ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
August 22, 2025 | The U.S. Stock Market is Riding High and Heading For Trouble
Riding High — and Heading for Trouble The U.S. stock market keeps climbing higher, as the warnings of a bubble about to burst get louder. The comparisons to 1999–2000 are hard to ignore. Then, it was internet stocks; today, it’s artificial intelligence. Valuations at Extremes One of the best long-term measures of value, the Shiller […]
August 22, 2025 | AI Over-Exuberance Comparable To 2000 Internet-Inspired Bubble
A new MIT report concludes that 95% of generative artificial intelligence (AI) pilots are failing to translate into revenue growth: The GenAI Divide: State of AI in Business 2025, a new report published by MIT’s NANDA initiative, reveals that while generative AI holds promise for enterprises, most initiatives to drive rapid revenue growth are falling flat. Despite the rush to […]
August 22, 2025 | Mike Adams on the “Depopulation Agenda”
The aristocrats who rule the world are greedy. They’re implementing tech to replace most workers, whom they view as competition for crucial resources. And now they’ve decided to cull the herd. That, in brief, is a theory that’s gaining a lot of adherents these days. Mike Adams, of NaturalNews and Brighteon, just posted one of the best (and […]
August 21, 2025 | Crude Oil Falls >US$5/b From Last Week On Growing Supplies And Weak Summer Demand
WTI Crude oil prices are steady at US$62.83/b (low today so far US$62.39/b) compared to US$62.14/b last week at this time. This on US Total Stocks decline of 4.0 Mb. Exports rose 795 Kb/d (weekly increase of 5.6 Mb) to 4.37 Mb/d and is up from 4.05 Mb/d last year. It appears that countries wanting […]
August 21, 2025 | Pump and Dump Scams Are All The Rage (encore)
More cautionary signs of mania behaviour in financial markets, see “Investors lose billions on meme stocks as ‘pump and dump’ scams multiply“: Investors lost billions of dollars in July betting on a handful of small US-listed Chinese stocks that plunged in value shortly after being heavily promoted on social media. Seven Nasdaq-listed microcap stocks — Concorde […]
August 21, 2025 | Schwab Cleared – Fink and Hoffman Take Over WEF
Ousted World Economic Forum founder Klaus Schwab has been cleared on any criminal wrongdoing following an ongoing investigation into fraud. “Following a thorough review of all facts, the Board has concluded that … there is no evidence of material wrongdoing by Klaus Schwab,” the board announced. As mentioned in earlier posts, the WEF after […]
August 20, 2025 | Statistics Canada for July
The headlines in Canada celebrate that inflation has fallen to 1.7% in July, but as in America, the people are not experiencing a notable downturn in prices. Politicians pat themselves on the back, claiming victory over inflation, yet the very reason CPI came down was because energy prices fell after the consumer carbon tax was […]
August 20, 2025 | Housing Demand at 30-Year Low
US homebuyer demand dropped again in June 2025 – with contract signings for houses declining 2.8% year-over-year to one of the lowest levels on record. At this point, homebuyer interest in the market is even lower than what was experienced in the depths of the 2008 housing crash. The question is: will we see a […]
August 19, 2025 | Self-Dealing Allows PE To Keep Marking Asset Values To Fantasy
As new outside investors become increasingly difficult to find, private equity firms are finding that often the best firm to sell their companies to is…themselves. Yep, you read that right. Private equity firms are increasingly keeping themselves afloat, extracting cash and boosting their fees through self-sold transactions. See: PEs Sell Firms to Themselves Twice Over to […]
August 18, 2025 | If You Do Not Know Your Enemy – You Will Be Defeated
COMMENT: Mr. Armstrong, I have to commend you. You are the only true analyst who has genuine sources. You have maintained that Putin has wanted peace, not to take all of Ukraine. A close friend of mine in the German government admitted that you have some of the best sources because you speak to […]
August 18, 2025 | The Suburbs
Happy Monday Morning! National home sales continue to rebound since the resale market slowed to a halt following the shock of a tariff war. The number of home sales rose for a fourth consecutive month, rising 3.8% on a month-over-month basis in July. Home sales are now up a cumulative 11.2% since March and a […]
August 18, 2025 | Would-Be-Sellers Dwarf Buyers in Many Markets
The housing unaffordability crisis is not just about current interest rates, which are historically average (4.71% 5-year fixed in Canada and 6.57% 30-year fixed in America). Homebuilders are already offering buy-down rates in the 3 percent range in the US and Canada. Still, new home sales have contracted year over year, while the inventory of […]
August 17, 2025 | We Now Have the Problem Everyone Wants Is it time to take profits?
