ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
July 21, 2021 | The Saretsky Report – June 2021
The Great reopening is upon us. Similar to the stock market, you have the pandemic trade, which resulted in people wanting bigger homes away from the city, and now I think we are entering the reopening trade. Take the US, for example, which is arguably a month or two ahead of us. Most of the […]
July 21, 2021 | The Match
Suzanne just started a new job. Kudos to her. Change is good. She figures about a decade to go before she winds down and retires. Of course, retirement used to be the goal. Now it’s just scary. Once upon a time people got defined-benefit pensions, knowing how much income there’d be forever. Now seven in […]
July 21, 2021 | Reduced Birth and Longevity Rates Exert Deflationary Impacts for Years
The COVID-19 pandemic has exacerbated the deflationary trends of falling birth and longevity rates, especially in the world’s largest consumer nation–America. The effects will last for years. Life expectancy in the U.S. fell by 1.5 years in 2020, the biggest decline in decades, as Covid-19 killed hundreds of thousands and exacerbated the rise in drug […]
July 21, 2021 | The Plot of the Demigods
QUESTION: Marty, Did you ever think when you studied history, created Socrates, then observed what would unfold in the future would lead you to what we see happening today, in social collapse and the march toward authoritarianism? Truly, wasn’t this like discovering the Rosetta Stone and other mysteries best left untouched? When did it dawn […]
July 21, 2021 | No Balanced Canadian Budget for 49 Years
- Kris Sims – BC gasoline taxes, BC Ambulance, Living Costs
July 21, 2021 | Will September See Tough Times for Oil?
Will Canadians vote to have their living standard lowered?
July 21, 2021 | Do You Want to Transition to a Lower Standard of Living?
First Nations getting into energy development
July 20, 2021 | Treasury Yields Leading Risk Markets Lower
Born of inflation mania and rampant speculation, the latest downturn in risk markets has been telegraphed by declining global inflation expectations (below since 1995) and falling Treasury yields since the end of March 2021. As noted in my partner Cory Venable’s chart from the end of June (below), the US 10-year Treasury yield broke […]
July 20, 2021 | Vote Buying Season?
I’ve talked a lot about the great reopening trade. People are getting vaccinated, the weather is great, and people are desperate to get out of their house after tiresome lockdowns. In fact, Canada has now fully vaccinated 48.8% of its population against Covid-19, overtaking the U.S. for the first time. It’s no surprise that housing […]
July 20, 2021 | Bitcoin Enters Stage #4 Excess Phase Peak Breakdown – Where To Next?
Over the past few months, I’ve been interviewed in podcasts and on Kitco where I’ve discussed the US and global market setups and trends based on my unique understanding of Technical Analysis and price patterns. Even though I’ve heard/read some comments from viewers sharing their own opinions which may not always agree with my interpretation […]
July 20, 2021 | The Reprobate
Ced is 59, single, makes sixty grand a year, saves like a hopped-up beaver, lives in a ridiculously-priced city that shall remain nameless (Vancouver), has rented for his entire life, reads this blog but has recently started to feel FOBH. “I save 20% of my gross pay every month. Don’t owe a penny to anyone. […]
July 20, 2021 | The Most Splendid Housing Bubbles in Canada: Why the Bank of Canada is Cutting QE
At least the Bank of Canada is officially acknowledging the craziness of the Canadian housing market, which has been deemed to be the second biggest housing bubble in the world, behind New Zealand, whose central bank also officially acknowledged its housing bubble, and stopped QE cold turkey, unlike the Fed, which has refused to officially […]
July 20, 2021 | How to Deal With Indecisive Markets
Debate still on about inflation vs deflation
July 20, 2021 | Have Canada’s Home Prices Topped Out?
What impact would a collapse of the housing market cause?
July 20, 2021 | Was Monday’s Panic Selling a Warning Sign?
Could Bitcoin slide even lower?
July 20, 2021 | Gold, Gold Miners, Uranium, Pot
Crude Oil and OPEC
July 19, 2021 | Worries
Yesterday this pathetic, paleo (fully dosed) blog suggested WFH won’t last. Alas, few believe it. Or want to. A year-and-a-half of pandemic has bent a lot of minds. Values have changed. This is not temporary, they cry. It’s the new normal. Many think careers are kaput. It’s a gig world now. There’s no employer or […]
July 19, 2021 | Emotional Traders React To Recent Market Rotation – Are You Ready For What’s Next?
Most traders don’t really have a solid strategy in place to protect assets and assist them in knowing when to pull risk capital away from market trends. If you are trading on MEME stock content, variable technical strategies or flying by the seat of your pants when making trading decisions, you are probably very concerned […]
July 19, 2021 | Charts For A Crazy World: Did Investors Just Realize Their Problems Are Unfixable?
Short-term interest rates are now as negative as they were in the inflationary 1970s. But that’s where the similarity ends. As the above chart shows, 1970s indebtedness was relatively modest as a percentage of GDP, which gave that financial system the resiliency to withstand the double-digit interest rates necessary to throttle inflation and bring things […]
July 18, 2021 | The Berlin Wall v the COVID Walls
We are approaching the 50 year anniversary of the TUNNEL to Freedom which was dug by West Berliners to reach the East to rescue families from the horror of Marxism. Today, once again, we have governments restricting travel by claiming it is due to COVID. To protect the people, they must strip their freedom of […]
July 18, 2021 | The Last Housing Bear Capitulates
Per the most recent data from the Canadian Bankers Association, nearly 17% of all mortgages in Canada received a mortgage deferral at one point or another during the pandemic. At the end of February, 98% of those deferrals expired. Home prices during this time are up 24% nationally. Who saw that coming? Certainly not our […]
July 18, 2021 | Danielle on CBC Weekend Business Panel
Our weekend business panel takes a closer look at the challenges ahead for businesses as the Ontario economy reopens. Plus, a look at home sales and Porter Airlines’ new travel plans. Here is a direct video link.
July 18, 2021 | Re-Entry
Downstairs they’re building be a long line of EV charging stalls. Plus hundreds of secure bicycle parking spots. Up above – cascaded over rooftop terraces leading 19 stories into the iclouds – will be 18,000 square feet of outside space. Patios. Trees. Grass. The hulking glass-sided structure thrusts above four heritage properties fronting King Street […]
July 18, 2021 | Dollar’s Fans Needn’t Fear Biden SDRs
The latest attempt to move the global economy away from the dollar’s dominance involves a plan by Biden to issue $650 billion of Special Drawing Rights (SDRs) through the IMF. Ardent fans of the greenback needn’t worry, however, since this sum, as large as it seems, is just a drop in the bucket compared […]
July 18, 2021 | Post-Covid Stimulus Payouts & The US Fed Push Global Investors Deeper Into US Value Bubble – Part II
In this second part of our research into how capital is being deployed across the globe and why traders/investors continue to pour capital into the US equities markets, we’ll explore how the US major indexes have reacted to the continued investments by the US and foreign investors compared to foreign market trends. Using methods like […]