January 23, 2023 | Hoisington Q4 2022 Review and Outlook

Hoisington Management’s fourth quarter 2022 Review and Outlook is now available to the public on its website here. As always, a concise master class on monetary impacts and the economic cycle, see A Theory of Interest Rate Cycles. The bottom line: growth bearish and investment grade bond bullish: Poor consumer spending over the critical Christmas shopping period, slumping exports, […]

January 23, 2023 | 2023: Fourth Turning Meets Mass Formation Psychosis (PART 2)

In Part 1 of this article, I laid out the mass formation psychosis theory postulated by Mattias Desmet in his book The Psychology of Totalitarianism and how totalitarian minded politicians and bureaucrats manipulated the masses by creating the covid crisis. Now I will focus on how this will impact the Fourth Turning we are currently […]

January 23, 2023 | Why do Neocons Want War with Russia?

  Lindsey Graham is the twin brother of John McCain. I had asked John McCain once why he hated Russia so much. He never responded with any reason. It was always the same nonsense he always spread before Putin and after. It has baffled me as to what the difference is between Germany and Russia. […]

January 22, 2023 | Soros Owns Mainstream Press?

Posted Jan 23, 2023 by Martin Armstrong Spread the love COMMENT: Marty, As you know I worked for _____________ in NYC. We all know you were innocent back then. I have followed you for probably 30 years. Everyone knew that the bankers told the CFTC that you had to be silenced. Your forecast cost them […]

January 22, 2023 | Thin News Begets Thick Craziness

The chart is meant to put Friday’s giddy short-squeeze in perspective. If you are a bull and feeling a little discouraged by what you see, that is what I had intended. What better time to rack bears than in the final hours of a week that was more comic relief than hard news? Biden’s docugate […]

January 22, 2023 | Slow Change Speeds Up

The world’s leading CEOs, politicians, and various do-gooders were in Davos, Switzerland, this week, discussing ways to solve our collective problems and create opportunities for their own companies. The most important conversations were off the record and many of the public speeches were simply performance art. (Sadly, I wasn’t invited even though I have a […]

January 22, 2023 | 2023: Fourth Turning Meets Mass Formation Psychosis

“Four things need to exist or need to be in place if you want a large-scale mass phenomenon to emerge. The first thing is that there needs to be a lot of socially isolated people, people who experience a lack of social bonds. The second one is that there needs to be a lot of […]

January 21, 2023 | Trading Desk Notes For January 21, 2023

  The Anti-dollar trade Last week I wrote: Gold bugs have believed for years that gold is the original Anti-dollar, but lately, the Euro currency has become known as the Anti-dollar…If a currency trader has a negative view of the USD, buying EURUSD is the go-to trade.   But if a trader/investor had a negative view of […]

January 21, 2023 | This Week in Money

• Ross Clark –  Stock Markets, Oil, Gold, USD, Canadian Dollar, Gasoline
• Eric Hadik – (10:24) Market Cycles, Gold, Interest Rates, War
• Martin Straith – (1:00:17)Markets, Gold, Silver, Crude Oil, War
• Zarko Meseldzija – (1:47:20) CEO of RecycLiCo™ Battery Materials Inc. on Company Showcase –  CEO Discusses Positive Momentum For RecycLiCo™.   Read the Latest News.  Read KaneBridge News Article – “EVs Made Up 10% of All New Cars Sold Last Year“.  Read Globe and Mail Article – “Canada Poised To Become World’s Preferred Source for EV Batteries“.  Video  – The demonstration plant for the RecycLiCo™ Patented Process is now operational in Vancouver, British Columbia, Canada.  Questions?  Email or Phone: 778.574.4444

January 20, 2023 | The Coming Wealth Tax – Pocahontas’ Dream Come True

Elizabeth Warren’s Wealth Tax is now moving forward in the leftmost Democratic States – California, Connecticut, Hawaii, Illinois, Maryland, New York, and Washington state. Naturally, Pennsylvania, Delaware, and New Jersey are paying very close attention as they lick their lips at the thought of untold billions in new revenue to cover faltering government employee pension […]

January 20, 2023 | Canadian Housing is in a Slump But Not a Crash

The Canadian housing market is in a correction, but not yet in a crash. The CREA, a real estate industry association, put out a report that showed a 13.2 percent decline in house prices from the peak that occurred early in 2022. Will this housing correction turn into a crash? The CREA, a perennially bullish […]

January 20, 2023 | GOP Wants End to Income Tax and Extra Auditors

Could Central bank actions make rich richer, poor poorer?

January 20, 2023 | CEO Discusses Positive Momentum For RecycLiCo™

Read the Latest News. Read KaneBridge News Article – “EVs Made Up 10% of All New Cars Sold Last Year“. Read Globe and Mail Article – “Canada Poised To Become World’s Preferred Source for EV Batteries“. Video  – The demonstration plant for the RecycLiCo™ Patented Process is now operational in Vancouver, British Columbia, Canada. Questions?  Email or […]

January 19, 2023 | Zelensky’s Propaganda Productions

@rhto007♬ original sound – R/olim Manito   This reminds me of one of my favorite movies about how corrupt it really is in DC Wonderland. It’s a great flick!    

January 19, 2023 | Equities Don’t Bottom When Yield Curves are Inverted

The percentage of global 2/10-year Treasury yield curves inverted at the end of 2021 (long rates lower than short) was 90% (in blue below since 1980, courtesy of Lance Roberts). Historically, recessions (grey bars) and bear markets (S&P 500 in black) have followed when the number of inverted 10-year curves reached 50% (red dotted line). […]

January 19, 2023 | Is China Recovery Good for Canada?

US debt ceiling, Japan Yield Curve, Russia/Ukraine

January 19, 2023 | Energy Security, World Economic Forum

Could Ground Hog Day be important for markets? Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

January 19, 2023 | Why Financial Busts Aren’t Necessarily All Bad

Is Tesla about to crash and burn?

January 19, 2023 | Gold, Platinum and Palladium, Job Cuts

Self driving cars, Crude Oil, Natural Gas

January 18, 2023 | Musk on the SEC

January 18, 2023 | Epic Financial Busts Bring Epic Opportunity

A decade of ultra-low rates punished risk-conscious savers and encouraged profligate financial decisions among the masses. Rather than use record-low interest rates to get out of debt faster, most levered up to imprudent levels. Insufficient cash and falling prices are common themes as pandemic excesses unwind. This will take some time, but for the few […]

January 18, 2023 | Solving the Debt Crisis the American Way

On Friday, Jan. 13, Treasury Secretary Janet Yellen wrote to Congress that the U.S. government will hit its borrowing limit on Jan. 19, forcing the new Congress into negotiations over the debt limit much sooner than expected. She said she will use accounting maneuvers she called “extraordinary measures” to keep U.S. finances running for a few months, […]

January 17, 2023 | The Davos Sex Trade

Besides the Swiss government sending in 5,000 troops to guard Schwab, the other professional trade that besieges Davos are the prostitutes. In fact, they strongly advise that women should NOT attend Davos UNESCORTED because they will be taken to be a member of the guild. The 2016 Democratic National Convention was a presidential nominating convention, held at the Wells Fargo […]

January 17, 2023 | AI Turning Point?

Recent news headlines and stories have brought an amazing Artificial Intelligence (AI) app much closer to mainstream than AI has ever been before. ChatGPT was created by OpenAI, a San Francisco based AI development company. OpenAI Inc. is the non-profit parent company of the for-profit OpenAI LP. ChatGPT is still being offered as a free-to-try […]