Look Over My Shoulder – RPS Business Blueprint

Look Over My Shoulder - What's Dennis Reading This Week

Each week, we look over Dennis’ shoulder and provide links to the articles that he is reading to prepare for client meetings, write newsletters, and create the weekly Headline Round-Up broadcast presentation that’s open to all clients and prospects.

Being well-versed on the topics and headlines driving the economy, markets, and central bank policy makes you an invaluable resource to your clients.

September 2024

The real reason the Fed cut rates?

https://vongreyerz.gold/a-global-snapshot-stupid-broken-evil

Fed cuts; mortgage interest rates rise

https://mishtalk.com/economics/mortgage-rates-rise-following-feds-big-interest-rate-cut/

Tupperware files for bankruptcy

https://www.cnn.com/2024/09/18/business/tupperware-files-bankruptcy/index.html

Housing bubble unwinding? Florida real estate update

https://buildingelements.com/is-floridas-housing-bubble-bursting-builders-offer-deep-discounts/

US home sales near 14-year low

https://www.zerohedge.com/personal-finance/us-existing-home-sales-tumble-back-near-14-year-lows-august

Saudi’s ditch dollar, buy gold

https://www.moneymetals.com/news/2024/09/12/saudi-central-bank-caught-secretly-buying-160-tonnes-of-gold-in-switzerland-003458

Sobering debt math

https://internationalman.com/articles/the-debt-spiral-crosses-the-point-of-no-return/

Housing collapse beginning?

https://wolfstreet.com/2024/09/12/the-most-splendid-housing-bubbles-in-america-price-declines-spread-to-25-metros-of-top-28-with-19-below-2022-peaks-3-set-new-highs/

Car loan defaults rising

https://www.axios.com/2024/09/13/car-payments-behind-auto-borrowers

Buffet continues to dump Bank of America stock

https://www.zerohedge.com/markets/warren-buffetts-bofa-dump-thon-nears-7-billion-questions-swirl-why

Doug Casey on the Fed pivot

https://internationalman.com/articles/doug-casey-on-the-feds-big-pivot-and-whats-next-for-the-economy/

Social Security underfunded by $63 trillion

https://www.theepochtimes.com/us/social-security-wrestles-with-63-trillion-in-unfunded-liabilities-5717907?src_src=partner&src_cmp=ZeroHedge

Credit card defaults soar

https://citizenwatchreport.com/credit-card-defaults-soar-a-generation-on-the-brink/#google_vignette

Middle class too poor to shop at Dollar Store

https://www.breitbart.com/economy/2024/09/04/breitbart-business-digest-inflation-leaves-the-middle-class-too-poor-to-shop-at-dollar-stores/

August 2024

Unrealized capital gains tax coming?

https://quoththeraven.substack.com/p/taxing-unrealized-gains-would-obliterate

Ford cancels plan for EV SUV – $1.9 billion loss coming

https://mishtalk.com/economics/ford-cancels-plans-for-electric-suv-expects-a-1-9-billion-loss/

A gold standard what if

https://rubino.substack.com/p/a-world-priced-in-gold

More easy money coming

https://mises.org/mises-wire/powell-more-easy-money-coming-soon

Pento: Economic Assessment

https://pentoport.com/the-monetary-juggling-act-continues-but-the-clowns-arms-are-getting-tired/

Von Greyerz: Desperation

https://vongreyerz.gold/this-will-not-last-desperation

Casey: Gold’s future

https://internationalman.com/articles/doug-casey-on-golds-next-explosive-move/

Price controls coming?

https://mises.org/mises-wire/kamala-wants-price-controls-and-its-not-because-she-has-good-intentions

Price controls never work

https://www.cato.org/commentary/remembering-nixons-wage-price-controls

July 2024

76% of personal income tax payments required to pay interest on US Government debt

https://blockonomi.com/u-s-national-debt-approaches-35-trillion-interest-consumes-76-of-income-tax/

Is housing ready to crash?

https://rubino.substack.com/p/housing-is-seriously-rolling-over

Credit card delinquency rate hits 12-year high

https://www.zerohedge.com/markets/bidenomics-failure-worsens-credit-card-delinquency-rate-hits-12-year-high

Home sales tumble in June

https://www.zerohedge.com/personal-finance/us-new-home-sales-unexpectedly-tumbled-june-homebuyer-confidence-crashes-record

World’s largest food company reports bad numbers

https://www.zerohedge.com/markets/nestles-guidance-downgrade-adds-rough-start-consumer-earnings-season

Unemployment Claims Surge

https://mishtalk.com/economics/continued-unemployment-claims-jump-to-the-highest-level-since-nov-2021/

How Long Can US Reckless Spending Continue

https://wolfstreet.com/2024/07/18/the-foreign-investors-who-bought-the-recklessly-ballooning-us-debt-july-update/

Fund Managers Avoiding Long Term US Government Debt

https://www.reuters.com/markets/rates-bonds/big-us-bond-managers-steer-clear-long-dated-government-debt-2024-07-19/

Corporate Bankruptcies Reach Record Level

https://www.moneymetals.com/news/2024/07/19/corporate-bankruptcies-at-highest-level-since-great-recession-003326

Mortgage Delinquencies Rising

https://mishtalk.com/economics/three-top-reasons-mortgage-delinquencies-are-rising/

Does an inflationary depression loom?

