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January 7, 2024 | Advancing the Timeline of Economic Collapse
The stock market is so pumped with hubris, lies and delusions that I’m beginning to doubt whether the bull market will see Microsoft rally to $430 before everything comes crashing down. I’ve been using MSFT as a bellwether because it has been the strongest megacap stock in the world for the last four years, and […]
January 7, 2024 | Big Oil v. California
Chevron can no longer remain profitable in California, where politicians fail to understand the impact of reducing fossil fuels without a reliable alternative. The company has already pulled back hundreds of millions in spending in California over the past two years. Chevron’s Q4 filings proclaimed it needed non-cash write-downs and is expected to report non-cash […]
January 7, 2024 | A Muddle-Through Year
First, let me wish you the best for the new year. I look forward to exploring it with you. It’s forecast season again, the time when people like me tell people like you what will happen this year. Sadly, we are often wrong. It turns out predictions are hard, especially those about the future (with […]
January 6, 2024 | Why Pfizer Should be Criminally Charged
Tucker Carlson: Bret Weinstein on the WHO’s plans for you ;
January 6, 2024 | Trading Desk Notes For January 6, 2024
After closing higher for nine consecutive weeks and making new All-Time Highs, Nasdaq 100 futures took a “refreshing” pause to start the New Year The NAZ rallied ~60% in 2023, its best performance since the fabulous 1999 Dot.com days. (Veteran campaigners may remember that the NAZ rose an additional 30% by March 2000 but then […]
January 6, 2024 | The Epstein Interview
In this interview, you will hear the efforts of Jeffrey Epstein’s brother to get answers. During this interview, he was told that the doors were open. This is the hole. They throw you in there to cut off your communicates. When they went after my lawyers, suddenly, I was thrown into what the inmates call […]
January 6, 2024 | Tech Talk for Saturday January 6th 2024
The Bottom Line Time for a pause in performance by U.S. equity markets into mid-March, most notably by the tech heavy NASDAQ Index and related ETFs! Thereafter, look for strength to the end of 2024 supported by accelerating earnings gains and a history of rising U.S. indices during the fourth year of the U.S. Presidential […]
January 5, 2024 | Supreme Court to Decide if Trump Can Be Removed from Ballots
The Supreme Court has agreed to decide whether former President Donald Trump can be prevented from standing for president because of his efforts to overturn his 2020 election loss. This is fantastic news, for we need the Supreme Court to decide this question simply for the sanity of the nation. The Court acknowledged they need […]
January 5, 2024 | Financial Cycle Behavior is Consistent
In June 1999, the US Fed began an 11-month rate hiking cycle that took the overnight rate from 4.75 to 6.5% by May 2000. Amid tech-mania-inspired irrational exuberance, the S&P 500 hit 1527 by March 2000, sold off into the summer, and rebounded to double top at 1521 by September on soft-landing forecasts. What unfolded […]
January 4, 2024 | Home Listings Rise as Sales Stagnate
Rebounding Treasury bond prices have lowered mortgage rates from their cycle high in October, but home prices at current mortgage rates are still painfully unaffordable for most. The Bank of Canada estimates that 45% of Canadian homeowners saw their mortgage payments rise in 2023, and 50% of mortgages initiated before March 2022 will face higher […]
January 4, 2024 | The Truth About Bitcoin and Cryptocurrencies – An Unpopular Analysis
“Could governments seize bitcoin?” That is a common question, and much to the dismay of many, my opinion does not match the typical analysis. I have lost clients due to my honesty regarding crypto. I understand many firmly believe that Bitcoin will one day become the alternative to the USD, but it is unwise […]
January 4, 2024 | Navigating Market Crossroads
As an investment newsletter we strive to keep investors on top of what is driving the markets. As we have been highlighting for Trend Letter subscribers the last few weeks, we are currently well-positioned for a potential pullback in the S&P. The developments in yesterday and today’s price action has increased the likelihood of such […]
January 3, 2024 | FL Surgeon General Urges a Halt to COVID Vaccines
The truth is coming out about the vaccines in 2024. Those living in Florida may have received a notification this week from Florida Surgeon General Joseph Ladapo’s office warning the public that the vaccination is not safe. The FDA warned Lapado last month that questioning the vaccine would be considered “misinformation,” but he ignored […]
January 3, 2024 | 2024 Starts Rough
Assets bid up by irrational amounts eventually end up on clearance sale. Always. This is something to remember with the seven most expensive tech companies ending 2023 at their October 2021 price peaks (chart shown below, courtesy of All Star Charts), even while the Fed funds rate has moved from .25 to 5.5% and earnings […]
January 3, 2024 | Recession Watch: Slightly Lower Interest Rates Will Make Zero Difference
GDP is still growing, home prices are still high, and the unemployment rate is still low. But under the surface, the bad numbers just keep coming: U.S. manufacturing sector shrinks for 14th straight month in December (MarketWatch) – The new-orders index fell 1.2 percentage points to 47.1 in December (below 50 indicates contraction). Prices fell […]
January 2, 2024 | What Will the Fed do in 2024?
