January 2023

· Weakening dollar will worsen trade deficit. · Fed is nowhere near victory in inflation fight. · Google does not have a monopoly on advertising. · San Francisco wants to incentivize African Americans to commit drug crimes.

· Growth stock will rollover and make new lows in 2023. · Gold hit new 9 month high on the week. · While tech stocks are rising, their headcounts are falling. · New economic data blows away low-end expectations. · 2023 could be one of the worst years ever for the dollar. · Politicians and

· The Fed will surrender to inflation in 2023. · Recession will be the Fed’s next battle, and they’ll lose that too. · Inflation is expanding with money supply and credit supply. · Consumers in debt are going out with a bang. · Republican compromises continue to err on the side of big government.

· Investment rotation continues into value, international, emerging markets, and precious metals. · Precious metals mining stocks are best performing sector of 2023 so far. Expect a breakdown in the dollar and an even bigger breakout in mining stocks. · Bitcoin is sliding a slope of hope. · NY Attorney General files civil charges on

· 2023 is gearing up for a lot of volatility and weakness in the stock market. · 2023 stock market highs may have already been made. · NASDAQ stocks will implode when Cathie Wood turns from being biggest buyer to biggest seller. · 2023 will likely be the year Bitcoin collapses and gold shines.