February 14, 2023 | Battery Innovation is Booming

Innovative, hard-working people worldwide are focused on ever more efficient, low-cost energy storage, and human ingenuity is winning. NEW Sodium, Aluminum battery is 15X cheaper than sodium or lithium. Here is a direct video link.

February 13, 2023 | China Raises Draft Age up to 60 Years Old

  Of course, China knows that the Biden Administration wants war. They are increasing their age limits for military service to up to 60 years old. Don’t get upset and think you will be too old for the United States and Europe. You can never be too old to die for your local politician. We […]

February 13, 2023 | Hard Landing in Motion

The speakers take a few minutes to turn on their cameras in this segment, but they get there, and ECRI’s economic cycle update is always worth a listen. Big picture context is useful in avoiding common financial mistakes. Lakshman Achuthan is being interviewed by Dale Pinkert during the F.A.C.E. webinar. Lakshman is calling the pullback […]

February 13, 2023 | Swimming Naked

Happy Monday Morning! Those holding their breath for an easing in mortgage rates were delivered some tough news last week. The Canadian labour market added 150,000 jobs in January, more than TEN times economist estimates. Let’s not forget that December jobs numbers were TWENTY times estimates. Just what the hell is going on here? Either […]

February 12, 2023 | The Coming War

COMMENT: Hi Marty, As it appears the US is marching toward war, what is notable this time, unlike what happened in the run-up to US participation in WW2, was the sense of isolationism in this country. Roosevelt was clearly walking a fine line, knowing there was no stomach for US involvement in Europe. US involvement in […]

February 12, 2023 | Is the U.S. in a Recession or Not?

  Only on Wall Street is fake news celebrated with such shameless hubris as we’ve seen lately. In the last few weeks, flouting a torrent of lousy corporate earnings reports, investors have gorged themselves on stocks.  This resurgence, doomed by recession and a grim outlook for earnings, was supported mainly by fake, or at least […]

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

Key Turn Date – February 2, 2023 – The Fed Will Be Higher For Longer The market was “Fighting the Fed” for the past couple of months – the forward short-term interest rate market was pricing the Fed to stop raising rates in Q2 and to cut rates by ~50bps by December 2023 (and by ~200bps by […]

February 11, 2023 | Assumptions Have Consequences

Remember National Lampoon’s Vacation? It was a 1983 comedy film in which suburban dad Clark Griswold (Chevy Chase) takes his family on a cross-country road trip to the fabled Walley World amusement park. Clark made one critical mistake, though. He assumed Walley World would be open and waiting for them. This was to be the family’s reward for […]

February 11, 2023 | This Week in Money

• Ross Clark – Stock Market Correction, Oil, Gold, USD, Canadian Dollar, Lumber
• Gerald Celente – (10:49) US Dollar, Stock Market, US Economy, Smart Cities
• Victor Adair – (44:38) Does The Fed Control the Stock Market?, Russia-Ukraine Conflict, Economy, Gold, USD

February 10, 2023 | See Who is Swimming Naked Now

Famed investor Warren Buffett, of Berkshire Hathaway, has a saying about market bubbles. He says, “You only find out who is swimming naked when the tide goes out.” Is the tide going out? Who is swimming naked? As discussed last week the bear market is about one year old, and the markets are down slightly […]

February 10, 2023 | VRIC: Stocks, Gold and The Dollar

Our coverage of the VRIC continues with a discussion about the U.S. dollar, and it’s status as a reserve currency, including the role gold plays in protecting wealth and how the dollar’s dominance affects the broader market. Brent Johnson, Danielle Park, Grant Williams, and Russell Gray give their opinions on what is often a hotly […]

February 10, 2023 | Digital Dollars – the Real Agenda

I know we have a lot of people expressing their opinion that the dollar will crash because when the government converts it to digital, it will be like spy wear tracking everything we do. Now you have people running around preaching the dollar will crash any day citing Biden’s Executive Order 14067. However, read it […]

February 10, 2023 | Not Enough Copper for EV Demand, Lithium, Coal

Chinese consumers hoarding cash

February 9, 2023 | China Buying Gold for a Very Important Reason

Of course, the Goldbugs always misinterpret a rally in gold. The buying coming from China is in preparation for war – not bullish gold for the sake of gold. I have warned that if war was coming, then you will see China start to sell off US Treasuries. You certainly do not fund your adversary’s […]

February 9, 2023 | EV Sales Spiked in California. Share Hit 17%. ICE Vehicle Sales Plunged. First Uptick in Electricity Sales after 13 Years of Decline

Sales of battery-electric vehicles (EVs) in California spiked by 62% in 2022, to 285,199 vehicles, according to registration data released by the California New Car Dealer Association (CNCDA). And the market share of EVs nearly doubled to 17% of total new vehicle sales: Overall vehicle sales in California, ICE vehicles and EVs combined, fell by […]

February 9, 2023 | Copper, Cobalt, Rare Earths, Stock Markets

Vernal Equinox always an interest time for investors

February 9, 2023 | Gold, US Dollar, Crude Oil

Inflation, Interest Rates, Inverted Yield Curve

February 9, 2023 | Why Oil Could Hit $200 a Barrel

Alberta Energy sector

February 8, 2023 | The Financial Noose Tightens

The US Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) is used by monetary policymakers to gauge credit conditions. Over the past year, banks have reported tighter lending standards on commercial loans to small, large and middle-market firms (blue bars below since 1990, courtesy of The Daily Shot). This indicator has traditionally led US corporate […]

February 8, 2023 | The US Covert Action to Destroy Nord Stream & Russia’s Economy

Seymour Hersch won a Pulitzer Prize for his reporting on the My Lai massacre in Vietnam.  He is one of a dying breed of independent journalists. He has revealed that the United States destroyed Nord Stream Pipeline and this was all part of the Climate Change War where the Neocons are now supporting Nazis to […]

February 7, 2023 | Equity and Corporate Bond Prices Still Screaming Cycle Top!

So far in 2023, value-indiscriminate buyers are still pounding into the riskiest low-yielding assets with wild abandon. Take BBB-rated bonds-whose credit quality is just one level above “junk.” At past cycle bottoms (attractive investment opportunities), the US Fed had raised short-term rates enough that defaults spiked and BBB bond prices fell more than 20%–enough to […]

February 6, 2023 | Can the Future be Altered?

QUESTION: Good afternoon – Will try to make this one quick. Know you are busy. Have you ever asked Socrates how to “defeat” its predictions? Or to reduce volatility/amplitude of projected events? (Really, you should be recognized alongside Adam Smith, Ricardo, et al. for your discoveries and contributions.) JN ANSWER: Because the entire world is […]

February 6, 2023 | No Bull, Caution Ahead

Happy Monday Morning! Lots of chatter these days about increased activity in the housing market. It’s true open houses are busier, stale inventory that’s been sitting for months is suddenly under contract, and some new listings are fetching multiple offers. Quite a difference four weeks can make. Is this the end of the housing bear […]

February 5, 2023 | Consumer Stimulus the Easy Way

Treat the stock market as you would a sleazy carnival game and you hold the key to accurately predicting its behavior. Take AAPL, for instance. We should have known that permabears were being set up for a fleecing when an always-complicit news media worked slavishly to stoke anticipation of horrendous Q4 earnings. Apple certainly didn’t […]