- the source for market opinions


February 28, 2022 | The People’s Convoy

As the world looks to the tyranny occurring in Europe, a group of protestors has formed to amass The People’s Convoy, inspired by The Freedom Convoy in Canada. The convoy began in California and will cross the US until reaching Washington DC. Trucker’s Declaration: “We the People of the United States, in Order to restore […]

February 28, 2022 | Climate Update: March 2022

The best way to refute ardent but unfounded belief systems is with the reality of solid evidence over a long time, best presented by charts. Charts that have not been altered to fit today’s powerful political persuasions. Actually today’s trashing of science has been unseen since the Vatican condemned anyone who showed that the Universe […]

February 28, 2022 | Now What?

I have long argued that a sell-off in Canadian housing will not be self-induced. In other words, policy makers are not going to willingly tank the market. If / when you have a downturn it will be due to something out of our control, likely a crisis in emerging markets that ripples through global financial […]

February 27, 2022 | Russia Bans Short Selling

Russia’s central bank announced that they would no longer permit short-selling Russian stocks. Once a market turns down and confidence vanishes, the only support is short-covering. Without that, you get the 90% declines, as was the case during the Great Depression in the USA. They were hunting down shorts aggressively, and nobody would play the […]

February 27, 2022 | Three Would-Be Dictators Have Blown It

Canada and the US are not used to dictators, even would-be ones, but the hitherto free countries through a fluke of political history allowed Trudeau and Biden to assume unprecedented powers. By promoting hysteria about climate and COVID both politicians have declared war upon ordinary people. While Putin has invaded an essentially benign neighbor that […]

February 27, 2022 | SPY and DIA Call Options

Here is one of the four correlations we used to identify January 25th and February 24th as tradable lows. SPY and DIA call options more than doubled in the first forty-eight hours. S

February 27, 2022 | The Three-Act Recovery, Plus Your Questions

This week’s news is seemingly all about Ukraine and Russia. It is a terrible situation. But as an economic matter, we still have serious economic challenges no matter how it develops. I’ll have some thoughts on the Ukraine effects at the end of this letter. First I want to tell you about an economic analysis […]

February 27, 2022 | Emerging Cryptos With 10,000x Potential, Part 2: IEOs

  The pyramid above shows the history of an initial exchange offering (IEO) named Polygon (MATIC). It was available on Binance Launchpad at a price of 0.00263 USD per coin from April 24th to April 26th in 2019. It subsequently traded on various crypto exchanges, hitting a high of $2.87 in late 2021, for a […]

February 27, 2022 | Playing Ukraine Forward as a UFC Fight

Few expected Ukraine to put up such a fierce fight, least of all Vladimir Putin. Despite his overwhelming advantage of firepower and troops, he and the rest of the world might have known better, given the reputation Russian soldiers of all stripes earned in battle during the last century. Setting ethnic Russians against one another […]

February 26, 2022 | Nick Giambruno: The #1 Lesson From Bank Account Seizures in Canada

Excerpted from International Man: “We are broadening the scope of Canada’s anti-money laundering and terrorist financing rules… As of today, a bank or other financial service provider will be able immediately to freeze or suspend an account without a court order.” These are the words of Canada’s minister of finance, Chrystia Freeland. Freeland’s announcement shocked […]

February 26, 2022 | Trading Desk Notes For February 26, 2022

The Russian Blitzkrieg invasion of Ukraine initiated DRAMATIC surges and reversals across markets The S+P plunged to a 9-month low early Thursday morning (down ~15% from January All-Time Highs) but then rallied hard into Friday’s close. The DJI tumbled and bounced back ~1,700 points in this 4-day week to close almost precisely where it closed […]

February 26, 2022 | The Other Side in Ukraine

COMMENT FROM Donbass: I’m definitely not for war. But for 8 years, since 2014, the Ukrainian government has murdered and bombed Russian people there. Especially the cities (Donetsk and Lugansk) that refused to accept the fascist government that the United States and the European Union imposed on you in 2014 with blood and violence. Russians in Ukraine […]