In the last five years, gold has done this: And so far this year, GDX (an ETF that owns most of the large gold miners), has done this: As a result, we now have the problem that every investor wants: serious paper profits that we’d like to protect. But how do we do that? Is […]
August 17, 2025 | Carbon Butter – You Will Eat Synthetic Food
You are the carbon that they wish to eliminate. “You will eat bugs,” as the infamous Klaus Schwab line goes, was merely the beginning of what the globalists intent on ushering in the Great Reset have planned for the masses. Food production is bad for the environment, therefore, the people must resort to lab-created synthetic […]
August 17, 2025 | Trump Must Outrun the Inevitable Bear Market
Trump looks like a hero now, but he could become a goat when the bull market ends. He campaigned as the man who would make America great again, and no one should doubt the sincerity of this quest or his commitment to returning the nation to its core values. To judge from his accomplishments so […]
August 17, 2025 | Inflationary Questions
Last week I compared our jobs data, which is sometimes questionable, to World War II weather forecasts. Those were also questionable but necessary anyway. The generals needed them “for planning purposes.” This analogy has a flaw, though. A forecast for future weather isn’t the same as data on past weather. The data—wind speed, barometric pressure, and so on—is the […]
August 16, 2025 | Trading Desk Notes for August 16, 2025
Quote of the week “Mood is now more important than earnings to the stock market.” Alyosha, Market Vibes, on Substack. The bullish mood is driving global stock indices to record highs. Long live FOMO, TINA, and YOLO. The S&P is up ~35% from the April lows, the NAZ is up ~45%, the TSE is up ~27%, […]
August 16, 2025 | Tech Talk for Saturday August 16th 2025
The Bottom Line Technical parameters for North American equity markets were mixed last week. The Dow Jones Industrial Average, S&P 500 Index, NASDAQ Composite Index and TSX Composite Index managed to set all-time highs. On the other hand, the S&P 500 Equal Weight ETF (RSP) closed below its all-time high set on July 25th and […]
August 15, 2025 | Canada vs. Trump: Is Confrontation The Only Option?
Canada, under Prime Minister Mark Carney, is taking a beating from U.S. tariffs. But Carney refuses to cave to President Donald Trump’s demands—raising the question: Is confrontation with the U.S. Canada’s only choice? The trade war between Canada and the U.S. intensified on August 1, 2025, when Trump slapped a new 35% tariff on Canadian goods (energy products […]
August 15, 2025 | Climate Lockdowns in Canada
Entering the forest has become illegal in three Canadian provinces—Newfoundland, Nova Scotia, and New Brunswick. Entering woodlands can result in massive fines or even jail time. Why? The Canadian government believes it must ban the public from accessing nature to prevent forest fires. Air Force veteran Jeff Evely committed a crime by participating […]
August 14, 2025 | US Household Debt Rose by $185 Billion in Q2 2025
The Federal Reserve Bank of New York released a troubling quarterly statement as the total household debt in the US increased by $185 billion in the past three months, up 1% from last quarter, when total household debt reached $18.9 trillion. Total household debt in the US now sits at $18.39 trillion. Housing debt increased 1.1% from […]
August 14, 2025 | Real Estate Downturn Picking up Steam
If we had a dime for all the times people say silly things, like “You’ll never lose money in real estate” or “high-end properties always hold their value.” Not true, never has been. The current real estate correction cycle is well-earned after years of easy money speculation and uneconomically high prices. Three years into the […]
August 13, 2025 | The Domestic Civil Disturbance Quick Reaction Force
The computer warned that we would experience a rise in civil unrest in 2025, with conditions only worsening in the years to come. Trump actively militarized the capital and has plans to dismantle ongoing civil unrest with a newly established Domestic Civil Disturbance Quick Reaction Force. The Domestic Civil Disturbance Quick Reaction Force, as […]
August 13, 2025 | Health Prepping: So Now Cheese Is Poison?
When Big Pharma and Big Food collaborate, the result is frequently creepy. The following X post claims that American cheese is made with genetically engineered black mold (!), among other things, and labels aren’t required to show it: Valerie Anne Smith @ValerieAnne1970 Because Of Pfizer, 90% Of US Cheese Is Made Using GMO Corn & Black Mold, CRISPR […]
August 13, 2025 | All’s Well That Ends Well
Margin debt (people borrowing against their security portfolios) has now topped $1 trillion for the first time in history, +25% over the past year alone. Other, lesser, margin-abuse peaks occurred before major bear markets/recessions (grey bars below) since 1995, courtesy of Rosenberg Research. Among professionals, dry powder is also in short supply. Trend-chasing portfolio manglers managers are all […]