August 29, 2025 | The Power Of AI

What History Tells Us about Declining Interest Rates

August 28, 2025 | A Tale of Two Bay Area Condo Investors

  In 2003, two young men graduated from Cal Berkeley in Oakland, California. They were much alike – both were above average students  – and as young college graduates are – they were filled with ambition and dreams for the future. As it turned out, both men happened to purchase the same condominium unit (#504) […]

August 28, 2025 | WTI Remains Below US$64/b With A Tug Of War Over Possible Secondary Sanctions On Russia Or Sanctions Removal. Trump Using The Stick Or The Carrot

WTI Crude oil prices are steady at US$63.66/b (low today US$62.95/b) compared to US$62.83/b last week at this time. President Trump’s two week window for Russia to agree to peace talks with Ukraine (trilateral talks with the US as mediator) are gyrating energy prices. If Trump uses the stick as many US Senators want, then […]

August 28, 2025 | 25 Nations Suspend Postal Service to the US

Twenty-five nations have declared a temporary suspension on all postal shipments to the United States amid tariff uncertainty. As of August 29, 2025, the United Stated will remove the de minimis exemption from law that allowed goods under $800 to enter tax-free. Tariffs range between 10% to 50% on the declared value, or $80 to […]

August 28, 2025 | Cannabis Stocks Get High(er)

Uranium shares still glowing

August 27, 2025 | The Insurrection Act – Can the POTUS Deploy the National Guard to America’s Cities?

  The National Guard’s deployment to Washington, D.C., was a successful endeavor. For the first time, the city went twelve days without a homicide. Carjacking decreased by 83%, robberies fell 46%, and overall violent crime fell 22%. The same program may be implemented in Chicago, Baltimore, Los Angeles, and New York, but Democratic leaders insist […]

August 26, 2025 | Big News For Silver: It’s Now A “Critical Mineral” Let the stockpiling begin

The US just included silver on a list of things that the economy can’t do without. Which means whoever doesn’t already own the metal will have to start stockpiling it. GoldCore TV has just posted a video explaining how dramatic a change this might be. Here it is, followed by a partial transcript: Partial transcript: Silver has […]

August 26, 2025 | Unaudited Power: The Military Budget Nobody Controls

From Scheerpost The U.S. federal debt has now passed $37 trillion and is growing at the rate of $1 trillion every five months. Interest on the debt exceeds $1 trillion annually, second only to Social Security in the federal budget. The military outlay is also close to $1 trillion, consuming nearly half of the discretionary […]

August 25, 2025 | The Renewal Wall is Here

Happy Monday Morning! The housing market might be struggling but lenders are keeping busy. Data from the Bank of Canada shows uninsured mortgage originations surged in June, rising 27.5% year-over-year, the second busiest June on record. The only busier June for mortgage originations was back in 2021 when mortgage rates were hovering near 1.5%. Source: […]

August 24, 2025 | Soaring Inventory Is (Finally) Cutting Home Prices

In just the past few years, US houses have gone from pricey to historically unaffordable: Since people can’t buy what they can’t afford, home sales have cratered to ridiculously low levels: History now predicts a housing crash   In a typical housing bubble, prices get too high, buyers go on strike, and then sellers panic. […]

August 23, 2025 | Trading Desk Notes for August 23, 2025

Powell was more dovish than expected at Jackson Hole Powell’s speech on Friday morning was the most anticipated financial event of the week. Following the hotter-than-expected PPI report last week (which may have foreshadowed higher tariff-induced inflation ahead), markets were positioned for Powell to maintain his inflation hawk role.   Following the August 14 PPI report (blue […]

August 23, 2025 | This Week in Money

• Ross Clark: Stock Markets All Time Highs, Gold, Oil, USD, Canadian Dollar, Corn.
• Mark Leibovit:  (11:24) Stock Markets, Precious Metals, Lithium, Bitcoin, Real Estate, Fort Knox
• Tim Wood:  (57:42) Dow Theory, Interest Rates, Manipulated Markets.

August 22, 2025 | Russia to Join NATO?

