Investors are suddenly obsessed with ‘supercycles’
03/01/2021 9:31 AMA surge in commodity prices has Wall Street banks gearing up for the arrival of what may be a new—an extended period during which demand drives prices well above their long-run trend. A major impetus is the massive stimulus spending by governments as they juice up...
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Bitcoin rises after China region declares war on crypto mining
03/01/2021 9:22 AMChina’s Inner Mongolia has banned cryptocurrency mining and declared it will shut all such projects by April, spurring fears the world’s No. 2 economy will take more steps to eradicate the power-hungry practice. The autonomous region, a favorite among the industry...
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Sugar Rush! Why The Economy Will Run Hot, Then Crash.
03/01/2021 9:11 AMThe expected “sugar rush” from more stimulus is why the economy will “run hot” then crash. As every parent knows, giving a child too much “sugar” leads to a “rush” of energy. Then comes the crash, where you find them in some odd place taking a nap. The Coming...
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Amazon Joins The Censorship Police
03/01/2021 7:16 AMInteresting that they don't find Hitler's Mein Kampf or Mao Tse-Tung's Little Red Book offensive but question the social justice narrative and you're...
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Quote of the Week, Shocking Stat & Goofy Award
02/27/2021 11:34 AMQuote of the Week An absolutely terrible idea's becoming mainstream. The worst - and we're doing nothing about it. Shocking Stat Usually the shocking stat illuminates an issue were story. This week it is the story. It's THE most important stat in economics and finance...
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Mike’s Editorial
02/27/2021 11:23 AMIt's the most anti-intellectual attitude in history. Straight out of the dark ages, McCarthyism or totalitarian China. The cost is huge but still we sat back and let it...
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Complete Show – Feb 27th
02/27/2021 11:13 AMMike talks about the blatant anti-human, anti-intellectual attitude that's gripping society. Neil McIver on what every investor should do NOW. Don Vialoux drops by to tell us what history says is coming next in the markets. And the most important shocking stat in...
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Trudeau’s Canada: Low achievement, high self-esteem
02/26/2021 1:51 PMWe feel very good about ourselves — but for no apparent reason. Tristin Hopper’s weekend article in the National Post asked why Canada can’t get things done anymore, from procuring vaccines to renovating 24 Sussex Drive. Malaise about Canada’s performance is...
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Beating the Market in 2021 & What Institutions Know That You Don’t
02/26/2021 1:11 PMNeil McIver of McIver Capital Management joins Michael on the show to share that we are at an inflection point that requires investors to urgently re-balance their portfolios. This was one of the themes in Neil's 2021 World Outlook Financial Conference workshop -...
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When the bond market wants to run, it’s going to run much faster than any central banker
02/26/2021 9:27 AMIn a Flash, U.S. Yields Hit 1.6%, Wreaking Havoc in Markets After weeks of grumbling, the world’s biggest bond market spoke loud and clear Thursday -- growth and inflation are moving higher. The message wreaked havoc across risk assets. Benchmark 10-year Treasury...
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