November 11, 2023 | Trading Desk Notes For November 11, 2023

Surging Megacap Tech shares power the Nasdaq 100 to the highest weekly close since July Three weeks ago, the NAZ closed at a 6-month low as long-term interest rates hit 16-year highs, but a reversal lower in interest rates last week ignited a buying frenzy across the stock market, with the NAZ closing this week ~10% above […]

November 11, 2023 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Oil, USD, Canadian Dollar.  Special Offer!
• Gerald Celente:  (13:00) Stock Markets, Real Rate of Inflation, Oil, BRICS Gold Backed Currency
• Rick Ackerman:  (31:04) Stock Markets, Oil, Lithium, Chinese Real Estate Crisis
• Zarko Meseldzija:  (1:05:24) CEO of RecycLiCo™ Battery Materials Inc. on Company Showcase – RecycLiCo™ Battery Materials CEO Discusses AGM Results and Zenith JV Updates. Read Motor Mouth Article – “Rethinking Electric Vehicle Battery Manufacturing: Recycling as the New Gold Standard”. Read and Listen to CleanTechnica Article/Podcast – “RecycLiCo CEO Zarko Meseldzija Talks Battery Recycling, Black Mass, And Urban Mining“. Watch – We upcycle cathode scraps and black mass into higher-value battery materials! Video  – The demonstration plant for the RecycLiCo™ Patented Process is now operational in Vancouver, British Columbia, Canada. Questions?  Email or Phone: 778.574.4444

November 10, 2023 | For Sale Inventory on the Rise

The four Ds drive real estate listings: death, divorce, default, and discretionary. The first three tend to trigger regardless of market conditions. ‘Discretionary’ and default listings tend to rise with interest rates– both are escalating now. Ted Oakley discusses real estate with property market expert Ivy Zelman.  Here is a direct video link.   For those who […]

November 10, 2023 | Why Are Central Banks Buying So Much Gold?

Carbon tax responsible for 16% of Canadian inflation

November 10, 2023 | RecycLiCo™ Battery Materials CEO Discusses AGM Results and Zenith JV Updates

Read Motor Mouth Article – “Rethinking Electric Vehicle Battery Manufacturing: Recycling as the New Gold Standard”. Read and Listen to CleanTechnica Article/Podcast – “RecycLiCo CEO Zarko Meseldzija Talks Battery Recycling, Black Mass, And Urban Mining“. Watch – We upcycle cathode scraps and black mass into higher-value battery materials! Video  – The demonstration plant for the RecycLiCo™ Patented Process is now […]

November 9, 2023 | Money Versus Metal

In every investment asset, a key factor in determining the price is the amount of investment buying, either potentially or already existing versus the amount of the asset itself that exists to be invested in. Expressed differently, price is determined by total market capitalization  (the total current amount of what the asset is worth), plus […]

November 9, 2023 | Seasonality Could Boost Markets to a Record

Why one of investment’s biggest names likes cryptos. Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

November 9, 2023 | Uranium Looking Brighter All the Time

Gold demand outstripping supply

November 8, 2023 | Are There Too Many People Or Too Few?

With financial collapse and global war inching closer every day, you’d have to be an anxiety junkie to worry about distant things like demographic trends. Still, the population debate is interesting, with economists, statisticians, and techies disagreeing over whether the world of 2100 will have too many people, too few, or just the right number. […]

November 7, 2023 | Mortgage & HELOC Balances, Delinquencies, Foreclosures: How Are our Drunken Sailors Holding Up?

