July 18, 2022 | Housing Bubble Getting Ready to Pop: Traffic of Prospective Buyers of New Houses Plunges, Homebuilders Cut Prices, Sentiment Dives

Homebuilders have struggled for well over a year with supply and labor shortages and ridiculously spiking costs. In addition, this year, the new holy-moly mortgage rates added to the woes, and unsold inventories surged to levels not seen since 2008, as sales fell. And homebuilder stocks have gotten hammered across the board, down year-to-date between […]

July 17, 2022 | Silver Price Explosion

I can’t recall a time when all the stars, planets and moons have been as aligned as they are now for a sudden and shocking revolution in the price of silver. COMEX positioning sets the price of silver and it has turned profoundly bullish. I wholeheartedly believe there has to be a great reset in […]

July 16, 2022 | Trading Desk Notes For July 16, 2022

“Don’t fight the Fed,” they say, but what will the Fed do? The markets understand that the Fed is determined to cool inflation by raising interest rates another ~125bps between now and December. But then what? The forward markets see the Fed beginning to cut interest rates in early 2023, likely in response to recessionary […]

July 16, 2022 | This Week in Money

July 15, 2022 | The Bank of Canada Shocks with 100 Basis Points Increase in Rates

The Bank of Canada shocked financial markets with a surprise increase of 100 basis points in the official interest rate. Will this be enough to stop inflation? Here’s an excerpt from the July 13, 2022 announcement: “With the economy clearly in excess demand, inflation high and broadening, and more businesses and consumers expecting high inflation to persist […]

July 15, 2022 | AMY CTO Zarko Meseldzija with Live Update From RecycLiCo™ Demonstration Plant

Deep dive into Life Cycle Assessment results for Lithium-ion Battery Recycling-Upcycling Process. Read July 13th News. Read July 15th News. Read Tech Crunch Article – “Battery Recycling Could Be The Next Investor Darling of the EV Era“. Read CBT News Article – “EV Battery Materials are in Short Supply — How are Automakers Responding?” Read Kitco […]

July 15, 2022 | Could This Be The Last Fed Rate Hike?

China’s Real Estate financing very Ponzi like

July 14, 2022 | Rate Hikes Compounding Pain for Bloated Real Estate

The Bank of Canada hiked base rates a whole percentage point yesterday–its most significant one-time increase since 1998–now at 2.5% from .25% four months ago in March. Futures are pricing in a 84% chance that the US Fed will follow suit with its own 1% increase at its next policy meeting on July 27. These […]

July 14, 2022 | Inflation, Interest Rates, Real Estate

Food shortages and fuel prices

July 14, 2022 | Have Commodity Prices Peaked?

Is inflation curing itself?

July 13, 2022 | “Things Are Not Normal Right Now”: Bank of Canada Hikes by Monster 100 Basis Points, Hits Mortgages. So Might the Fed after US CPI Fiasco

“To front-load the path to higher interest rates,” the Bank of Canada today jacked up its main rate by a 100 basis points to 2.5%, the fourth rate hike in a row, and the biggest rate hike since 1998, which made the BoC the first of the G-7 central banks to raise by 100 basis […]

July 12, 2022 | World Bank: The Poor Will Suffer From Carbon Taxes

  The World Economic Forum is praising Denmark for implementing the world’s strictest carbon tax laws. Companies will soon be forced to pay $159 for every tonne of CO2 emitted, marking an additional $53 per tonne. The government claims this will cut CO2 levels by 3.7 million tonnes in just one year. “This incentivizes companies to […]

July 11, 2022 | The Perfect (and Only) Solution

A new article by Reuters concerning this year’s default in nickel on the London Metals Exchange help me to crystalize some new thoughts on the recent dramatic collapse in commodity prices of all types, certainly including silver and gold. I would describe my new thoughts as being fully in line with all the major themes […]

July 10, 2022 | The Disease Cycle

  QUESTION: Marty, You have forecasted that your disease model turned up here in 2022. COVID was exploited, but it was no worse than the flu. Then there is monkeypox. But the latest is the much more lethal Marburg virus in Africa. Is this going to be the real one? DC ANSWER: The model did […]

July 9, 2022 | This Week in Money

• Ross Clark – Stock Market Rally. Special Limited Time Offer! 25% off Annual Subscriptions for New Subscribers.
• Victor Adair –  Oil, Gold, USD, Commodities, Bonds
• Rick Ackerman –  Inflation, Deflation, Interest Rates, USD. Special 14 Day Free Trial Subscription!

July 8, 2022 | Achieving Self-Funding Local Sovereignty as Global Food Systems Collapse

Deglobalizing” and “dedollarizing” have been much in the news. Reducing dependence on the global supply chain and the U.S. dollar are trends that are happening not just internationally but locally. In the United States, we have seen movements both for local food independence and to divest from Wall Street banks. The burgeoning cryptocurrency movement is […]

July 8, 2022 | Crude Oil Top By September?

When might Gold stocks be a good buy?

July 7, 2022 | Secular Bears End When Animal Spirits Are Crushed

Secular bear markets begin from a point of mass exuberance and over-valuation and end when they have crushed both into remission. The forward price to earnings (PE) estimate for the S&P 500 in 2000 was 26 versus a long-term mean of 16 (as shown below). It fell to the 22-year mean of 16 in June, […]

July 7, 2022 | Could Falling Oil Prices Mean Recession?

Is Canada’s Real Estate bubble bursting?

July 7, 2022 | Are We In a Summer Bear Rally?

Crypto Crash Shows Need to Diversify Investment.   Special Offer! Receive 50% Off VR Trader Newsletters! Enter Promo Code 2022HALFOFF.

July 7, 2022 | Recession, Inflation, Interest Rates

Is Canada more vulnerable than US to economic downturn?

July 6, 2022 | Climate Update Global Temp Continues Flat – Be Alert to “Tropical Coolness”

On the UAH Satellite Temp record, the global anomaly for June was +0.06 C, down from +0.17 C in May, which compares to the +0.26 C on the April posting. The high with the El Nino of 2016 was +0.70 C, essentially offsetting almost half of the hysteria about a 1.5 C increase.

July 6, 2022 | Dominion Voting Systems Linked to Soros

We already knew the system was rigged – but how far does it go? This picture, albeit poor quality, has been circulating the internet and shows traitor Trudeau “testing” the Dominion Voting System. Standing behind him is none other than Alex Soros, George Soros’ son who is now doing the footwork for his dad. Rebel […]

July 5, 2022 | New Vehicle Sales in June 2022 Plunged 25% from June 2019, Back to 1970s Levels, on Inventory Shortages

Automakers have now reported their June new vehicle sales, or their Q2 new vehicle sales, for the US, except Tesla, which doesn’t report US sales but only global sales. All automakers, even Toyota, and now even Tesla, are struggling with the ongoing semiconductor shortages, and they started the month of June with desperately low inventories […]