https://dailyreckoning.com/welcome-to-inflationary-depression/

Dimon: Higher interest rates and higher inflation ahead

https://www.cnbc.com/2024/07/12/jpmorgans-jamie-dimon-warns-inflation-and-interest-rates-may-stay-higher.html

Stockman: Are we Rome?

https://internationalman.com/articles/david-stockman-on-what-romes-currency-debasement-tells-us-about-the-future-of-the-us-dollar/

Used car prices plunging

https://www.axios.com/2024/07/10/used-car-prices-drop-evs-pickups-suvs

The end of restaurants as we know it

https://www.zerohedge.com/economics/end-restaurants-we-know-them

Free checking about to become extinct?

https://www.zerohedge.com/markets/head-chase-bank-warns-customers-era-free-checking-likely-over

Recession now imminent?

https://www.aier.org/article/june-u-3-jobless-rate-triggers-sahm-rule-recession-ahead/

The swimming pool economic indicator

https://www.axios.com/2024/07/03/swimming-pools-us-economy-construction

Insurance costs continue to skyrocket

https://www.cnbc.com/2024/07/02/florida-california-insurance-crisis-spreading-your-state-next.html

Three of Four Americans say they are not financially secure

https://www.theepochtimes.com/business/3-in-4-americans-say-theyre-not-financially-secure-new-report-shows-5678785

Student Loans: Half of borrowers not paying

https://www.msn.com/en-us/money/personalfinance/student-loan-update-millions-of-borrowers-arent-paying/ar-BB1puipL

You can’t taper a Ponzi scheme

https://internationalman.com/articles/you-cant-taper-a-ponzi-scheme/

Target stores limit amount of stuff you can steal

https://www.zerohedge.com/markets/target-finally-gets-serious-about-out-control-thefts-lowers-intervention-threshold-just-50

Three reasons to be cautious with stocks

https://rubino.substack.com/p/crash-alert-an-unbalanced-market

Inflation expectations jump to highest level in 30 years

https://marketsanity.com/long-term-inflation-expectations-just-jumped-to-their-highest-level-in-31-years/

Will the next bull market be in commodities?

https://dailyreckoning.com/the-emerging-commodities-supercycle/

June 2024

Von Greyerz: Fundamentals Driving Gold

https://vongreyerz.gold/as-dominos-fall-gold-will-stand-stronger-than-ever

McHugh: Top Heavy Stock Market

https://www.technicalindicatorindex.com/subscribers/guest-articles/McHugh%27s%20Article%20What%20Happens%20to%20the%20Stock%20Market%20When%20it%20is%20Dominated%20by%20a%20Few%20Large%20Cap%20Corporations%20%20June%2020th%2C%202024.pdf

Internal Retail Numbers Look Weak

https://www.moneymetals.com/news/2024/06/18/sagging-retail-sales-another-sign-americans-may-be-tapped-out-003264

The Breadstick Indicator and the wealth gap

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-06-20-2024/card/heard-on-the-street-breadsticks-highlight-financial-strain-on-america-s-middle-class-S3dAbudvLSFVv8ly6eYR

More Americans moving ‘off grid’

https://theeconomiccollapseblog.com/hundreds-of-thousands-of-americans-are-going-off-grid-in-anticipation-of-what-is-coming/

US headed for hyperinflation?

https://frankgiustra.com/posts/why-the-u.s-is-heading-for-hyperinflation-and-what-will-happen-when-it-arrives/

Powell admits Biden administration is overstating jobs

https://www.zerohedge.com/markets/fed-chair-powell-admits-biden-admin-overstating-jobs

Income needed to live comfortably in each state

https://www.zerohedge.com/markets/income-needed-live-comfortably-every-us-state

America moving to a cashless society

https://www.zerohedge.com/personal-finance/visualizing-americas-shift-cashless-society

Cause of stagflation

https://mises.org/mises-wire/what-causes-stagflation

More evidence of the wealth gap widening

https://www.cnbc.com/2024/06/07/us-millionaire-population.html

More evidence the wealth gap is widening

https://www.woodtv.com/news/kalamazoo-county/how-many-in-your-county-are-in-poverty-or-struggling-financially/

Home Prices Falling

https://www.businessinsider.com/home-prices-falling-us-housing-market-outlook-crash-mortage-rates-2024-6?

Could this be the next world reserve currency?
https://www.schiffsovereign.com/trends/gold-will-soon-displace-the-us-dollar-and-americans-are-missing-out-151007/

More Bank Failures Imminent?

https://halturnerradioshow.com/index.php/news-selections/national-news/fdic-63-banks-teetering-on-failure

CAMELS explained (see reference in prior article)

https://www.investopedia.com/terms/c/camelrating.asp

Red Lobster to Close More Restaurants?

https://www.dailymail.co.uk/yourmoney/article-13493083/red-lobster-closure-restaurant-landlords-endless-shrimp.html

What is the Chicago PMI?

https://www.investing.com/economic-calendar/chicago-pmi-38

Chicago PMI contracting to depression levels

https://www.zerohedge.com/economics/chicago-pmi-unexpectedly-craters-depression-levels

Commercial real estate set to clobber pension funds

https://www.wsj.com/finance/investing/commercial-property-meltdown-clobbers-pension-funds-439d8347

Should you become a Palm Beach housekeeper?

https://www.cnbc.com/2024/05/23/palm-beach-housekeepers-massive-demand.html

Louisiana reaffirms gold and silver as money

https://www.moneymetals.com/news/2024/05/31/louisiana-reaffirms-gold-and-silver-as-legal-tender-003227

