March 4, 2025 | Can China (and other Countries) Avoid Japan’s Lost Decades?

China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is less fun. Low bond yields, weak inflation and a struggling property market have raised fears China may see its own version of Japan’s 1990s […]

March 3, 2025 | Trump Pauses all Funds to Ukraine – About Time!

I have been stating all along all of my sources say the same thing. Zelensky is just a puppet of the Neocons. He takes his orders from them and they do not want peace. They have invested so much into this war to conquer Russia that they are not about to walk away. I said […]

March 3, 2025 | Limping Across the Finish Line

Happy Monday Morning! The Canadian economy expanded at a stronger-than-expected 2.6% annualized pace in the fourth quarter, far exceeding the Bank of Canada’s estimate of 1.8% and the 1.7% median estimate from economists in a Bloomberg survey. However, under the hood, the details left more to be desired. According to Statistics Canada, GDP per capita […]

March 2, 2025 | The Bull’s Eye Matrix: Updated

Bull’s Eye Investing was published on January 1, 2004. It quickly became a bestseller. The main thing that people still ask me about was a trifold spread color chart of stock market returns since 1900. Returns were color-coded so readers could see the ebb and flow of returns over time. That remarkable representation of market performance […]

March 2, 2025 | A ‘Formula’ for Preparedness

You’ve heard from ‘Formula382’ before. A longtime Rick’ Picks subscriber, he manages wealth in the Ozarks, using puts and calls aggressively, with a dollop of good timing, to keep clients happy. He has also shown uncanny skill at rotating out of sectors just before they peak. In a recent chat room discussion, Formula wondered whether […]

March 2, 2025 | 36% of Americans in Favor of Socialism

  Socialism has become a trendy topic in the US in recent years. Progressive politicians paint it as a utopia where everyone is treated equally and thrives under the protections of big government. A new Pew Research poll found that while most view capitalism favorably (57%), around 36% of Americans have a positive view of […]

March 1, 2025 | Trading Desk Notes for March 1, 2025

Current positioning: My short-term trading account began this week long TNotes and Yen, short the S&P. I covered the Notes and S&P for good gains mid-week and was stopped for a slight loss on the Yen. I bought the S&P on Friday and held that into the weekend. Equities The S&P touched all-time highs on February 19 (blue […]

March 1, 2025 | Zelensky Shows the World He is no Diplomat

  QUESTION: How did you know today would end this way, with Zelenskyy making a fool of himself? SL  ANSWER: Zelensky is believing his own BS, and the press loves him because of the Neocon propaganda. To refuse a cease-fire, claiming you need a security deal first, was not just BS, but it was based […]

March 1, 2025 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Oil, Bitcoin, Orange Juice
• John Rubino: (10:21) Trump Administration, Gold, AI, Gold Card
• Victor Adair: (31:50) Stock Markets, Gold, Currencies, Bitcoin, Digital Gold            

March 1, 2025 | Tech Talk for Saturday March 1st 2025

The Bottom Line The period of seasonal outperformance by the TSX Composite Index came to an end last week. Contributions into RRSPs until February 28th are a major reason for outperformance relative to the S&P 500 Index. Technical breakdowns below intermediate support last week by the Dow Jones Industrial Average, S&P 500 Index and NASDAQ […]