ECONOMY
Cost of Living Rising Faster in Blue Cities
Cycles are often systemic, predictable, and, as I have long argued, often the result of policy distortions interacting with underlying structural forces. The latest data showing where the cost of living is rising fastest in the United States is a textbook example of how centralized, urban-centric policies can create persistent […]
Parabolic Gold And Silver. Monero All-Time-High. A Terminal USD. Position Yourself Now For The Next Market Shock
Congratulations Silver Stackers and Gold Bugs! This month alone silver is up $42, or 60%, while gold is up almost $1k, or about 20%. Just two years ago, silver was flirting with a price approximating 50% of this month’s gain! I’ve felt bad for those who held silver and not […]
Amazon to Lay Off Another 16,000 Workers, Pinterest 700 Workers
In AI-related moves, companies are stepping up job cuts. Amazon Message to Employees This morning, Amazon gave an Update On Our Organization on its corporate blog. I want to let you know that we’re making additional organizational changes across Amazon that will impact some of our teammates. I recognize this is difficult […]
Potential Homebuyers Walking Away at Record Pace
We are witnessing an unmistakable shift in the US housing market, not a bubble pop like 2008, but a market regime change characterized by buyers retreating as inventory rises and affordability remains strained. Recent data from Redfin shows that roughly 40,000 US home-purchase agreements were canceled in December, representing about 16.3% of […]
The Melt-Up Trap: Why Stocks Must Rise Until the Dollar Breaks
The University of Michigan Consumer Sentiment Index is one of the clearest windows into how the average American actually feels about the economy. Each month, the university surveys households across the country, asking straightforward questions about personal finances, job prospects, inflation, and expectations for the future. Those responses are distilled […]
12 Signposts That Indicate That A Monumental Economic Meltdown Is Now Upon Us
We live at a time when the pace of change is so rapid that it can be overwhelming at times. More change occurs in a single month than happened during most entire years when I was growing up. When I pull up the news each day, there is always a […]
Carney Disputes US Treasury Secretary Lies, Says ‘I Meant What I Said’ in Davos
Canada’s Prime Minister Mark Carney plays hardball with Trump. Hardball Canadian Style Please note Canada’s Carney Tells Trump ‘I Meant What I Said’ in Davos Canadian Prime Minister Mark Carney said he spoke to President Trump and told him he stands by his remarks last week issuing a call-to-arms among smaller […]
“The Bank Was Saved, and the People Were Ruined.”
The above quote is from William Gouge, commenting on the Panic of 1819. The panic had been caused when the First Bank of the United States had first expanded the money supply dramatically by offering loans, then contracted the money supply by tightening its requirements for new loans, causing a […]
Private Credit Crisis on Horizon?
Private credit or direct lending soared in popularity after the 2008 recession when regulators cracked down on banks, but now, companies backed by direct loans are beginning to fail. Fears surrounding private lenders and their legitimacy are coming to a head. Private credit is lending outside the traditional banking system. […]
The Exploding Price Of Silver Shows That We Have Reached A Critical Turning Point In Human History
You can throw out all of the old rules, because they simply don’t apply anymore. The dominance of western financial institutions is faltering, and cracks in the system are starting to show up all over the place. They can’t keep the price of silver from exploding, they can’t stop the price of […]