Think inflation is done? Think again

https://www.goldmoney.com/research/think-inflation-is-done-think-again

May 2024

More inflation reporting manipulation

https://loudobbs.com/news/bls-announces-coffee-prices-will-no-longer-be-factored-into-cpi-inflation-data-to-help-joe-biden-during-presidential-election/

Americans now nearly $18 trillion in debt

https://www.turnto23.com/politics/economy/americans-add-184-billion-in-debt-to-start-2024-far-more-credit-card-accounts-delinquent

Wealth gap widening

https://www.cnbc.com/2024/05/10/behind-americas-divided-economy-booming-luxury-travel-and-a-jump-in-relief-loans.html

Rickards’ shocking gold forecast

https://dailyreckoning.com/27000-gold/

Consumers surrendering to inflation

https://www.profstonge.com/p/consumers-are-surrendering-to-inflation

Social Security – 9 Years from Broke

https://www.schiffsovereign.com/trends/social-security-will-run-out-of-money-in-nine-years-150811/

Deflation? Used Car Prices Continue Slide

https://wolfstreet.com/2024/05/07/used-car-prices-continue-historic-plunge-wholesale-prices-gave-up-59-of-crazy-pandemic-spike/

Billionaire predicts many, many bank failures

https://www.zerohedge.com/economics/watch-billionaire-real-estate-investor-expects-one-or-two-bank-failures-week-uk-economist

Schiff on Banking

https://schiffgold.com/commentaries/to-prevent-a-banking-crisis-the-fed-must-cut/

Cost of the “American Dream” skyrockets

https://endoftheamericandream.com/can-you-guess-what-it-costs-to-live-the-american-dream-after-3-years-of-inflation-under-joe-biden/

The reality of stock valuations

https://quoththeraven.substack.com/p/new-inflation-floor-will-be-3-mark

Commercial real estate collapse begins

https://www.dailymail.co.uk/yourmoney/banking/article-13324063/commercial-real-estate-foreclosure-banking-crisis.html

An Analysis of Fed Policy About to Fail

https://internationalman.com/articles/david-stockman-on-the-elephant-in-the-room/

Retail Slides

https://www.dailymail.co.uk/yourmoney/consumer/article-13367703/store-closures-walmart-foxtrot-urban-outfitters.html

Americans Say Inflation Is Their Number One Financial Problem

https://news.gallup.com/poll/644690/americans-continue-name-inflation-top-financial-problem.aspx

April 2024

Another bank failure

https://www.wsj.com/finance/banking/regulators-set-to-seize-troubled-philadelphia-bank-republic-first-f138401c

On the road to stagflation

https://www.zerohedge.com/markets/stagflation-shock-gdp-stuns-lowest-print-2-years-below-lowest-estimates-pce-comes-red-hot

China continues dumping US treasuries

https://dailyhodl.com/2024/04/26/china-dumps-74000000000-in-us-treasuries-in-one-year-as-two-brics-nations-say-theyve-abandoned-dollar-in-mutual-trade/

Biden proposes huge capital gains tax increase

https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922/

Worldwide government debt snapshot

https://www.visualcapitalist.com/how-debt-to-gdp-ratios-have-changed-since-2000/

Meanwhile in Argentina

https://www.straitstimes.com/world/argentina-s-javier-milei-announces-nations-first-budget-surplus-in-16-years

Central Banks Buying Gold at These Prices

https://schiffgold.com/commentaries/central-banks-are-buying-the-gold-top/

US Cities Continue Disintegration

https://theeconomiccollapseblog.com/u-s-cities-fall-into-a-doom-loop-as-the-cre-crisis-absolutely-explodes/

Auto insurance rates jump more than any year since 1971

https://www.zerohedge.com/markets/bidens-sticky-inflation-auto-insurance-rates-record-biggest-annual-jump-1976

Hidden taxes we all pay

https://www.zerohedge.com/political/hidden-cost-progressivism-part-i

Housing starts collapse

https://www.zerohedge.com/markets/us-housing-starts-collapsed-march-biggest-drop-covid-lockdowns

Is this a sign of inflation?

https://www.zerohedge.com/markets/more-12000-pork-stolen-truck-northeast-philadelphia-while-driver-slept

Costco selling $200 million in gold monthly

https://oilprice.com/Metals/Gold/What-Costcos-Gold-Bar-Bonanza-Tells-Us-About-the-Economy.html

US Postal Service Reacting to Inflation

https://www.zerohedge.com/economics/stamp-prices-rise-8-second-time-4-months

Insurance companies changing business interruption coverage anticipating possible climate lockdowns

https://www.armstrongeconomics.com/armstrongeconomics101/regulation/insurance-companies-planning-for-climate-lockdowns/

March Inflation Accelerates

https://www.cnbc.com/2024/04/10/heres-the-inflation-breakdown-for-march-2024-in-one-chart.html

Living expenses a huge burden to many Americans

https://theeconomiccollapseblog.com/i-cannot-afford-to-live-americans-get-emotional-as-the-u-s-economy-goes-off-the-rails/

NFIB Survey Pessimistic

https://www.zerohedge.com/markets/us-small-business-optimism-slides-11-year-low-bidenomics-fails

Is it about to hit the proverbial fan?

