I have uploaded a podcast for November 20, 2018. Click here to go to the show archives page to listen and look at the relevant links or you can listen on the link below. You can also Right mouse click here to download the podcast.
-Take a look at gold earlier this decade. Objective holders of gold should have taken action to sell.
-Take a look at bitcoin today. This chart shows me that BTC is not as decentralized as many believe.
-Housing starts disappoint again. High-end real estate will continue to suffer, but working-class housing will always be in demand by investors, renters, and homeowners.
-Government policy will always ensure a floor under the price of working-class housing. Builders cannot afford to build it. Liberal policy will always ensure a floor under rent rolls (open borders, and affordable housing programs).
–Trailer parks are in the future for many baby boomers looking to downsize.
–As Australia’s Cities Get Crowded, Its Leader Targets Immigration
-The equity markets are continuing to look poor, I am the only one saying there will not be a crash.
-I have been saying since late January that cash is the only safe place. I have been in all cash since then and have been paying down credit lines.
-Bitcoin and Dollar sell-off supports gold prices.
-US Treasuries get a bid as yields fall.