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Top Three Videos – December 21, 2024

Peter Grandich: US VS BRICS Resource Wars Will Send Commodities Soaring (December 20, 2024)

Commodity Culture...

Summary

 

Peter Grandich emphasizes the need for caution in overvalued U.S. markets and shifting geopolitical landscapes, advocating for conservative investment strategies in commodities and natural resources amid rising tensions and economic challenges.

 

Global Economic Shifts

 

The BRICS nations are expanding while the US loses global dominance, leading to potential resource wars between East and West that could send commodities soaring.

 

Central banks are increasingly buying gold due to their outlook on changing world monetary systems and the decline of the US dollar.

 

Investment Trends and Challenges

 

Passive investing in large-cap stocks, accounting for 60-70% of funds, creates a self-fulfilling prophecy of inflows but may struggle with outflows during market downturns.

 

The junior mining sector faces significant challenges, including shrinking institutional interestfewer brokerage teams, and less money compared to 10-20 years ago.

 

Commodity Outlook

 

Copper and zinc are favored for future outperformance due to their key roles in AI and electrification.

 

Uranium remains a good story but is challenging for junior miners, as it takes longer to extract and could miss the market cycle; focus on producers and those that physically own it.

Dave Skarica: Fed Stops Rate Cuts, Effect on Gold, Gold Stocks, A Short Idea (December 20, 2024)

Stock Chart of the Day...

Summary

 
 

While gold prices have surged, rising long-term interest rates and economic uncertainties may hinder further growth, presenting both risks and opportunities in gold stocks and the broader market.

 

Gold and Market Dynamics

 

Gold prices demonstrated resilience in 2023, moving from $1,800 to $2,000 by year-end, with potential for further growth as 10-year bond yields peaked at $470 in April 2023 and declined to $360.

 

Gold stocks are approaching oversold conditions and potential buying opportunities, reminiscent of 2023, but require further consolidation due to technical damage and breach of the 200-day moving average.

 

Currency and Economic Factors

 

The Canadian dollar is nearing 2002-2003 lows of $0.62-$0.63, potentially breaking all-time lows due to Trudeau’s policies and the dollar milkshake theory, which could lead to a 62-63% decline from current levels.

 

If countries dump $2-3 trillion in US debt, long-term rates could spike, severely impacting the economy, as China, Japan, and Canada collectively own $3 trillion in US debt.

 

Market Outlook

 

The Fed’s decision to not cut rates as aggressively as expected in 2024 might lead to a market bounce similar to 1996, but not a boom, as evidenced by the 1996-1998 period when rates remained flat and the market continued to rise for another year.

Connor O'Keffe: The Establishment’s “Principles” Are Fake (December 18, 2024)

Guns and Butter..

Summary

 

The political narrative framing Donald Trump as a threat to democracy is being used by Democrats and establishment Republicans to gain support for Biden and Harris, while many voters prioritize issues like border control and foreign conflict reduction, revealing a disconnect between political leaders and the electorate’s concerns.

 

Political Strategy and Democracy

 

The political establishment’s actions reveal their willingness to ignore democratic principles when it conflicts with their agenda, using public concern for democracy as a tool to serve their own interests.

 

Despite framing Trump as an “existential threat” to democracy, the establishment’s efforts to obstruct voter-approved policies expose their hypocrisy and lack of genuine commitment to democratic values.

 

Policy Implementation and Transition

 

The Biden Administration is taking actions to hinder Trump’s policy implementation, such as moving border wall materials and escalating involvement in Ukraine, contradicting the will of voters.

 

During the “lame duck period,” the outgoing administration is rushing to implement climate policiesfill judicial positions, and spend budget allocations before losing control of the White House and Senate.

 

Voter Preferences

 

A majority of American voters supported Trump’s campaign promises, including border closureending the Ukraine warreducing federal bureaucracy, and appointing conservative judges, despite establishment opposition.

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