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November 23, 2023 | The Shift to the Middle is Coming

  All the media is so anti-common sense that anyone who dares to take any contrary view is called “FAR RIGHT” ads if they are Nazis. Never in all my years have I ever witnessed the mainstream media so FAR LEFT that they are destroying the very foundation of civilization, and they do not care. […]

November 23, 2023 | Even Higher for Longer if Markets Keep Fighting Central Banks, ECB’s Wunsch Explains. The Fed Has Same Problem

Rate-cut bets have been piling up and getting moved closer, as everything that central bankers say – no matter what – is either being interpreted as “dovish” or is being brushed aside. The “Powell-was-dovish” mantra has been getting spread across the internet after every FOMC press conference since June 2022. In early 2022, just as […]

November 23, 2023 | Stock Market Rally, US Dollar, Gold, Crude Oil, Cryptos

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November 23, 2023 | What is Driving Oil Prices Down?

Could an Oil buying opportunity be coming up?

November 22, 2023 | Gold: Resistance Is…Finite

The human mind likes big round numbers. Which is why, when a tradable asset is rising, sell orders tend to cluster in predictable spots. The frequent result is a repeating pattern of strong gains running into waves of selling that knock the price back down. Traders refer to this as “resistance,” and it’s maddening for […]

November 22, 2023 | FOMO Turning To Regret For The Majority of Households

As we head into the most-harangued shopping weeks of the year, it is important to understand that spending patterns are strongly tied to the value of homes, particularly among the so-called upper-middle-class households (defined as income over 100k). Now that interest rates have normalized and home prices are falling, even those still fully employed are pulling back […]

November 22, 2023 | Rule 2.13 – Isolation and Quarantine Procedures

  The Appellate Division of the Fourth Judicial Department reversed the Borrello, Lawler, Tague, Uniting NYS v. Hochul ruling. Senator George Borrello, Assemblyman Chris Tague, Assemblyman (now, Congressman) Michael Lawler and the citizens’ organization, Uniting NYS had initially sued New York Governor Kathy Hochul and the New York State Department of Health over Rule 2.13 […]

November 21, 2023 | Reviewing Private Equity “Roll Ups” in the Health Care Space

The late, great zero interest rate era enabled the levered expansion of private equity (PE) firms, “rolling up” all manner of assets, including private businesses and professional practices. In areas like health care, where fiduciary duty is paramount, the profit-maximizing focus of PE raises some cause for concern. A lawsuit by the US Federal Trade […]

November 21, 2023 | Your First Gun

“Your only rights are those you can defend” — Thomas Jefferson or someone similar Many readers of this newsletter are already well-armed. If you’re one of them, this article is not for you — though you might want to check it out and post constructive criticism or pro tips in the comments. Anyhow, here goes: […]

November 20, 2023 | Here Comes the Kitchen Sink

Happy Monday Morning! The Canadian housing market is a funny thing. Despite a constant barrage of policy measures hoping to fix the crisis, affordability continues to deteriorate. As affordability issues deepen, policy measures are becoming more aggressive. Just to recap, over the past few years various levels of government have introduced a foreign buyers tax, […]

November 20, 2023 | Bear Market in 2024 – but Bonds Have More Fun

  Facts and analysis without the product-pumping sell-side spin–rare and valuable. The overview in this segment is worth a listen. The world has watched intently as the world’s most influential central bank, the Federal Reserve, has implemented the most aggressive interest rate hike campaign in history — on a % change over time basis. But […]

November 20, 2023 | Videos Prove January 6 was an Inside Job

  House Speaker Mike Johnson plans to release all of the hidden footage from the January 6 planned insurrection. We know from countless sources that the FBI was on the ground that day and hiding within the crowd. Ray Epps urged the protesters to go inside the building, and the following day, someone opened the […]

