Juggling Dynamite

The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be progress until suddenly the bill comes due.

Has the rally in silver gone so far now that the metal’s price action is actually behaving like a meme stock? Or is there something more fundamental and deeply disturbing behind what precious metals are doing? Maybe we should consider how it isn’t a loss of faith in the dollar as so many people wrongly claim which is propelling both gold and silver right now, what if it is the growing mistrust in how the entire world works and fits together. Or used to. Here is a direct video link.

Housing mean reversion is hurting jobs and economic activity.

A building industry association says 100-thousand jobs in construction and related sectors are at risk. As Alan Carter reports, the housing downturn could erase $20 billion for Ontario’s economy. Here is a direct video link.

Home markets are floundering in many US cities, too.

The US National Association of Realtors just reported the worst pending sales figure for December history, down 9.3% month over month and 30% from pre-pandemic norms. We could be on the precipice of a massive shift in the housing market in 2026 and if you’re a buyer or investor now is the time get prepared. Here is a direct video link.

Cue the nervous laughter when watching the segment below. Financial markets have already become so complex and algorithm-driven that even trained experts are struggling to comprehend the moving parts. The timeless adage that we should only invest in what we understand is being largely ignored. Meanwhile, those who don’t even know the questions to ask are feeling most confident.

Yuval Noah Harari, Historian, Philosopher & Bestselling Author and Max Tegmark, Co-Founder, Future of Life Institute; Professor, Massachusetts Institute of Technology (MIT) discuss human agency, governing AI and the future of humanity with Bloomberg’s Francine Lacqua at Bloomberg House in Davos on the sidelines of the 2026 World Economic Forum. Here is a direct video link.