ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
June 18, 2021 | The Big Bucks Are In Lithium-Ion Cathode Material Manufacturing
Corrections in the markets due to talk of interest rate increases. Read Reuters Article – “Volkswagen Seeks Partners for Battery Materials Race“. Read Reuters Article – “UK in Talks with 6 Firms to Build Gigafactories for EV batteries -FT“. Read Financial Post Article – “Canada, EU Form Raw Materials Pact to Cut Reliance on China“. […]
June 18, 2021 | The Real Digital Plot
The move to end paper money and move toward a national cryptocurrency took a major step recently when the House Financial Services Committee task force expressed support for experiments to create a digital cryptocurrency version of the U.S. dollar. They argued that the United States had to keep pace with China, and in the […]
June 18, 2021 | Commodities Take a Serious Hit
US IPO’s signing on at a record pace
June 17, 2021 | Old Growth Forests in British Columbia: A Citizen’s Guide
As anarchists, actors and pressure groups descend on the B.C. Coast to create a high-emotion summer drama they hope will affect our laws and way of life, let’s pause for a moment to think and reflect. What is old growth? Is news of its demise greatly exaggerated? What’s the right way to push back against misinformation? What […]
June 17, 2021 | Chinese Direct Foreign Investment Declines Sharply
Chinese investment overseas actually scored a 13-year low in 2020 thanks to COVID and the rising tensions of economic uncertainty as the West tries to pressure China to join the Great Reset. Even the pandemic-related travel restrictions curtailed put a huge barrier to foreign investment for China. Most critical has been the fact that Chinese […]
June 17, 2021 | The Most Important Chart in Gold Right Now
We saw a lot of hullaballoo in precious metals yesterday. Shiny gold and silver babies got thrown out with the bathwater as a majority of Fed governors said they might/kinda/sorta start thinking about hiking benchmark interest rates by the end of 2023 rather than waiting until 2024, as had been the plan. That’s short-term noise. […]
June 17, 2021 | Cashing Out
Believe it or not, I have a day job. Working out of the wee-bank-by-the-sea plus the giant (currently mostly empty) bronze tower on Bay Street, my colleagues and I look after a mess of money for folks. Average ones. And I enjoy it all. The practice is unique in the financial world because it’s national. […]
June 17, 2021 | The Great Inflation Hype Running Low on Buyers
This morning we learned that US retail spending fell 1.3% in May (more than the -.80 expected). After a year of record spending on durable goods–items that typically last at least three years, like appliances, tools, computers, electronics, jewelry, vehicles, furnishings, and equipment–consumer spending (which drives some 2/3rds of GDP growth) looks to be coming […]
June 17, 2021 | Gold, Commodities, Inflation, Bitcoin
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June 17, 2021 | Gold, Oil, The Fed, Interest Rates
Commodity Cycles, Margin Calls
June 17, 2021 | Will Inflation Force the Fed to Hike Rates?
Has the 9 Year Gold Cycle peaked out?
June 16, 2021 | Why
Three sleeps until I meet Arysha. She was born in Russia, bred and shipped to America. By three she’d had two litters and was acquired by a Canadian military vet with a passion for the breed. The cross-border dog trade is a big one, pandemics be damned. By then she’d been chipped and registered in […]
June 16, 2021 | The Trend Is Your Friend Until It Isn’t – Dow Jones And Transportation Index Breaching Critical Price Support Ahead Of FOMC Meeting
Over the past few weeks, we have watched the markets continue their attempt to melt higher. Recently the Down Jones and the Transportation Index have breached a lower upward sloping support channel that suggests traders are preparing for a surprise Fed statement or a breakdown in the current bullish price trend. My team and I […]
June 16, 2021 | America’s Middle Class Will Pay the Price
YOUGHAL, IRELAND – We’re in a rush this morning. No time to write a short message. We’ll have to send you a long one. First, here’s Business Insider with a news update: Michael Burry said markets were in a bubble of unprecedented scale. The “Big Short” investor tweeted his dire warning after a 10-week break from Twitter. […]
June 16, 2021 | Fintech Designed to Profit off ‘Dumb’ Money
There’s an inside joke in finance that I first heard in the 1990s: “We take your money and our experience and make it our money and your experience.” A popular fintech trope today is all about democratizing capital markets and helping little people to access the opportunities that insiders do. Nothing could be further from the […]
June 16, 2021 | Biden & the Corruption or Just Klaus Schwab?
Biden overruled his staff to lift sanctions on the Nordstream 2 pipeline against all the Build Back Better agenda of Klaus Schwab. Some people are wondering if the Russians have something on Joe? They cannot imagine the guy who ran on the environment would flip and go against his own staff. The word behind the […]
June 16, 2021 | Inflation, Inflation, and The Fed
Shortages and more shortages
June 16, 2021 | Biden Favours Russian Oil Over Canada’s
Canada secures raw material link with Europe
June 16, 2021 | First Lumber, Steel and Copper, Now There is a Shortage of Paint
- Jordan Bateman – BC NDP Making Construction Labour Shortage Worse
June 15, 2021 | A Bidding War With BlackRock
The Covid housing boom has spurred new riches for Canadian homeowners. Household net worth surged 21.5% year-over-year in the first quarter, the largest gain on record. Indeed rising home prices, at least on paper, are making Canadians feel wealthier. To no surprise, households that own their home accounted for almost all of the gains in the […]
June 15, 2021 | Inflation Worries Continue
YOUGHAL, IRELAND – That was fast! Already… the inflation threat is over. Bloomberg tells us more: With investors anxious to hear the Federal Reserve’s latest take on inflation after last week’s hot reading, certain corners of the market are already simmering down. Take lumber, one of the biggest gainers among commodities in the past year […]
June 15, 2021 | Solving the Global Chip Shortage
Good overview of global semiconductor production in this segment. As usual, disruptions in the past year have focused minds on how to boost supply and diversify production. A global chip shortage is affecting how quickly we can drive a car off the lot or buy a new laptop. WSJ visits a fabrication plant in Singapore […]
June 15, 2021 | Chilled, not shaken
Are you feelin’ frothy? Bubbly? Along with those frisky Kiwis and sexy Swedes, Bloomberg Economics says we have the most emotional (and therefore likely unstable) housing market in the world, along with New Zealand and Sweden. Why? “A cocktail of ingredients,” we’re told, including cheap loans, bushels of government money, FOMO, a shortage of listings […]
June 15, 2021 | Catch the ‘Crest’ as Europe Implodes
They call it the fisherman’s prayer … “Dear Lord, be good to me. Thy sea is so great, and my boat is so small.” But they might as well call it the investor’s prayer. Because in the global economy, even a large portfolio is a tiny boat on a storm-tossed sea. And not only that, but the […]
June 15, 2021 | Vaccine & Employer Mandates
Houston Methodist Hospital is telling employees that if they refuse to take the vaccine, they will be fired. Now 117 employees have joined a lawsuit against the hospital, and they are saying that the hospital is trying to force people to take an experimental vaccine. Instead, the dictatorial hospital management is comparing it to the […]