ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
June 2, 2025 | The Seeds for the Next Crisis
Happy Monday Morning! Last week we titled a piece called ‘A Firehose of Supply’ in which we duly noted, “The bull thesis for housing this year was falling rates. Sellers have been reluctant to cut prices because rates were supposed to come down and house prices were supposed to go up. Instead, mortgage rates only […]
June 2, 2025 | Hunt: The Economy is Weaker than Wall Street Suggests
It’s an especially confusing time for investors. On one hand, the US economy is showing signs of slowing, with a negative growth for Q1 GDP, and mounting evidence that many corporations and consumer households are feeling the pinch of higher borrowing costs. On the other hand, FOMO Is returning to the stock market as corporate […]
June 2, 2025 | Half of Americans Questioning COVID Vax
The Make America Healthy Again (MAHA) movement has opened the public’s eyes to the truth surrounding the COVID-19 plandemic and authoritative mandates that permanently damaged public health and confidence in governments. The Food and Drug Administration announced it will no longer recommend the COVID-19 vaccine to children and pregnant women, while also stating that […]
June 1, 2025 | Bullish Highlights
I call our annual event the Strategic Investment Conference for a reason. Understanding the macro trends is only the first step. We all have to apply that knowledge in our own portfolios so we can tolerate short-term fluctuations and achieve our bigger goals. Today I’m going to highlight some speakers who added an equity market perspective to […]
June 1, 2025 | We are on the Path to World War III – Thank You Trump
COMMENT #1: Hi Marty, Just observation form Croatia, it is just unbelievable how much lies MSM and Senators like Lindsey Graham are spreading about war in Ukraine. Lindsey just visited Ukraine and labeled peace talks as a joke and he is saying that Russians are not trying to negotiate. As well he is voicing support […]
June 1, 2025 | Watch this Latest Bitcoin Crime Start a Wave!
The internet has evolved into the perfect medium for spreading crime into every household and every age group, and now Bitcoin is fast becoming the perfect medium for pushing a more violent kind of crime out into the streets. There was a time when one could avoid getting mugged simply by not wearing Italian shoes, […]
May 31, 2025 | Silver Bars vs Coins
QUESTION: Marty, There seems to be a growing trend with States approving gold and silver coins as acceptable payment methods. You have always said that it would be coins and not bars. However Florida now states that the silver must be 99% pure. How will this affect the pre 65 constitutional coins like dimes, […]
May 31, 2025 | Art of the Collapse, June 2025
Looks like we’ve finally found some political common ground: No Tax On Tips Passes Senate Unanimously After Clarification That Bribes Can Count As Tips (Babylon Bee) – In a rare display of full bipartisan support, President Donald Trump’s “No Tax On Tips” bill passed through the Senate unanimously after legislators received clarification that bribes can […]
May 31, 2025 | Tech Talk for May 31st 2025
The Bottom Line Technical momentum by broadly based U.S. equity indices weakened last week below high levels reached on or near May 16th: S&P 500 at 5,968.61, Dow Jones Industrial Average at 42,892.04, NASDAQ Composite Index at 19,389.39 and Russell 2000 ETF at 210.13. Major U.S. equity indices have entered into a brief period of […]
May 30, 2025 | Trump and Musk are Headed for a Breakup
Elon Musk’s attempt to achieve clout in politics has backfired spectacularly. He has damaged Tesla’s brand with his venture into President Trump’s orbit of confidants. Musk’s version of cost-cutting, called DOGE, is now considered by many to be a failure and is no longer seen as an asset for the Republican Party and President Trump. […]
May 30, 2025 | War & Migration = Disease ALWAYS!