https://mises.org/mises-wire/americas-fiscal-collapse-accelerates

Bank of America: Imminent financial crisis looming

https://www.msn.com/en-us/money/news/bank-of-america-says-imminent-fiscal-crisis-looming-experts-warn/ar-BB1l1g4Y?ocid=msedgntp&pc=U531&cvid=1c52f4fcbf824bc39bd657f80c9070d2&ei=14#

Here’s what people are giving up to pay the rent or the mortgage

https://www.axios.com/2024/04/06/housing-rent-mortgage-sacrfices-redfin-report-2024

What a great jobs report – NOT

https://www.zerohedge.com/markets/behind-todays-stellar-jobs-print-it-was-literally-all-part-time-jobs-and-illegals

Dollar store chain to close all 371 locations

https://www.msn.com/en-us/money/companies/99-cents-only-stores-to-close-all-371-spots-in-extremely-difficult-decision-ceo-says/ar-BB1l6hSK

Credit card debt makes another all-time, new high

https://www.zerohedge.com/markets/credit-card-debt-surges-new-all-time-high-just-card-apr-rates-hit-fresh-record

Fast food industry tells California ‘no’

https://mishtalk.com/economics/california-restaurants-cut-jobs-as-fast-food-wages-set-to-rise/

Insurance industry tells California ‘no’

https://mishtalk.com/economics/proposition-103-backfires-state-farm-to-cancel-72000-california-policies/

Interest rates are rising with no Fed action

https://www.wsj.com/finance/investing/treasury-yields-rising-fed-interest-rate-expectations-4a157a85

is the US approaching a Minsky moment?

https://www.theepochtimes.com/business/americas-minsky-moment-approaches-5617153

Whiskey – a great investment!

https://www.zerohedge.com/personal-finance/whiskey-rich-luxury-liquor-trumps-stocks-art-over-past-decade

Brooklyn Tower up for auction

https://www.zerohedge.com/markets/tower-sauron-cant-pay-its-debt-brooklyns-tallest-building-foreclosure

IRS: $1 billion in income tax refunds are unclaimed

https://www.zerohedge.com/political/1-billion-tax-refunds-remain-unclaimed-may-17-filing-deadline-approaches

March 2024

Home foreclosures rise

https://www.foxbusiness.com/economy/home-foreclosures-are-soaring-nationwide-rising-fastest-these-states

Junk Bond Defaults Surge

https://schiffgold.com/commentaries/junk-bond-default-surge-continues-in-2024/

Auto values falling

https://qz.com/car-values-loans-underwater-1851341320

Warren proposes a wealth tax – again

https://www.zerohedge.com/political/liz-warren-and-socialist-pals-want-normalize-confiscation-assets-ultrarich-tax

Rickards on Stocks

https://dailyreckoning.com/a-house-of-cards-on-stilts/

Fed Still Forecasting Interest Rate Cuts But with Less Enthusiasm

https://wolfstreet.com/2024/03/20/fed-still-sees-3-rate-cuts-in-2024-but-2-cut-scenario-only-1-participant-short-holds-rates-at-5-50-top-of-range-qt-continues-as-planned/

Price controls coming?

https://www.casey.senate.gov/news/releases/stop-shrinkflation-casey-introduces-legislation-to-crack-down-on-big-corporations-shrinking-products-without-reducing-prices

https://www.casey.senate.gov/news/releases/casey-colleagues-introduce-legislation-to-crack-down-on-price-gouging-by-big-corporations

Inflation explained

https://citizenwatchreport.com/thomas-massie-explains-inflation-in-under-30-seconds-so-simple-a-child-could-understand-most-americans-continue-to-be-baffled/

Credit card delinquencies by state

https://www.visualcapitalist.com/credit-card-delinquency-rates-us-by-state/

Bullish news for silver?

https://www.goldmoney.com/research/silver-stars-2024

Yellen regrets calling inflation transitory

https://www.msn.com/en-us/money/markets/us-treasury-secretary-janet-yellen-walks-back-transitory-inflation-claims-i-regret-saying-it/ar-BB1jT60n

Spring buying season and home prices are falling

https://www.msn.com/en-us/money/realestate/home-prices-fall-amid-higher-mortgage-rates-as-spring-buying-season-begins/ar-BB1jXqhc

February 2024

Collecting Social Security? How does your benefit stack up?

https://finance.yahoo.com/news/much-social-security-did-high-151500357.html

Cost of food to income at highest point in 30 years

https://www.msn.com/en-us/money/other/cost-of-food-reaches-highest-its-been-in-30-years-compared-to-income-definitely-making-it-harder/ar-BB1iKezX

Corporations state 2024 will be a cost-cutting year

https://www.zerohedge.com/markets/dozens-major-companies-say-2024-will-be-year-cost-cutting

Housing market re-freezes

https://wolfstreet.com/2024/02/21/mortgage-rates-rise-back-to-7-housing-market-re-freezes-buyers-strike-continues-prices-are-just-too-high/

Economy collapsing in slow motion

https://theeconomiccollapseblog.com/all-of-the-elements-are-in-place-for-an-economic-crisis-of-staggering-proportions/

New Argentina President balances budget in one month

https://www.zerohedge.com/economics/milei-secures-argentinas-first-budget-surplus-2012-after-only-one-month-office

Sentiment Indicator: is recession dead ahead?

https://news.gallup.com/poll/610133/less-half-americans-satisfied-own-lives.aspx

US living on borrowed time

https://vongreyerz.gold/the-us-is-living-on-borrowed-time

Americans racking up debt

https://www.theepochtimes.com/article/american-households-are-entering-a-debt-trap-5585949

