September 17, 2024 | Gundlach’s September Macro Outlook

In his webcast titled “1984” in remembrance of George Orwell’s dystopian novel, DoubleLine Founder and CEO Jeffrey Gundlach on Sept. 10, 2024, dives “into the subject of the Fed and some of the variables that will likely underpin their logic and their thinking” at the Sept. 18 meeting of the rate-setting Federal Open Market Committee […]

September 16, 2024 | Geologic Hydrogen – the Next Gold Rush?

  Around 96% of hydrogen is produced from fossil fuels, with around 1% derived from renewable sources. Global demand for hydrogen is on the rise and will increase to 95 million tonnes by 2022. As over 150+ nations have committed to reducing green policies, hydrogen production has been met with challenges and uncertainty, which is […]

September 16, 2024 | Connecting the Dots

Happy Monday Morning! Today we’re going to play a game of connect the dots. As we already know, the resale condo market is weak, particularly in Vancouver and Toronto. Rates went up a lot, basically destroying the math behind owning rental properties in these two cities. Condo investors are suddenly faced with rising mortgage payments, […]

September 16, 2024 | Koo: China’s Balance Sheet Recession

Once real estate bubbles bust, prices typically fall for years, and paying down debt becomes the priority. In the process, slashing interest rates does not entice the hoped-for revival of borrowing, and it takes years to rebuild balance sheets. This is now underway in the world’s second-largest economy. Et tu, Canada? Richard Koo, senior adviser […]

September 15, 2024 | The ‘Wealth Effect’ Is a Delusion and a Fraud

The so-called ‘wealth effect’ is the Tulipmania of this era on steroids, creating untold sums of money from speculative spume. If materializing vast quantities of spendable cash is the goal, a revved-up wealth effect makes the Fed Open Market Committee look like a ladies’ luncheon club. Indeed, it can take long months or even years […]

September 15, 2024 | The Revolt of the Public

“All over the world, elite institutions from governments to media to academia are losing their authority and monopoly control of information to dynamic amateurs and the broader public. This book, until now only in samizdat (and Kindle) form, has been my No. 1 handout for the last several years to anyone seeking to understand this […]

September 15, 2024 | Finally, Gold/Silver Miners Outperform the Metals

Normally, when gold and silver are rising, it’s a good idea to buy the related mining stocks on the assumption that they’ll go up even more than the metals. That’s why mining stocks are frequently referred to as “leveraged plays on the price of the underlying commodity.” But for most of the current gold bull […]

September 15, 2024 | Migrants & Historical Plagues

  COMMENT: I am an RN, and I travel around the country. All over the US, we started to see upticks in diseases the US hadn’t seen in decades when Obama brought the Somalians introducing polio, but that never made the news. Then, in the Western US, we have seen TB, AIDS, whooping cough, and […]

September 14, 2024 | Trading Desk Notes for September 14, 2024

The S&P had its best week of the year this week; last week, it had its worst week in 18 months. Do you want to bet on next week? The S&P fell ~4% last week and bounced back ~4% this week. The S&P ended last week right on its lows. It rallied back on Monday […]

September 14, 2024 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Silver, Oil, USD and Canadian Dollar.  Special Offer! 25% Off New Annual Subscriptions.
• Gerald Celente:  (11:26) Who Will Win the Election? Gold, USD, World Leaders.
• Sean Brodrick:  (36:40) Uranium, Gold, Silver, High Tech.

September 14, 2024 | IEA: Global Oil Demand “Slowing Sharply”

Global oil demand growth is “slowing sharply” as China’s economy cools, pushing prices to a three-year low, the International Energy Agency said. World consumption increased by 800,000 barrels a day in the first half of the year, barely a third of the expansion in the same period of 2023, the adviser to major economies said […]

September 14, 2024 | Tech Talk for Saturday September 14th 2024

The Bottom Line Focus this week is on the FOMC’s economic statement released on Wednesday at 2:00 PM EDT. Consensus calls for a 0.25% reduction in the Fed Fund Rate to 5.25%. Consensus for Earnings and Revenues for S&P 500 companies Source: www.factset.com A word of caution! Consensus for third quarter results calls for significantly […]

September 13, 2024 | China Property Meltdown

China continues to experience a significant collapse in its property sector, which is weighing heavily on Chinese families. Numerous attempts at stimulating the sector have failed. When will China’s property sector start to recover? There is a view suggesting that Beijing has lost control of the property market, which could be very damaging to the […]

September 13, 2024 | Chinese Bust Cycle is Contagious

From 2019 to 2022, rounds of “free” money courtesy of central banks and governments fuelled gullibility and blind risk-taking in many countries. The effects were particularly short-lived in China, the world’s second-largest economy, where consumer confidence has been moribund over the past three years (below since 2016).   Hampered by relatively low household incomes and […]

September 13, 2024 | Gold, Gold, Gold

Will BRICS Squash the US Dollar?

September 12, 2024 | Biden’s Attempt to Restrain the Supreme Court Warns the End is Near

This partisan part-time political hack we call President Biden has had the blatant gall to call for term limits on Justices of the Supreme Court only because the Democrats want the Court to rule as they see fit – not according to the Constitution. In HARRIS v. McRAE, 448 U.S. 297 (1980), a pregnant woman […]

September 12, 2024 | Lacy Hunt Economic Update

Ted Oakley interviews Dr. Lacy Hunt regarding the U.S. economy, world economy, Federal Reserve, and interest rates. Here is a direct video link. Meanwhile, the effective corporate tax rate for large S&P 500 companies is at a multi-decade low of less than 20 percent (shown below since 1985).  Sustainable?  

September 12, 2024 | If Jim Willie was President

Debate, White Hats, Leaving Urban Areas

September 12, 2024 | “Prepare to Stand” Tour: What You Should Know

• Laura-Lynn Tyler Thompson:  Canadian Rights on the Brink of Extinction? Prepare To Stand Tour Tickets

September 12, 2024 | How Trudeau’s Contradictory Energy Policies are Hurting You

Why does the Government hate Small Businesses?

September 12, 2024 | Did We Just Have a “Weird Wally Wednesday”?

Gold, Uranium. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

September 11, 2024 | WTI Crude Oil BUY Signal Triggered. We Sent Out New Energy Stock BUY Ideas Yesterday

Today is remembrance day for 9/11, a clear day of infamy in US history. US political leaders (Democratic and Republican) will attend memorials at the three sites that were attacked. Good news there for bipartisan action on behalf of the nation. Last night’s mudslinging Presidential debate was not a heartwarming showing for either candidate, but […]

September 11, 2024 | Small Businesses Warn of Weak Outlook

The outlook for small business earnings has been contracting since 2019, retreating below the pandemic bottom in August, with no turnaround yet. The glaring outperformance of S&P 500 operating earnings (in light blue below) above small business earnings since 2023 (dark blue below since 1986) looks unsustainable even as a bullish consensus forecast continued divergence […]

September 11, 2024 | Kamala’s Phycological Warfare & Eating Cats & Dogs

    COMMENT #3: Thank you for your interesting feedback on the debate; I was also very surprised at how well Kamala performed. She appeared calm and collected. Trump, on the contrary, did not come across as a resolute winner. I do not understand why he had to mention things such as immigrants feeding on […]