October 24, 2025 | Another Word To The Gold Bugs
Investment sales Hoorang can be hard to resist, but self-preservation requires that we do. Never more than amid today’s everything bubble, where mania has ballooned the pricing of many assets all at once, from stocks to high-yield credit, private equity, credit funds, real estate, crypto, and precious metals. I have long said that people should […]
October 23, 2025 | DDB on Dash for Cash Catalysts
The financial system is sending out a major distress signal. While stocks hover near all-time highs, former Federal Reserve insider Danielle DiMartino Booth warns that a systemic liquidity crisis is already here, and it will force the Fed to abandon its inflation fight. In this interview, the CEO of QI Research tells Kitco News’ Jeremy […]
October 23, 2025 | Post-Pandemic Inflation in Canada
Inflation in Canada rose to 2.4% this September, as reported by Statistics Canada. Excluding gas, the rate sits at 2.6%. Volatile prices among all essentials, from groceries to shelter, are ramping up the cost-of-living crisis for all Canadians. Grocery prices have been on the rise since the pandemic and cannot be attributed to tariffs. The […]
October 22, 2025 | Record Capital Risk
Most retirement accounts and investment portfolios are designed to track broad stock indices like the S&P 500, but under the hood, there’s much less diversification than imagined. One chip company, Nvidia, accounts for 7.3% of the S&P 500 market capitalization; the three most expensive companies—Nvidia, Microsoft, and Apple—comprise an unprecedented 21% of the index (chart […]
October 22, 2025 | High-Crime Blue Neighborhoods to Become Police-Free Zones
Brooklyn’s 73rd Precinct is dangerous territory. In the past year, felony assault increased by 26%, grand larceny jumped 30%, burglary is up 40%, and robbery increased by 23%. Liberal lawmakers are implementing a new solution and eliminating all police presence. Former Mayor Bill de Blasio pushed to defund the police. The New York Police Department […]
October 21, 2025 | Geothermal Heat Going Mainstream in Toronto
Renewable energy systems keep gaining market share, because there are many different solutions for different applications and they keep getting cheaper and cheaper as well as being cleaner, more efficient, safer and smarter than traditional sources. Good news! Read Inside the deal that’s making geothermal heat go mainstream in Toronto. Here’s a taste: “We can get […]
October 21, 2025 | Europe Preparing to Confiscate Private Accounts for War?
The European Union is planning to cancel paper currency and move to CBDC to carryout: Claiming they wish to elmininate the American credit card system of VISA and MasterCard they claim for economic independence when in truth the European monetary system is collapsing. They are seriously claiming national security insistenting that Putin wants to invade […]
October 20, 2025 | Powder Keg
Happy Monday Morning! We do our best to steer clear of politics in this newsletter. However, there are times when politics can’t be ignored, especially when it comes to housing, which has become a social and political powder keg in recent years. It seems political careers largely hinge on the fate of the housing market […]
October 20, 2025 | Did Trump Force Zelensky to Back Down?
COMMENT: Marty, we realize you have no respect for the Nobel Peace Prize after they gave it to Obama for absolutely nothing. However, we should all nominate you because we also know you have been working the back channels in Washington and Moscow. It seems like Trump followed your recommendations for Zelensky to back […]
October 19, 2025 | The U.S. Quietly Bails Out Its Banks
Once again, the regional banks are in trouble. This time, the crisis began with several commercial/industrial loan defaults and is progressing into yet another multi-billion-dollar bailout via the repo market. Here’s a concise X post with the details: Echo 𝕏 @echodatruth While Everyone’s Distracted… Most people have no idea what just happened. On October 16th, 2025, the Federal Reserve Bank of […]
October 19, 2025 | Is Deep Fear Driving Gold, or Just the Bubble
The aging bull market smells like it’s in a topping process, although it could take a vicious head-fake or two to new highs to set the hook. Last week, I raised the possibility that shares had entered a vortex similar to the one that led to the 1929 Crash. A key similarity is that […]
October 19, 2025 | When Ethnic Cleansing & Genocide Is Acceptable
Those who think that Israel is guilty of genocide as if that is something unique to the Middle East, are obviously blind to the the entire region of the Balkans and Ukraine. This is the motherland of ethnic cleansing and genocide that the Western Press is paid to ignore. Trying to achieve peace in the […]
October 18, 2025 | The Final Crisis: This is Our Future
Turn out the lights, the party’s overThey say that all good things must endCall it a night, the party’s overAnd tomorrow starts the same old thing again – Willie Nelson Willie Nelson is not, to my knowledge, a proponent of any economic cycle theories – though now at 92, he’s seen more cycles than most […]
October 18, 2025 | Danielle on CBC Weekend Business Panel
October 18, 2025 | Tech Talk for Saturday October 18th 2025
The Bottom Line The S&P 500 Index and TSX Composite Index are following their traditional pattern in the month of October: Lots of volatility, but no trend.