COMMENT: Hi Marty: Long time no see, hope you’re doing well. I’m forwarding a short article to you. The one virologist who’s been right about Covid from the get go is Geert Vanden Bossche. He was world renowned until he went against the narrative. For over a year he’s been predicting a highly lethal Covid variant […]
May 30, 2025 | DOGE Disappoints
As I feared, DOGE has drastically undershot its targeted spending cuts. It’s hard to reduce overhead without the political will to reduce corporate subsidies and reform entitlement programs in a meaningful way. At the same time, the masses want tax cuts. The math is not mathing. Elon Musk is done with the Department of Government […]
May 29, 2025 | Deteriorating Outlook Upping The Heat on Paused Bank of Canada
Today, we received further confirmation of Canada’s deteriorating labour market, with March payrolls falling 54,100 to a 10-month low, and a negatively revised 40,200 fewer jobs in February (Stats Can survey of employers, payrolls, and hours). Canada’s largest lender, Royal Bank, also disappointed with an earnings miss after setting aside $1.42 billion for loan losses […]
May 29, 2025 | Gold and Silver Now Legal Tender in Florida
Happening now: @GovRonDeSantis is in Apopka to sign HB 999 which “sets in motion #Florida’s full recognition of gold and silver as legal tender, giving Floridians the freedom to use precious metals for everyday transactions alongside traditional currency.”https://t.co/fRkQpDJE7D pic.twitter.com/dOMajgwAsj — Justin Schecker (@justin_schecker) May 27, 2025 Florida Governor Ron DeSantis has declared gold and silver […]
May 28, 2025 | Carney Seeks to Deepen Ties to EU War Effort
Mark Carney’s call for aligning with the EU in a war against Russia reveals more about his ideological alignment than any strategic necessity. As a former central banker turned World Economic Forum alumnus, Carney has long abandoned the notion of free markets in favor of globalist control. He is keen to support the EU’s Marxist-style […]
May 28, 2025 | Denmark Finds Courage to Act on Needed Entitlement Reform
Denmark raised its retirement age last week to 70 for Danes born in 1971 or later. Workers currently become eligible for the Danish equivalent of Social Security at age 67, which will go up steadily in the coming years. See: The New Retirement Age in Denmark is 70: This is the result of a reform passed […]
May 28, 2025 | WTI Likely To Breach US$60/b In The Coming Days
Rising interest rates around the world are again causing problems for financial institutions. In Japan the increase in rates to record highs has pushed insurance companies and banks to take massive mark to market losses and stock prices have been hit hard. In the US rates have stayed near yearly highs with the 10-year US […]
May 27, 2025 | 12.3M Americans Over 120 Removed from Social Security Database
The two certainties in life are death and taxes. The Department of Government Efficiency (DOGE) recently discovered that the living are paying taxes to the dead. In fact, the agency recently eliminated a staggering 12.3 million Social Security recipients who would be over 120 years old if they were still alive today. In March 2015, […]
May 27, 2025 | Et tu, Costco?
With its family-friendly bulk packages, high-quality Kirkland store brand, and, more recently, competitively priced gold and silver bars, Costco has always taken care of its customers. So its introduction of yet another way to accumulate ruinous debt feels like a betrayal: Costco launches ‘Buy Now, Pay Later’ service for online purchases (ABC News) – Costco is introducing its […]
May 27, 2025 | Mean Reverting Prices are Contagious
During the pandemic, near-zero interest rates and government subsidies enabled excess consumption beyond sustainable means. That inflated the prices of most goods and assets while exacerbating wealth gaps between the old and young, as well as between the top ten percent and the rest. We are now in a mean reversion phase, and the downward […]
May 26, 2025 | Believe It or Not, Gold is Still Out of Favor
After the past year’s epic run, you’d think gold would have displaced at least some other assets in mainstream investors’ portfolios. But apparently not. These two charts have been making the rounds on X, showing that during the previous decade’s gold bull market, gold-related ETFs saw their share of “implied allocations” rise dramatically. But that […]
May 26, 2025 | A Firehose of Supply
Happy Monday Morning! Last week we learned Canada’s new housing minister didn’t feel it was appropriate for home prices to fall. Instead, suggesting “We’ve got to create some incentives and opportunities for people to get into the market, we got to make sure that peoples assets are obviously protected, and that’s the market housing. But […]
May 25, 2025 | Inflation Standoff
The Strategic Investment Conference is over. I’m now in my annual recovery period, during which I try to absorb the informational firehose I (with thousands of others) just experienced. I often find SIC’s key insights come from unexpected directions. I spend months organizing the agenda in what I think is a comprehensible way. But once […]
May 25, 2025 | Why the ‘Wealth Effect’ Is a Giant Crock of Shit
Of all the nutty ideas in investors’ heads these days, none is crazier or more pernicious than the mass delusion that grotesquely inflated asset prices have made tens of millions of us rich. As equity shares and residential real estate prices have risen higher and higher due to Fed stimulus with money conjured from nowhere, […]
May 25, 2025 | Armstrong Interview in Alberta About Separation