March 16, 2022 | Gazillion Miles Behind the Curve, the Fed Gets Hawkish: More Rate Hikes, “Faster and Much Sooner” Quantitative Tightening

Folks kept saying for many months that the Fed is “trapped,” that it can never raise interest rates, that it can never end QE, that it can never-ever shrink its balance sheet. And now the Fed has ended QE, and it has hiked its key policy rates by 25 basis points today, and it indicated […]

March 15, 2022 | Their Medicine is Poison

Pfizer chief Albert Bourla is now insisting that the COVID vaccine will be needed annually, akin to a flu shot. “It is necessary, a fourth booster right now,” Bourla said. “The protection that you are getting from the third, it is good enough, actually quite good for hospitalizations and deaths.” It is quite good for hospitalizations […]

March 15, 2022 | Now Playing: The Give-Back Phase

A new generation of would-be investors is learning the hard way that even world-changing companies and technologies tend to be horrible investments when bought at too high a price multiple. Today, another tech-bubble 2.0-darling Netflix is fathoming a 52 week low, -52% from its recent November high, and below its March 15, 2020, closing low […]

March 15, 2022 | Jordan Roy-Byrne: Gold Has Done This Only Twice

From The Daily Gold: Gold is correcting a short-term overbought condition. Gold surged nearly $300/oz in less than six weeks and almost touched its all-time high. It was a logical point from which a correction could begin. This is only the third time in Gold’s history in which it corrected after reaching or approaching the […]

March 14, 2022 | As Asset Bubbles Mean Revert, Wake up Calls Abound

When asset prices halve, financial management starts coming to the fore once more. As shown below, Meta (Facebook) shares are, so far, back to where they were in 2018. Further downside is likely while a global liquidation cycle runs its course.     As the frenzy of free money comes to an inevitable end, wake-up […]

March 14, 2022 | Stability in a World of Volatility

Inflation concerns continue to percolate. US CPI inflation ripped to 7.9% in February, the highest reading in over 40 years. So now we basically have inflation at 8% and interest rates at zero. Of course this has major implications not only from a financial perspective but a societal perspective. It’s also a fundamental driver behind […]

March 14, 2022 | Are Current Market Cycles Similar To The GFC Of 2007–2009?

Soaring real estate, rising volatility, surging commodities and slumping stocks – Sound Familiar? This past week marked the 13th anniversary of the bottom of the Global Financial Crisis (GFC) of 2007-2009. The March 6, 2009 stock market low for the S&P 500 marked a staggering overall value loss of 51.9%. The GFC of 2007-09 resulted […]

March 14, 2022 | Matt Taibbi: Orwell Was Right

From Matt Taibbi’s Substack: From free speech to “spheres of influence” to our passion for endless war, we’ve become the doublethinkers 1984 predicted. This weekend I re-read 1984, a book I tend to reach for when I get Defcon-1 depressed about the state of the world. Deep in the novel, Winston ponders the intricacies of […]

March 14, 2022 | DuckDuckGo Has Been Compromised

Gabriel Weinberg has violated the trust of myself as well as the integrity of his entire company. I do not care what he thinks about Ukraine. He is obviously is easily influenced by the media and does not look at events with an open mind because BOTH sides will put out misinformation in a conflict. […]

March 13, 2022 | US & its Secret Biological Weapons Labs

As far as where there Biolabs in Ukraine funded by the US, there was never any real question is they existed or not. The rumor two days after the Russian invasion began, the claim was that Russia was targeting them for destruction. I wrote on February 26, 2022, that such a rumor was false and […]

March 13, 2022 | A Precise Forecast for the Coming Blowoff in Crude Oil

  Considering the size of the crude-oil market and its geopolitical importance, the rally begun two years from $6.50/bbl amidst fears of a Covid-caused Depression ranks as one of the most spectacular and consequential in history. Consumers are coping at the moment with speculative excesses brought on by the curtailment of Russian petrofuels, and by […]

March 13, 2022 | Charles Hugh Smith: The Only Non-Totalitarian Solution To Resource Scarcity: Decentralized Degrowth

From Of Two Minds: Totalitarian imposed inequality is the only possible path of centralized Degrowth: 10,000 for me, one for you, unless you disobey, and then you get zero. The fantasy is that everything will soon be super-abundant and cheap again because creating money out of thin air creates demand out of thin air and […]

