The Blow Off Top of Socialism

Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow their credibility. The media, the legal system, the healthcare system and officials, the financial institutions, and of course, the government. As you can imagine, this

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How do you say “stupid” in German?

  MAGAZINE COVERS STRIKE AGAIN Ah, what would we do without magazine covers? We previously highlighted a number of instances where a mere glance at the newsstands could have alerted you to major market turning points. From a pick up in inflation that blindsided the pointy shoes to the fall of

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Old DNA, New DNA

  WHEN YOU FIND YOURSELF IN A HOLE… When you find yourself in a hole, the popular saying goes, stop digging. Not the European pointy shoes, though. They start digging even faster: In fairness, it’s not just the EU. Across the Atlantic, we have this: As we commented in a recent

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WHO? THIS IS WHO NOT!

Jair Bolsonaro… Brazil will not sign the WHO Pandemic Treaty. “National sovereignty is not something to be handed over to WHO or other entities and to be renounced just to join a club of seemingly advanced nations”… Who else? Russia takes first steps to withdraw from WTO, WHO The Russian government is

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THE COMING WAR (NOT UKRAINE VS. RUSSIA)

In 1997, geopolitical advisor to David Rockefeller, Zbigniew Brzezinski, wrote a book, in called “The Grand Chessboard.” The book is particularly interesting as it shows the thinking of the Rockefeller empire in regards to Eurasia. Consider the following, which provides some insight into their view of Eurasia and how to

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COMMODITY BULL: JUST BEGINNING

Every great bear market in commodities was preceded by raging capex. Sure, commodity prices have gone up a bit, but have we seen miners and oilers bring out their capex cheque books? Nope. Nothing is ever perfect but the chart below gives you a fairly good idea that higher commodity

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THE COMING FAMINE AND LIES YOU’LL BE TOLD

Long-time readers will recall that we laid out why it was that we’d have food shortages well BEFORE the Ukraine conflict. The reasons were: Lockdowns massively impacted supply chains and governments forced closure of food distribution outlets. Everything from butchers, to bakers and of course delis, restaurants, hotels, etc. For

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WHEN DOES CHINA PULL THE RUG?

Remember how we just discussed the funding of the profligate US government? Let’s take a look at how bad things are. Here’s the current budget deficit. The blue is good and the orange is bad. You can see a lot of orange, and after 2008 things have been decidedly “orange.”

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