February 26, 2022 | This Week in Money

February 25, 2022 | Rising Inflation Could Signal The End of this Bull Market

Persistent increases in inflation signal the end of this bull market. The increase in inflation will push interest rates higher and stock market valuations will come down. The Markets Live segment of Bloomberg published a chart a few days ago that caught my eye. The chart shows the relationship between Manufacturing Business Prices Paid and […]

February 25, 2022 | CDC Using PCR Tests for Genomic Sequencing

The CDC posted a “fun fact” on Twitter on February 16 that actually incriminated the agency for misusing personal data. Almost everyone has taken some form of a COVID test by this stage in the staged pandemic. It is safe to assume most thought the nose swabs would be destroyed. But no, the CDC will […]

February 25, 2022 | MOU With Zenith Chemicals is a Potential Game Changer for American Manganese Inc.

Markets Look Like They Are Bottoming Out. Read the Latest News. Read CNN Article – “How a Battery Shortage Could Threaten US National Security“. Read Visual Capitalist Article – “Visualizing China’s Dominance in Clean Energy Metals“. Read Reuters Article – “Factbox: Commodity Supplies at Risk as Russia Invades Ukraine“. Read Visual Capitalist Article – “Breaking […]

February 25, 2022 | The Fed Probe Finds It’s the Culprit for Risky Investments

Twitter raising $1 Billion from junk bonds to buy back shares

February 24, 2022 | Inflation and Growth in Home Prices at 40-Year Highs

  U.S. inflation soared to 7.5% in January – a 40-year high.  (Source:  BLS) U.S. home prices soared 18.5% year-over-year in December – an all-time high.  (Source: CoreLogic) Because housing prices are currently appreciating faster than the rate of inflation – 18.5% vs 7.5% – homes are still a good place for investment capital. Mortgage […]

February 24, 2022 | Grantham: Super Bust after FOMO Lust

One of the world’s most famous fund managers says Wall Street is a “super bubble” waiting to burst and a “terrible lust” for profits will bring investors undone. Jeremy Grantham is the co-founder of GMO, which claims to  have predicted the Japanese crash of 1989, the Dotcom bust of 2000 and the global financial crisis […]

February 24, 2022 | Will War Change How We Spend Or Invest Our Money?

I discussed the potential for the invasion into Ukraine with a friend over the past few days and how this new war may change the global economy. We ended up discussing the Invasion of Kuwait that took place in August 1990. At that time, as soon as the Invasion of Kuwait started, consumers almost immediately […]

February 24, 2022 | Agricultural Commodities, Inflation, Interest Rates

Gold and Gold Miners

February 24, 2022 | Are Stock Markets Showing Signs of Topping Out?

Is it too late for the Fed to start hiking interest rates?

February 24, 2022 | Majority of US Democrats Approve of Trudeau Freezing Bank Accounts

If it happened there, it could happen anywhere. Prime Minister Justin Trudeau has waged war against his own people, freezing their accounts, throwing them in jail, confiscating their pets, silencing journalists, and labeling everyone who dares to disagree with him a domestic terrorist. He will stop at nothing to stifle free speech from anyone with […]

February 23, 2022 | Trudeau Backs Down After Banks Scream about Massive Withdrawals

  Based upon reliable sources, Trudeau has been forced to abandon his Emergency Act as a staggering amount of money has fled Canadian banks. Canadians have moved accounts to the United States by the tens of thousands following Trudeau’s freezing bank accounts without a court order which has even included credit cards. Canadians began withdrawing […]

February 23, 2022 | Inflationary Bets Now in Retreat

From their January 2021 peak, economically-sensitive small-cap stocks are down about 19%.  The NASDAQ is -17% from last November, and the average drawdown is 23% so far.  The S&P 500 has fallen just over 10%.  Canada’s TSX has held up better to date (-3.8% from November high) on its massive overweight in late-cycle favourites–financials (32%) […]

Next Page »

Copyright © Howe Street Media Inc. 2002 - 2024. ALL RIGHTS RESERVED.