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June 29, 2022 | Roe vs. Wade, SADs, New Q Posts

Restoration of the Republic

June 29, 2022 | Gasoline Price Relief by Fall?

Is Alberta surplus 90% luck?

June 29, 2022 | Live By the Crypto, Die By the Crypto

Gold proving once again why it should be trusted

June 29, 2022 | Energy Sector, Battery Metals, Pot

Trouble at Tesla

June 28, 2022 | Defaults & Stupidity

The West has forced Russia into its first foreign debt default since 1918. You really have to wonder exactly how our world leaders rationalize their reasoning. Strangely, this was actually cyclically on target. It was two groups of 6 waves of 8.6 years making it 104 years, It is interesting how Socrates had targeted that […]

June 28, 2022 | ABC Australia: Tsunami of Housing Debt

Home loans around a million $ and more are painfully commonplace today—# financialrisk. Almost 40 per cent of Australians with mortgages who have locked in ultra-low fixed interest rates will roll off them as soon as next year. If more people default on their home loans, economists warn that could create financial system instability. Here […]

June 28, 2022 | Just Paddling While The Empire burns

The phrase “fiddling while Rome burns” is an intriguing idiom, referencing the great fire which ravaged Rome for six days in 64 A.D. and the legend that Nero, one of the most sadistic, decadent, and cruel rulers of all-time, instead of taking action to stop the fire, played his lyre while composing a song about […]

June 28, 2022 | The Most Splendid Housing Bubbles in America, June Update: “Deceleration” and “Tipping Point” of the Raging Mania

The first “deceleration” and “signs of a tipping point” cropped up in the S&P CoreLogic Home Price Index, which was released today. But today’s data for “April” consists of the three-month average of closed home sales that were entered into public records in February, March, and April,  representing deals that were made a few weeks […]

June 27, 2022 | WHY Things Happen

QUESTION #1: Marty, do you think it was destiny that you were somehow intended to discover the hidden order behind the Business Cycle? HS QUESTION #2: Martin, I have a friend who has been working on getting Roe v. Wade overturned.  In a groups chat, my daughter mentioned to him how this was going to […]

June 27, 2022 | Profit Margin Contraction Next Shoe To Drop

Worthwhile macro listen. Stocks have fallen for a number of reasons this year. But there’s another shoe that’s about to drop that should send equity prices even lower: margin compression. Despite companies’ profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust […]

June 27, 2022 | Cash for Renters

Another month, another record inflation print here in the Great White North. Headline inflation in Canada ticked up to 7.7% year-over-year in May, a 39 year high. Shelter, which is the largest component of the CPI basket also moved higher, up 7.4% from last year. Of course if you’re relocating in the rental market or […]

June 26, 2022 | Your Bear Rally Road Map

The chart above is intended to take some of the guesswork out of determining how high this presumably doomed stock-market rally is likely to go. Not very, would be my guess. I say the rally is doomed for a few reasons, none of which has anything to do with a U.S. recession that began months […]

June 26, 2022 | Inflation Reaches Unicorns

Government has three primary functions. It should provide for military defense of the nation. It should enforce contracts between individuals. It should protect citizens from crimes against themselves or their property. When government—in pursuit of good intentions—tries to rearrange the economy, legislate morality, or help special interests, the cost comes in inefficiency, lack of motivation, […]

June 25, 2022 | Trading Desk Notes For June 25, 2022

Inflation fears morph into recession fears; stocks and bonds rally, commodities and the USD weaken The Fed hiked s/t interest rates by 75bps on Wednesday of last week, with Powell using the term “unconditional” to describe the strength of their efforts to reduce inflation. The US Treasury 10-year bond yield touched a 12-year high of 3.5% that day and began […]

June 25, 2022 | Roe v Wade Overruled – Statutory v Constitutional

Roe v Wade is correctly overruled not because abortion itself for the court did not overrule that superficially, but instead, it held: “The Constitution does not confer a right to abortion; Roe and Casey are overruled; and the authority to regulate abortion is returned to the people and their elected representatives.”  The entire decision rested on […]

June 25, 2022 | Rise in Rents Sets New Record In April

  April 2022 marked the 13th month in a row of record-setting rent increases for single-family homes. Nationally, single-family rent jumped 14% year-over-year in April (Source: CoreLogic).   Here are the cities where rents increased the most – and the March median priced rent for each: Miami: 40.8%  ($2,519) Orlando: 25.8%  ($1,947) Phoenix: 17.8%  ($2,157) San […]

June 25, 2022 | This Week in Money

  • Bob Hoye – Stock Markets, Gold, Oil
  • Eric Hadik –  Market Cycles, Interest Rates, USD
  • John Kaiser –  Junior Mining Sector, Demand for Lithium

June 24, 2022 | “Inflation Forecasts Aren’t Worth the Paper They’re Written on”: This Is about the Bank of Canada’s Reaction to Inflation, But it’s the Same in the US and Everywhere

When Canada’s Consumer Price Index for May was released a couple of days ago, it was – “as expected,” I would say – a lot lot worse than expected, and exceeded once again by a huge margin the inflation forecasts by the Bank of Canada. According to the exasperated economists at the National Bank of […]

June 24, 2022 | The Bank of Canada Wants 2 Percent While Inflation Nears 8 Percent

The inflation rate in Canada hit a new high for this cycle as it reached 7.7 percent growth. The Bank of Canada’s goal is to get inflation to 2 percent. Can the Bank of Canada succeed? Carolyn Rogers. Source: Bank of Canada Carolyn Rogers, senior deputy governor of the Bank of Canada said that “inflation […]

June 24, 2022 | Retail Capitulation Yet To Come

Lived experience tends to influence thinking, especially regarding financial decisions. Whether the latest memories are smooth sailing or adversity, it’s typical to expect more of the same, discounting the undulation of cycles. The March 2020 market freefall was highly unusual in its brevity. As the world economy unexpectedly shut down, many found a windfall of […]

June 24, 2022 | Could Current Stock Market Rally Last the Summer?

Global food catastrophe warning

June 23, 2022 | Biden: There’s Going to Be Another Pandemic

The US government ordered 3.5 million additional Pfizer vaccines and 1.3 million from Moderna. Yet, Biden is requesting more funding from Congress for pandemic initiatives. “We don’t just need more money for vaccines for Children. Eventually, we need more money to plan for the second pandemic. There’s going to be another pandemic. We have to […]

June 23, 2022 | The New OCC Report

On Tuesday, the new Quarterly Derivatives Report from the Office of the Comptroller of the Currency was released, showing the over-the-counter derivatives positions for US banks as of March 31, 2022. This report excludes listed or exchange-traded derivatives contracts, such as COMEX futures and options contracts and also excludes OTC derivatives contracts held by non-US […]

June 23, 2022 | How Long Could Bear Market Last?

Why Gold isn’t higher in the face of inflation. Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

June 23, 2022 | Oil, Commodities, Interest Rates

The Fed, inflation, recession

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