September 3, 2024 | US 2024 May be Our Last

  This year’s election is shaping up to be decided in court rather than the ballot box. Both Donald Trump and Kamala Harris are preparing for what will become a very heated and nasty legal battle that is certain to tear the country further apart. The mainstream media will naturally betray the country and everything […]

September 2, 2024 | Kennedy & Eisenhower on the Military Complex

    Eisenhower Warned us: “In the councils of government, we must guard against the acquisition of unwarranted influence, whether sought or unsought, by the military industrial complex. The potential for the disastrous rise of misplaced power exists and will persist. We must never let the weight of this combination endanger our liberties or democratic […]

September 1, 2024 | Countdown To Crisis, Catastrophe and Collapse

“All tyrannies rule through fraud and force, but once the fraud is exposed, they must rely exclusively on force.” – George Orwell “The future’s becoming muddled. The lines of vision are narrowing. But now they’re desperate. All paths lead into darkness.” – Frank Herbert – Dune Trying to decipher the path ahead becomes more difficult […]

August 31, 2024 | Trading Desk Notes for September 31, 2024

The bloom is off the AI rose; capital rotates to other sectors Wednesday’s NVDA quarterly report was strong overall but failed to meet investors’ high expectations; the share price closed the week near its lows, down ~15% from the record highs made in June. The robust gains from big-cap tech provided most of the gains for the […]

August 31, 2024 | This Week in Money

• Ross Clark:  Stock Markets, Non-Tech Stocks, Gold, USD, Canadian Dollar.  Special Offer! 25% Off New Annual Subscriptions.
• Martin Straith:  (11:56) Nvidia, Job Growth vs Private Sector Employment, Uranium, Gold, Oil, USD
• Bob Hoye: (40:40)  Stock Markets, Gold, USD, Listener Questions

August 30, 2024 | A Massive Glut of Unsold Condos Will Ruin The Toronto Housing Market

A massive glut of condominium apartments in Toronto threatens to sink the housing market. Condominiums were gobbled up by aggressive, highly levered speculators as a way of participating in the housing boom with minimal capital outlay. But now those apartments are hanging over a re-sale market with very few buyers. Investor-owners are losing money every […]

August 29, 2024 | Recession Watch: Deep-Discount RVs, Worst-Ever Stock Market Breadth, Frozen Housing

Let’s start with the concept of “big toys.” These are things like boats, jet skis, and RVs that people (okay, guys) tend to buy after they’ve had a few good years and conclude that job security and rising pay are now guaranteed for life. Because this hubris peaks near the end of expansions, spiking demand […]

August 29, 2024 | We’re Coming to the Most Dangerous Month for Stocks

Is Gold about to top out? Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

August 29, 2024 | How the Fed Deliberately Fed Inflation

What’s the long term outlook for the US Dollar?

August 28, 2024 | Crude Oil Retreats More Than US$5/b As War Premium Shrinks. WTI Breach Of US$70/b Likely In September

The war premium for crude oil has shrunk over US$5/b (from US$80.16/b in early August to US$74.80/b at our last look today) as only Iran’s proxies have attacked Israel and the US/Qatar/Egypt continue to discuss with Hamas a ceasefire and release of the remaining hostages (both dead and alive). President Biden and his surrogates continue […]

August 27, 2024 | Is this the Peak?

    The Case-Shiller National Home Price Index rose to another record high in June. Is this the peak for US national home prices? Not yet – which is why I put the “Bull” back in the box on Page 10 of my July 2024 Timing Letter. Be patient folks.  The bear is coming.

August 26, 2024 | Pavel Durov Arrested by France To Kill Telegram

  We are headed into 2032, and every day that passes brings another step closer to revealing what I have warned about: this last 8.6-year wave will become the most authoritarian as the government realizes it is losing control. The latest was to arrest Pavel Durov because he created Telegram, which is free speech, with […]

August 25, 2024 | Unemployment, Inflation and The Fed’s Choice

There was an historically large revision to the unemployment data this week, which was even worse than the headline when you dig into the actual numbers. On top of that, there is some “behind the numbers” data on inflation, which is typically not talked about, that will have a big impact on the Fed decision, […]

August 24, 2024 | Trading Desk Notes for August 24, 2024

Powell says the time has come to begin cutting interest rates Markets were expecting Powell to announce that it was “time” to start cutting rates (to lessen the downside risks to employment – the other leg of the Fed’s dual mandate), but the “unequivocally dovish” tone of his Jackson Hole announcement surprised markets.   Small caps […]

August 24, 2024 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Oil, Uranium. Special Offer! 25% Off New Annual Subscriptions.
• Eric Hadik:  (13:22) Market Cycles, Gold, Silver, USD, Currencies, Bitcoin.
• Hilliard MacBeth: (50:20)  Inflation, Toronto Condo Market, Mortgage Renewals, EV Market.

August 23, 2024 | RFK Endorses Trump & Will Join His Cabinet

  COMMENT: Congratulations. You are the only one who has been pushing this for months. What position will he take in Trump’s Cabinet? FK ANSWER: I want to thank everyone for all of their support. I may have been the first behind this issue. But this is not merely because I said so. RFK was only 6 […]

August 23, 2024 | A Trump or Harris Win Could Lead To Very Different Outcomes

The U.S. election is less than 80 days away. The race is a dead heat, but only one of them will win and the impact on markets and the economy may be very different depending on who wins control of the White House, the House of Representatives and the Senate. Will a Trump or Harris […]

August 23, 2024 | Fed Promised Cuts Will Not Take You to the Promised Land

Charts and Markets has some interesting Gold Juniors

August 22, 2024 | Inflation in One Lesson

  The high cost of living is the #1 financial problem for Americans today – and Milton Friedman’s explanation for inflation is probably close to the mark. In this 39 second video, Friedman claims that too much government spending and too much govt money creation is what causes inflation. “Consumers don’t produce inflation. Producers don’t produce […]

August 22, 2024 | Markets in a Potentially Dangerous Time

US Government admits it “cooked” positive job numbers. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

August 22, 2024 | In Reality, We’re Already in Recession

Canada sees a record number of developers go under

August 22, 2024 | Which Stock to Watch to Catch Market Peak

Crude not reacting to world Geo-political events

August 21, 2024 | The Propaganda Behind Crypto

  Now all we hear is how banks are suddenly investing in things like BITCOIN. The propaganda is just stunning, for it has once again proven that Julius Caesar was right more than 2000 years ago, and nothing has ever changed. Things like BITCOIN are a religion, and that is the problem. It would be […]

August 20, 2024 | Where You Store It: Don’t Trust, and Definitely Verify

When negotiating with the Soviet Union, Ronald Reagan’s oft-repeated slogan was “Trust, but verify.” Something similar applies to the world of precious metals, especially remote storage firms. But let’s go even further to: Don’t trust, and always verify. Here’s an example of why: A San Diego couple thought they’d invested in gold. Instead, they and hundreds of others […]