Archive

Big caps got hammered, small caps did ok. Bonds rallied in February, but this will probably be short-lived. Cryptos had a rough month, but theyve had a great start...

Channel your inner Kipling: It’s time to keep our heads about us while everyone is losing theirs. We’ll define a few simple agreements for a framework. When your friends send their “thoughts...

The Russian invasion of Ukraine was weighing on the stock, bond, and crypto markets. As it happened, though, all those markets were up yesterday. Ive got an unpopular opinion...

My eminent colleague Jim Rickards gave us a gem of a call last night. I got to listen to Jim with an open mind and my morning cup of coffee. He’s an...

The Dow has entered correction territory, and it’s all Russia’s fault. Inflation continues to leap, and it’s all Russia’s fault. Pam yelled at me the other day, and it’s all Russia’s fault. Happy...

In Canada, PM alleges a Jewish MP stands with those waving swastikas and confederate flags. Trudeau, Biden, Johnson, and the CCP demonstrate that the fools in government must be...

Liquidity is draining out of the US Treasury market. The S&P futures liquidity is also down, leading to volatility spikes. Developments parallel 2008, which was a liquidity crisis first,...

Trudeau invokes the Emergencies Act for the first time in Canada's history. When a leader cant convince, he must coerce. GiveSendGo hacked and donor names leaked after denying Canadian...

The team formerly known as the Redskins are now the Washington Commanders. Hail to the Redskins! was the most famous fight song in the NFL. Im not sure they...

Happy Hump Day!I hope youre having a great week.Pam and I are getting our stuff ready for moving, and Im also teaching a two-day consumer and private banking course starting...

Russia will supply China with natural gas from its Far East region. Payment for the gas will be settled in euros, not dollars. In effect, China aids Russia to...

GoFundMe attempted to steal the Freedom Convoys donations. Theres no evidence any trucker committed any crime. $10 million was to be reallocated to other charities, until some timely backlash...

The Gloom, Boom, and Doom Report is Marc Fabers monthly newsletter. Fabers market commentary is rich with history, economics, and charts. Hes also generous with his citations, which gives...

Equities got destroyed in January. Tech, especially, got taken to the woodshed. Commodities scored a big month, but not metals nor crypto. Real estate fell, surprisingly, for me, at...