Truth Bombs About Government, Gold & China - Bizarro World 288

The stock market is back to new highs as global governments and central banks return to rate cuts and stimulus. 

It will lead to higher inflation and less purchasing power for those who don’t understand how it all works. 

So make sure you own the right assets. Gold and some commodity stocks (like uranium) are moving higher much faster than the stock market in recent weeks. 

Speaking of gold, it remains near highs as those bankers and politicians rev up the printing presses to add to already insurmountable debts. Silver is catching a bid. And now there are more buyouts to boot. The $4 gold stock we’ve been shouting about is now nearly $14.

We kick off this week’s episode of Investing in Bizarro World with some macro musings that cover all that and more. 

And then we discuss lithium’s bottoming process and what’s driving it, including recent Chinese production curtailment and Rio Tinto’s recent $6 billion bid for Arcadium. We have a long history with what is now Arcadium as one of its predecessor companies acquired a lithium start-up we helped finance back in 2017. 

After that we spend a few minutes on copper and uranium before turning to some of the bizarro banter we’re known for. This week we discuss how TD Ameritrade can launder billions for terrorists and/or cartels and simply pay a bribe to their friends at the Justice Department. 

Then you get some premium stock picks from behind the paywall — a quick look at three tiny companies we helped finance that are now on the move. 

It’s all in the 288th episode of Investing in Bizarro World. Soak it up while it’s free. Things are changing in 2025.

0:00 Intro
1:10 Macro Musings - Stock market at record highs. China stimulus. 
5:02 Precious Metals - Recent buyouts. Mexico.
9:43 Lithium’s Bottoming Process 
17:40 Copper & Uranium Quickthoughts
20:25 Bizarro Banter - Banks Launder Money for Terrorists & Cartels
33:07 Premium Portfolio Picks - 3 Ideas We Financed