Congressman Matt Gaetz proposed a radical peacetime solution – allow Russia to join NATO. “Before you suggest I’m crazy for thinking about NATO and Russia as partners, the idea has been floated by foreign policy thinkers on the right and left for some time,” Gaetz added. “In 1997, the Senate Foreign Relations Committee held a […]

August 22, 2025 | The U.S. Stock Market is Riding High and Heading For Trouble

Riding High — and Heading for Trouble The U.S. stock market keeps climbing higher, as the warnings of a bubble about to burst get louder. The comparisons to 1999–2000 are hard to ignore. Then, it was internet stocks; today, it’s artificial intelligence. Valuations at Extremes One of the best long-term measures of value, the Shiller […]

August 22, 2025 | Should You Go 100% Into Gold?

If the markets crash, will it be different this time?

August 21, 2025 | Crude Oil Falls >US$5/b From Last Week On Growing Supplies And Weak Summer Demand

WTI Crude oil prices are steady at US$62.83/b (low today so far US$62.39/b) compared to US$62.14/b last week at this time. This on US Total Stocks decline of 4.0 Mb. Exports rose 795 Kb/d (weekly increase of 5.6 Mb) to 4.37 Mb/d and is up from 4.05 Mb/d last year. It appears that countries wanting […]

August 20, 2025 | Statistics Canada for July

The headlines in Canada celebrate that inflation has fallen to 1.7% in July, but as in America, the people are not experiencing a notable downturn in prices. Politicians pat themselves on the back, claiming victory over inflation, yet the very reason CPI came down was because energy prices fell after the consumer carbon tax was […]

August 19, 2025 | Self-Dealing Allows PE To Keep Marking Asset Values To Fantasy

As new outside investors become increasingly difficult to find, private equity firms are finding that often the best firm to sell their companies to is…themselves. Yep, you read that right. Private equity firms are increasingly keeping themselves afloat, extracting cash and boosting their fees through self-sold transactions.  See: PEs Sell Firms to Themselves Twice Over to […]

August 18, 2025 | Would-Be-Sellers Dwarf Buyers in Many Markets

The housing unaffordability crisis is not just about current interest rates, which are historically average (4.71% 5-year fixed in Canada and 6.57% 30-year fixed in America). Homebuilders are already offering buy-down rates in the 3 percent range in the US and Canada. Still, new home sales have contracted year over year, while the inventory of […]

August 17, 2025 | Trump Must Outrun the Inevitable Bear Market

Trump looks like a hero now, but he could become a goat when the bull market ends. He campaigned as the man who would make America great again, and no one should doubt the sincerity of this quest or his commitment to returning the nation to its core values. To judge from his accomplishments so […]

August 16, 2025 | Trading Desk Notes for August 16, 2025

Quote of the week “Mood is now more important than earnings to the stock market.” Alyosha, Market Vibes, on Substack.   The bullish mood is driving global stock indices to record highs. Long live FOMO, TINA, and YOLO.   The S&P is up ~35% from the April lows, the NAZ is up ~45%, the TSE is up ~27%, […]

August 16, 2025 | This Week in Money

• Victor Adair: Stock Markets, Oil, Gold, USD, Canadian Dollar, Euro, Commodities.
• Rick Ackerman: (22:13) Trump’s Tariffs, AI, Gold, Stock Markets.
• Robert Campbell:  (1:02:02) US Real Estate, California, Gold, Interest Rates, Health Tips.

August 15, 2025 | Canada vs. Trump: Is Confrontation The Only Option?

Canada, under Prime Minister Mark Carney, is taking a beating from U.S. tariffs. But Carney refuses to cave to President Donald Trump’s demands—raising the question: Is confrontation with the U.S. Canada’s only choice? The trade war between Canada and the U.S. intensified on August 1, 2025, when Trump slapped a new 35% tariff on Canadian goods (energy products […]

August 15, 2025 | Climate Lockdowns in Canada

Entering the forest has become illegal in three Canadian provinces—Newfoundland, Nova Scotia, and New Brunswick. Entering woodlands can result in massive fines or even jail time. Why? The Canadian government believes it must ban the public from accessing nature to prevent forest fires.     Air Force veteran Jeff Evely committed a crime by participating […]