March 25, 2024 | Bottom Not In

US commercial real estate prices have declined an average of 33% since early 2020, with a 60% decline in the office sector. Similar trends are unfolding in Canada. US office loan delinquencies of 30 to 60 days (dark blue below, courtesy of Bespoke) and over 90 days (light blue) have spiked in the past year […]

March 25, 2024 | Elites, Commoners, And The Shrinking Trust Horizon

Charles Hugh Smith is doing a great job of covering inequality and the pathologies it creates. Here, he explains why the trust horizon is shrinking for some but not others: Why Social Trust Is Cratering: The Difference Between Elites and Commoners We trust what we own / control, and the difference between elites and commoners is […]

March 25, 2024 | The Immigration Relief Valve

Happy Monday Morning! Housing affordability is front and center these days, as it should be. We are currently sitting at the worst levels of housing affordability since the 1980s. If housing doesn’t get fixed, and quickly, the political careers of JT and his liberals are finished. With the next federal election less than eighteen months […]

March 24, 2024 | Bullish and Bored? Here’s the Cure…

  The Fed’s main job supposedly is to manage our expectations, but have Powell & Co. painted themselves into a corner? At the moment, it would appear that investors have no clue what to expect. That wouldn’t necessarily be a bad thing, except that their default mode has been to push stocks with multitrillion dollar […]

March 24, 2024 | Climate the Movie

    

March 24, 2024 | Powering the AI

If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable. Back then, a new technology was grabbing public interest and investment dollars because it promised to dramatically improve our lives. Most people didn’t really understand how it worked but could see […]

March 23, 2024 | Trading Desk Notes For March 23, 2024

Leading stock indices rallied to new All-Time Highs as Western Central Banks signalled interest rate cuts this year After closing lower for the past two weeks, the S&P and NAZ futures surged to new highs this week following dovish signals/cuts from the FOMC, the Swiss National Bank, the Bank of England, and the Banco de Mexico. […]

March 23, 2024 | This Week in Money

• Ross Clark: Stock Markets, Commodities, Cocoa, Uranium, Bitcoin
• Eric Hadik: (13:15) Cycles, Gold, Silver, Currencies, Cryptos
• John Rubino:  (38:04) Interest Rates, Inflation, Stagflation, Gold, Banks

March 23, 2024 | Tech Talk for Saturday March 23rd 2024

The Bottom Line Responses by North American equity market to FOMC news released last Wednesday were a pleasant surprise. S&P 500 Index and Dow Jones Industrial Average quickly moved to all-time highs. The TSX Composite Index tested its all-time high at 22,213.07 set on April 5th 2022. Responses were triggered by comments by Federal Reserve […]

March 22, 2024 | The Right to Grow Food

Republican Representative Thomas Massie is presenting an amendment to the US Constitution that would ensure Americans have the legal right to grow and distribute their own food. “The right of the people to grow food and purchase food from the source of their choice shall not be infringed, and Congress shall make no law regulating […]

March 22, 2024 | The Federal Reserve Believes The Soft Landing Myth

The Federal Reserve announced that interest rates will remain unchanged. The chairman, Jerome Powell, seemed confident in his remarks that inflation will come down further, while economic growth gets stronger, and unemployment stays at the current low level of just under 4 percent. Powell hinted that rate cuts are coming, starting in June with a […]

March 22, 2024 | Danielle on Soar Financially

Danielle Park joins Kai Hoffmann for the first time on Soar Financially and examines the disconnect between current market optimism and the underlying economic indicators suggesting a forthcoming hard landing. Drawing on her extensive experience, Park offers a pragmatic outlook on the risks of speculative mania and the importance of cautious investment strategies in today’s […]

March 22, 2024 | Life in Prison Under Trudeau Anti-Free Speech Law

Electric vehicles losing popularity

March 21, 2024 | The Receipts Proving the CCP Bought the Bidens

🚨Rep. @ByronDonalds just dropped the RECEIPTS proving Joe Biden obtained money from the CEFC, which is directly linked to the CCP: “It is clear that the source of this money came from the CEFC and that CEFC is a company that is directly linked to the CCP and the chairman of… pic.twitter.com/pEsWJXCkB0 — Benny Johnson […]

March 21, 2024 | Silver Contrarian

Physical conditions in silver, appear white-hot bullish. New silver import data from India indicates more than 70 million ounces were imported into that country in February. This is a number so large it raises questions about why silver didn’t rally more. If an amount of any other commodity equal to a full month’s world production […]

March 21, 2024 | Poorer Than Most Think

Yesterday, the US Fed paused for the fifth consecutive meeting since July 2023. Holding its overnight rate at 5.25 to 5.5%, the Fed expects that rising unemployment will prompt it to ease policy rates later this year. At the same time, Chair Powell intends to continue reducing the Fed’s balance sheet (QT), withdrawing liquidity from […]

March 21, 2024 | Cannabis Finally Getting a Buzz in the US

Is Warren Buffet right about crude’s positive future?  Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

March 21, 2024 | Crude Prices Have Suddenly Jumped

April’s carbon tax hike exactly NOT what consumers need now

March 21, 2024 | Will Trudeau’s Carbon Tax Hike Boost Inflation?

Is the party for Gold and Silver expected to continue?

March 21, 2024 | Canada Devolving into Hunger Games Territory

Why is BC Premier Eby against money laundering crackdown? See Chart.

March 20, 2024 | Ukraine Bombing of Russian Refineries Adds US$2/B To War Premium Over The Last Week

GLOBAL ECONOMIC, POLITICAL & MILITARY UPDATE Today’s FOMC meeting and press conference by Chairman Powell thereafter, reiterated their plan to have three rate cuts of 25 BP each later this year. When, was left ambiguous. While there has been significant progress on the inflation front over the last year, recent CPI and PPI data are […]

March 20, 2024 | Republican Zionists Collaborating to Buy TikTok

    China is NOT the reason that Congress nearly unanimously agreed to ban TikTok – the final frontier of free speech. America relies on China for the majority of its pharmaceuticals. China is America’s largest trade partner, and most of the products we use daily are made in China. There have been state provisions, […]

March 20, 2024 | Robert Prechter: Levitating Optimism in the Stock Market

People don’t care about cycles when prices are going up. But up followed by down cycles have been constant for centuries, and once everyone who can buy has bought, only sellers remain. Bob Prechter offers a detailed temperature check in his latest market overview. Here is a direct video link. 

March 20, 2024 | Becoming Invisible, Part 13: Glenn Meder Explains “De-Googled” Phones

Three days after privacy expert Glen Meder offered a free cryptocurrency seminar (to which I posted a link here), he published a primer on removing Google’s malign presence from Android phones. The guy is on a roll. Below is an excerpt from that post. But first, the usual disclaimer: I don’t profit in any way from highlighting other […]