This past weekend, my whole family was invited for a day at the cottage. I drove my sister’s SUV for a 2-hour scenic drive. Upon arriving in the Kawarthas, a series of interconnected lakes, the view was breathtaking, the air crisp, clean, and with almost no noise pollution; for a moment, I thought I was completely deaf.

After an amazing peameal bacon sandwich brunch, we had a dinner made for royalty. As the sun was starting to set, the mosquitoes were coming to feast. My brother-in-law drove home, as he had come later that day, because my niece had to leave a little earlier. I was relegated to the backseat and sat with my dog. 

While saying our goodbyes, one nasty mosquito got caught within the confines of the SUV. My brother-in-law had the air-conditioning on and the windows locked. Therefore, here I am in a claustrophobic position, can’t move, can’t breathe and all of a sudden, this mosquito finds me. One bite after another, as if he wanted me to be eaten alive by one of Bill Gates’ MRNA vaccine-injecting bugs. The only light available was the glow from my phone. I swat and missed, not once, not twice, but constantly, getting extremely aggravated, ready to scream, PULL-OVER! 

Nonetheless, nothing seems ordinary, especially south of the border, as all eyes are on the Federal Reserve as drama unfolds. Even within the ranks, some Fed Directors are ready to pounce on opportunity as if a new modern version of Mutiny on The Bounty or a Shakespearian Julius Caesar play was being filmed on site. 

Click here for some historical and modern-day opinions of why there is growing displeasure with the Federal Reserve and these Central Bankers in general:

1) https://www.facebook.com/share/r/1945G8HWz7/?mibextid=wwXIfr

2)  The Fed is paying banks NOT to loan money to people!  Crazy!  To the tune of 188 billion dollars!  YOUR FIRED!
https://x.com/RandPaul/status/1947816430877217121?s=07

There is much clamouring coming from within, by those looking to take the reins of power. Plus, the pressure from the Administration wanting interest rates to decline substantially, as Trump blames Powell for the housing problem. If Powell decides to step down or get fired, if he can be, the markets will probably dive on that decision. The transition needs to be smooth; otherwise, a loss of confidence will cause much more volatility. Could this create a buying opportunity? 

Presently, the USD Index dips into the 97.0 range, making currencies rise. Precious Metals are booming, as Gold climbs above the USD $3400/oz level and Silver regains a foothold above the USD$39/oz level. On the other hand, Oil, the inflation regulator, dips below the USD$65/B mark. The CAD regains the 0.73 cents range more or less based on overall USD weakness rather than anything substantively happening economically. 

When and if the U.S. starts lowering rates, most likely, the equity markets will rise profoundly. This means more liquidity in the market and inflationary pressures to rise. Therefore, how does one fight inflation? It is by investing in deflationary assets. Precious Metals, Real Estate and Bonds. Possibly even cryptocurrencies, now that some form of acceptance has been introduced in the marketplace or is this false hope? Bitcoin remains in the USD118k/coin range. Be aware and keep yourself engaged, as so many things are going on that will baffle the mind.