Housing starts down in January

https://www.zerohedge.com/personal-finance/housing-starts-collapsed-january-biggest-mom-decline-covid-lockdowns

Silver a better buy than gold?

https://schiffgold.com/commentaries/the-gold-silver-ratio-says-silvers-still-cheap/

Arrogant Media

https://www.zerohedge.com/personal-finance/wsj-readers-save-money-maybe-you-should-skip-breakfast

Cocoa prices hyperinflate

https://www.zerohedge.com/commodities/hershey-ceo-warns-historic-rise-cocoa-prices-hyperinflate

World central banks continue gold buying

https://schiffgold.com/key-gold-news/world-gold-council-blistering-central-bank-buying-fuels-strong-gold-demand/

Ford lost about $65k for every electric vehicle sold

https://robertbryce.substack.com/p/ford-lost-47b-on-evs-last-year-or

Putin: US is killing the US Dollar

https://watcher.guru/news/brics-us-killing-the-dollar-with-its-own-hands-says-putin

Car loan defaults rise

https://www.zerohedge.com/markets/garbage-deals-dealership-puts-customers-cars-3000-monthly-payments

Credit Card delinquencies soar

https://mishtalk.com/economics/credit-card-and-auto-delinquencies-soar-especially-age-group-18-to-39/

These articles confirm the centuries-old forecast of Thomas Jefferson, who said that if the American people ever put private bankers in charge of monetary policy, there would be inflation followed by deflation. We are now seeing signs of both.

Recently reported inflation higher than expected

https://www.msn.com/en-us/money/markets/us-inflation-rose-3-4-in-december-higher-than-expected/ar-AA1mOnPO

The inflation secret the government doesn’t want you to know

https://moneymorning.com/the-u-s-lies-about-inflation-heres-the-inflation-secret-the-government-doesnt-want-you-to-know/

Inflation has consumed the ‘rainy day’ funds of many Americans

https://nypost.com/banking/emergency-savings-survey-1000-expense/

Another inflation sign: car insurance

https://www.aol.com/finance/latest-inflation-scourge-car-insurance-123906577.html

Another bank on the ropes?

https://www.msn.com/en-us/money/other/new-york-community-bancorp-s-stock-tanks-stoking-regional-bank-concerns-after-2023-crisis/ar-BB1hDwza

Evergrande – a $300 billion default

https://www.msn.com/en-ca/money/topstories/worsening-crisis-at-evergrande-worlds-most-indebted-developer/ar-BB1hp6lm

Deflation is emerging worldwide

https://www.msn.com/en-us/money/markets/deflation-is-spreading-should-investors-worry/ar-BB1hlKef

January 2024

Time to sell your clients more silver

https://www.moneymetals.com/news/2024/01/25/silver-gold-ratio-signals-silver-on-sale-002954

Mainstream media imploding

https://www.zerohedge.com/political/leftist-journalist-taylor-lorenz-admits-corporate-media-imploding-begs-public-save-it

Biden halts natural gas exports

https://www.reuters.com/business/energy/biden-pauses-approval-new-lng-export-projects-win-climate-activists-2024-01-26/

Will 2024 be the year?

https://www.zerohedge.com/geopolitical/macleod-summary-dangers-facing-us-2024

Deficit spending is the only thing keeping the economy out of recession

https://www.investing.com/analysis/deficit-spending-the-only-thing-keeping-the-economy-out-of-recession-now-200645311

Is housing crashing?

https://wolfstreet.com/2024/01/19/amid-collapsed-demand-for-existing-homes-prices-drop-further-supply-highest-for-any-december-since-2018-new-listings-come-out-of-the-woodwork/

Ford Cutting EV production – demand for EV’s wanes

https://www.zerohedge.com/markets/ford-prepares-cut-f-150-lightning-electric-truck-production

President of the Heritage Foundation goes toe-to-toe with Davos elite

https://modernity.news/2024/01/19/video-conservative-speaker-slams-davos-globalists-to-their-faces/

Is the American Dream Dead?
https://www.infowars.com/posts/car-ownership-unaffordable-for-majority-as-most-say-american-dream-doesnt-hold-true/

Mainstream Media on the Ropes?

https://modernity.news/2024/01/19/wsj-editor-in-chief-tells-davos-elites-we-no-longer-own-the-news/

2024 could be a tough year for the US Dollar

https://schiffgold.com/peters-podcast/2024-could-be-horrible-for-the-dollar/

Housing Market Update

https://www.businessinsider.com/housing-market-outlook-unaffordable-charts-mortgage-rates-home-prices-economy-2024-1

Bankruptcies surged in 2023

https://www.reuters.com/markets/us/us-bankruptcies-surged-18-2023-seen-rising-again-2024-report-2024-01-03/

US Debt Reaches $34 trillion

https://www.zerohedge.com/markets/us-debt-hits-record-34001-trillion

US Dollar Decline Continues

https://wolfstreet.com/2024/01/01/status-of-us-dollar-as-global-reserve-currency-and-usd-exchange-rates-long-slow-uneven-decline-continues/

December 2023

As predicted, the Fed talks pivot

https://www.zerohedge.com/markets/santa-powell-unleashes-global-buy-everything-frenzy-dollar-yields-tumble

Two weeks to look this much different?

