June 3, 2024 | Art of the Collapse, June 2024

Looks like the Aristocracy has finally stopped pretending to be the good guys. George Washington is not impressed: ‘250 Years Wasn’t A Bad Run,’ Says George Washington Looking On From Heaven Babylon Bee — Watching as the last vestige of the nation he helped found crumbled, George Washington sighed and remarked that America still had […]

June 2, 2024 | Market’s Insanity Is Tightly Scripted

Speaking of my fellow gurus, our switchboards have lit up to warn that something big is looming.  Even the oddballs who think stocks are headed much higher seem to agree that a punitive correction is long overdue. And although each of us would like to believe that the arrival time of whatever dreadnought is coming […]

June 1, 2024 | Trading Desk Notes For June 1, 2024

Let the cuts begin The Bank of Canada may announce a 25bps cut (from 5.25%) on Wednesday (markets are pricing a 75% chance), and the ECB is expected to announce a 25bps cut (from 4.50%) on Thursday. The Fed is not likely to cut rates at its June 12 meeting.   The net speculative short positioning in Canadian dollar futures is […]

June 1, 2024 | This Week in Money

• Ross Clark:   Stock Markets, Dow Theory, Gold, Silver, Oil, USD, Canadian Dollar, Cocoa.  Special Offer! 25% Off New Annual Subscriptions.
• Robert Campbell:  (11:01) Real Estate, Gold, Silver, Financial Security.
• Wolf Richter:  (58:37) Oversupply of Vehicles, Overflowing Car Dealerships, US Consumers.

May 31, 2024 | German Property Price Crash Will Not Become a Crisis

Germany property prices are plummeting. Prices for commercial properties and multi-family buildings are dropping with insolvencies and foreclosures soaring. Even house prices are falling. The housing market in Germany is very different from the U.S., Canada and Australia, particularly in the terms and amount of financing available to buy a house for a first-time buyer. […]

May 31, 2024 | Rate Cuts Will Mean Recession Is Upon Us

Risky Junk Bonds Becoming Popular

May 30, 2024 | The Silver Secret

Two of the oldest commodities known to man, gold and silver, share a history dating back thousands of years. The role of gold has changed little through the passage of time. The same cannot be said for silver. In fact, it is the remarkable transformation in the usage of silver that has set the stage […]

May 30, 2024 | Are We Seeing “Sell in May” Play Out?

If markets correct, will Bitcoin? Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

May 30, 2024 | Is Canada Already In Recession?

No thought given to equity investment risk

May 30, 2024 | Why Younger Adults Won’t Invest in Precious Metals

Chinese stock market picking up

May 30, 2024 | Markets in Danger of Major Slippage

Which stock is the bell-weather for the markets?

May 29, 2024 | The Most Splendid Housing Bubbles in America, April 2024 Update. Biggest Price Drops from 2022 Peak in San Francisco, Seattle, Phoenix, Portland, Denver, Las Vegas, Dallas

The S&P CoreLogic Case-Shiller Home Price Index, released today and dubbed “March,” is a three-month moving average of home prices whose sales were entered into public records in January, February, and March. So that’s the time-frame we’re looking at here. It reflects Rate-Cut Mania that commenced in November and peaked February 13, when the first of three […]

May 28, 2024 | Commodities Trade Differently

All commodities, including gold, trade substantially differently than stocks or real estate. Pictured here is wheat back to 1200. Note that you see what appears to be a brain wave. Commodities trade differently because they are subject to nature. Manufactured items can be produced on a more regular basis. However, commodities are subject to weather, […]

May 27, 2024 | Hoping for the Cut

Happy monday morning! The Bank of Canada got the news they needed ahead of their rate announcement on June 05. CPI inflation decelerated to 2.7% year-over-year in April, down from 2.9% in March, and remaining below the upper end of the Bank of Canada’s 1% to 3% target range for the fourth consecutive month. The […]

May 26, 2024 | Artificially Intelligent

When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between. And that, I suspect, is where the current artificial intelligence frenzy […]

