September 28, 2024 | The Trading Desk Notes for September 28, 2024
Traders are more interested in the market’s reaction to news than the news itself. This week’s news flow felt like a tsunami after the dog days of summer, but for the markets I trade, the big news was the monetary and fiscal stimulus in China, the acceleration of Israeli attacks on Hezbollah, and the shift in […]
September 28, 2024 | This Week in Money
- Ross Clark: Stock Markets, Fed Interest Rate Cut, Lithium, Uranium. Special Offer! 25% Off New Annual Subscriptions.
- Eric Hadik: (14:05) 17 Year Cycles, Stock Markets, Currencies, Gold, Silver, Energy, Earthquakes and Volcanoes.
- Mark Leibovit: (42:05) Gold, Silver, BRICS, Digital Currency, Fed Rate Cut. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.
September 27, 2024 | China Moves into Panic Mode
China entered full panic mode, announcing stimulus measures to counteract the deflationary impact of weak property prices. But those policies may not be enough to lift the economy to the 5 percent growth target. This week China announced several measures to stimulate demand in a weak economy, a last-ditch effort to meet GDP growth goals […]
September 27, 2024 | Nuclear Energy Back in Vogue
US Consumer Confidence suddenly plunges
September 26, 2024 | WTI Crude Down Over US$1/b On Concerns About China Demand
Weak US and China economic data continue to be the focus of investors. Central Banks in each country have lowered interest rates and in China’s case lowered banks reserve requirements so they can lend more and support companies in need of credit to keep from failing. The urgency of both Central Banks to stimulate their […]
September 26, 2024 | Why Fed Rate Cut Not Positive for US Economy
Is Gold really a safe haven in a market downturn?
September 25, 2024 | Rate Cuts Offer Less Ease Than Many Need
The Federal Reserve finally began an easing cycle last week, and hopes spring eternal that this will be enough to arrest an ongoing deleveraging cycle, shrinking employment, asset deflation, and economic contraction. Time will tell, but the odds aren’t good. Lest anyone forget, central banks aggressively eased monetary conditions throughout the 2007-09 and 2000-03 downcycles, […]
September 24, 2024 | Consumer Confidence – Biggest Crash Since 2021
COMMENT: Marty, it is amazing that the world is not focusing on your model. Consumer confidence in the US took a nose dive, which was the largest decline in more than three years. The ECM turns, and central backs began to cut rates within weeks, and you explained that recessions are born when people lose confidence […]
September 23, 2024 | Watch the Housing Bust Play Out in Real-Time
Most asset classes have their own unique, repeating cycles. For housing, it usually looks like this: Demand for homes rises faster than sales, causing prices to increase. Seeing this, would-be sellers hold off to see how much more they can get a year or two hence. Would-be buyers note the rising prices and shrinking supply […]
September 22, 2024 | Sell the News
The stock market went bonkers following the Fed’s first rate-cut since March 2020, but it’s more than a little tempting to sell the news. A return to easing had been rumored for the last couple of years, but with a pitchfork mob threatening to descend on the Eccles Building, Fed Chairman Powell finally gave in […]
September 21, 2024 | Trading Desk Notes for September 21, 2024
The Fed cut 50; here’s a quick take on how different markets reacted The Notes will be brief this week. I’m hosting the Moneytalks show and playing in the Oceanside Special Olympics golf tournament, and we’ve got a houseful of guests who will be golfing with me. The golf tournament is fully booked, which […]
September 21, 2024 | Why the Fed Cut Rates
The Fed cut the Fed Funds rate by 50 basis points on Sept 18th. Why the Cut? It was NOT because the markets (stocks and real estate) have started to roll over and head south. They are both at record highs. Nor was it because the economy is in recession. Atlanta Fed’s GDPNow […]
September 21, 2024 | This Week in Money
- Ross Clark: Stock Markets, Fed Rate Cut, Dow, S&P, Nasdaq. Special Offer! 25% Off New Annual Subscriptions.
- John Rustad: (11:45) Economic Plan for BC.
- Hilliard MacBeth: (40:39) Real Estate, Changes to Canadian Mortgage Rules.
September 20, 2024 | A Close Call Between Recession and a New Bubble
On Wednesday September 18, 2024, the U.S. Federal Reserve cut 50 basis points off its benchmark rate, making the first move to lower rates in four years. History shows that economic cycles and stock market outcomes after the first cut are divided. Either this is the start of a deep recession and a stock market […]
September 20, 2024 | What Will The Fed Rate Cut Do?
Most affordable way to get into the Gold Market.
September 19, 2024 | WTI Crude Bottom Is In Place But May Test Those Lows Over The Coming Weeks. BUY Energy Stocks When This Test Occurs
Fed day and then the Chairman’s press conference saw the announcement of an aggressive 50 BP decline in the Fed Funds rate to a range of 4.75 – 5.00%. This cut was hoped for by the markets so investors rejoiced and lifted the Dow by 125 points. We wonder if the Fed is seeing some […]
September 19, 2024 | Is The Fed Rate Cut A Warning?
How could Gold and Crypto react in a stock market crash? Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.
September 19, 2024 | Will Fed Cut Save Stock Market from Correcting?
Does Gold still have room to go higher?
September 19, 2024 | Why Did The Fed Cut Rates?
Canada’s Mortgage rule changes and the expanding Debt Bubble.
September 18, 2024 | Supplemental Poverty Measure on the Rise
The latest Supplemental Poverty Measure (SPM) found that at 12.9% of American households currently rely on government assistance, up from 12.4% one year prior. The figure was at 11.8% in 2019 and has risen every year under Biden-Harris. The data only factors in US households and not the tens of millions of illegal aliens […]
September 17, 2024 | Countries Grow Weary of United Nations
The majority has always accepted the United Nations as a world governing force. Sentiment may be changing according to a new Pew Research Center survey that found support for this global conglomerate waning across the globe. Of the 35 countries surveyed, 58% still have positive sentiments about the organization, but 31% see it as […]
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 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.

