November 19, 2023 | Spike in Gun Sales – Public Confidence Wanes

Another indicator that the people have lost all hope in the public sector is the recent rise in gun sales across America. Gun sales rose 8.3% in the past year, according to the FBI National Instant Background Check System (NICS). Over 1.33 million guns were legally acquired in October alone. The people do not trust […]

November 19, 2023 | Celebrating the Wealth Effect’s Last Hurrah

Lacy Hunt, a gray eminence of the financial world and no doomsayer, was out with a Hoisington Report recently that should scare the pants off anyone concerned about the direction of the U.S. economy.  His meticulously detailed take on a commercial real estate debacle that has been metastasizing for more than a year should dispel […]

November 19, 2023 | Socially Insecure

If you get beyond the political rhetoric [and assembled a group to solve Social Security] it would take them 15 minutes. It would take them 15 minutes only because 10 minutes was used for pleasantries. —Alan Greenspan, Speech to the Commercial Finance Association on October 26, 2006 The federal government starts a new fiscal year every […]

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

Soft CPI = stocks and bonds up, USD down The Tuesday morning CPI report was marginally softer than expected; the market took that as “confirmation” that the Fed is DONE – stocks and bonds surged higher, and the USD tumbled – its biggest down day since falling on the softer-than-expected CPI report in November 2022. The […]

November 18, 2023 | This Week in Money

November 18, 2023 | Tech Talk for Saturday November 18th 2023

The Bottom Line The yearend rally from late October to the first week in January for North American  equity indices continues. Historically, as part of the yearend rally, North American equity markets have moved higher from just before U.S. Thanksgiving holiday (November 23rd this year) to the first trading day in December.

November 17, 2023 | Buyers in Hibernation as Home Prices Fall

From 2000 to 2022, Canadian home prices increased 375% (an average of 17% annually, shown in red below), while the average Canadian wage (black line below) rose 3% per year. In the Greater Toronto and Vancouver Areas, where most of the population lives, median home prices rose 450% and 490%, respectively.     The mania escalated during the pandemic when prices in popular areas leapt 50% between the end […]

November 17, 2023 | An Answer Long-Overdue

One of the key data points in silver is the level and change in recorded bullion inventories, primarily in the COMEX warehouses and the silver ETFs. Particularly over the past few years, any number of daily commentaries have sprung up, slicing and dicing the inventory data, with special emphasis on the COMEX warehouse data, as […]

November 17, 2023 | Wind Power Growth Hits a Major Bump in the Road

Wind power was predicted to boom in the U.S., partly due to incentives under the Inflation Reduction Act. Plans to build offshore and onshore wind turbine farms were expected to create a surge in capital investment and provide substantial new sources of renewable energy. The offshore wind power capacity was forecast to reach 30 gigawatts […]

November 17, 2023 | China Extends Olive Branch to US

  The Asia-Pacific Economic Cooperation (APEC) summit concluded with China and the US agreeing to partner on trade military strategy. The love-hate relationship between America and its largest trading partner has been strained for may years and completely counterproductive. China’s President Xi Jinping made it clear to Biden that the US is either for or […]

November 17, 2023 | CEO Discusses Benchmark Week and RecycLiCo’s Latest Development

Read the Latest News. Read Zarko Meseldzija’s  CEO Letter – “Shaping a Sustainable Future with RecycLiCo’s Battery Recycling Vision“. Read CBC Article – “Prime Minister, B.C. Premier Announce $1B Battery Plant to be Built in Maple Ridge“. Watch Engineering Explained Video – “Everything You Need To Know About Lithium-Ion Batteries“. Watch – We upcycle cathode scraps and black mass into […]

November 17, 2023 | The Down Grading of US Credit Rating

Canada’s ban on single use plastic ruled “unconstitutional”

November 16, 2023 | Recession Watch: Wow, That Was Fast

One of the many surprising things about the Everything Bubble was the way interest rates kept rising. A lot of observers (including this one) believed that in each successive bubble, the “terminal” interest rate — that is, the rate that starts to break things, causing a crash — would be lower because the amount of […]

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