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March 13, 2023 | Gradually, then Suddenly

Happy Monday Morning! Central banks finally broke something. After leaving rates hovering near zero for over a decade and engaging in trillions of dollars worth of QE (Quantitative Easing) you can’t simply raise interest rates by 400bps in less than a year without something going boom in the night. It was never a matter of […]

March 12, 2023 | The Metals Are Not Manipulated

COMMENT: Marty; Two former Merrill Lynch traders were each sentenced to a year and a day in prison Thursday for manipulating the precious metals markets, the US Department of Justice said Thursday. Of course, —- —–, which is forever bullish metals, claims they moved the metals in the “direction they wanted from 2008 to 2014.” […]

March 11, 2023 | Trading Desk Notes For March 11, 2023

Break something? The Fed has been raising interest rates for the past year to bring inflation down to its target range of ~2%. For the past several months, the market has been trying to guess “what would have to happen” for the Fed to either slow their pace of raising rates, stop, or start cutting rates. […]

March 11, 2023 | This Week in Money

  • Ross Clark – Stock Markets, US Bank Failures, USD, Precious Metals
  • Martin Armstrong –  (13:02) Neocons, Global Warfare, Digital Currencies, Bitcoin
  • Victor Adair –  (58:08) Banking System, Interest Rates, Oil, Gold

March 10, 2023 | Warren Buffett Speaks and Smart People Listen

The world’s most successful long-term investor, Warren Buffett, writes an annual letter to shareholders about investing and the recent performance of his investment vehicle, Berkshire Hathaway. This year’s letter came out last weekend, and like always, the short piece contains interesting ideas, comments and tips on investing. Why not take advantage of his wisdom, at […]

March 10, 2023 | Collapsed Silicon Valley Bank a “Classic” Failure

US Yield Curve inversion predicting severe recession

March 9, 2023 | The Credit Suisse Latest Scandal

Credit Suisse has gone from one crisis to the next. Last month alone, the bank reported that customers have withdrawn $120 billion. A rogue employee stole the names of people with $50 million or more and probably gave that to tax authorities for a bribe – the second time this has taken place in Switzerland. […]

March 9, 2023 | Stock Market Could Collapse 15-20% More

Low energy stock prices could lead to buying opportunity

March 9, 2023 | Crude Oil, US Dollar, Gold, Silver, Bitcoin

Manipulation, Presidential Stock Cycle, Solar Flares.  Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

March 8, 2023 | Why Most Americans Cannot Afford a Home – A Price Breakdown

Are you too poor for the basic human necessity of shelter in Biden’s America? The average home price in Q4 of 2022 was $535,800, according to the St. Louis Fed.  If you live in a highly desirable area, expect to pay more. To simplify the math, let’s say that you are looking to purchase a […]

March 7, 2023 | Understanding Bond Yields and Mortgage Rates

As mentioned in the segment below, in America, more than 90% of mortgages are fixed for terms greater than ten years, and 95% of existing mortgages are at rates less than presently on offer. And yet, as shown below, since 1977, US mortgage payments to income are already at unaffordability levels seen in the last […]

March 6, 2023 | Extend and Pretend

Happy Monday Morning! Canadian banks reported first quarter earnings this past week. Those earnings provided an important glimpse into what’s shaping the nations housing market. Deep in the footnotes, CIBC reported that $52-billion worth of mortgages – the equivalent of 20% of the bank’s $263-billion residential loan portfolio were in a position where the borrower’s monthly payment […]

March 5, 2023 | Creating ‘Wealth’ Is 99% Inspiration and 1% Perspiration

Americans grew effortlessly richer last week when a two-day rally in stocks and bonds added many hundreds of billions of instantly spendable dollars to the economy. Most of it would have dropped into the hands of traders, speculators and portfolio managers. However, enough will trickle down to sales reps at Bijan, Dolce & Gabbana and […]

March 4, 2023 | Trading Desk Notes For March 4, 2023

The DJIA hit a 4-month low on Wednesday but then bounced – as fears of “higher for longer”interest rates diminished The 2-year Treasury yield hit a low of ~1/10th of 1% in August 2020 as the Fed slashed interest rates to counter the Covid Crisis. Some commentators suggest those were the lowest rates in 5,000 years. […]

March 4, 2023 | Housing Bust #2 Has Begun

This is the transcript of my podcast on Sunday, February 26, THE WOLF STREET REPORT. The housing market in the United States has turned down, and in some big markets very dramatically so. Other markets lag a little behind. That’s how it went during the last Housing Bust, that I now call Housing Bust #1. […]

March 4, 2023 | This Week in Money

March 3, 2023 | 2032 & The Real Great Reset

COMMENT: Marty; A lot of people are concerned that you may just say the hell with it all and move to your island in the Caribbean. A lot of us always stood by you and many more are joining the ranks. There are so many who claim to be brilliant analysts but it is just […]

March 3, 2023 | Russian Revolution 2.0?

Bad Buy-Back Loans Choking Wall Street

March 3, 2023 | RecycLiCo™ CEO Discusses Tesla’s Investor Day

Watch – Tesla 2023 Investor Day. Read Benzinga Article – “RecycLiCo CEO Discusses The Company’s Upward Momentum And The Growing Demand For Lithium-ion Battery Recycling and Upcycling“. Read Economist Intelligence Article – “Automakers Move To Adopt a Circular Economy“. Read CIPS Article – “Why the US Needs a Purchasing Consortium for Critical Resources“. Read American […]

March 2, 2023 | Tesla 2023 Investor Day Updates on Electrified Energy and Transportation

Tesla’s 2023 Investor Day on March 1, 2023, outlined important context and data for the global transition to electrified energy and transportation. The big-picture data presented here are not new. They have been verified and published by other scientists and engineering experts in this space, including Stanford’s Mark Z. Jacobson and The Solutions Project. And yet, most people are […]

March 2, 2023 | Pension Crisis Could Cause a Deflationary Collapse

Substitute “taxpayer” for government bailout plans to get true impact

March 2, 2023 | How Banks are Preventing Mortgage Foreclosures

BC Real Estate data missing in action

March 2, 2023 | Will Canada’s Poor Economic Outlook Stop Rate Hikes?

Commercial properties struggling to stay afloat

March 1, 2023 | COVID Scam & The Lack of Journalism

  Besides Fauci should be prosecuted on every possible statute and all the small businesses that went bankrupt because of him should file a class action suit against him personally and the government. Every person who has suffered an injury from the vaccines and those who have died, and their families should also file against […]

February 28, 2023 | Stress Compounding at Higher Rates

Thirteen years of ultra-loose monetary conditions, followed by the sharpest tightening cycle in 40 years, have wrought record household debt service payments (in orange below, courtesy of The Daily Shot) and a record low savings ratio (grey line) Year-over-year growth in consumer debt payments since 2020 (blue line below since 1986, courtesy of Morgan Stanley) has […]

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