https://www.zerohedge.com/markets/now-it-all-makes-sense

Freelancing: the latest American job trend

https://www.fa-mag.com/news/more-than-one-third-of-american-workers-turn-to-freelance-jobs-in-2023-75742.html

Costco sells $100 million in gold bars

https://www.businessinsider.com/costco-sold-100-million-in-gold-bars-last-quarter-2023-12

Mortgages dip below 7%

https://www.axios.com/2023/12/14/mortgages-7-housing-fed-interest-rates

Natural gas reserves highest in 4 years

https://oilprice.com/Energy/Natural-Gas/US-Natural-Gas-Inventories-Highest-at-Winters-Start-Since-2020.html

Homelessness at record high in America

https://www.theepochtimes.com/us/homelessness-soars-to-record-high-in-america-5547881

Central banks continue to buy gold

https://www.zawya.com/en/press-release/research-and-studies/central-banks-summer-of-buying-continues-into-october-hrwc0p1b

Central banks bought most gold on record in 2022

https://www.reuters.com/markets/commodities/central-banks-bought-most-gold-since-1967-last-year-wgc-says-2023-01-31/

Inflation Isn’t Dead

https://theeconomiccollapseblog.com/a-constant-state-of-sticker-shock-here-is-proof-that-inflation-in-the-u-s-is-wildly-out-of-control/

Money Supply Contracting Most Since Great Depression

https://mises.org/wire/money-supply-continues-its-biggest-collapse-great-depression

Ready for Your Carbon Passport?

https://modernity.news/2023/12/07/the-media-is-hyping-up-carbon-passports-to-restrict-travel/

https://bombthrower.com/coming-soon-your-travel-will-be-restricted-by-personal-carbon-allowances/

French Farmers Use manure to protest

https://modernity.news/2023/12/08/french-farmers-dump-manure-on-government-buildings-to-protest-climate-hysteria/

Inflation reporting manipulation and the real inflation rate

https://charleshughsmith.blogspot.com/2023/11/never-mind-bogus-measures-of-inflation.html

Google search “trailer parks near me” reaches all-time high

https://www.zerohedge.com/markets/why-are-searches-trailer-park-near-me-erupting

Boat sales reach ten-year low

https://www.zerohedge.com/markets/us-boat-sales-set-sink-decade-low

Pending home sales drop to record low

https://www.cnbc.com/2023/11/30/pending-home-sales-drop-to-record-low.html

Americans Know the Effects of Inflation

https://www.zerohedge.com/economics/bindenomics-winning-60-americans-report-their-income-does-not-keep-inflation

Trade wars and inflation on the horizon

https://schiffgold.com/commentaries/us-trade-deficit-2024/

November 2023

Housing prices crash to the lowest level since 2010

https://www.zerohedge.com/personal-finance/existing-home-sales-crash-slowest-2010-hit-record-low-west

Sobering US Government Finances – Doug Casey

https://internationalman.com/articles/doug-casey-on-the-imminent-bankruptcy-of-the-us-government/

Right-wing win in Netherlands

https://www.zerohedge.com/political/be-wildering

Another right-wing/libertarian win in Argentina

https://www.msn.com/en-gb/news/world/argentine-election-winner-milei-greeted-globally-by-mix-of-hostility-and-support/ar-AA1kjIjQ

Kamala’s gas stove

https://twitter.com/VP/status/1727805481580728555

Big brother wants to control your car as you drive it

https://1ft.io/proxy?q=https%3A%2F%2Fthefederalist.com%2F2023%2F11%2F21%2Ftransportation-safety-board-proposes-dystopian-technology-to-limit-your-speed-while-driving%2F

Many employers shunning college graduates

https://www.wnd.com/2023/11/colleges-worked-job-report-charges/

Last hurrah for the US Dollar?

https://schiffgold.com/commentaries/the-future-for-fiat/

Chinese central bank loads up on gold

https://www.zerohedge.com/markets/pboc-hurry-buy-gold-covertly-bought-593-tonnes-gold-ytd

Consumer debt grows….again

https://www.zerohedge.com/personal-finance/americas-growing-economy-brought-you-visa-mastercard

America loves pickups

https://www.visualcapitalist.com/the-best-selling-vehicle-in-every-state/

Debt crisis is worldwide

https://www.ft.com/content/b8a9fd5d-868c-41c8-b03c-e9c0cc01aecd

Powell – not sure about much

https://www.zerohedge.com/markets/watch-live-will-fed-chair-powell-downplay-policy-easing-hopes

Does the Fed have no plan?

https://mises.org/wire/fed-has-no-plan-and-just-hoping-best

If the Fed has a plan, they won’t achieve it

https://schiffgold.com/peters-podcast/peter-schiff-the-fed-wont-achieve-either-of-its-mandates/

Signs of deflation; used vehicle prices crater

https://www.zerohedge.com/markets/used-vehicle-prices-record-largest-maximum-drawdown-history

Retailers expecting a weak holiday sales season

https://www.zerohedge.com/personal-finance/retailers-expect-weaker-holiday-season

The beginning of the end – US interest costs now exceed $1 trillion annually

https://www.zerohedge.com/markets/endgame-interest-us-debt-skyrockets-above-1-trillion-first-time-ever

Foreign investment in US Government debt is drying up

https://www.zerohedge.com/markets/stocks-tumble-yield-surge-after-catastrophic-30y-auction-stops-biggest-tail-record-foreign

Banks pulling back on business loans

https://ca.finance.yahoo.com/news/growth-business-lending-stalls-banks-160345307.html

