I liked her back in 2007 and 2008 even 2009…some recent links…

She was the only one I would see at gold bug conventions as she was the only one there who liked US treasuries.

I believe it was the massive real estate bubble that drove immigration to Canada the last 20 years…

She talks a lot about housing being the key to recessions.

“Bear markets, it is said, are periods when assets are returned to their rightful owners–strong hands take back from weak. And so it goes, cycle after cycle. This time is not going to be different.”

From her blog Apr 25th, CRUNCH+SURGE-

my comment…CRUNCH wk2 APRIL THEN BUYING SURGE wk 4 APRIL:

Risk-off following familiar pattern

Below is why they are now cutting immigration, refugees, and student work visas…

Already worse than 2008 !

Mean reverting prices are contagious

Retail gone wild (encore)

Yes, you can lose money in real estate

Housing downturn accelerates in April

AND NOW is she good in risk on? NFG… WAY OFF in 2022 !!!

Rosenberg: the case for lower rates and risk off in 2022

Fed induced asset bubbles have a history of bad endings