- the source for market opinions


November 30, 2023 | Bulk of Equity Losses Happen During Rate Cutting Cycles, Not Before

Reminder: while equity bear markets typically start from full employment and an expanding economy, the bulk of cycle losses (81%) happen once recessions begin (blue bars below since 1933), when the unemployment rate is jumping, and central banks are slashing monetary conditions once more. Canada’s TSX has gone nowhere since June 2021, but propped up […]

November 30, 2023 | Seasonal Signals Point To Impending Pullback!

As an investment newsletter, our commitment is to empower investors with information that facilitates well-informed and successful decision-making. When investing in stocks, grasping the inherent trends within a market cycle becomes of vital importance. Charles Dow, a foundational figure at Dow Jones & Company and a significant contributor to the creation of the Dow Jones […]

November 30, 2023 | Gold Showing New Life

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November 30, 2023 | Alex Jones and the Largest Defamation Case in US History

Alex Jones’ comments on Sandy Hook were merely the pathway for the government to target Jones after a career of questioning the establishment. Alex Jones found himself in the largest defamation case in American history for questioning the 2012 Sandy Hook Elementary School shooting in Connecticut. The InfoWars host was coerced into paying the families […]

November 30, 2023 | Canada’s Economy and Expectations Shrinking

If you can wait a year, some great opportunities coming up

November 30, 2023 | REITs and Utilities Getting Some Love Again

Little attention being paid to sector rotation

November 30, 2023 | Is Gold About to Reach Escape Velocity?

OPEC production cuts could be counter productive

November 29, 2023 | Zelensky Lives in Luxury – Top Aides Acquire $75 Million Yachts

As the people of Ukraine continue to suffer under his rule, Zelensky is living a lavish lifestyle. The former comedian is said to have properties around the world. So while he is begging the world to “do their part” and fund his war, he is using much of the funds for his own pleasure. Two of […]

November 29, 2023 | Real Estate Cycle Hitting Hard

Each week, more people realize they have too much overhead and need to cut costs. Our family knows several people in all different age groups who bought or borrowed against real estate during the pandemic and are now trying to sell. It’s not going well. It is a very stressful, sad time, and I empathize […]

November 28, 2023 | Most Splendid Housing Bubbles in America, Nov. Update: From 2022 Highs, San Francisco -11%, Seattle -10%, Las Vegas -6%, Phoenix -6%, Portland -5%, Denver -5%, Dallas -5%, San Diego

Home prices in the 20 metropolitan areas that today’s S&P CoreLogic Case-Shiller Home Price Index covers eked out the smallest month-to-month gain (+0.2%) since January, and remained a tad below its all-time peak of June last year. Here’s the close-up. We’ll get into the most splendid of the 20 metros in a moment in all […]

November 28, 2023 | Study Examines Deaths After COVID Vaccination

  A team of researchers wanted to review whether COVID-19 vaccine adverse events were linked to an increase in morbidity. The team looked at published necropsy and autopsy reports related to the COVID vaccine, and identified 678 studies including 44 papers containing 325 autopsy and necropsy cases. Three physicians peer-reviewed these deaths to determine if […]

November 28, 2023 | Where’s The Recession?

November 27, 2023 | The Business Cycle & National Debt

The US national debt has exceeded $33 trillion and counting. For decades, people have predicted that the dollar will crumble to dust and gold will rise to the moon. They have applied to the Austrian School of Economics to no avail. Then you have the opposite side pushed by economists like Nobel Prize-winning economist Paul […]

November 27, 2023 | Next Year’s Housing Crash, In Charts and Anecdotes

Signs are multiplying that the US housing bubble is about to pop. To start with the headline number, home sales are back at Great Recession levels: Declining sales are no surprise when viewed against a backdrop of the worst affordability in American housing history. The following chart explains why Boomers are such a cocky generation: […]

November 27, 2023 | More Firing than Hiring

Happy Monday Morning! Consumer prices eased in October, clocking in at 3.1% year-over-year, and down from 3.8% last month. This is welcome news for mortgage holders sweating over upcoming mortgage renewals. For Bank of Canada watchers, the BoC’s closely watched 3 month average core inflation measure dropped to 2.95%. We are getting close. Mortgage interest […]

November 27, 2023 | Bear Markets Bottom After Central Banks Near the End of Easing Efforts

As central banks resume easing in 2024, a bear market bottom should follow months later. Waiting for cyclical lows may feel challenging, but not waiting ends much worse. Here at the end of 2023, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. […]

November 26, 2023 | COVID-23 First Announced

  Here we go again – the World Health Organization has requested information from China in regard to a new respiratory illness and clusters of pneumonia in children. Chinese authorities are blaming the lack of COVID-19 regulations/lack of continued government control in the name of public health. The WHO said that the “influenza-like illness” is […]

November 26, 2023 | The Survival of the Republic

Thanksgiving brings to mind not only turkeys, family, and friends, but also should help us recall the remarkable ideas and philosophies that helped shape, and indeed were, the foundation for the United States of America as a Republic. In that spirit, we will forgo for this week the series we have been exploring on cycles […]

November 26, 2023 | What Has AI Done for YOU Lately?

  AI hubris has become America’s chief source of good news. Over the past year, artificial intelligence surpassed bitcoin as mankind’s most easily imaginable pathway to quick riches, shortened work weeks, ingenious solutions to every problem, and endless satisfactions. An AI-assisted world supposedly will revolutionize the way we do business, enabling high school graduates, even […]

November 25, 2023 | Trading Desk Notes For November 25, 2023

A man hears what he wants to hear and disregards the rest. Paul Simon, The Boxer Over the last four weeks, the DJIA is up ~3,000 points (~9%), the Nasdaq is up ~14%, and the Mag7 is up even more. The 30-year Treasury is up ~10 points from 16-year lows, and the US Dollar Index is […]

November 25, 2023 | This Week in Money

November 25, 2023 | Tech Talk for Saturday November 25th 2023

The Bottom Line Seasonal strength from late October until yearend by most world equity indices was extended last week.

November 24, 2023 | Is Gold A Manipulated Market?

Some readers responded to last Wednesday’s post on gold’s trading pattern (Gold: Resistance Is … Finite) with shock that I didn’t know gold is a manipulated market where technicals don’t matter. This gives us a good jumping-off point for a look at several forms of gold manipulation that have been practiced over the years: Wall […]

November 24, 2023 | Gold Is Due For A Rally

The price of gold jumped above $2,000 per ounce this week, as the market started to expect an interest rate cut in 2024. Gold and gold shares have performed well during recessions and during periods when the stock market sold off. The price of gold has performed well in the last seven recessions, when US […]

November 24, 2023 | Why Commodity Perma-Bulls Have it Wrong

What is the long term prospect for Gold?

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