May 25, 2024 | Trading Desk Notes For May 25, 2024

Divergence: while NVDA soared on Thursday, all 30 stocks in the DJIA closed lower on the day (for the first time in 2024) NVDA’s quarterly report on Wednesday was expected to be good. Still, the possibility of it being “less bullish than expected” likely sidelined many bullish traders ahead of the release date because it […]

May 25, 2024 | This Week in Money

• Ross Clark: Stock Markets, Nasdaq, S&P, Nvidia. Special Offer! 25% Off New Annual Subscriptions.
• Eric Hadik: (12:10) Markets Cycles, Interest Rates, US Dollar, War.
• Tim Wood: (43:17) Inflation, Supply Chain, Gold, Silver, Copper, Real Estate.
• Tony Mitchell: (1:19:56) Director of Marketing at RecycLiCo™ Battery Materials Inc. – on Company Showcase –  Working with The Right People in Lithium-ion Battery Recycling is Key. How to turn a smelter into a highly efficient battery recycling operation.  Read Kallanish Commodities Article – “North America Readies for ‘New Black Gold’ Recycling Opportunity“. Read Camas-Washougal Post-Record Article – “EV Battery Recycling Requires Herculean Effort“. View RecycLico’s Company Presentation.  Watch Roundtable Video with Sandy Munro, Jason Fenske and Norm Chow: “RecycLiCo Battery Recycling Q&A with Engineering Explained & Kemetco Research“.  Watch – We upcycle cathode scraps and black mass into higher-value battery materials!  Video  – The demonstration plant for the RecycLiCo™ Patented Process is now operational in Vancouver, British Columbia, Canada.Questions?  Email or Phone: 778.574.4444

May 24, 2024 | NVIDIA Could Be The Most Important Stock on The Planet

NVIDIA, the computer chip and artificial intelligence company, announced excellent results this week, pushing the stock to new highs. The company’s share price has tripled from a year ago, making NVIDIA worth $2.5 trillion. Stock traders were pleased with the optimistic outlook expressed by the CEO. Is Nvidia the single most important stock on the […]

May 24, 2024 | US Consumers Joining China in Gold Buying Spree

The markets now reflecting stagflation

May 23, 2024 | Working with The Right People in Lithium-ion Battery Recycling is Key

How to turn a smelter into a highly efficient battery recycling operation. Read Kallanish Commodities Article – “North America Readies for ‘New Black Gold’ Recycling Opportunity“.  Read Camas-Washougal Post-Record Article – “EV Battery Recycling Requires Herculean Effort“. View RecycLico’s Company Presentation. Watch Roundtable Video with Sandy Munro, Jason Fenske and Norm Chow: “RecycLiCo Battery Recycling Q&A […]

May 23, 2024 | Home Sales Whacked by Mortgage Rates. Active Listings & Price Reductions Jump to Highest in Years. But Sales of High-End Homes Surge

Sales of existing homes of all types were still dogged by the 7% mortgage rates, but a shift has been taking place that took amplitude in April: Many more higher-end homes came on the market and sold, while fewer mid-range homes sold. This shift impacted all kinds of metrics, from inventory for sale to the […]

May 23, 2024 | Shipping Container Shortage Could Fuel Inflation

Possible impact of US banning Russian uranium. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

May 22, 2024 | US Stock Build Adds To Downside Price Pressure – A Breach of US$75/B is Likely in the Near Term

Market bulls lifted the Dow over 40,000 last week but worries about interest rates and Treasury record refundings have pulled it back to 39,800, a still overvalued level. Everyone is waiting on the market’s Santa Claus ‘Nvidia’ to show steller new AI products and record profits to give the M7 bulls another reason to push […]

May 21, 2024 | Klaus Schwab is NOT Leaving the WEF!!!!!!!!!!!!!!!!!!!!

  Let me explain something. Klaus Schwab is NOT retiring, nor is he leaving the WEF. Because of all the toxic hatred hurled at Schwab personally, he has only stepped down from the executive position. That is no different from the Chairman of a Board, who is also the CEO, steps down from only the […]