February 10, 2024 | Sri-Kumar: Commercial Real Estate ‘Tsunami’ Coming

Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins ‘Squawk Box’ to discuss the latest market trends, the looming commercial real estate crisis, impact on the Fed’s rate path outlook, and more. Here is a direct video link. 

February 10, 2024 | This Week in Money

• Ross Clark: Stock Markets, Oil, Gold, USD, Canadian Dollar, Bitcoin
• Martin Armstrong: (8:32) The 2024 Outlook, Stock Markets, Housing, Global Debt Bubbles, China
• Eric Hadik: (53:06) Market Cycles, USD, Interest Rates, Bitcoin, Real Estate, Gold

February 10, 2024 | Tech Talk for Saturday February 10th 2024

The Bottom Line Headline reads “S&P 500 Index closes at an all-time high”. The “Magnificent Four” (Microsoft, Amazon, Meta and Nvidia), recently narrowed down from the “Magnificent Seven”, continued to move higher. Their extraordinary overweight in the S&P 500 Index and the NASDAQ 100 Index was the main reason why all-time highs were reached on […]

February 9, 2024 | Becoming Invisible, Part 12: Even Your Car Is Spying On You

Say you want to organize an anti-war rally or buy some controversial medicine. You’re reluctant to do this from home, where Google and Amazon are listening and (possibly) forwarding your plans to all the acronym agencies. So you round up your co-conspirators and hop in your car for a ride, during which you plan your […]

February 9, 2024 | Less Insurance Coverage Suggests Less Exposure Appetite

Property insurance premiums are leaping, and coverage is becoming harder to find in many areas of the world. Few note the significance of these trends and the negative impact on asset prices. Less insurance coverage naturally reduces the amount of net worth owners want in real estate overall and in any location. Many homeowners in […]

February 9, 2024 | Mexico Dethrones China as America’s Largest Exporter

Based on data from the US Commerce Department, China is no longer America’s top supplier of goods. Imported goods from Mexico rose by around 5% from 2022 to 2023, totaling over $475 billion. Mexico has not surpassed China in exports to the US since 2002, marking a drastic shift in overall trade as tensions continue […]

February 9, 2024 | China Struggles with Weak Stock Markets

China starts 2024 with drastic measures to head off further losses in the stock market. These actions echo government rescue efforts in 2021-2023 for the property market which have been unsuccessful. Could China stock markets rebound this time? The meltdown in Chinese stock markets is historic. This chart shows the cycles over the period from […]

February 9, 2024 | Our Drunken Sailors’ Credit Card Balances, Burden, Delinquencies, and Available Credit

Credit cards are a measure of spending, not a measure of borrowing; they’re the dominant consumer payments method in the US, having largely replaced checks and cash. They’re used to pay for anything, from bar tabs to business trips that get reimbursed – and those can be large amounts. Credit cards were used for $5.8 […]

February 9, 2024 | Gold $3200 this Year?, Crude Oil, Interest Rates

Currencies.  Special Offer!

February 9, 2024 | Lower Interest Rates Do Not Equal Good Times

Will Canada and the US ever become affordable again?

February 8, 2024 | Yell is at it Again – Get Those Damn Americans

  After Janet Yellen dared to say the IRS needed to track $600 transactions on eBay and CashApps to get the rich, now it is going after those people who are taking money out of the banks and buying real estate for cash. These disgusting Americans have to be hunted down like the English did […]

February 8, 2024 | Canadian Consumer Insolvencies +23% in 2023

Canadian consumer insolvencies rose significantly in 2023, up 26.2% in Ontario and 23.0% across Canada. The latest Hoyes Michalos 2023 Joe Debtor insolvency data is available here. Doug Hoyes explains the findings below. What’s distressing to me is the person filing for insolvency is someone with higher income than in the past, says Doug Hoyes, co-founder […]

February 8, 2024 | Is the Stock Market Too Hot?

Bitcoin, chocolate and computer chips get big boosts. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

February 8, 2024 | The Case for Gold

Why record high stock markets could make you uneasy

February 8, 2024 | Wall of Worry Or Just Hype?

A myth billions are waiting to be invested?

February 8, 2024 | We’re Being Hit By a Cyclone of Bad Financial News

Will insurance soon be impossible to get? See Charts.

February 7, 2024 | EU Proposes New Climate Target for 2040

  The European Union is leading the climate change psyop and releasing recommendations that are completely unattainable and unnecessary. Brussels would now like to reduce greenhouse gas emissions by an astonishing 90% by 2040. “Setting a 2040 climate target will help European industry, investors, citizens and governments to make decisions in this decade that will […]

February 7, 2024 | What’s Cheap — And What’s Cheaper — In 8 Charts

Incrementum, creator of the epic annual In Gold We Trust chart-fest, just posted its monthly Gold Compass update. As usual, the charts tell an interesting story: Let’s start with the fact that no “strong” fiat currencies are left out there. All are evaporating when measured against real money, just at different rates (though the yen is clearly one to watch […]

February 7, 2024 | Powell Focused on Killing the Fed Put?

Danielle DiMartino Booth believes Fed Chair Powell is sticking to prudent interest rate levels in an effort to crush the Fed put and do the “right thing” in the long term for the economy. Here’s hoping… Powell: We Wouldn’t Wait to Get to 2% Inflation to Cut Rates — DiMartino Booth with Charles Payne of […]

February 7, 2024 | “Fueling Success: Exploring Explosive Investment Opportunities in Energy”

Martin re-recorded his presentation from the World Outlook Financial Conference in Vancouver on February 2/3, 2024. In the presentation he outlines key energy sources and gives 12 stocks for investors to consider in the natural gas, uranium, and oil sectors.   

February 6, 2024 | DC Court of Appeals Has Judicially Declare Trump is Guilty Without a Trial

DOWNLOAD: DC Court Appeal Trump Has No Immunity I have read the DC Court of Appeals decision stripping Trump of any immunity. In doing so, they are stripping judges and prosecutors of immunity as well for all you had to argue is they acted against their appointment and oath. Their statement of facts calls everyone on […]

February 6, 2024 | China Stumbles Under Debt and Real Estate Bust

Our September 2021 client letter “Shifting Foundations” examined the default of China’s second-largest property developer, Evergrande, and the implications of a real estate bust leading to a slump in the Chinese and global economy. You can read the entire letter at this link. Here’s a taste: Insolvency problems in China’s real estate sector sent shock […]

February 5, 2024 | Capital Flow Analaysis

  COMMENT: I found Lagarde’s comment about “those savings actually stay here to finance what needs to be financed” to be an admission that they are well aware of Socrates. You are the inventor of Capital Flow Analysis. It took an actual international hedge fund manager to see the flow of capital and change world […]

February 5, 2024 | Risk

                 Just because you can’t see something doesn’t mean it isn’t there.                  It pays to be paranoid.