2021 | On Guard

A boom truck showed up in Kingston on Friday and hoisted away the statue of Canada’s first PM, Sir John.. Then workers chiseled off the commemorative plaque. So the city where the founding Father of Confederation lived, died and is buried doesn’t want him anymore. The statue’s gone into hiding. It might emerge later at […]

June 24, 2021 | Welcome To The “Pre-Taper” Tantrum

In 2018, the Fed tried to moderate its post-Great Recession emergency policy of low interest rates and torrential money printing. It reduced (or tapered) its asset purchases and, in a series of tiny steps, boosted short-term interest rates by about one percentage point. And the financial markets, by then addicted to easy money, threw what […]

June 24, 2021 | “APES” and Hedge Funds

Crypto supporters and recent downturns. Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2021HALFOFF.

June 24, 2021 | Trudeau Planning Onerous Censorship Laws?

  • Kris Sims – Vancouver crippled by high gasoline and property taxes

June 24, 2021 | Market Correction Warning Signs

What does a rising US Dollar mean?

June 23, 2021 | Corruption Behind COVID

COMMENT: Hello Martin When are these bastards going to get their day? I have friends neighbours that have taken the vaccine and all of a sudden they are feeling bad. high blood pressure, low haemoglobin levels, dizziness, headaches extreme menstrual bleeding. They still do not mention that it may be the vaccine. In fact I […]

June 23, 2021 | Reality Stalks a Desensitized Risk Complex

Global capital is all in with record leverage on growth and inflation bets.  But is the consensus confident, or have they just stopped thinking? Not only are households holding their highest exposure to equities since the March 2000 secular peak.  Global fund managers are also holding record-long allocations in pro-inflation commodities, materials, banks, industrials and […]

June 23, 2021 | Are The US Major Indexes Rolling Over In An Excess Phase Peak Setup?

Recently, I published a research article on Bitcoin suggesting there may be a bigger downside price move setting up – breaking support near $30k and extending the Excess Phase Peak pattern that we warned about back in November 2020.  Today, my team and I wanted to alert you that the recent price rotation in the […]

June 23, 2021 | Over The Top

It’s almost half-past 2021, so let’s review. First, your portfolio. If it’s B&D©, carefully-weighted and globally-exposed you should be up so far this year by high single-digits. Completely ignore the cowboys, swaggering stock jockeys and anon Internet braggarts who come here to make you feel inadequate. Investing isn’t a race or a contest. It’s not about […]

June 23, 2021 | More Scandium Breadcrumbs from Barrick

Waiting for Skytem results

June 23, 2021 | US Oil Consumption Nearly “Normal”

Heat wave powering Natural Gas prices higher

June 22, 2021 | YouTube Censoring Putin for Disagreeing with Lenin

  Putin did an interview where he revealed what he thought about Lenin’s entire Communist movement. He made it very clear that Lenin was NOT a statesman but just a Bolshevik Revolutionary. Putin also revealed his disagreement with the Great Reset, which is following the same mistake of Lenin. This interview has been removed by […]

June 22, 2021 | Beware the ‘Poor Man’s Fund’

If you look closely, you can see bubbles beginning to form in the stock market. Meanwhile, bubbles are actually popping in what has been one of the hottest investments on Wall Street lately … The “SPAC” … which stands for Special Purpose Acquisition Company. These “blank check” companies do nothing, make nothing and sell nothing. […]

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