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November 8, 2025 | Trading Desk Notes for November 8, 2025

Quote of the week: “Hyperscaler cash flow can’t cover the AI capex arms race.” Mike Hartnett, Chief Investment Strategist, Bank of America The S&P and the NAZ gapped higher when markets opened on Sunday afternoon, October 26 (blue ellipse), and both indices reached new record highs on Monday through Thursday that week, but registered their lowest close […]

November 8, 2025 | This Week in Money

  • Ross Clark:  Stock Markets, Transports, “Hindenburg” Events, Gold, Crude, USD, Canadian Dollar. Special Offer!
  • Jim Rickards:  (10:29) “Money GTP”, AI, Gold
  • Victor Adair:  (49:12) Stock Markets, Buy The Dip?, Gold, USD, Oil, Interest Rates

November 7, 2025 | The BBC Scandal Demonstrates Maybe Bigger than Watergate

  The BBC has shown the world what is really taking place in Mainstream Media and even Wikipedia, which nobody should donate 10 cents to, yet another FAKE NEWS organization edited by the government. We saw it with COVID-19, where the government told social media to cancel people. Others are being debanked because the government […]

November 7, 2025 | Why Millionaires Ready to Flee New York and London

Canadian Budget leaves little to cheer about

November 6, 2025 | Let Them Eat Cheetos

“The top 10% of US households now hold 87% of all US stocks owned by households, with the top 1% alone owning 50%. By comparison, the remaining 90% hold just 13%, while the bottom 50% hold only 1%. The wealth gap has never been bigger.” – Kobeissi Letter   Discover more   Social commentary forum […]

November 6, 2025 | Is It Time To Go To Cash?

Have Gold and Bitcoin lost their Mojo?

November 6, 2025 | What Interest Rate Cuts Really Mean

Is the US middle class in recession?

November 6, 2025 | Who Will Be Safe from AI Caused Layoffs?

Does Gold still have a positive outlook?

November 5, 2025 | Norway to Send $7 Billion to Ukraine – Everyone is Sending Funds Ahead of 2026

Norway is providing Ukraine with an additional $7 billion in 2026, or an astounding 1.23% of GDP. Norwegian Defense Minister Tore O. Sandvik invited Ukrainian Prime Minister Denys Shmyhal to participate for the first time in the Joint Expeditionary Force (JEF) meeting. The two sides signed a memorandum to establish joint defense manufacturing in Ukraine, […]

November 4, 2025 | Asset Bubbles are Real Life Destructive–Can We Learn To Stop The Madness?

Located on the Gulf coast of Florida, Cape Coral has long been a haven for retirees, speculators and boom-bust real estate cycles.  In the 2002 to 2006 property boom, debt-flush buyers pushed median home prices in the greater Lee County up by 280% in just 4 years. Naturally, this made the area a leading foreclosure center when the bubble burst in 2007. As borrowers defaulted […]

November 3, 2025 | Perched in the Danger Zone

    Most people are worried about missing upside, not downside.  And usually to their detriment.     The chart shows the two-year time period (1990-1992) that I made my biggest profit ever in real estate.  As shown HERE, my net profit was $600,000 – and my ROI was 100%.  Could I do something similar […]

November 2, 2025 | Why the Smart Money Should Spend Some of It Now

Years ago, I received death threats after writing in the San Francisco Examiner that Apple looked like it was about to go under.  That was in 1997, not long after Steve Jobs returned after a 12-year exile. Ironically, he was fired by the man he’d recruited in 1985 to run the show — cue the hisses and boos […]

November 1, 2025 | Trading Desk Notes for November 1, 2025

Sell the news? Leading global stock indices were at or near all-time highs this week, as Trump’s Asian tour reduced trade tensions, the FOMC cut interest rates, and Big Tech’s quarterly reports, on balance, were positive. Oh, and NVDA briefly reached a $5 trillion market capitalization, which is more than twice the size of Canada’s national GDP.   Despite all the positive news, Friday’s […]

November 1, 2025 | This Week in Money

October 31, 2025 | The Bank of Canada Cuts Again But Fails To Address Housing

The Bank Cuts Again — But the Real Problem Is Housing The Bank of Canada trimmed its policy rate by 25 basis points this week to 2.25 percent, pulling Canada’s official rate well below the U.S. Federal Reserve’s 3.75 percent — also lowered this week. But don’t expect these cuts to save the economy from a recession. In […]

October 31, 2025 | How Will AI Pay Our Bills?

The US central bank cut its policy rate on Wednesday, and US mortgage rates rose. Layoffs are surging, and loan delinquencies are driving a repo boom not seen since the 2009 recession. See, We Spent the Night Shift With the Repo Man, Who Is Busier Than Ever: An estimated 1.73 million vehicles were repossessed last year, the […]

October 31, 2025 | How Much Could Stock Market Lose When Bubble Bursts?

Can the Fed prevent a major equity loss in a correction?

October 30, 2025 | How a Fed Overhaul Could Eliminate the Federal Debt Crisis, Part II: Curbing Fed Independence

from ScheerPost There has been considerable discussion in recent years about reforming, modifying, or even abolishing the Federal Reserve. Proposals range from ending its independence, to integrating its functions into the U.S. Treasury Department, to dismantling it and returning monetary policy to direct congressional or Treasury oversight. The Federal Reserve Board Abolition Act (H.R. 1846 […]

October 30, 2025 | Stock Pullback Expected After Big Surge

Can Nvidia sustain its 5 Trillion valuation?

October 29, 2025 | Bill Gates: Climate Change Crisis Averted

  Bill Gates is calling for a “strategic pivot” on climate change in a 17-page manifesto in which he declares that scientific innovations have averted the crisis. The doomsday prophecies of a climate apocalypse by 2030 have clearly not come to fruition. “Climate change is a serious problem, but it will not be the end […]

October 28, 2025 | One in 10 Americans on SNAP

There are 42 million Americans at risk of losing access to SNAP food stamp benefits due to the prolonged government shutdown. The U.S. Department of Agriculture (USDA) does not have the ability to continue funding the program and funds will run dry on November 1. It is more alarming that one in ten Americans currently […]

October 27, 2025 | The Core of the Peace Proposal

  The Road to Peace is undoubtedly attainable. I urge everyone to read my Peace Proposal that details the intricacies of restoring global order. The importance of restoring peace is paramount. Without peace, we will be forced to endure World War III—the destruction and loss of life is unfathomable. Share this document with whoever is […]

October 26, 2025 | Debt Cycles, Eastern Style

Our planet has a wide array of different political and economic systems. Some work better, so you’d think we would gravitate to those over time. But even now, we still have a lot of variety. What works in one place and time might not succeed in different conditions. All these systems, however, have one thing […]

October 25, 2025 | Trading Desk Notes for October 25, 2025

Gold prices corrected this week after closing higher for nine consecutive weeks, with prices up over $1,000 (~31%) from the August lows. Gold rallied above $2,000 for the first time in August 2020 (blue ellipse) as governments and central banks reacted to covid, and as the US 10-year bond yield fell to a historic low of […]

October 25, 2025 | This Week in Money

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