January 15, 2025 | Bidens New Sanctions On Russia Lift Crude Prices >10% In One Week. Expect Reversal Once Trump Takes Office

The Biden administration leaves next week but continues its scorched earth plan to make Trump’s taking over power difficult. The White House continues to spend whatever funds authorized by Congress and that the President can spend under Presidential authority before Inauguration Day. The result may be that the incoming administration comes in with a run […]

January 14, 2025 | Surprise: Financial Conditions Tightening into 2025

While the U.S. Federal Reserve cut overnight rates by 125 basis points since November 2023 (below on the lower right), the U.S. 10-year Treasury yield has risen more than a percentage point, touching 4.8% for the first time since October 2023 (on the lower left) and April 2007 before that. Higher rates are the opposite […]

January 13, 2025 | Is the Catalyst For the Next Financial Crisis…Homeowners Insurance?

In October, two brutal hurricanes hit the US southeast. And last week, Los Angeles went up in flames and is still burning as this is written. These natural disasters are, obviously, a nightmare for the people directly impacted. But they might be part of something much bigger and far-reaching. Migration and Inflation   Over the […]

January 13, 2025 | Ellen Brown: Beating Wall Street at Its Own Game — The Bank of North Dakota Model

North Dakota is staunchly conservative, having voted Republican in every presidential election since Lyndon Johnson in 1964. So how is it that the state boasts the only state-owned bank in the nation? Has it secretly gone socialist? No. The Bank of North Dakota (BND) operates on the same principles as any capitalist bank, except that […]

January 12, 2025 | Who Will Insure Us Against the Next Disaster?

Although the major indices were down just 1.6% on Friday, it felt like a big day. Everything that matters to the U.S. economy was moving the wrong way: stocks were falling across the board; interest rates and energy prices were climbing; dollars were growing dearer, especially for debtors; and gold, perhaps imagining a bevy of […]

January 12, 2025 | China – Deflation into 2026 & Beyond

  QUESTION: Thank you so much for your world forecasts. It is very helpful to be able to read you here in China. You said that deflation is in motion into 2028. People are cutting back on spending and your model has been correct here in China. Could you provide a quick overview for 2025? […]

January 11, 2025 | Trading Desk Notes for January 11, 2025

Rising bond yields are weighing on the stock market but have boosted the US dollar 30-year Treasury yields hit a 15-month high of 5% following Friday’s stronger-than-expected employment report. Since September 2024, the Fed has cut short rates by 100 bps, but bond yields have risen ~100 bps on concerns that continuing government deficit spending will sustain […]

January 11, 2025 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Oil, Soybeans.
• Martin Straith: (9:09) Economic Impact of Justin Trudeau’s Resignation, Trump Presidency.
• Robert Campbell:  (48:31) US Real Estate, Interest Rates, Inflation.

January 10, 2025 | The UK’s Strange Collapse

In theory, the UK dodged a bullet by withdrawing from the EU back in 2020. Once again in control of its borders and budgets, it had the chance to slow immigration to a manageable rate, rationalize its tax, spending, and regulatory regimes, and chart its own course as a free, wealthy financial center and mid-tier geopolitical power. […]

January 10, 2025 | A Credit Crunch Coming Soon

Hints of an imminent credit crunch in the U.S. and Canada are piling up. Too much debt in commercial real estate, residential real estate, credit card balances, personal loans, mortgages, builders’ construction loans and even governments could trigger a crisis of failure to repay debts. This chart shows U.S. private sector debt since 1834 and […]

January 10, 2025 | Is Deflation Good for the Economy?

Tracking hot Gold Juniors vs Major Caps

January 9, 2025 | Risk-Blind Bets Are All The Rage

Risk complacency is evident in exuberantly priced assets. Stocks do not provide contractually prescribed interest payments or a return of principal date. Some pay dividends, but these are always at the discretion of corporate management and can and should be cut when a company’s financial circumstances warrant it. When a company becomes insolvent, creditors and […]

January 9, 2025 | Cancer Cures, Fires, Bird Flu, 5G Towers, RFK Jr.

Inflationary Depression, Matrix/Zombie Apocalypse.

January 9, 2025 | Have Stock Markets and Bitcoin Topped Out?

Could Tesla stock be the best short play ever?

January 9, 2025 | Think Like a Central Banker, Buy Gold

If trends continue, a 20% market correction possible.

January 9, 2025 | Crypto’s Sucking Money Out of Gold Market?

Stock Markets could be on shaky ground. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

January 8, 2025 | US Crude Oil Inventory Build Lowers WTI Price – Correction Underway

The Biden administration is leaving in two weeks and the White House continues to spend whatever funds authorized by Congress and that the President can spend under Presidential authority before Inauguration Day. The result may be that the incoming administration comes in with a run rate of a US$3T+ deficit and all Biden’s favourite programs […]

January 7, 2025 | MKUltra Documents Declassified

Psychological warfare is far more powerful than bullets. The government has been studying methods of brainwashing for decades. Perhaps the most infamous studies fall under the MKUltra program that the CIA conducted from 1953 to 1964 on unsuspecting victims who did not know they were participating in a brutal study. The MKUltra experiments have been […]

January 6, 2025 | Unaffordable Home Prices Weigh

Asset bubbles create unproductive debt and uneconomic pricing, which magnifies financial trauma as prices reverse.  Most Canadians now live in cities where the average home price is five to twelve times the average household income (shown below, courtesy of WOWA.ca). The long-term ‘affordable’ norm was three times, max. This reality increases financial vulnerability for households, […]

January 5, 2025 | The Stale US Real Estate Market

  Home sales in the US rose to a four-year high after rising 12.1% YoY, according to a new Redfin report. As I stated, we are entered a buyer’s market in May of 2024 in line with the ECM. Gone are the days of bidding wars and skipped inspections. Home inventory has picked up significantly […]

January 5, 2025 | It’s Time to Tune Out Wall Street’s Siren Song

The party is over, or so says the chart above. It is a long-term picture of the E-Mini S&Ps, and it shows the futures rolling down after touching a 6136 target that has been nearly five years in coming. Actually, it has taken nearly 16 years to get there since the longest bull market in […]

January 4, 2025 | Trading Desk Notes for January 4, 2025

Will the stock market’s “Trump Bump” be sustained? The S&P sold off ahead of the November 5th election, rallied on election day (circle on the chart), gapped sharply higher the day after the election, and then rallied to record highs in early December. The market drifted sideways near all-time highs for ten trading sessions in early December […]

January 4, 2025 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Oil, Uranium, USD and Canadian Dollar.
• Gerald Celente:  (11:28) Stock Markets, Gold, Inflation, Tariffs, China, Will Canada Become the 51st State?
• Victor Adair: (36:58) Top Story of 2024, USD, Canadian Dollar, Gold, China, Trump Bump.
• Hiliard MacBeth:  (1:13:30) Canadian Real Estate, Car Dealerships, EV’s and Batteries.

January 3, 2025 | A Very Reliable Recession Indicator is Flashing Red

Among the several U.S. recession indicators warning of trouble to come, this might be the best one to watch. Yield curve inversion sounds a bit wonky, but it is straightforward. The yield curve on government bonds is derived from the different interest rates on the short, medium and long-term maturities plotted on a graph. The […]