March 1, 2025 | Trading Desk Notes for March 1, 2025
Current positioning: My short-term trading account began this week long TNotes and Yen, short the S&P. I covered the Notes and S&P for good gains mid-week and was stopped for a slight loss on the Yen. I bought the S&P on Friday and held that into the weekend. Equities The S&P touched all-time highs on February 19 (blue […]
March 1, 2025 | This Week in Money
- Ross Clark: Stock Markets, Gold, Oil, Bitcoin, Orange Juice
- John Rubino: (10:21) Trump Administration, Gold, AI, Gold Card
- Victor Adair: (31:50) Stock Markets, Gold, Currencies, Bitcoin, Digital Gold
February 28, 2025 | Evaluating Greenland’s Role in a Tight Global Uranium Market
Investors fearing that uranium mining in Greenland might depress market prices should consider several critical factors, including the current global supply shortfall, and an expanding supply-demand gap, Addressing Investor Concerns About Greenland’s Uranium Impact on Prices Current Uranium Market Dynamics The uranium market is grappling with a pronounced supply deficit. In 2024, production reached only […]
February 27, 2025 | Government Spending Cuts Further Headwind for Real Estate and Economy
The good news is that shelter prices are finally retreating; the bad news is that this has significant knock-on effects for existing owners, debtors, lenders, and many other feeder sectors. Thousands of Canadians are missing mortgage payments — especially in Ontario and B.C. — as the affordability crisis stretches household budgets to the limit despite […]
February 27, 2025 | Tariff Confusion Making Investing Hard
Will Gold still be your buddy no matter what?
February 27, 2025 | Why Stock Markets Could Drop Until Spring
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February 26, 2025 | Gold Visas – Attracting Wealthy Immigrants
The United States is looking to attract wealthy immigrants looking for US citizenship through a new “gold visa” program. “It’ll be people with money,” Trump said outright, noting the visa is “something akin to a green card, but with a higher level of sophistication.” The new path to citizenship will replace the current EB-5 visa […]
February 25, 2025 | Housing Bubbles are Very Costly in the Long-Run
The Bank of Canada has slashed overnight interest rates by 200 basis points over the past seven months to 3% from 5%, while variable and fixed mortgage rates have fallen to around 4% from more than 5% a year ago. Mortgage rates of around 4% are not high; they are about average historically. The trouble […]
February 24, 2025 | The Neocon Coup that Has Controlled the USA for 26 Year is Coming to an End
QUESTION: You said that the US was going to invade Iran after Iraq. Was that classified? I never heard of that. You also said that the Neocons pulled off a coup and seized control of American foreign policy, and the press prints their narrative. I respect your sources, which appear to be remarkable. Lira was […]
February 23, 2025 | Who’s Telling the Truth about DeepSeek?
I’m tracking Nvidia shares closely because they can tell us whether China’s DeepSeek threatens America’s lead in AI development. The Nasdaq-listed stock got pummeled a month ago when the Chinese revealed they were developing an open-source chatbot that can easily compete on performance and price with the most advanced models offered by OpenAI and other […]
February 22, 2025 | Trading Desk Notes for February 22, 2025
Current positioning: My short-term trading account is short the S&P, long T-Notes, and long Yen. S&P futures traded at record highs on Wednesday but fell ~2.25% to Friday’s lows Friday’s break was the most significant drop since December 18, when the Fed cut 25 bps but hinted it was unlikely to cut again soon. Since […]
February 22, 2025 | This Week in Money
- Bob Hoye: Stock Markets, Gold, Copper, Crude Oil.
- Sam Cooper: (7:12) Money Laundering, China, Drug Trade, Ultra Expensive Canadian Real Estate.
- Josef Schachter: (48:39) Energy Sector, Pipelines, Tariffs. Special Offers! Get $100 off Annual Subscription ($899 instead of $999) with coupon code WOFCA25 or get $50 off Quarterly Subscription ($249 instead of $299) with coupon code WOFCQ25. Offers expire Feb. 28, 2025.