More evidence that consumer discretionary spending is contracting

https://www.zerohedge.com/markets/estee-slaughter-beauty-giant-implodes-6-year-low-consumers-hit-brick-wall

von Greyerz on coming collapse

https://goldswitzerland.com/the-cycle-of-evil/

Bank bailout fund use hits record high

https://www.zerohedge.com/markets/money-market

Capitalism vs communism in pictures

https://twitter.com/CitizenFreePres/status/1719527635628273873

Citizen Bank fails

https://halturnerradioshow.com/index.php/en/news-page/news-nation/citizens-bank-in-iowa-fails-closed-by-regulators

Why target date funds are failing investors

https://realinvestmentadvice.com/why-target-date-funds-fail-investors-a-3-trillion-delusion/

Is $2,000 gold just the beginning?

https://www.sovereignman.com/international-diversification-strategies/2000-gold-is-just-the-beginning-heres-what-might-happen-next-148409/

“Give car back” now a highly searched phrase

https://www.zerohedge.com/markets/americans-panic-search-give-car-back-subprime-auto-loan-delinquency-erupts

Gold about to replace US Treasuries as safe haven asset?

https://internationalman.com/articles/9-reasons-why-gold-will-soon-replace-treasuries-as-the-ultimate-store-of-value-asset/

October 2023

Generational Wealth Realities

https://www.zerohedge.com/markets/broke-millennials-wait-boomer-parents-die-next-great-wealth-transfer

“Will I get Drafted Into War” Google Search Rockets to Highest Level Since 2007

https://www.zerohedge.com/political/watch-zennials-are-terrified-military-draft-war-looms

Food Insecurity Levels Grow

https://www.zerohedge.com/markets/us-food-insecurity-crisis-erupts-17-million-households-starving-highest-11-years

Death to Savers

https://economicprism.com/death-to-savers/

Japanese Central Bank Actions – A preview of coming attractions in the U.S.?
https://www.zerohedge.com/news/2023-10-25/are-we-about-witness-first-major-central-bank-failure-decades

Beef Prices Rocket Higher

https://www.cnbc.com/2023/10/25/beef-prices-are-at-record-highs-and-your-steak-is-becoming-pricier.html

Mortgage rates reach 23-year high, near 8% on 30-Year Mortgage

https://www.reuters.com/markets/us/us-mortgage-rates-soar-highest-more-than-23-years-2023-10-25/

Musk: US went too far in weaponizing US Dollar

https://www.rt.com/business/585713-musk-dollar-weaponization-russia/

Many Western economies are terminal patients

https://goldswitzerland.com/a-sick-us-patient-with-a-100-trillion-debt/

Fed’s favorite inflation measure disappoints them

https://schiffgold.com/commentaries/feds-favorite-inflation-measure-revised-higher/

Unsinkable American consumer is drowning in debt

https://schiffgold.com/peters-podcast/peter-schiff-the-unsinkable-american-consumer-is-drowning-in-debt/

Oil and gold’s “golden” dawn?

https://goldswitzerland.com/a-1987-crash-in-stocks-with-a-golden-dawn-for-oil-and-gold/

Cost of dining out is skyrocketing

https://mishtalk.com/economics/the-cost-of-eating-out-is-skyrocketing-are-you-cutting-back/

Worst bond selloff since 1792

https://www.aier.org/article/worst-us-bond-selloff-since-1792/

Housing affordability getting a lot worse

https://www.axios.com/2023/10/18/housing-affordability

Ex Wal-Mart CEO – Consumers reaching a breaking point

https://www.theepochtimes.com/article/ex-walmart-ceo-says-us-consumers-reaching-breaking-point-5509284?src_src=partner&src_cmp=ZeroHedge

Is this a joke? Krugman says inflation battle is over

https://www.businessinsider.com/paul-krugman-inflation-chart-food-energy-gas-housing-prices-economy-2023-10

Major banks close 3000 branches nationwide

https://www.thegatewaypundit.com/2023/10/major-banks-close-3000-branches-nationwide-recent-50/

Strategic petroleum reserve nearly exhausted

https://www.thegatewaypundit.com/2023/10/strategic-petroleum-reserve-near-historic-lows-biden-drained/

Have central banks lost control of the gold price?

https://www.goldmoney.com/research/have-central-banks-lost-control-over-the-gold-price

How are Americans dealing with inflation?

https://www.zerohedge.com/personal-finance/how-americans-responded-inflation-crisis

US adds $ ½ trillion to debt in less than 3 weeks

https://www.rt.com/business/584657-us-national-debt-surge-record/

Zimbabwe adopting gold backed digital currency

https://cointelegraph.com/news/crypto-zimbabwe-gold-backed-digital-token-payment-method

½ of Americans say high prices are eroding living standards

https://www.zerohedge.com/personal-finance/inflation-expectations-explode-higher-october-umich-sentiment-slumps

Central banks continue gold buying binge

https://schiffgold.com/key-gold-news/central-bank-gold-buying-continued-to-sizzle-in-august/

Iraq to fully de-dollarize by year end

https://new.thecradle.co/articles/iraq-to-fully-de-dollarize-cash-transactions-by-years-end

Debt time bomb about to explode?

https://www.wsj.com/economy/central-banking/rising-interest-rates-mean-deficits-finally-matter-74249719

Wealth gap widens

https://www.statista.com/chart/30962/share-of-total-assets-in-us-held-by-the-bottom-50-percent/

