December 20, 2025 | Trading Desk Notes for December 20, 2025
Some brief comments and some interesting charts ahead of Christmas week Stocks: S&P futures closed last Friday near their lows for the week, and the selling continued Monday through Wednesday this week as investors had 2nd thoughts about the AI trade and rotated into defensive issues. The market pivoted on Thursday morning, on the “much-better-than-expected” CPI […]
December 20, 2025 | This Week in Money
- Ross Clark: Stock Markets, Gold, Silver, Platinum, Palladium, Oil, USD, Canadian Dollar, Bitcoin. Special Offer!
- Mark Leibovit: (13:38) High Tech, Japanese Bond, Cannabis, Uranium, Silver, Gold, Lithium.
- Robert Campbell: (43:43) US Economy, US Real Estate Bubble, Fitness Tips.
December 19, 2025 | AI Videos and the Shrinking Trust Horizon
Seemingly overnight, AI-generated content on YouTube and X has become almost indistinguishable from “real” human-made media. Nothing, in other words, can be trusted. How can a society function in that kind of information environment? We are, in short, at a civilization-threatening stage of history. But there is a fix. The following excerpts are from a […]
December 19, 2025 | Bob’s Financial Story of the Year
AI trade starts to lose its luster in Asia
December 18, 2025 | Copper Hoarding
Copper prices are near record highs with spot prices above $11,000 per ton. Grid expansion projects and data centers are copper-intensive, The supply chain in constrained and investors are anticipating future US tariffs reaching 25%. The press is claiming that these projects are the reason for the recent surge in copper hoarding, but the […]
December 18, 2025 | Silver, Crypto, War, Food, Fentanyl, 2026
US Government Shut Down, USD, QE
December 18, 2025 | Room for Silver to Climb Higher
Bitcoin on very shaky ground
December 17, 2025 | Lagarde: Europe Faces “Existential Crisis”
Christine Lagarde is now warning that Europe faces an “existential crisis” unless urgent reforms are enacted. What she is really admitting is that Europe has reached the end of the centralized model. These are 28 independent nations that were never intended to operate as a single homogeneous culture or economy. Europe’s problem is not monetary […]
December 16, 2025 | Is the Trillion-Dollar AI Boom a House of Cards?
The AI House of Cards: Why Today’s AI Boom Could Unravel Fast Wall Street is all-in on AI, with trillion-dollar expectations pushing tech stocks to extreme valuations. Oracle’s recent claim of a $523 billion cloud backlog – largely tied to AI infrastructure – perfectly captures the excitement. Big deals with OpenAI, Nvidia, and Meta sent […]
December 16, 2025 | US Homeland Security Rescues 62,000 Unaccompanied Minors from Trafficking
Mass migration through open border policies is inhumane. I may often focus on the economic implications, but it is crucial to understand how these policies have destroyed the very people they claim to protect. Thousands of men, women, and children have died in their attempt to reach the West. Unaccompanied minors have gone […]
December 15, 2025 | Compound Interest Is Devouring the Federal Budget: It’s Time to Take Back the Money Power
from Scheer Post Albert Einstein is often quoted as saying that compound interest is “the most powerful force in the universe.” The quote is probably apocryphal, but it reflects a mathematical truth. Interest on earlier interest grows exponentially, outrunning the linear growth of revenue and eventually consuming everything. That is where the United States now […]
December 14, 2025 | Conviction, Guts Finally Paying Off in Bullion
Just one more push could exhaust a bull market that is coming up on its seventeenth year. Although that’s only about three dog years, it equates to about 120 human years. In fact, no other bull market has lasted even remotely that long. The next-oldest, birthed at the low of the October 1987 Crash, was […]
December 14, 2025 | EU Not Included in New G5
REPLY: Of course, I am use to being blamed for everything. The EU is the enemy because it is imploding economically. They reject peace because they need war as a distraction. Kill the messenger as always. Zelensky is pushing the EU off a cliff – not me. This is why the EU is becoming so […]
December 13, 2025 | Trading Desk Notes for December 13, 2025
Brief notes today – lots of charts The S&P surged on Wednesday and Thursday after the not-so-hawkish (?) cut from the Fed, nearly making a new record high, but slipped lower overnight Thursday and tumbled on Friday as traders seemed to have “second thoughts” about AI. The “second thoughts” about AI were more pronounced in the […]
December 13, 2025 | This Week in Money
- Ross Clark: Stock Markets, Interest Rate Cuts, Cannabis, Bitcoin.
- Eric Hadik: (11:25) Market Cycles, Bitcoin, Gold, Silver, Platinum, Palladium Oil, Natural Gas, Interest Rates, Lithium, Coffee.
- Hilliard MacBeth: (45:55) Canadian Real Estate, Electric Vehicle Market.
December 12, 2025 | Recession in 2026 Will Make The Fed Cut Rates Further
The Fed’s 2026 Outlook: Recessionary Signal or Inflationary Pause? The Federal Reserve recently cut the official interest rate by a modest 25 basis points. Faced with general economic weakness, rising unemployment, and the delayed inflationary impact of tariffs, the central bank is walking a tightrope. Will we see more aggressive cuts in 2026? That depends […]
December 12, 2025 | Markets: Is it Really “Different this Time” ?
The risks of riding a market mania like Silver.
December 12, 2025 | The EU and Canada Collaborate on Digital IDs
The latest agreement between the European Union and Canada to collaborate on mutually recognized digital IDs is simply another step in what I have been warning about for years. Whenever government confidence collapses, the political class tightens control. Digital ID is not about convenience; it is about tracking capital and controlling movement as the […]
December 11, 2025 | Silver Madness Continues
How did the markets react to Fed cut?
December 11, 2025 | Hawkish Members Outnumbered – Fed Cuts Rates for Third Consecutive Time
The Federal Reserve was divided this December; hawkish members of the FOMC were outnumbered, and the central bank approved its third consecutive cut of 2025. “We’re in the high end of the range of neutral,” Federal Reserve Chairman Jerome Powell added. “It″s so happened that we’ve cut three times. We have we haven’t made […]
December 10, 2025 | High Shelter Prices Cost a Fortune
About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past two decades, far ahead of other major American cities (shown below, courtesy of Visual Capitalist), […]
December 9, 2025 | Minnesota Indicative of Broader Scam – Identity Politics
(Minnesota state flag) COMMENT: Marty, After reading the stories you’ve shared about people not being able to almost anything of value onto planes without a real risk of confiscation, the Alpha News video where a TSA agent claims to have observed multiple suitcases of cash muled out of the country by Somali men makes […]
December 8, 2025 | Mass Collective Societal Suicide
“Historians will look back at the wreckage of a once-great American civilization and not with wonder that tens of millions of people who were entirely dependent upon government welfare payments were nonetheless allowed to vote. Even to include millions of illiterate 3rd world illiterate aliens who snuck in, then were put on welfare, and were […]
December 7, 2025 | Zuckerberg’s Huge Branding Problem
Stocks looked leaden as the week ended, adding to the impression that the aging bull market is topping. The Dow tacked on a perfunctory 104 points, or 0.22%, and it wasn’t pretty. There was little life in the lunatic sector (aka ‘the Magnificent Seven’), which until recently could be relied on to celebrate its wildest […]
December 6, 2025 | Trading Desk Notes for December 6, 2025
Run it hot The rally in risk assets is supported, in part, by ideas that governments around the world will “Run It Hot” (with stimulative fiscal and monetary policies) to ramp up economic growth as they try to outrun the consequences of the global sovereign debt crisis. The “debasement trade” involves buying risk assets as a […]
















