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April 6, 2023 | Fed’s Balance Sheet Plunges by $101 Billion in Two Weeks, as QT Continues and Bank Liquidity Support Begins to Unwind

The Federal Reserve’s balance sheet plunged by $101 billion in two weeks – by $74 billion in the current week and by $27 billion in the prior week – as quantitative tightening (QT) continued at the normal pace and as banks have started paying back the liquidity support offered by the Fed when Silicon Valley Bank […]

April 6, 2023 | Should You Worry About US Dollar in Post Bubble Contraction?

Blackstone limits withdrawals following $4.5 billion in withdrawal requests

April 6, 2023 | CEO Discusses RecycLiCo’s Strategic Outlook on Battery Recycling

Read InsideEvs Article – “US And Japan Enter Into Electric Car Battery Materials Trade Deal“. Read Reuters Article – “BMW Bets on Design and Recycling, Not Mining, To Lower Battery Costs“. Read Tesla Presentation – “Master Plan Part 3 – Sustainable Energy for All of Earth”. Read Electrek Article – “Everything You Need To Know […]

April 5, 2023 | Credit Earthquake Reveals Fault Lines

The past year has seen the most aggressive Fed tightening cycle in at least 30 years (see the chart below as of March 30, 2023, courtesy of Isabelnet.com). Base effects matter a lot; coming off a decade of constant QE and near-zero interest rates, the “normalizing” of monetary conditions this cycle is particularly acute at […]

April 4, 2023 | JPM Again

A major development last week was the large amount of gold issued by JPMorgan over the first two days of the COMEX April contract. Total gold deliveries by JPMorgan of 14,326 contracts, including 10,682 contracts (1.07 million ounces) by JPM from its proprietary house account were the largest by JPM in history.  This is big […]

April 3, 2023 | Eyes On The Prize

Bear markets can be psychologically trying as interim rallies may obfuscate ongoing downtrends. Markets are liquidity junkies and repeatedly anticipate that central banks will pause and return to easing credit conditions (typically a few months after a pause). As with tightening, however, the bulk of easing effects are not felt until many months after they’re […]

April 2, 2023 | What Blows Up Next? Commercial Real Estate

Commercial real estate — i.e., America’s $20 trillion of office buildings, warehouses, strip malls, and apartments — is all about financing. The lower the interest rate, the easier it is to justify marginal projects toward the end of a business cycle when only cheap money gets the deal done. That’s why the sector typically booms late and […]

April 1, 2023 | Trading Desk Notes For April 1, 2023

Supercap tech stocks soar, leaving the rest of the stock market behind The Nasdaq 100 is up ~24% from its early January lows to a 7-month high; the S&P is up ~8%, the DJIA is up ~1.5%, and the TSE is up ~3.5%. AAPL and MSFT are up >30% from January lows; TSLA and NDVA are […]

April 1, 2023 | This Week in Money

March 31, 2023 | Commercial Real Estate is the Next Domino

If there is another shoe to fall for the troubled regional banks, commercial real estate is a likely catalyst. Reports arrive daily that many sectors, especially office towers, continue to struggle to meet their commitments. Regional banks hold most of the debt for commercial real estate. As of mid-week, the banking crisis was shuffled to […]

March 31, 2023 | Is Inflation Really That Scary?

The case for Gold

March 30, 2023 | Can We Really Last until 2032?

QUESTION #1: Martin, Since Trump was already not guilty of having the affair (to which Stormy Daniels admitted never took place), does that mean that the New York Court has indicted him on the charges of “being blackmailed”? DB QUESTION #2: Bill Clinton committed perjury. That was legal grounds to indict him and remove him […]

March 30, 2023 |  Canada Now Pushing Critical Metals and Nuclear Technology

Incompetent Fed Responsible for Bad Banks

March 30, 2023 | The Real Pain From Higher Interest Rates Yet To Come

The problems that caused the recent banking crisis not solved

March 30, 2023 | Is it Really a Break If The Bank Extends Your Mortgage?

Canada in a great position to profit from green transition

March 30, 2023 | US Dollar, Gold, Banks, Bitcoin

Geo-cosmic Events.  Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

March 29, 2023 | De-Dollarization Follow-Up: Three Crucial Videos

De-dollarization is a meme whose time has apparently come, as a lot of big video platforms devote entire shows to the subject. Here are three good examples from the past month:

March 28, 2023 | Battle for Deposits: Tired of Getting Screwed by Banks, People Yank their Cash Out, Forcing Banks to Pay Higher Interest Rates. Treasury Yields Are a Mess Though

People – and I mean massive numbers of people – have finally figured out that they’ve been getting screwed by near-0% interest rates on their bank deposits, and they’re moving huge sums of money around, as deposits have suddenly turned into hot money, forcing banks to respond by offering better deals. And the land is […]

March 27, 2023 | Leaked Texts – Liberal Govt Plotted to De-Bank Freedom Convoy Protestors Before Invoking Emergencies Act

Tyrant Justin Trudeau gave the green light to the Western world to begin de-banking citizens based on political beliefs. New text messages emerged that show the Liberal government pressured banks to freeze accounts long before the Emergencies Act (EA) was invoked amid the Freedom Convoy (also known as the Trucker Convoy). Trudeau invoked the Emergencies […]

March 26, 2023 | Danielle on CBC Weekend Business Panel

Danielle was a guest with Dennis Mitchell and Hillary Johnstone on the CBC Weekend Business Panel. Here is a direct video link.

March 25, 2023 | Trading Desk Notes For March 25, 2023

Classic signs of stress across financial markets The banking sector has been the epicentre of the “stress” which started over a month ago in the USA and then spread to the Eurozone. A couple hundred billion dollars worth of deposits have apparently left the banks in search of “safe havens,” and bank share prices have fallen. Canadian […]

March 25, 2023 | This Week in Money

March 24, 2023 | Central Banks Must Choose Between Fighting Inflation and Saving The Banks

Central banks, especially the Federal Reserve, are caught between a rock and a hard place. It seems that they might have to choose between saving the banking system and fighting inflation. Their recent statements, until this week, indicated that they would make fighting inflation their only priority, even if that means triggering a recession. But […]

March 24, 2023 | Can We Trust Canadian Banks?

Is Gold a safe haven right now?

March 24, 2023 | Is Hiking Rates Making Inflation Worse?

Gold, Commodities, Supply Chain

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