Author: Lior Gantz

Just like Enron, Pets.com, and the bombastic AOL/Time Warner merger bid signify the Dotcom paradigm shift, and as Lehman Brothers, AIG, and Fannie and Freddie are the symbols of the Great Financial Crisis of 2008, so does GME and Reddit’s WallStreetBets fiasco represent the idea that emerging tech has become a massive bubble. We said it, hedge fund titans like Ray Dalio put it on paper, Buffett and Munger warned about it and, indeed, this sector has now seen a severe sell-off! The non-profitable tech bubble is popping and this is not a regular correction. The air has leaked out…

Democrats have the legislative path to push through the $1.9tn American Rescue & Recovery Plan through the back door, if they really wanted to; it’s called budget reconciliation. This is the mechanism that allows Democrats to vote on the plan, which will ease their path and relieve them from having to gain the support of at least ten Republicans, in order to reach the 61 total “YES” votes needed. Biden presented the plan in a way that aims to unite the country, by hoping that Republican Senators agree to it, but $1.9tn is a huge sum! Republicans can’t just abandon…

Why is America getting split apart? What is the underlying cause of the division, the root of the issue, the heart of the rift that is visibly growing between left and right? If you ask a Trump supporter or a Trump hater, they would give you one of a myriad of answers, but the bottom line, as far as we’re concerned, is trust in authority. Trump’s supporters want him in office, because they trust him. They have no faith in career politicians at all; there’s a growing number of Americans, Europeans and other westerners, who have come to the conclusion…

On March 20th of this year, the NASDAQ 100 bottomed at 6,994 points. This was the same level it hit in January 2018. Investors who bought and held for two years cleared all gains from their books if they panic-sold at the height of the pandemic scare. From March 20th till present day, only nine months have elapsed. The NASDAQ 100 has appreciated by 77%! For the year, the NASDAQ 100 is up by 40%, which is not normal for it whatsoever. In 2019, the NASDAQ 100 also appreciated by 35.23%! In 2017, which was another tremendous year for tech…

Today, we’re sharing an important update from WealthResearchGroup.com, which is paramount for understanding what comes next: Since the November 3rd elections, the dollar has been pushed to a corner that is actually a double-edged sword for gold. Because of the anticipation that a super-weak dollar will cause bond yields to rise, gold has become weak, right alongside the dollar. This correlation has been recently cut off. From November 6th, when Pfizer’s announcement altered the way investors priced in Covid-19 risk of bankruptcy for pandemic victim sectors – reasoning that with a vaccine far fewer companies will go under – the…

December has officially begun and this month is short because of the holidays, so politicians only have a few short days to fight over nothing, agree to disagree, screw over the little guy and head back to their respective states to gossip about everything they didn’t get done this month. In short, this will get interesting! Here are some important events to keep an eye out for: 2021 budget: Congress must agree on a spending bill, often called “Omnibus,” since it condenses 12 different bills into one package. If they can’t, one million jobs are at risk, because of a…

Today’s letter is divided into two sections: the first is the update on the bloody mess that precious metals are undergoing and the second is a summary of the hearing that Rudy Giuliani and the list of witnesses reported that gave verbal accounts of their testimony about Pennsylvania’s voter irregularities. GOLD: IS THE BULL MARKET DEAD? In short, the answer is NO. There are several instances since December 2015 where we’ve seen similar moments to this. These are instances in which the volatility index plummets, many events conspire to bring hope, and there’s the assumption that central banks might tighten…

Today’s letter encapsulates our overview of how markets may react to the all-important news flow, which is coming our way and what might happen in December. We’ve gone over this from all angles and my main conclusion is this: risk of a correction is high, but potential for a boom is high as well. In other words, we don’t expect sideways action in December whatsoever; it will either be that December is a spectacular month or that a huge sell-off occurs. The best way to win in this type of set up, as we see it, is to take profits…

A record turnout of voting is happening around the United States. The ease of mail-in votes is allowing many more people to express their opinions, where they might otherwise just stay home, be indifferent about it and avoid the crowds. Let’s go over the current state of affairs: Democrat leaning states – California (55), Hawaii (4), Oregon (7), Washington State (12), Illinois (20), New Mexico (5), New York (29), Washington D.C. (3), Maryland (10), Delaware (3), New Jersey (14), Connecticut (7), Massachusetts (11), Rhode Island (4), Vermont (3) and Virginia (13). These states are nearly guaranteed to vote for Biden;…

6 Days to Go Oh man, yesterday proved what happens when there’s uncertainty about a major event, coupled with the CERTAINTY that no Federal Reserve is coming to your aid in the days ahead. This is education for the millennials, who have been trained to expect Daddy Jerome Powell to show up every time they load-up. There is no BACKUP COMING, no Navy Seals coming to the rescue. This is it; between now and perhaps the end of the year, price discovery is going to be real. We’re going to see exactly what big money and algorithms think about valuations…

Mining Stocks Likely To Endure 20% – 40% Plunge Since June 2019 (the past 16 months), 8 gold and silver companies that have enjoyed triple-digit gains have been featured in these pages. Among them, one company has even rallied over 1,000% — companies that we’ve been following for 3-4 years have seen 600% and 700% appreciations, while others have been up-listed to the NYSE. Truly, in the past 16 months, we could do no wrong. Those who were brave enough to look the devil in the eye in March and April and capitalize on the panic – when TV screens…

This new world that we live in has forced companies to be EXTRA-CREATIVE and has also shown them that they have WITHIN THEIR RANKS a few STOW-AWAY employees, or, in some cases, a FEW THOUSAND workers, which they may not need after all. We believe that companies are taking the approach of waiting until the next president is elected to see just how many layoffs they intend to do. The thought process is as follows: * If Biden wins, Democrats are likely to approve and execute HISTORICAL STIMULUS packages, perhaps even bail out individual states that have seen a collapse…