- the source for market opinions


September 30, 2021 | Record Equity Exposure into a Decade of Negative Returns

Household wealth is more concentrated in equities today than at any time in the last 50 years, including the 2000 tech bubble top.  This is great for firms who make the richest fees issuing, trading and holding equities in client portfolios.  As shown below since 2005, from Bank of America, 65.3% of client assets under […]

September 30, 2021 | A New Water Source That Could Make Drought a Thing of the Past

Lack of fresh water is now a global crisis. Water shortages mean food shortages, with hunger creating death tolls substantially exceeding those of the current Covid-19 crisis. According to the United Nations, some 800 million people are without clean water, and 40% of the world’s population is impacted by drought. By one measure, almost 100 […]

September 30, 2021 | How Can Houses Be Unaffordable AND Booming?

Home prices have never been higher when compared to the average family’s income. This kind of imbalance is normally a sign of an impending crash in home sales, followed by a drop in prices. But that’s not happening. Some recent headlines: Home prices set records in July; Tampa 4th highest in nation With no slowdown […]

September 30, 2021 | Will Crude Prices Be Able to Hold On?

Ironic Biden now pleading with Saudi’s for more oil

September 30, 2021 | China’s Evergrande a Wake Up Call for Canada?

Canadian households dangerously exposed to debt

September 30, 2021 | Genocide, Election Fraud, Deep State Exposed

Gold, Food, Income Tax

September 29, 2021 | This is Getting Really Insane

Well, my phone has been red hot today. There are still some people in Washington who have to call to get a reality check. Biden’s plan for spending is in trouble even with Democrats starting to wonder who the hell is pulling these strings. There have been proposals to save the planet and impost about […]

September 29, 2021 | Markets Rigged in Favour of Trust and Law Abusing-Insiders

Ongoing revelations that politicians, central bank heads, and federal judges have joined corporate insiders in using advance notice of non-public information to execute self-enriching trades confirms what many of us have known for some time:  markets are rigged in favour of those who cheat, break laws and abuse the public trust. In the process, respect […]

September 29, 2021 | Workers at Risk from New Tactics by Pressure Groups

For more than a year, a small band of protesters has tried to force an abrupt change of direction in British Columbia’s forest policy. After burning through public resources to stage illegal antics in the forest near Fairy Creek, the blockaders are turning to potentially lethal tactics that place workers, first responders, and themselves in […]

September 29, 2021 | Canadian LNG Would Help Europe, China

Indigenous partnerships key to developing Canadian resources

September 29, 2021 | How to Solve Skilled Labour Shortage

  • Jordan Bateman – Governments doing little to help struggling small businesses

September 28, 2021 | The U.S. Government Vows to “Fix” the Food System

BALTIMORE, MARYLAND – Things go wrong. The Wall Street Journal published this alert last night: Democratic leaders are trying to shepherd two complicated legislative packages: a roughly $1 trillion bipartisan infrastructure bill and a sprawling healthcare, education and climate package whose proposed $3.5 trillion price tag and contents are still under intense debate within the party. […]

September 28, 2021 | Lacy Hunt Explains the Inflation and Yield Cycle

The hosts in this segment make the common misnomer of talking about bonds without specifying that they are talking about government bonds or “Treasuries,” but not corporate bonds.  Corporate bonds trade with the equity cycle and do not attract safe-haven inflows during negative financial shocks and bear markets.  Few acknowledge this critical distinction between Treasuries […]

September 28, 2021 | Canadian Home Purchase Price Falls for 4th Month

CMHC failed to warn of pending House Price Tsunami

September 28, 2021 | Market Drop Following Last Fall’s Pattern

Natural Gas soars while markets drop

September 28, 2021 | Is Market Plunge a Correction or Crash?

Evergrande crisis could be a deliberate move by China

September 28, 2021 | Bill Gates’ Idol

John Davison Rockefeller Sr. (1839–1937) was born into a large, poor family in upstate New York that moved to Cleveland, Ohio. He became an assistant bookkeeper at age 16 and went into several business partnerships beginning at age 20, concentrating his business on oil refining. He became rich when he founded the Standard Oil Company […]

September 27, 2021 | Tech Stocks Bubble Valuations 2000 vs 2021

The US stock market has been content to rally to new highs with many stocks going to the Moon including most of our AI tech giants, a rally that I have been distributing into to the extent that I have now sold 80% of my holdings in the Top 6 AI stocks in my portfolio […]

September 27, 2021 | Friends – Who Needs Them?

  QUESTION:  Marty, computers in schools started to appear in the ’90’s. Do you see any relationship between societal shifts and classroom learning? Bill Gates influence? LP ANSWER: I don’t think so. I outfitted the grade school I went to with computers in the early 90s. I think it improved their skills to be able […]

September 27, 2021 | “In 2021, the Crazy is Alive and Well in the Private and the Public Markets.”

This weekend brought some excellent market perspective in the Globe read The Death of Profit:  Why investing feels broken and markets no longer make sense.  Here’s a taste: It’s now not only acceptable for a company to bleed money as it acquires or spends heavily to achieve scale; it’s actually encouraged. Investors are so taken with […]

September 27, 2021 | Canada at a Hinge Point on Energy and Climate

Progress has been made, but will the country be able to bend its emissions curve downwards and capitalize on its energy potential? Monica Gattinger offers five recommendations.   Canadians see much the same picture in Parliament as they did when they voted: a minority Liberal government with the Conservatives in official opposition, and both the […]

September 27, 2021 | Creeping Fascism September 27, 2021

Yes, this series should probably be renamed “galloping fascism.” “Capitol Police” Go Nationwide This highly-specialized law enforcement agency is charged with protecting the federal government in Washington DC. But now it’s creating satellite offices around the country in order to, like the US military with its 100+ foreign bases, “fight them there so we don’t […]

September 26, 2021 | Is the Fed Quietly Preparing for an Evergrande Tsunami?

[Recently I wrote here that the world’s biggest financial institutions are in Evergrande muck up to their eyeballs, even if they claim that their exposure is small in relation to their respective assets. The trouble is, the supposed assets are as ethereal as Evergrande’s grotesquely inflated real estate holdings. In the guest commentary below, Shawn […]

September 26, 2021 | Earl’s Restaurant in Vancouver Has Unvaccinated Arrested?

  A protest in Vancouver is lining up to boycott Earl’s in Vancouver who allegedly called the cops and had a man arrested for not having a COVID Passport. Indeed, if vaccinated people can still get and spread COVID, then what is the point behind COVID Passports? The unvaccinated would be the ones at risk – not […]

September 26, 2021 | Suppliers in China for Apple, Tesla, Intel, Nvidia, Qualcomm, NXP, Infineon, ASE Forced to Halt Production amid Energy Crackdown

Amid China’s many crackdowns is a crackdown on energy consumption, motivated by a slew of reasons, including most pressingly, spiking prices for coal and natural gas, particularly Liquefied Natural Gas. China is the second largest importer of LNG behind Japan. As Europe and Asia compete for supply, the price of LNG for November delivery to […]

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