Mike's Daily Comment

Does 2 + 2 suddenly stop equaling 4 just because a politician, pundit, or lobbyist says it doesn’t?

It sounds obvious — yet when it comes to money, investing, and the economy, an alarming number of people behave as though financial reality can be rewritten by rhetoric, wishful thinking, or whoever shouts the loudest. Unfortunately — and dangerously — finance and economics don’t work that way.
Markets don’t care about slogans. Numbers don’t bend. Financial reality doesn’t take a vacation just because the headlines are comforting or the promises sound good.

Yet too many people allow partisan spin and feel-good narratives to override basic math and sound analysis. That’s how people get financially blindsided when conditions turn — and why understanding what’s really happening in the economy and the financial world has never been more important.
That’s why I’m reaching out to you today.

For years, we’ve said that instead of getting pulled into political back and forth about where the economy should go, the smarter approach is to watch what actually happens — and let the evidence guide your investments.

Since the repo crisis in September 2019, and at every World Outlook Financial Conference since early 2020, we’ve warned that we were entering the next phase of a major debasement in the purchasing power of paper currencies. Today, more and more analysts are reaching the same conclusion.

Understanding that reality — and knowing which assets benefit from it — is no longer optional. For many people, it may determine whether they preserve their wealth or fall behind like the 10 million plus Canadians who live in food insecurity and the over 41% who are within $200 of not covering bills monthly.
Rising government debt will continue to put upward pressure on inflation and interest rates as the purchasing power of the loonie declines. The cost of living – especially for food and shelter is going to continue to rise over time.

I value your time – so I’ll simply say that your money must earn more than the rate of increase in costs. That’s where the World Outlook Financial Conference comes in. The track record is nothing short of brilliant. I’ll give you a few examples.

  • While we’ve been aggressive in recommending gold and silver since 2020,  at last year’s conference we said add more with both Peter Grandich and Frank Giustra recommending the VanEck Junior Gold Miners ETF — now up over 114%.
  • Paul Beatty recommended Radisson Mining up 151%, Telestat up 59% and MDA Space up 29% while Josef Schacter’s big winner was Tamarack Valley Energy up over 70%.
  • I’m proud of the fact that since its inception over 13 years ago our World Outlook Small Cap Portfolio, done with Keystone Financial, has earned double digit returns every year.

Simply put the goal at the Conference is to make you money and prepare you for the chaotic times ahead. I want to be clear that past performance is no guaranteed of future returns but I like our chances given that each of our speakers has been chosen on two criteria – their integrity and their track record.

The conference features some of the most respected analysts in the English speaking world including the Macro Tourist, Kevin Muir  – TG Macro, Tony Greer along with one of Canada’s top oil and gas analysts, Josef Schachter who says there will be huge opportunities in 2026.

We’ll also talk Bitcoin, which has been a major winner for our audience, since James Thorne first recommended it to our audience at the February 2023 Outlook at $31,000 and repeated at the 2024 Conference at $58,000. It will be interesting to hear where he thinks it’s going this year and for the first time the Conference features the Canadian Bitcoiner, Joey Trempile.

The Conference will also feature two sessions with Martin Armstrong, who the Wall Street Journal called the highest paid financial advisor in the world. Note: a second documentary is being completed on Marty’s remarkable track record.

What A Surprise

In case you haven’t guessed by now, I want you to join us at this year’s conference.

I am absolutely sincere when I say that I’d pay to hear the recommendations of any one of our analysts – let alone the whole group. I know what some of them get paid to privately consult for mutual funds, investment firms, pension funds and I can say with 100% certainty that the World Financial Conference Outlook, Feb 6th & 7th at the Westin Bayshore and Conference Centre, is an unbelievable deal.

But you decide. After decades of broadcasting I certainly understand that a lot of people aren’t interested in economics or even their personal finances, (but enough about the media.)  As the old saying goes – “change brings opportunity” but it sure as heck helps to know what’s coming.

My sincere best wishes.

Mike

My Last Business Comment on Corus

And the Prime Minister says, “forgive me if I don’t think about monetary policy.” So who the heck wants to hear a business comment about interest rates, inflation or record deficits. Clearly he doesn’t.

For All the Talk About Concern Over Climate Change There’s One Giant Omission

They have no plan – no clue about how to get the raw materials needed for renewable energy and electric vehicles. And refuse to acknowledge the slave labour used to make the majority of solar panels.

“Build, Back, Better” Originated at the World Economic Forum in June, 2020

It was the slogan for Biden, the UK’s Boris Johnson, the EU’s Legarde and now the Prime Minister – but what does it mean?

It’s THE Key Question in Evaluating Various Party Platforms

And it relates to a question that I’ve never had an even remotely satisfactory answer to – even from the anti-capitalists – who can see Cuba and Venezuela for details.

test-php-789