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April 30, 2023 | Fooling Us With Fake Stats: Household Net Worth

Towards the end of a financial bubble, the people who benefit from the bubble’s continuation — politicians hoping to be reelected, bankers hoping to complete the next deal, money managers talking their books — start touting “record household net worth” as a sign of societal health. But they’re wrong, for the following reasons: Deceptive leverage. Pretend […]

April 30, 2023 | Pivot to the Fourth Turning

The week we’ve been waiting for is here. The Strategic Investment Conference starts Monday, and we have a jam-packed schedule. This year is clearly the best SIC we’ve ever had in 19 years—a wide-ranging set of topics dealing with the issues that are most important to each of us. You really should join us. You […]

April 30, 2023 | Why a Permabear Is Certain We’re Going Much Higher

Like many of my subscribers, I have been waiting for the stock market to crash so that sanity might have a chance to recover its footing in the investment world. Permabears can always come up with good reasons to explain why a crash is imminent.  Some use technical tools for this. Others cite public and […]

April 29, 2023 | Trading Desk Notes For April 29, 2023

Without Megacap tech, stock indices have gone nowhere The broad stock market indices tumbled to new April lows Tuesday and Wednesday, but a strong surge on Thursday and Friday, fuelled by soaring Megacap tech, lifted the indices to new highs for the month. The Nasdaq 100 had its best monthly close since March 2021, with MSFT up ~40% […]

April 29, 2023 | Tolerance

April 29, 2023 | This Week in Money

  • Ross Clark – Nasdaq, Oil, Gold, USD, Canadian Dollar, Natural Gas
  • John Rubino – (9:25) Recession, Office Vacancy Rates, Physical Silver Shortage, Cable News
  • Hilliard MacBeth –  (38:00) Canadian Real Estate, HELOCs, Inflation, Affordable Homes

April 29, 2023 | Tech Talk for Saturday April 29th 2023

The Bottom Line Focuses this week are on FOMC’s decisions on monetary policy released on Wednesday. Consensus calls for a 0.25% increase in the Fed Fund Rate to 5.00%-5.25%. Of greater importance is guidance offered on the Committee on future changes to the Rate. The latest economic data point, March core PCE Price Index released […]

April 28, 2023 | Elon Musk Makes Another Gamble

  Elon Musk, founder and CEO of the leading electric vehicle company Tesla, is making a possibly reckless gamble that will affect the automobile industry deeply. After several price cuts the most popular Tesla Model Y is now less expensive than the average new car in the U.S. Will Elon’s latest gamble pay off? Tesla’s […]

April 28, 2023 | How the War on Crypto Triggered a Banking Crisis

According to an article in American Banker titled “SEC’s Gensler Directly Links Crypto and Bank Failures,” SEC Chair Gary Gensler has asked for more financial resources to police the crypto market. Gensler testified at an April 18 House Financial Services Committee hearing: [Crypto companies] have chosen to be noncompliant and not provide investors with confidence and […]

April 28, 2023 | Trudeau Claims He Never Forced COVID Vaccinations

Schwab’s favorite Young Leader is rewriting recent history by claiming he never forced the COVID vaccinations on the public. WHAT?! This man prevented people from exiting or entering the country without their shots. He shut down Canada’s economy, stifled all media outlets from questioning the COVID narrative, froze bank accounts of vaccine protestors, and made […]

April 27, 2023 | The S.E.C. and BlackRock Blink on SLV

The big news is last night’s release of the new short report on stocks, which indicated a massive 25 million share reduction in the short position on SLV, the big silver ETF, as of the close of business April 14. The short position on SLV fell from 41.5 million shares to 16.3 million shares, the […]

April 27, 2023 | Fed’s Balance Sheet Plunges $171 Billion in Five Weeks since Peak Bank Bailout as QT Continues and Liquidity Support Cools

The Federal Reserve’s balance sheet, released today, dropped another $30 billion for the week, to $8.56 trillion, bringing the plunge in the five weeks since peak bank bailout to $171 billion, as quantitative tightening (QT) continued at the normal pace and liquidity support shifts and unwinds, though First Republic seems to be sucking hard on […]

April 27, 2023 | Two Experts Agree: Home Prices Are Headed Down Hard

Wealthion’s Adam Taggart tried something different today. Instead of interviewing an expert, he had one expert interview another. It worked perfectly, producing a great discussion with chilling conclusions: If you’re in real estate as either a buyer or seller, the tenor of the market is about to change dramatically. If you’re a landlord, expect a “painful, […]

April 27, 2023 | REMINDER: Inflation was at 1.4% When Biden Took Office

Inflation was only 1.4% when Biden took office. He began implementing policies on his first day that directly created the energy crisis in the US. He refused to reopen the economy under the pretense of COVID for as long as possible, disrupting the supply chain and damaging small businesses. Biden has created multi-trillion dollar spending […]

April 27, 2023 | US Economy Worse Than Government Indicates

The long term positive outlook for crude. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

April 27, 2023 | Gold, US Dollar, S&P 500, EV’s

Commercial Real Estate taking it on the chin

April 27, 2023 | The Real Reason Fox Fired Tucker Carlson

The spicy breakout that’s catching Wall Street’s attention

April 26, 2023 | Tucker Carlson’s Exit Tanks Fox News

 Fox News fired their most popular reporter a day after the Dominion settlement. Within minutes, Fox lost $1 billion in market capitalization. Carlson claims that he amicably parted ways with Fox, but the timing is no coincidence. He tore into media agencies for forcing COVID vaccinations on employees during his last broadcast. When a […]

April 26, 2023 | You Can’t Taper A Ponzi Scheme

You probably hear the term “Ponzi scheme” tossed around frequently out there, but you may not know what it is and why it matters. So here’s a little background from Wikipedia: A Ponzi scheme (/ˈpɒnzi/, Italian: [ˈpontsi]) is a form of fraud that lures investors and pays profits to earlier investors with funds from more recent investors.[1] Named after Italian businessman Charles Ponzi, the scheme leads victims to […]

April 25, 2023 | “They” Explained

People often ask who I am referencing when I refer to “they.” THEY are the leaders of the pack; the neocons. They are the people who create endless wars and use the people as their toy soldiers for war games—we are the toys. None of these wars affected our way of life and we had […]

April 24, 2023 | The Banking Crisis Of All Time

QUESTION: Mr. Armstrong, Your knowledge and database on financial crises is really unprecedented. I googled the first banking crisis and it brought up only the Crisis of 1763, which started in Amsterdam. Yet that list published in the WSJ which showed 1683 as the first panic and the siege of Vienna was most interesting. I know you […]

April 24, 2023 | Capital Preservation First

 Capital preservation first, capital growth second.  The greedy and the impatient will get mauled in this bear market.  

April 24, 2023 | Sentiment

Happy Monday Morning! We’ve talked a lot about immigration. Remember, the Feds targeted 430,000 permanent residents in 2022 and hit those with ease. Those targets have been set even higher moving forward. However, the real issue here is these figures do not include non-permanent residents. It seems strange to omit these people considering the fact […]

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