February 11, 2022 | What Happens When Soaring Prices Collide With Tapped-Out Consumers?

Today’s inflation report was, by any measure, horrific. 7% in a country where 2% was, until recently, the upper end of the government’s target range, pretty much guarantees some kind of aggressive response from the Fed (or the bond or currency markets or all of the above). Here’s the Wall Street Journal’s take on the […]

February 11, 2022 | American Manganese CEO Discusses Demonstration Plant Update

Rising Lithium Price Increases Value of LFP Batteries. Read Benzinga Article – “Global $36 Billion Battery Recycling Markets to 2028 – Growing Demand for Recycled Products and Recovery of Valuable Metals“. Read Auto.com Article – “How EV Battery Recycling Helps Manage Raw Material Cost Escalations“. Watch Scotty Kilmer – “They Tried to Shut Me Down […]

February 11, 2022 | Can the Fed Wrestle Inflation to the Ground?

Will EV’s cause more environmental problems than they solve?

February 10, 2022 | Hunt update: Why Deflation Will Win

Hunt’s 36-minute presentation is content-rich as always; it requires more attention than click-bait but is worth the time invested. Is inflation truly winning out after decades of deflation/disinflation? If so, what will the repercussions be? Hoisington investment officer and former senior economist at the Federal Reserve Lacy Hunt offers a graduate level presentation to answer […]

February 10, 2022 | 2032 & Knowing Your Enemy

Our computer has projected this tumulous period where governments fall and the last 13 years would be dominated by political chaos. All of this is very stressful indeed. However, that does not mean that the future is bleak and that life as we know it will end. Thomas Jefferson wrote to James Madison on February […]

February 10, 2022 | Rather Than Sink Main Street by Raising Interest Rates, the Fed Could Save It. Here’s How.

Inflation is plaguing consumer markets, putting pressure on the Federal Reserve to raise interest rates to tighten the money supply. But as Rex Nutting writes in a MarketWatch column titled “Why Interest Rates Aren’t Really the Right Tool to Control Inflation”: It may be heresy to those who think the Fed is all-powerful, but the […]

February 10, 2022 | Inflation, Interest Rates, Gold, Real Estate

Lithium, Copper, Geo-cosmic Events.  Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2021HALFOFF.

February 10, 2022 | Energy Impact of Russian Ukraine Invasion

Could a recession be around the corner?

February 10, 2022 | Gold and Silver “Sleeping Giants”?

Truckers, Autos, EVs

February 9, 2022 | Will Trudeau Fall?

  QUESTION: Marty, you said Socrates projected that 2022 would be a Panic Cycle in politics. You also said that would be global and impact Canada as well. If I am not mistaken, I think 2022 was the 3 wave of your ECM in Canada. You were the first to say that COVID was organized […]

February 9, 2022 | The Saretsky Report – January 2022

For regular readers of this report you will remember that 2021 marked a record year for Greater Vancouver home sales, smashing through previous highs set in 2015. That momentum has carried over into 2022. Sales remain incredibly strong, still running more than 30% above the long run average. Meanwhile, inventory in the month of January […]

February 9, 2022 | Treasury Bonds Outperform During Falling Growth and Inflation

U.S. consumer credit expanded $18.9 billion in January while retail sales slid 1.9%.As in December, consumers are borrowing to cover basic needs and make ends meet as their interest costs are rising.  No wonder U.S. consumer sentiment is at a decade low. As stocks continue through a much-deserved bear market, corporate bonds are, as usual, dropping along for the […]

February 8, 2022 | Pure Collusion

The most recent Commitments of Traders (COT) report, for positions held as of Tuesday Feb 1, indicated, even more than expected, massive managed money selling and commercial (bank) buying in COMEX gold and silver futures. So, once again, as on every big price decline for decades, the banks were big buyers, while the managed money […]

February 8, 2022 | Homeowners Expect to Keep Winning

Average Canadian home prices have increased 40% since the Pandemic began.  For a bit of context, that’s the equivalent of about eight years of the long-term average price appreciation in just two. Still, as unusual as housing gains have been, 64% of Canadians recently surveyed expect the value of homes in their neighbourhood to increase […]

February 8, 2022 | Ottawa Tow Companies Unwilling to Remove Freedom Convoy

The truckers are still going strong in Canada and fighting for ALL of us. Trudeau’s Administration has no empathy and does not understand why anyone would want to interfere with the tyrannical plans of Schwab’s groomed young leader. Ottawa police are now saying that it would take 1,800 police officers to end the protest. Chief […]

February 8, 2022 | Used Vehicle Prices Finally Hit Resistance, at Ridiculous Levels

Used car and truck wholesale prices that had gone berserk last year were essentially flat in January, the first hesitation since August, at ridiculously high levels, as pricing resistance in face of this craziness is finally setting in. Two months ago, I noted the first signs of softening of some of the beneath-the-surface pricing-dynamics. And […]

February 8, 2022 | Welcome To The Third World, Part 32: A Trillion Dollars Of Drug Overdoses

Excerpted from CNBC: Drug overdoses are costing the U.S. economy $1 trillion a year, government report estimates Fatal opioid overdoses are thought to be costing the U.S. economy $1 trillion each year, government officials have said. In a report published Tuesday by the bipartisan U.S. Commission on Combating Synthetic Opioid Trafficking, it was revealed that […]

February 7, 2022 | Bitcoin – Upside reversal from downside Capitulation alert.

February 7, 2022 | Home to The Middle Class

Everyone is well aware of the great reshuffling throughout the pandemic. People migrated away from the city, opting for more space and privacy while they worked from home. Everyone rushed out to the suburbs. Similar to the toilet paper crisis at the onset of the pandemic, housing inventory in the burbs was swiftly plucked bare. […]

February 7, 2022 | Housing Elephant Fills Our Economic Room–See It

Many believe that home prices will continue to rise year over year on a never-ending stream of able and willing buyers.  This has never been true historically.  Most people borrow heavily to buy real estate, so prices have always followed credit cycles up and down. After ending its Q.E. injections to the banking system in […]

February 7, 2022 | Michael Pento: Powell The Pivoter Cannot Now Pivot Back To Dove

From Pento Portfolio Strategies: The current Fed Chair is perhaps best known for his quick pivots from hawkish back to dovish and vice versa. Maybe he is just too dependent on the prevailing winds of the current economic data. Or, perhaps more accurately, he is most swayed by the performance of the stock market. In […]

February 6, 2022 | Deflating Realty, Growth and Commodity Demand

The secular downturns in China’s economic growth, property sector, and commodity consumption are deflationary forces globally.  This is especially significant in places like Australia and Canada, where commodities and realty prices leapt along with Chinese demand over the past 15 years.  This discussion is worth understanding. “China got old before it got rich…and there’s nothing […]

February 6, 2022 | Time to Rethink the Fed

“In many important ways, the financial crash of 2008 had never ended. It was a long crash that crippled the economy for years. The problems that caused it went almost entirely unsolved. And this financial crash was compounded by a long crash in the strength of America’s democratic institutions. When America relied on the Federal […]

February 6, 2022 | Stock Market Decides What Qualifies as a Catastrophe

Although headlines can move the markets, more often the opposite is true — i.e., the cyclically-ordained ups and downs of stocks tend to color our perceptions of the news. We are watching this dynamic unfold in real time as Russia prepares to trample Ukraine. Headline writers have done their best to gin up a seemly […]