October 12, 2025 | Making Money – But At What Price

  [Taken from “Health First” in Sept 2025 Timing Letter] Regardless to what happens to the price of real estate or gold, your highest priority should be your health. I like making money as much as the next guy – if not more.  But the first thing I think about when I get up in […]

October 11, 2025 | Trading Desk Notes for October 11, 2025

Leading global equity indices (and other risk assets) tumble on a sharp rise in US/China trade tensions China’s announcement of comprehensive restrictions on rare earth exports on Thursday had little impact on equity markets (but gold and silver tumbled). However, Trump’s aggressive social media response on Friday morning sparked a relentless day-long decline across equity markets. Trump […]

October 11, 2025 | This Week in Money

• Ross Clark: Stock Market Correction, Gold Top?, Oil, Uranium.
• Victor Adair:  (11:59) Stock Markets, Rare Earths, Trade Wars, Interest Rates, Oil.
• Hilliard MacBeth: (43:36)  Real Estate, Mortgage Rates, Economy, Chinese EVs.

October 10, 2025 | Canadian Pipelines: Good Bad Ugly and Nightmares

Pipelines: The Good, the Bad, and the Ugly Another pipeline fantasy rises from the political graveyard. Premier Danielle Smith is pitching a “ghost” pipeline to the West Coast — no sponsor, no permits, vague route, no funding. It’s Northern Gateway all over again. Canada’s pipeline history is a mix of ambition, divisive politics, and staggering […]

October 10, 2025 | Has Gold Topped Out?

Even Ferrari sees tough times ahead

October 9, 2025 | China Purchased $38B from the US in Semiconductor Chips

  Taiwan’s global dominance of semiconductor chip manufacturing has been at the forefront of the US-China technology war. The focus has been on Taiwan, leaving other avenues of Chinese influence ignored. China used loopholes in US law to purchase over $38 billion in chip-making technology in the last year alone, marking a 66% rise in […]

October 9, 2025 | Should We Be Concerned About Gold?

Is Bitcoin getting toppy?

October 9, 2025 | Will Gold Hold Value in a Stocks Collapse?

Can the stock market be manipulated out of danger?

October 9, 2025 | How Much Higher Can Gold Go?

Is Bitcoin about to fizzle out?

October 8, 2025 | Warmonger Think Tanks

The latest from the Neocon Fake News, ISW (Institute for the Study of War) started by Victoria Nuland’s sister-in-law, is always the same. Russia is weak; it is about to collapse, but at the same time, they are about to attack NATO, so we should invade now. The new line is “ISW specialists suggest Moscow is […]

October 7, 2025 | How The AI Bubble Will Pop and Why We Should All Care

The AI infrastructure boom is the most important economic story dominating the news. However, the numbers don’t add up, and that realization is starting to spread. Read more in,  This is How the AI Bubble Will Pop: Tech companies are projected to spend about $400 billion this year on infrastructure to train and operate AI models. […]

October 6, 2025 | Millions Sign Petition to Dismantle UK Digital ID System

  The people of the United Kingdom are fighting back against the government’s plan to roll out a digital ID system. The petition to counter the legislation quickly became the fastest-growing online petition in UK history, with over two million people signing in less than 48 hours. “We demand that the UK Government immediately commits […]

October 5, 2025 | Big Debt Cycles

Debt is a curse that can also be a blessing, depending on how the borrower uses it. Sadly, human nature seemingly ensures we often use debt unproductively—and not just as individuals. Governments have their own special way of using debt to buy benefits (and votes?) today that future generations will pay for. I have said […]

October 4, 2025 | The Trading Desk Notes for October 4, 2025

Leading global stock indices surge to record highs The S&P has rallied ~40% from its April lows, up ~13.5% YTD. The S&P is up ~5.5% since the FOMC cut rates on August 22 (blue ellipse), and signalled more cuts to come over the next few months. Big Cap Tech/AI continues to power the rally in US stocks, […]

October 4, 2025 | How a Fed Overhaul Could Eliminate the Federal Debt Crisis, Part I: The Fed’s Hidden Drain

From Scheerpost The Federal Reserve’s independence is currently being challenged by political forces seeking to reshape its mandate. The Fed has not always been independent of Congress and the Treasury. Its independence was formalized only in 1951, with a Treasury-Federal Reserve Accord that was not a law but a policy agreement redefining the relationship of […]

October 4, 2025 | This Week in Money

• Ross Clark: Stock Markets, S&P, Gold, Oil, USD, Canadian Dollar, Bitcoin.
• Martin Straith:  (10:38) US Government Shutdown and the Markets, Market Trends, Bitcoin, Gold, Uranium, DeFi.
• Mark Leibovit: (52:17) Stock Markets, Metals. Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code HALFOFF

October 3, 2025 | Cut Throat Competition in China Could Spread Worldwide

China’s War on “Involution” China is cracking down on “blind and disorderly competition,” also called involution. Factories keep building too much — solar, batteries, EVs — and prices collapse. That deflation spills abroad. How low can China push prices — and who gets crushed next? Western firms know the rule: compete with China and prices only […]

October 3, 2025 | Taiwan Declines US Demand to Offshore Chip Production

The threat of losing military protection did not persuade Taiwan to move half its chip manufacturing to the United States. Top trade negotiator and vice Premier Cheng Li-chiun stated that the 50-50 proposal would not be considered or even discussed. Instead, Taiwan plans to focus on lowering US-imposed tariffs that now stand at 20%. Commerce […]

October 3, 2025 | Central Banks Won’t be Able to Stop a Market Crash

How long could the next recession last?

October 2, 2025 | Canada Joins UK With Up to Life in Prison for Hate Speech

In Canadian criminal law, “hate crimes” are not a single stand-alone offence, but rather ordinary criminal offences (like assault, mischief, or threats) that are motivated by bias, prejudice, or hatred. Some are specific indictable offences in the Criminal Code: Advocating genocide – s. 318: It is an indictable offence to advocate or promote genocide against […]

October 1, 2025 | Economic Hits Keep Coming

While Washington deflects attention with yet another government shutdown standoff, US economic data deteriorated further in September; see US Consumer Confidence Falls to Five-Month Low on Job Concerns. The latest published U.S. Consumer Confidence (Conference Board) index came in at 94.2, down from 97.8 in August (on the lower left since August 2023). The share of […]

October 1, 2025 | Canadian Govt Prepares to Disarm Civilians

There has never been a positive outcome when the government sets out to disarm the people. Authoritarian states are the inevitable result. Certain semi-automatic weapons were prohibited in March 2025, with a one-year amnesty period for lawful gun owners to surrender their rifles through a buyback program. The government claims the buyback program is completely […]

September 30, 2025 | $20,000 of Added Value for Only $1,500

  There’s nothing better than doing something you love – and making money from it. Here’s how Robert Campbell added $20,000 of value to an otherwise mundane and unexciting stairwell. Cost of Materials: $400.00 for beams and wood planking on the ceiling; $50.00 for relocating the light so it is centered on the airplane pic;  […]

September 29, 2025 | Credit Bubbles Cost Fortunes in the End

Years of reckless lending and borrowing are nearing another predictable end: surging defaults and losses. As Oaktree Capital Management’s co-chair and credit specialist, Howard Marks, has noted: “The worst loans are made at the best of times,” when credit and optimism are plentiful. While risk-sellers continue to insist that households are in good financial shape (just as […]