March 12, 2022 | This Week in Money

• Ross Clark – Stock Markets, Gold, Volatility, Inflation, Nickel, Commodities, Oil
• Ed Steer – Gold, Silver, COT
• Wolf Richter –  Inflation, Cryptos, Nickel, Real Estate, New and Used Car Markets
• Zarko Meseldzija  – CTO American Manganese Inc. on Company Showcase – American Manganese CTO Zarko Meseldzija Discusses RecycLiCo™ Demonstration Plant.  Third party life cycle assessment aims to quantify the RecycLiCo™ process’s environmental benefits.  Read Top News Guide Article – “Mining & Exploration Stock News: MWXRF, AMYZF, CFTN, RFHRF“.  Read Motor Biscuit Article – “EV Battery Recycling: Makes Cars Cheaper and Helps Solve the Microchip Shortage Crisis“.  Read The Economic Times Article – “GM to build new battery materials plant in Canada“.  Read Reuters Article – “LME Forced to Halt Nickel Trading, Cancel Deals, After Prices Top $100,000“.  Read Bloomberg Article – “Biden Bets on U.S. Battery Independence“.  See AMY Lithium-ion Recycling Technology – Updated Dec. 2021.  

  Watch AMY’s Video – “Our Revolutionary Lithium-ion Battery Recycling Technology”.

  Questions?  Email Larry or Phone: 778.574.4444

March 12, 2022 | Taps Coogan: China Junk Yields Surge as Stock Market Implodes

From Sounding Line: With the war in Ukraine and imminently tightening monetary policy consuming most of investors’ bandwidth, it’s easy to overlook the historic meltdown happening right now in Chinese financial markets. China’s benchmark Shanghai Composite is down about 37% from its 2015 high and is down over 47% from its 2007 all-time-high. The iShares […]

March 12, 2022 | The Saretsky Report – February 2022

I’m about to walk you through the usual Saretsky Report where we highlight all sorts of charts and data points pertaining to the housing  market. What I want to emphasize is that the situation is changing rather quickly. A war has erupted in Ukraine, commodity prices are ripping- adding to inflationary pressures, and the Bank […]

March 12, 2022 | Trading Desk Notes For March 12, 2022

The inevitable consequences of soaring commodity prices In last week’s Notes, I wrote: “There are always unexpected consequences. Somewhere in the world, there is a massive “short commodity” position that may “blow up” as a result of soaring commodity prices – causing severe “collateral damage.” My first guess is that soaring European energy costs will blow a fuse, and my second guess […]

March 11, 2022 | Cost of Crude Oil Could Start a Recession

A doubling in the price of crude oil in a short period of time (a year or less) has been a reliable predictor of recession. In fact, every time in the post-WWII period when oil has doubled, there has been a recession. Will there be a recession after the current jump in oil prices? The […]

March 11, 2022 | A Very Convenient Coincidence

QUESTION: You noted that the Pentagon rejected Poland sending planes to Ukraine showed they were not behind this drive. Is this just politicians? LW ANSWER: Wars are always begun by politicians. Some for their ego to rule and conquer like Alexander the Great. Others do so out of retribution, such as Hitler, mixed with the […]

March 11, 2022 | Canadian Oil and US Gas Prices

Russia, China, Nickel, Copper

March 11, 2022 | American Manganese CTO Zarko Meseldzija Discusses RecycLiCo™ Demonstration Plant

Third party life cycle assessment aims to quantify the RecycLiCo™ process’s environmental benefits. Read Top News Guide Article – “Mining & Exploration Stock News: MWXRF, AMYZF, CFTN, RFHRF“. Read Motor Biscuit Article – “EV Battery Recycling: Makes Cars Cheaper and Helps Solve the Microchip Shortage Crisis“. Read The Economic Times Article – “GM to build […]

March 11, 2022 | Alasdair Macleod: The End Of Fiat Is Hoving Into View

From Goldmoney Insights: Tragic though the situation in Ukraine has become, the real war which started out as financial in character some time ago has now become both financial and about commodities. Putin made a huge mistake invading Ukraine but the West’s reaction by seeking to isolate Russia and its commodity exports from the global […]

March 11, 2022 | Tech Wreck 2.0 is a Process

Notwithstanding yesterday’s bear market bounce, the tech-heavy Nasdaq 3000 index opens today-18% from its November 18 peak–a market cap loss of over $5 trillion in the past four months. Under the averages, the individual carnage is broad and more significant. As highlighted by Robin Wigglesworth for the Financial Times yesterday (see Tech wreck looks more like […]

March 10, 2022 | Just to Let you Know Shortages of CASH Developing & Silver

I went to the bank for other reasons, and since I was there, I asked for 10k in cash. They said I had to order it. I asked what they could give me, and they replied that there was a limit of 2k. I said I just wanted the cash in case of power grid […]

March 10, 2022 | The Moment of True

The beginning of my journey in silver goes back to the original challenge Izzy Friedman issued to me in 1985.That was to explain how silver could remain so cheap in the face of compelling evidence that it should be priced much higher. His was a constant underlying theme – at some point, the forces of […]