February 12, 2024 | Putin on Sanctions & the BRICS Boogeyman

        I do not advise governments to use sanctions for leverage due to the economic implications that may take time to materialize. In April 2020, I wrote, “Once you impose sanctions, you create a cold war. Look at Russia. Nixon opened China to divide and conquer. Are we really that stupid to […]

February 11, 2024 | WEF Proposes Ban on Gardening

The globalist overlords are attempting to block every option we have to remain independent from government tyranny. The World Economic Forum (WEF) has proposed a full ban on homegrown food, citing their favorite excuse – climate change. That’s right, the WEF believes that home gardening is destroying the planet. “The impact on the environment is […]

February 10, 2024 | Trading Desk Notes For February 10, 2024

Stock indices continue to rally The DJIA is up ~6,500 points (~20%) from the October lows, closing higher for 14 of the last 15 weeks (a multi-decade record.) The Nasdaq 100 is up ~68% in 14 months since the January 2023 lows. NVDA has rallied ~$250 (52%) in six weeks from its January 2024 lows and is up […]

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 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 | 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 | “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 | 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 4, 2024 | Danielle presents at VRIC 2024: Capital Prospects in 2024

Danielle presents at VRIC 2024. Here is a direct video link.    Further to real interest rates (nominal rates minus inflation) being demand-crushingly high for borrowers (but attractive for savers), the chart below shows the US Fed Funds Rate (FFR) minus the 5-year inflation swap rate is the highest today in over 20 years.  

February 4, 2024 | Wall Street Guns Its Perpetual Motion Engine

Here are a couple of headlines concerning the economy that appeared atop Bloomberg’s front page on the same day last week. Taken together, they could make one’s head spin. First the happy news: IMF Lifts World GDP Outlook on U.S. Strength. But here’s the article just beneath: UPS to Cut 12,000 Jobs. A case of schizophrenia on the […]

February 3, 2024 | This Week in Money

• Ross Clark: Stock Markets, Dow, S&P 500, Jobs, Oil, Gold, Chocolate
• Mark Leibovit: (9:49)  Stock Markets, Interest Rates, Cannabis, Gold.  Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.
• Wolf Richter: (52:05)  US Real Estate, Inflation, Autos, Electric Vehicles

February 2, 2024 | Canada Might Abandon Its Inflation Target in a Recession

The Bank of Canada (BOC) held interest rates steady at 5 percent in January, highlighting growing weakness in the Canadian economy. But unfortunately, inflation is not declining as fast as the central bank would like. Will the central bank abandon its inflation target? While the weakness in the economy would normally allow the Bank of […]

February 2, 2024 | A Big New Development

A recent development in COMEX silver futures positioning has been unusual enough that I didn’t detect it at first, because it has been somewhat gradual. Over the past five reporting weeks, from the COT report as of Dec 19, 2023 to the most recent report as of January 23, 2024, the number of long traders […]

February 1, 2024 | Time For A Trust? If So, What Kind?

Let’s say you own a bunch of uranium stocks and your nest egg is becoming an “estate.” Well done! Now it’s time to avoid excessive taxes and make the eventual transfer to your kids and grandkids seamless and stress-free. One way to do this is via a trust, a legal entity that holds and disburses money while […]

February 1, 2024 | Why a USA “Hard Landing” More Likely than “Soft”

Will Gold be a safe haven from an economic crash?

February 1, 2024 | A Glowing Report on Uranium

The Fed may hold on off on anticipated rate cuts