February 21, 2025 | Wild Times in Precious Metals
Since the start of this century, gold has outperformed stocks — despite stocks being in an epic bull market: You’d think that gold would have gotten more attention after such an impressive run. But until recently, this has remained a largely neglected asset class. But Now…Damn In just the past few weeks, the news […]
February 21, 2025 | Could Fort Knox Gold Cure US Debt?
Would Mark Carney be a good leader for Canada?
February 20, 2025 | Are You Ready to Invest in Alien Inspired Tech?
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February 20, 2025 | Has MAGA Firepower Dimmed on the Markets?
Gold continues its charge higher
February 20, 2025 | Over a Quarter of Canadians See US as an Enemy
The once strong alliance between Canada and the United States has come to an abrupt halt. More so than tariffs, Canadians were offended when President Donald Trump continually stated that America should absorb Canada as the 51st state. A recent poll found that over a quarter of Canadians now see the US as […]
February 19, 2025 | New Listings Spring Early
Despite snow banks and cold temps in much of Canada, property owners are getting a jump on what they hope will be strong spring demand. New property listings leapt 11% nationwide from December to January, the largest monthly increase in almost two years. The supply influx boosted the inventory of homes for sale in Canada […]
February 18, 2025 | Bid-Ask Spreads Wide Under Canadian Shelter Prices
Despite a 200 basis point drop in the Bank of Canada’s overnight rate, Canadian mortgage rates have more than doubled from the pandemic’s easy credit days when buyers were engulfed in bidding wars (5-year fixed rates offered by banks, below since April 2020, courtesy of WOW.ca).So far, sellers’ high hopes have kept asking prices elevated, even […]
February 17, 2025 | Washington in Meltdown as Bureaucrats Flee
(“Swiss bank” (yellow), “offshore bank” (green), “wire money” (red) and “IBAN” (blue)) Google search results for “lawyer” have skyrocketed by 400% in Washington D.C. since Trump took office, according to WikiLeaks and Google Trends. The elites in Washington already have lawyers and methods to conceal their backdoor dealings, but their aids and others are […]
February 16, 2025 | Wonks and Eggheads Still Don’t ‘Get’ Trump
Trump promised everything but a cure for cancer during last Thursday’s press conference, and there was no doubting his sincerity or his commitment to helping to shape a better world. Can he do it? One thinks of Teddy Roosevelt, who possessed seemingly limitless energy and zeal for taking on big projects, including building a national […]
February 16, 2025 | Pharmaceutical Marketing – Billions Spent to Make You Sick
The United States and New Zealand are perhaps the only nations that permit direct-to-consumer (DTC) prescription drug advertising. Big Pharma is permitted to use every marketing tool at its disposal to glamorize medications to consumers, who are then expected to go to their doctors and ask for the latest and greatest pill, treatment, or […]
February 15, 2025 | This Week in Money
- Bob Hoye: Stock Markets, Gold, Silver, Oil, USD, Canadian Dollar.
- Martin Armstrong: (5:33) 2025 Canadian Report “Can Canada Survive Intact?”, Tariffs, Trump, Corruption.
- Eric Hadik: (32:23) Trading Cycles, Gold, USD, Bitcoin, Oil.
- Martin Straith: (49:17) Get Politics Out of Your Portfolio, World Outlook Financial Conference. Special Offer!
February 14, 2025 | Higher Inflation Could End Rate Cuts For This Year
Higher inflation returned this week. The numbers for January CPI inflation came in hotter than expected. A significant upturn in Core CPI on a monthly and annual basis raised eyebrows, although the markets were not rattled for long. Is this the end of rate cuts? Will rate hikes be next? The U.S. CPI released on […]
February 14, 2025 | Is March to $3000 Gold Unstoppable?
Have Central Banks ever been able to stop a recession?