August 7, 2025 | Liberation Day 2.0?

Last night at midnight, goods from more than 60 countries and the European Union became subject to tariff rates of 10% or higher. Products from the EU, Japan and South Korea are taxed at 15%, while imports from Taiwan, Vietnam and Bangladesh are taxed at 20%. See the full list of U.S tariffs in place around […]

August 7, 2025 | Trump/Putin, Tulsi, Tariffs, Military, Arrests

Gold, Cryptos, Markets

August 7, 2025 | Is It Time to be Nervous in the Stock Market?

Do Cosmic Events really affect financials?

August 6, 2025 | The Rare Earth Elements Crisis – Why isn’t America Digging in Ukraine?

  America is desperate for rare earth minerals. China was supplying the US with around 70% of all such minerals, but they’re not going to supply them to an enemy nation to create weapons. As I mentioned yesterday, this is precisely why America is desperate to access Ukraine. I received a few comments asking why […]

August 6, 2025 | Crude Oil Falls >US$5/b From Last Week On Growing Supplies And Weak Summer Demand.

Crude oil prices have declined >US$5/b from a week ago (today’s low US$64.66/b versus US$70.13/b last week) as weak demand and rising inventories (see EIA section) offset President Trump’s aggressive moves on secondary sanctions and increasing tariffs on Russian oil buyers. Today the US increased tariffs on India from 25% to 50% as a result […]

August 6, 2025 | Having Skills vs. a College Degree

  One of my gym homies is a young man that is going to college to get a degree in Real Estate Development. “No college professors are going to teach you how to be successful in that business,” I told him. Instead, I advised him to quit college and go work for an experienced real […]

August 5, 2025 | The Rare Earth Crisis

QUESTION: If Trump imposes sanctions on China for buying Russian energy, what do you expect China to do? Rob ANSWER:  The deeper you look, the more it becomes abundantly clear. America’s defence supply chain is built on materials it doesn’t control. Missiles, fighter jets, radar systems, drones — all depend on a steady stream of […]

August 5, 2025 | Collapse in Job Creation

Canada’s seasonally adjusted job vacancy rate fell to 2.7% in May, down 10 basis points (bps) from April and -50 bps year over year, reaching an 8-year low, significantly below pre-pandemic levels (red shown below since 2015, courtesy of BMO and Better Dwelling.com, with the US job opening rate in blue). Official unemployment rates are lagging indicators, […]

August 4, 2025 | Retail and Tech Jobs At-Risk in the US

US employers have reduced their workforce more in the first seven months of 2025 than in all of 2024. The DOGE cuts to the public sector were the primary driver of layoffs; however, there has been a notable drop in retail and technology positions in the private sector. July alone saw 62,000 jobs reduced from […]

August 3, 2025 | Disappointment with Trump Raising Serious Concerns Worldwide

QUESTION: This may seem to be a conspiracy theory, but has a double been sent in to pretend he is Trump. The anti-war old Trump has moved nuclear subs to the border of Russia, and the Telegraph reported that no president has ever played a game of nuclear brinkmanship. Trump looks different and much older […]

August 3, 2025 | Prepare to Muddle Through?

I am widely known as the “Muddle Through” guy. The giant US economy is part of an even larger global economy that doesn’t change direction easily. Major shifts occur slowly, even when presidents, central bankers, and CEOs want otherwise. They don’t have nearly as much power as they may think. That said, these people do […]

August 3, 2025 | Enjoy Tariff Hubris While It Lasts

The stock market is priced for perfection in a grotesquely imperfect world. Trump provided a fleeting respite by showing us how the Art of the Deal works in trade negotiations. Fox News rightly rubbed the legacy media’s face in his success while the President took a half-dozen victory laps to muted global applause. This may […]

August 2, 2025 | Trading Desk Notes for August 2, 2025

The S&P closed at record highs last week, but fell to 1-month lows this week The September S&P futures closed at record highs last week, traded higher on Monday, fell off ~100 points to Wednesday’s lows, but gapped higher after the close on strong MSFT and META reports. The market opened higher on Thursday, but couldn’t […]

August 2, 2025 | This Week in Money

• Ross Clark:  Stock Markets, Trump Tariffs, Gold, Oil, USD, Canadian Dollar.
• Martin Straith: (14:12) Tariff War, Russia/Ukraine, Gold, Bitcoin, Stable Coins and Government Debt. Special Offer!
• Josef Schachter: (1:05:35) Trump’s Energy Deals, Copper Tariffs, Canada, USA, Europe.

August 2, 2025 | Soros Assisted Hillary and Obama in Russian Collusion Hoax

Newly declassified documents reveal that George Soros assisted Hillary Clinton in creating the Russian collusion hoax in an attempt to discredit Donald Trump and deceive the American public ahead of a presidential election. Special counsel John Durham’s 2023 report has been largely declassified and now reveals the link between Soros’s Open Society Foundations and the […]

August 2, 2025 | Tech Talk for Saturday August 2nd 2025

The Bottom Line North American equity markets have entered their traditional corrective period in August and September during post-U.S. President Election years following an advance from April to July. Strength this year from April to July was prompted by greater (i.e. front end loaded) economic activity prior to launch of tariffs on manufactured products. And […]

August 1, 2025 | Powell Rebukes Trump by Delaying a Rate Cut

Powell Holds the Line as Trump Turns Up the Heat Fed Chair Jerome Powell held interest rates steady again — a direct rebuke to President Donald Trump, who has been publicly and persistently demanding deep rate cuts. Trump wants a 300-basis-point cut — a dramatic move that would drive rates back to 1.5%, where they […]

August 1, 2025 | Warning Sign? S&P and Nasdaq Flash Outside Reversal Patterns

Here are a few key charts that capture today’s market story. We start with the S&P 500 heatmap for Thursday. Outside of a handful of Big Tech names – most notably META and Microsoft, which delivered standout earnings -the broader index was awash in red. Despite strong results from those leaders, both the Nasdaq and […]

August 1, 2025 | State Claims Family’s 175-Year Old Farm under Eminent Domain Laws

  A farm with 175 years of family ownership will be seized by the state of New Jersey under eminent domain. The Henry family inherited the 21-acre farm in Cranbury Township in 1850. The farm is still profitable for the Henry family, and they intend to maintain it for generations to come. However, the state […]

August 1, 2025 | Is the Bubble of “Everything” About to Burst?

The Generation Z dating crisis