October 17, 2025 | Is Peace with Russia Possible?
QUESTION: Do you think there is any chance of peace with Russia? DS ANSWER: Europe and NATO are the aggressors – not Putin. Zelensky is meeting with Trump today. Trump has to realize who his real opponents are. Peace with Russia is easy if you do what is right. Putin warned Zelensky that the Minsk Agreement was […]
October 17, 2025 | Canadian Auto Industry Faces Creative Destruction
The Canadian auto industry is in deep trouble. Donald Trump’s new tariffs threaten cross-border trade — and U.S. automakers are already moving production south. Here’s the kicker: Canada’s auto sector isn’t even Canadian. Toyota and Honda build three-quarters of the cars assembled here. American brands make the rest. And those are being moved south: “In a major […]
October 17, 2025 | Some Historical Context
This video offers a worthwhile summary of current conditions and parallels with the past. The more things change, the more human behaviour stays the same.
October 16, 2025 | Chaos and Disorder Prohibited by National Guard
The party of chaos and disorder is furious that the National Guard has been restoring peace to US cities. Every metric has shown crime significantly plummeting in every area where the National Guard has been stationed. American citizens are safe; the military is protecting those abiding by the law. Yet, those like Obama are spinning […]
October 16, 2025 | Priced for Nothing but Blue Sky and Sunshine
The markets have climbed higher despite continuing concerns around the shutdown, tariffs and inflation. The S&P 500 and Nasdaq have set records more than 30 times this year and other data suggest the economy is chugging at a steady clip. But for the majority of Americans, this economy is landing very differently right now, and […]
October 15, 2025 | Fed to Slow Bond Buying Program
The Fed may create policy, but it is ultimately dictated by the markets. Powell came out and reaffirmed the central bank’s fears of a hiring slowdown. Soon, the bank will no longer shrink its $6.6 trillion balance sheet, previously allowing $40 billion of mortgage-backed securities and Treasuries to mature each month without replenishment. Powell insists […]
October 15, 2025 | The Compound Cost of Policy Errors Around Immigration and Housing
A couple of must-read articles from the Globe this week examine Canada’s policy errors around immigration and housing–two tangential, interconnected themes with far-reaching impacts for our economy, present and future. See, How Canada got immigration right for so long–and then got it very, very wrong: Canada conducted a decade-long experiment. The experiment’s principal investigator was the […]
October 14, 2025 | Real Estate Bust Has Legs
The Canadian housing bubble has been deflating since February 2022, and there’s room for it to run. We highlighted the mania and frenzy of financially destructive behaviours in real time, noting that once bubbles pop, property prices typically take years to recover. BMO Senior Economist Robert Kavcic apparently agrees. In a recent note highlighted on Better […]
October 14, 2025 | China Accuses Taiwan of Psychological Warfare
Taiwanese intelligence launched a psychological warfare attack to spread separatist activities, according to the Chinese Communist Party who has placed a cash bounty on the heads of 18 Taiwanese military officials. Taiwan’s Defence Ministry called the accusations “despotic and pig-headed thinking.” Chinese authorities believe Taiwan’s “psychological warfare unit” deliberately created online games depicting Taiwan fighting […]
October 13, 2025 | Is the AI Stock Bubble Partially Fake?
There’s a business practice sometimes called “vendor financing” in which a company lends money to a customer, who then uses that money to buy the company’s products. The company reports the proceeds as sales and income, usually without a full accounting to its shareholders. This financing scheme can work — as long as the customer […]