Everyone wants to know what the Federal Reserve will do in 2024. Of course, people want to believe that the Fed will slash interest rates in the New Year. The pundits cling to every word except when, at the start of the month of December, Powell boldly criticized the Biden Administration, saying that […]
January 2, 2024 | Art of the Collapse, January 2024
In December, some prestigious universities made the (in retrospect) horrendous mistake of letting their presidents testify before Congress. The result was not pretty — except for meme creators, who had a field day: But the Ivy League’s public humiliation wasn’t the only novel thing to happen in a federal government building last month, as staffers were […]
January 1, 2024 | Rigging Elections Worldwide?
COMMENT: Finland’s Presidential Election The only opposition candidate in the Finnish presidential election, Paavo Väyrynen, was prevented from standing as a candidate by a hybrid operation in which the state-owned postal service routed the supporting cards sent to him to Estonia (and the cards were not found until the deadline had expired). Finland’s political […]
January 1, 2024 | Corruption, Chaos, Conflict – Fourth Turning Erupts in 2024
“Americans today are increasingly polarized, as if they constitute two separate nations.” – Strauss & Howe – The Fourth Turning “THESE are the times that try men’s souls. The summer soldier and the sunshine patriot will, in this crisis, shrink from the service of their country; but he that stands by it now, deserves the love and […]
December 31, 2023 | The Ukrainian Financial Panic
I have warned that Zelensky will go down in history as the evil ruler he truly is. And for those who constantly want to pretend this is Russian propaganda, tell that to the 500,000 Ukrainian soldiers who are dead and all the broken homes Zelensky has left behind, along with the 8 to 10 million […]
December 31, 2023 | Can We Repeat 2023?
In these way-too-interesting times, there aren’t many publications that would trumpet a New Year’s Eve headline like the one above. It topped the front page of the South Florida Sun Sentinel, however, a tribute to the Sunshine State’s winning performance on the playing field. Two college basketball teams, University of Miami and Florida American University, made […]
December 31, 2023 | Looking Back and Forward
It’s that time of year when we start thinking about the old and envisioning the new. This has always been a special season for me, perhaps because of my unusual quirk of really wanting to divine the nature of the future—not just an investment in economics but in general. This week’s letter will be in […]
December 30, 2023 | Trading Desk Notes For December 30, 2023
We’ve had a historic 2-month rally in stocks and bonds in anticipation of several interest rate cuts in 2024 due to falling inflation – what’s next? The leading stock indices (and many individual names) traded higher for nine consecutive weeks, with the DJIA and the NAZ 100 ending 2023 at All-Time Highs. The DJIA rallied ~5,450 points (~17%) from […]
December 30, 2023 | Next Strain of COVID Might Cause Heart Failure
Some scientists have warned a new strain of COVID-19 could cause potential heart issues. This new strain, known as JN.1, will reduce cardiac function in many people, according to the report. GB News has reported that Japan’s top research institute, Riken, has issued a stark warning that the ACE2 receptors that the coronavirus attaches […]
December 30, 2023 | NATO & Russia Moving Toward War
QUESTION: News from Russia is claiming there will be a major war with NATO. I do not understand if Russia is no longer Communist; what is the real issue that we have to move to World War again? SV ANSWER: It’s just time. Having met a Neocon face to face, all I can offer […]