Banks bracing for recession

https://www.marketwatch.com/story/banks-are-bracing-for-a-recession-as-treasury-yields-surge-b7746263

Business Chapter 11 Filings Up 61%

https://www.zerohedge.com/markets/chapter-11-filings-businesses-soar-61-so-far-year

Rising interest rates to purge zombie companies?

https://www.reuters.com/markets/fall-zombies-why-corporate-failures-could-surge-2024-2023-10-06/

Home sales crash

https://www.zerohedge.com/personal-finance/us-new-home-sales-crashed-august

10 signs the US economy is poised to crash

https://www.zerohedge.com/economics/10-numbers-which-prove-us-economy-has-hit-major-pivot-point

Bank credit card losses surging

https://www.zerohedge.com/economics/credit-card-losses-are-surging-fastest-pace-global-financial-crisis

US Banks facing $600 billion in unrealized losses

https://www.theburningplatform.com/2023/10/01/trigger-for-next-financial-implosion/

Great economy? Americans aren’t buying it

https://schiffgold.com/commentaries/americans-arent-buying-the-great-economy-narrative/

Retail theft hurting companies

https://finance.yahoo.com/news/unprecedented-theft-contributed-112-billion-193759257.html

Is this the end of the road for the US Dollar?

https://www.zerohedge.com/geopolitical/macleod-end-road-dollar

September 2023

Affluent households changing dining habits

https://www.zerohedge.com/markets/olive-garden-owner-warns-decline-fine-dining-wealthy-americans-trade-down-cheap-booze

UAW strike backfiring?

https://www.zerohedge.com/markets/permanent-strikes-continue-gm-lay-2000-workers-result-uaw-strike

US Treasury Yields Highest Since 2000

https://www.zerohedge.com/markets/feds-dots-imply-highest-treasury-yields-2000

Will Corporate profits fall 50%?

https://charleshughsmith.blogspot.com/2023/09/six-reasons-why-corporate-profits-will.html

Indonesia joins anti-dollar movement

https://markets.businessinsider.com/news/currencies/de-dollarization-spreading-wider-indonesia-national-task-force-2023-9

US Government Debt Tops $33 Trillion

https://www.foxbusiness.com/economy/us-national-debt-hits-33t-first-time-history

Inflation heats up

https://www.zerohedge.com/personal-finance/producer-prices-soar-august-goods-inflation-reignites)

https://wolfstreet.com/2023/09/13/the-acceleration-of-inflation-in-the-second-half-has-begun-disinflation-honeymoon-terminated/)

Home deals falling through at near record pace

https://investors.redfin.com/news-events/press-releases/detail/976/redfin-reports-home-purchases-fell-through-at-the-highest)

Gas prices move higher

https://justthenews.com/politics-policy/energy/oil-prices-increase-90-barrel-gas-prices-expected-rise

Rent and shelter costs begin a decline

https://www.zerohedge.com/markets/manhattan-rental-market-peaks-affordability-wanes

Some corporate executives hoping for a bad economy to fix the labor market?

https://www.zerohedge.com/markets/corporate-execs-call-workers-lazy-wish-economic-misery-remind-them-whos-boss

UAW launches strike against big 3

https://www.npr.org/2023/09/15/1199673197/uaw-strike-big-3-automakers

Ron Paul on the BRICS coalition versus the US Dollar

https://www.zerohedge.com/geopolitical/ron-paul-will-brics-smash-dollar

GDP rising with interest rates is a bad combination

https://goldswitzerland.com/rising-gdp-rising-yields-a-major-sign-of-uh-oh/

31% of US Government debt will mature over the next year

https://invezz.com/news/2023/09/08/should-you-sell-the-us-dollar-as-the-deficit-surges-again/

Suspending the second amendment for a ‘public health emergency’

https://www.zerohedge.com/political/see-you-court-gun-owners-america-prepares-lawsuit-against-tyrannical-new-mexico-governor

Biden not popular, at all

https://public.substack.com/p/twilight-of-the-democrats?r=6okjy

77% of US Youth not qualified for military service

https://asiatimes.com/2023/09/77-of-us-youth-unqualified-for-military-service/

Corporate America is worried about the drag student loan payment resumption will have on the economy

https://www.zerohedge.com/markets/corporate-america-panics-student-loan-chatter-hits-record-earnings-calls

“Live off the grid” a frequent internet search

https://www.zerohedge.com/markets/americans-panic-search-live-grid-housing-crisis-worsens-and-democrat-cities-implode

American consumers having a hard time paying credit cards

https://schiffgold.com/key-gold-news/more-americans-are-having-a-hard-time-paying-their-big-credit-card-bills/

Zillow making another bad move?

https://www.zerohedge.com/markets/zillow-extends-lifeline-new-down-payment-aid-targets-struggling-homebuyers

UAW votes to authorize a strike

https://www.zerohedge.com/political/almost-time-rage-uaw-vote-authorize-strikes-gm-ford-stellantis

More unintended government consequences?

https://www.zerohedge.com/markets/bidenomics-fail-food-stamp-bonanza-sends-grocery-bills-soaring-15-study-finds

BRICS expands – now about half of world oil production part of coalition

https://www.zerohedge.com/geopolitical/visualizing-brics-expansion-4-charts

Hedging the end of fiat

https://schiffgold.com/alasdair-macleod-commentary/hedging-the-end-of-fiat/