• British pound falls to all-time low against dollar after taxes slashed

Washington Post, September 26, 2022

• US Treasury Says It Understands Japan’s Yen-Intervention Move

Bloomberg September 22, 2022.

• “Super-Strong US Dollar Is De-Stabilizing All Other Fiat Currencies – When Will It End? | Gordon Long” YouTube 48 minute video. Wealthion Sept 27, 2022, release date.

Currency problems and Global financial system problems will create a “cause and effect” reaction to the Federal Reserve’s raising interest rates (cause) and then pausing (effect) its hiking of interest rates. Rapid increases (3/4% multiple times in a row) are very traumatic for countries who hold dollar denominated debt or treasuries. Dollar and interest rates up/US Treasuries down. Cost to repay US Dollar denominated Continue reading →

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It has been said the Fed will raise interest rates until something breaks. We might be close to that point. It seems there is some panic in the market. Perhaps a sick feeling in the stomach.

Over-view: it isn’t that interest rates are so high – it more likely that interest rates have risen so fast. This happened in 1987 Black Monday sell-off. In 1987, it was the fast increase in interest rates that spooked the market. Similar situation now. Interest rates have risen so fast that there has been no time for higher rate’s impact, to have its effect on the economy. So fast that we could see a hard stop in economic activity. So fast, it is crashing the economy well before the stats show up in “data dependent” economic reporting that the Fed says they follow. The Fed’s actions, we are told, are based on data dependent decisions, trailing indicators. Continue reading →

• Rick Rule – thoughts on the Art of Speculating and on Gold. Video – 8:16 minutes
• Peter Zeihan – No Hope for China to Survive as it now is. Video – 10 minutes
• Don Durrett – Price targets on SilverCrest and Discovery Silver
• Vizsla Silver: A Gem Below the Radar
• StoneCo – negative comment by Motley Fool – Positive comment by Morgan Stanley.

Rick Rule – Thoughts on the Art of Speculating and on Gold. Video – 8:16 minutes

In this short Video Rule presents his case for gold but, more importantly for our teaching moment, Rule discusses how as a speculator, he uses the news flow buy low and sell higher. As a speculator he is not defining timelines. In general, it is safe to assume five years is his working timeline. For this period, he expects a three to ten times return on his investment. Continue reading →

In this write-up:

• ARK Fintech (ARKF)* $17.30
• Amplify Emerging Markets FinTech ETF (EMFQ) $21.34
• PagSeguro PAGS)* $15.36
• StoneCo (STNE)* $9.38

Why do you want to own a FINTECH portfolio:

Fintech will grow fastest outside the EU and United States because it is an underserved market and people have far more smartphones than they have bank accounts!
According to the World Bank, 1.6 billion people are “unbanked” globally, with Morocco, Vietnam, Egypt, Philippines, and Mexico having the largest unbanked populations. By contrast, 80.6% of the world ’s population owns a smartphone, or 6.4 billion people. It is estimated that financial identities for the world’s unbanked population, could add $250 billion to global GDP, mainly from developing nations in Asia Continue reading →

• Mark Moss’s explanation of the “Why” behind the conflict in the Ukraine with Russia
• “What” is Putin’s goal to be achieved from the Conflict in Ukraine?
• “How to Invest” to Protect and Profit from Macro events in motion.
• “The Energy Trade Has Gone Too Far” by Jared Dillian at Blockworks Macro
• Matt Piepenburg, Kitco interview about Russia/Moscow forming a Gold Exchange and what it means for gold.

The “Why” behind the conflict in the Ukraine with Russia

• Putin’s Sinister Plan To Bring Europe To Their Knees – Mark Moss 31 minutes Sept 13, 2022 

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Skeena Resources (SKE) $5.82
SilverCrest (SILV)* $5.83
Victoria Gold (VITFF)* $6.05

Skeena Resources (SKE) $5.87

SilverCrest (SILV)* $5.66  Continue reading →

Inflation in Brazil has dropped dramatically. Interest rates are still high. If Brazil gets a third month of falling inflation it could end their interest rate hiking cycle. This would be very bullish for Brazilian bonds and equities.

Inflation rate in Brazil

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