Mortgage balances outstanding ticked up 1.0% in Q3 from Q2, to a new record of $12.1 trillion, after having dipped in Q2, according to data from the New York Fed’s Household Debt and Credit Report. This increase is less than half the pace than the big jumps during the era of the 3% mortgages, when […]

November 6, 2023 | Tightening Further

Last week’s new short position report indicated a moderate increase in the short position on SLV, the big silver ETF, of 2.4 million shares to just under 19.8 million shares (18 million ounces). This increase came at a time of rising prices (as did a similar rise in the shorted shares in GLD, the big […]

November 5, 2023 | Markets, Riots, War and Peace

[A change of tone and tempo this week from our good friend Richard Charles, owner of Lake Tahoe-based Alpine Capital. His observations concerning gold’s historical role during periods of intense global strife should remind us that bullion’s sometimes crazy price swings should not be investors’ focus right now.  RA ]  With plans to attend memorial service for a dear […]

November 4, 2023 | Trading Desk Notes For November 4, 2023

Stocks and bonds soared this week, and the US Dollar fell as markets believe Central banks are “done” raising interest rates Bonds 30-year Treasury futures fell ~20% from the post-SVB highs in April to last week’s 16-year lows. (Yields rose from 3.55% to 5.10%.) The market turned higher last week and soared this week on a […]

November 4, 2023 | This Week in Money

• Ross Clark: Stock Markets, Gold, Oil, USD, Canadian Dollar
• Martin Straith: (11:28) Bonds, Interest Rates, Recession, Slowing Global Economy
• Tim Wood: (38:57) Inflationary Cycle, US Banks, Safe Havens, Recession

November 3, 2023 | The Federal Reserve Issues a Margin Call

The Federal Reserve kept rates unchanged this week, at the highest level since 2001. The chair, Jerome Powell, insisted that the Fed might have to hike more, if inflation does not behave in the next few months. The last rate hike in the U.S. occurred in July 2023, after a streak of 11 hikes that […]

November 3, 2023 | Do We Face the Risk of Hyperinflation?

Taylor Swift to give Vancouver huge economic boost

November 2, 2023 | Nordic Countries Promise Mass Deportations

Religious zealots have come out in full force in recent weeks. European nations are now realizing that they made a grave mistake by opening their doors to countless migrants who do not share the same culture or values. Reuters reported that Nordic governments are now planning to deport immigrants who have not established legal residence. Denmark has […]

November 2, 2023 | Could We See Traditional Fall Market Rally?

If market collapses, even Gold will lose value.  Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

November 2, 2023 | Mortgage Rate Shock Yet to Come

China’s Real Estate crisis could easily spread here

November 1, 2023 | The Most Splendid Housing Bubbles in America, October Update: 10 of the 20 Metros Down from their Peaks Last Year, 6 Metros Set New Highs

We like the S&P CoreLogic Case-Shiller Home Price Index because it’s based on the “sales-pairs method” comparing the sales price of the same house over time, thereby eliminating the issues associated with median price indices (see “Methodology” toward the end of the article). And we like it because it shows the 20 metros it covers […]

October 31, 2023 | China’s Real Estate Bust Has Global Implications

The International Monetary Fund warned this month that the downdraft in China’s real estate sector has contagion implications globally: In the near term, the sharp adjustment in China’s heavily indebted property sector and the resulting slowdown in economic activity will likely spill over to the region, particularly to commodity exporters with close trade links to China. Beyond […]

October 30, 2023 | In The War on Truth, It’s Time To Become Heroes

“Truth is treason in an empire of lies.” – George Orwell “The conscious and intelligent manipulation of the organized habits and opinions of the masses is an important element in democratic society. Those who manipulate this unseen mechanism of society constitute an invisible government which is the true ruling power of our country. …We are […]

October 29, 2023 | Our #1 Bellwether Defies October Curse

Although my technical forecasts have generally been accurate, occasional guesses about when the sky would fall have consistently underimagined the height of bullish folly. Since yet another October looks likely to pass without a stock-market crash, perhaps it’s a good time to look at the chart of Apple, an institutional proxy that is incapable of […]

October 28, 2023 | Trading Desk Notes For October 28, 2023

The Nasdaq had its best-ever first-half gain this year (~45%) but peaked in July and fell ~12% to this week’s lows The Nasdaq’s “defining moment” was made on July 18 when MSFT’s market cap soared ~$100 billion in an hour on an AI announcement, taking the share price to All-Time Highs of ~$367. Within three days, […]