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February 21, 2023 | Bear Market Strategy

    If this housing cycle plays out like the cycles of the past 50 years, this bear market is going to be brutal.  Cavaet emptor. Unless you can buy at a significant discount to fair market value, do not buy because of fear of missing out (FOMO). We will use trend and momentum analysis […]

February 21, 2023 | A Constructive Suggestion

On Feb 16, the CFTC released another update on the status of the delay in publishing COT reports on all markets (some seem to think the delay is only for gold and silver), as result of the cyber-incident at a key third-party service provider. The new announcement indicated that COT reports will commence starting next […]

February 21, 2023 | Surging Homes For Sale and Mean-Reverting Prices

Surging home inventories and mean-reverting prices are excellent for those seeking attractive entry opportunities. But housing downcycles have historically taken an average of four years to bottom. So, patience and cycle foresight are key. The segment below offers some good insight into housing dynamics in different US cities. As in Canada, the areas with the […]

February 20, 2023 | Ukraine – The Pawn of Foreign Powers

QUESTION: Hi Marty, Would it not be better for Putin to follow the American model and invade all of Ukraine vs. using nuclear weapons? There is still time to execute such a strategy. Taking control of all of Ukraine would give Russia control of the borders, hence no more major offensive weapons would cross to […]

February 20, 2023 | Social Crisis

Happy Monday Morning! National housing figures dropped this past week, and it wasn’t pretty. January home sales fell 37% year-over-year, a sharp decline from the blistering hot bull market of January 2022. When you zoom out further, this January was the slowest since 2009. However, balancing this out was a dearth of supply trickling to […]

February 20, 2023 | March of Folly: Fall of American Empire

“Folly is a child of power.” ― Barbara W. Tuchman, The March of Folly: From Troy to Vietnam “A phenomenon noticeable throughout history regardless of place or period is the pursuit by governments of policies contrary to their own interests. Mankind, it seems, makes a poorer performance of government than of almost any other human activity. In […]

February 19, 2023 | Adjustments Matter

Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.” All well and good but does anyone really say otherwise? “I prefer seat-of-the-pants guesswork” doesn’t typically impress investors. So […]

February 19, 2023 | The Bitcoin Delusion

COMMENT: Mr. Armstrong, Now with Switzerland outlawing a cashless society, I understand your point that cryptocurrency is really a dead end. Without power, it cannot exist and as you said in times of war, you take down the power grid and they can do that with an EPM pulse. These Bitcoin zealots are clueless about […]

February 19, 2023 | When the Bearish Case Looks Too Good

Get AAPL right and you get the stock market right. That has been our mantra for years, and it has never failed us. Apple shares and the broad averages are unlikely to go their separate ways because so many portfolio managers regard the stock as they do their Patek Phillipe wristwatches: something to pass on to […]

February 18, 2023 | Gate’s Plan to End World Hunger

February 18, 2023 | Trading Desk Notes For February 18, 2023

Interest rates rose again this week; stocks, bonds and gold fell while the US Dollar rallied I began last week’s Notes by pointing out that markets had been “fighting the Fed” for the past couple of months by expecting the Fed to “pivot” – to start cutting interest rates – by mid-2023 despite repeated warnings from Chairman Powell that the Fed […]

February 18, 2023 | This Week in Money

February 17, 2023 | What is Really the Foundation of Money?

COMMENT: Martin, After several years of reading your blog, I have concluded that Socrates’ prognostications appear to be spot on. I also share your assertion that a study of history supplies an insight into future events due to the constancy of “human nature.” Where we appear to part ways is in the definition of “money.” In […]

February 17, 2023 | Hot Inflation Reports Mean That Rate Hikes are Not Done Yet

The fight against inflation is far from over. The US Federal Reserve is committed to taking rates higher, even if the result is a recession or a severe market correction. Can this cycle end? This week there were economic reports showing that CPI inflation is not fading away. The markets were convinced that inflation reports […]

February 17, 2023 | Danielle on Monetary Policy and Markets

Danielle Park of Venable Park Investment Counsel presents her view on Federal Reserve policy, how it ties in with the policy of the Bank of Canada, and the leading indicators she thinks investors should be paying the most attention to.  

February 17, 2023 | RecycLiCo™ CEO & CFO Excited to Attend NAATBATT Event Feb 20 – 23, 2023

Increasing investments in the Lithium-Ion Battery Industry. Read Benchmark Minerals Article – “Battery Production Set to Pass 1 TWh in 2023“. Read/Watch Global News Article -“How Electric Vehicles are Sparking a Battery Recycling Revolution“. Read ConstructionDive Article – “Report: JE Dunn Wins $3.2B EV Battery Plant Job“. Read Global Times Article – “A Boom City […]

February 17, 2023 | Gold, Interest Rates, Recession, Junk Bonds

Ferrari heir races onto world’s richest list

February 16, 2023 | The Most Splendid Housing Bubbles in Canada: February Update on the Housing Bust

ome sales in Canada plunged by 37% in January, compared to a year earlier, amid rising inventory. Home prices dropped by 0.5% in January from December, by 12.6% year-over-year, and by 17.8% from the peak in March 2022, the 10th month-to-month decline in a row, according to the Canada Composite Home Price Index by the […]

February 16, 2023 | US Stock Markets, Gold, The Fed, Digital Currency

Cash, Interest Rates, Geo-cosmic Events.  Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

February 16, 2023 | Gold, Silver, US Dollar, Lithium, Inflation, Interest Rates

Could US pension debt lead to hyperinflation?

February 16, 2023 | Gold in a Digital Currency Environment

Real Estate, Battery Metals, Silver

February 16, 2023 | Trains, Balloons and Stupid

Money, Censorship, Jabs, Smart Cities

February 15, 2023 | Consumers Getting Walloped

Good updates in this segment on larger trends in inflation, employment and consumption. Consumer Prices Accelerated in Jan, but Annual Growth Slowed. Here is a direct video link. Meanwhile, as shown below, half of Americans recently surveyed report that their financial situation is worse today than a year ago (dotted line below since 1975). Just 35% […]

February 15, 2023 | War & Capital Flows

COMMENT: Marty, I attended your coming out WEC in Philadelphia in 2011. Just about everyone I spoke with said the same thing. They all showed up to make sure it was really you and not some government stooge pretending to be you. I must say, when you put up the war cycle, I thought it […]

February 15, 2023 | Inflation, Interest Rates, Unemployment

GDP, Cost of Living

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