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3 Sunday Morning Thoughts – March 22 Edition

Written by Bryan Lutz, Editor at Dollarcollapse.com:

 

So, every Sunday morning I sit down to write a few short thoughts.

Sometimes these thoughts end up being about life, other times they are on gold, geopolitical issues affecting the markets, or the economy.

Here are three thoughts for this morning:

 

1. Chuck Norris was just a good guy. RIP.

 

This tribute from Lyn Alden is a heart-warming chuckle, but Chuck Norris is more than meme.

 

Thinking about him brings up so much nostalgia.

I remember watching him fight Bruce Lee in the Way of the Dragon, and then years later explain how he agreed.

He asked, “Do I have to lose?”

He agreed anyway.

He has been a good sport since (maybe before that too).

Then when the Chuck Norris meme entered the chat, he was more than willing to play along.

This tiger story video is has been making its rounds.

 

When I’m older, I want to have a sense of humour like Norris.

He was just a good guy…

Rest in Peace, Chuck.

 

2. Canada is quickly becoming the next UK, Germany, or France, and the money printer is mostly responsible for the apathy of our politicians.

 

There are lots of charts showing the decline of Canada’s GDP over the last decade. Or rather, since J.T. LaCastro was elected in 2015.

The latest numbers from Mark Carney’s government show Canada has the worst decline in GDP out of every Western nation. Yet, spending continues to be the government solution for public woes caused by… massive inflation, housing crises, raging crime rates by immigrants AND known terrorists… All after Canada’s Central Bank printed a bajillion Canadian dollars to “help” them with COVID.

Happiness ranking do not look good in the US, Britain, or Canada.

 

The happiness gap in Canada looks in even more brutal when you compare the boomer generation (those that have benefited the most from inflation), and the younger generation. Look how happiness for those under 30 plummets since 2015.

 

 

 

Yet, the printing press has caused more than monetary issues (as was uncovered by many of the young DOGE members who culled government spending under the tutelage of Elon Musk).

For example, this is what is happening…

The Federal government receives money from the Central Bank of Canada. The Canadian Federal Government then funds “art programs” across the country. Municipalities also take part in this too. Then some person ticks off a few boxes and funds garbage like pornographic gay/transgender art. Then they send that artwork into the government so they can receive their “reward.” Tens of thousands of taxpayer money down the drain.

 

The Western Standard reports:

Pornographic gay art wins Governor General’s highest honour — now it’s in Regina

Visitors to the MacKenzie Art Gallery in Regina are being warned before they get anywhere near Bruce LaBruce’s work.

At the welcome centre, staff verbally tell people about the display now on view as part of the 2025 Governor General’s Awards in Visual and Media Arts.

The exhibit is set inside a boxed-in room within a larger public gallery space, with several printed warnings posted outside.

Inside are large photographs showing graphic gay sex acts, nude transgender bodies, and exposed genitalia.

The work is by Bruce LaBruce, a Toronto-based filmmaker, photographer, and writer born in Southampton, Ontario, who has spent decades building a reputation as one of Canada’s most provocative cultural figures.

Emerging from the queer punk scene in the 1980s, he became known for mixing pornography, politics, and arthouse cinema in films that challenged sexual and social norms.

“I go back and forth between working for porn companies and then making features in Canada that get, you know, funding from the government,” said LaBruce in an interview for the Teddy Award, two years ago…

…His MacKenzie show is part of this year’s Governor General’s Awards exhibition, which celebrates the country’s top visual and media artists.

Each laureate receives a medallion and a cash prize of $25,000.

In a recent interview on Joe Rogan, Pierre Poilievre said this, “The only creature who doesn’t do that, is the politician, because he’s always using someone else’s money.”

He’s right, but the printing press in responsible.

 

3. This what a Bear Market looks like with AI. It’s also a place where those with AI capabilities and the capital to buy up the bottom line of the economy will be profitable. If you want a less speculative AI investment, these are the ones.

Jeff Bezos is about to buy up $100 Billion in manufacturing companies and then make them more profitable with AI, robots, and a savvy evil genius only available to the likes of Dr. Evil in a bear market.

Wall Street Journal reports:

Jeff Bezos in Talks to Raise $100 Billion for AI Manufacturing Fund

“Jeff Bezos is in early talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation.

The Amazon.com founder is meeting with some of the world’s largest asset managers to raise funding for the project. A few months ago, he traveled to the Middle East to discuss the new fund with sovereign wealth representatives in the region. More recently, he went to Singapore to raise funding for the effort as well, according to people familiar with the matter.

The fund, described in investor documents as a “manufacturing transformation vehicle,” is aiming to buy companies in major industrial sectors such as chipmaking, defense and aerospace. It would dwarf the size of some of the world’s largest buyout funds and rival SoftBank’s $100 billion, tech-focused Vision Fund.”

You can tell we’re in a bear market. There are mergers and acquisitions everywhere, but if you want to invest, those like Big Daddy Bezos are the real bears. They’re on the market for cheap steak. Throw some spice on it, a little bit of marinade and you don’t just have a steak… Heck, call it something French then tack on another 15-25% profit margin. Seriously though, Bezos has the know-how when it comes to optimizing processes with robotics. Now that AI is beginning to cross the early adopter chasm of the tech curve, production lines are looking juicy.

Manufacturers are the baseline of every economy.

They’re the ones making real widgets for the all the whos in Whoville. They’re satisfying real needs…

So, if Bezos can buy them up and increase their profit margin, lower expenses (ie. labor), he and his investing friends are made men. Who knows. Maybe you want to be one of them…

His fund is one to watch. If you can figure out which companies he’s interested in turning around and those companies are publicly traded, then you might put a buck or two in your pocket.

The same goes for gold and silver producers. Also, the same goes for Exploration companies with direct investments from producers with over 10-15% to ownership. At some point those producers will be planning for the future and looking to buy up their next mine.

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