ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
April 10, 2026 | Energy Protests in Ireland
Ireland is now confronting a full-scale energy protest movement that has gone far beyond symbolic demonstrations. What began as opposition to rising fuel costs has escalated into coordinated nationwide disruption, with farmers, haulers, and transport operators blocking major motorways, fuel depots, and even the country’s only oil refinery. The scale is unprecedented, with convoys […]
April 10, 2026 | The U.S. Faces an Enormous Challenge in Negotiations with Iran
Iran’s Peace Demands: A Long Road Ahead President Donald J. Trump announced that negotiations to end the war with Iran would be based on a 10-point proposal he described as “workable.” Within hours, Iranian state media outlet IRNA released Tehran’s own list of demands — and Trump erupted on Truth Social, calling the list “fake,” […]
April 10, 2026 | It’s The Economy…
US Consumer sentiment sank about 11% this month, extending a decline that began with the start of the Iran conflict, and is currently about 9% below a year ago. Demographic groups across age, income, and political party all posted setbacks in sentiment, as did every component of the index, reflecting the widespread nature of this […]
April 10, 2026 | All Wars Are Bankers’ Wars: Iran and the Bankers’ Endgame
From Scheer Post “The powers of financial capitalism had another far reaching aim, nothing less than to create a world system of financial control in private hands able to dominate the political system of each country and the economy of the world as a whole.” —Prof. Caroll Quigley, Georgetown University, Tragedy and Hope (1966) In […]
April 9, 2026 | The Real Space Revolution Doesn’t Involve Astronauts
NASA was back in the news this week with its moon mission: NASA’s Artemis II mission, the first crewed lunar flyby in over 50 years, successfully launched on April 1, 2026, and is currently returning to Earth after a historic 10-day journey. The four-person crew, consisting of Reid Wiseman, Victor Glover, Christina Koch, and Jeremy Hansen, […]
April 9, 2026 | Europe Begins Energy Rationing as the Crisis Moves Into Daily Life
Europe is now removing any doubt about the seriousness of this crisis, because governments do not tell millions of people to stay home from work unless there is a genuine shortage forming beneath the surface. The European Union has begun urging citizens to work from home, drive less, reduce speed limits, and cut overall […]
April 8, 2026 | The Hormuz Ceasefire Looks Like Good News for Oil. It Isn’t — Not Yet
Don’t Pop the Champagne: Why the Hormuz Ceasefire May Be a Head Fake for Energy Investors When I appeared on This Week in Money on April 2, I warned that a ceasefire headline would trigger exactly this kind of knee-jerk drop in oil prices — and that investors should not mistake it for the all-clear. Six days […]
April 8, 2026 | Poland Considers Using Gold to Fund Defense as War Pressures Rise
Poland represents a critical development in the evolving role of gold because it illustrates how quickly central bank strategy can shift from accumulation to utilization when geopolitical pressures intensify. Over recent years, Poland has been one of the most aggressive buyers of gold, adding more than 80 tonnes and increasing its total reserves to approximately […]
April 8, 2026 | Treasuries Gain on Rising Recession Odds
Markets are celebrating that the United States and Iran agreed to a two-week ceasefire amid ongoing negotiations. So far, the parties seem worlds apart, especially on issues like Iran continuing its nuclear program. But we all hope for a sane and rapid end to the carnage. Fossil fuel prices are down sharply, and stocks are […]
April 7, 2026 | Lead Contaminating America’s Food Supply
There has been an outpouring of recalls in the USA due to lead contamination in the food supply. Lead showing up in food in the United States is the result of overlapping structural problems that have been building for decades, and the recalls you are seeing now are simply the system reacting after the fact […]
April 7, 2026 | Recession Watch: Everything All At Once
Tech layoffs have become front-page news… And the picture for this year’s class of graduating coders is apocalyptic. From Tech Layoff Tracker: Computer science professor at a major state university just finished the worst faculty meeting in 32 years of academia Department head dropped the placement statistics like a bomb at 2:47 PM on a Wednesday 2023: 89% […]
April 7, 2026 | We Can Learn From Financial Hardship
For more than two decades, I have been warning individuals about the heightened risk and stress associated with high debt levels and financial bubbles. Unfortunately, many older people are financially uninformed and don’t set a good example for younger people. Worse, many parents and grandparents have encouraged and enabled young people to become heavily indebted. […]
April 6, 2026 | Russia Selling Gold to Fund War Proves Gold Is the Asset of Last Resort
Russia is doing the opposite of many other central banks by selling gold, yet this behavior actually reinforces the fundamental role gold plays within the global financial system because it demonstrates that gold is the ultimate asset of last resort when access to traditional financial channels is restricted. Since 2025, the Central Bank of […]
April 6, 2026 | A Little Less
Happy Monday Morning! Last week we wrote a piece titled ‘Vulture Funds’ in which we highlighted the quasi bailout of the construction industry via sweeping policy changes from the Ontario government and the federal government. The immediate removal of the HST tax, the taxpayer backed vulture fund used to acquire unsold condos, and now the […]
April 5, 2026 | CORRECTION: Why WTI DID NOT flip above Brent
EDITOR’S NOTE: (April 5, 2026): In a previous version of this article, we reported that WTI had overtaken Brent in price. We were WRONG and fell into a classic “front-month roll” trap. We compared the WTI May contract ($112.06) directly to the Brent June contract ($109.24), creating an optical illusion of an inversion. After a quick catch from colleague Victor Adair (Trading […]
April 5, 2026 | A Dreadful ‘What If’ Could Turn the Bear Savage
Did you fade the Dow’s 1100-point rally on Tuesday, or the nearly 500-point follow-through the next day like I told you to? I’d written here a few weeks ago that shorting into strength these days offers the best odds bears have gotten in decades. Stocks had spent four months building an obvious top, and finally, […]
April 5, 2026 | The Energy Tax
As noted a few weeks ago, we get conflicting data that must not be extrapolated. The motto of the US Marines is a good one for all of us for the coming years: improvise, adapt and overcome. I would add, then adapt again. Today let’s look at some of the week’s conflicting data, then end […]
April 4, 2026 | Trading Desk Notes for April 4, 2026
Bear market rally in the S&P? The S&P closed at an 8-month low on Monday (blue ellipse), after closing lower for five consecutive weeks, and then rallied nearly 4% to Thursday’s close, even though Trump threatened to hit Iran very hard over the next 2 – 3 weeks in his Wednesday evening speech. The nearly 300-point […]
April 4, 2026 | 17-Year Cycle: Energy & Equity Opposing Extremes
The 17-Year Cycle Redux? 01-05-26 – 2026 presents a unique opportunity – from a cycle perspective – to provide dual fulfillment to one of the most intriguing and consistent multi-year cycles addressed (continuously) in this publication: The 17-Year Cycle. In late-2024/early-2025, INSIIDE Track detailed expectations – based on that cycle and a myriad of corroborating […]
April 4, 2026 | Tech Talk for Saturday April 4th 2026
The Bottom Line Friday’s U.S. March employment report, released when U.S. equity markets were closed, provided an encouraging surprise for the U.S. economy: Consensus called for a 59,000 increase in March Non-farm Payrolls versus a revised 92,000 drop in February. Actual was a 178,000 increase. Consensus for the March Unemployment Rate was unchanged at 4.4% […]
April 3, 2026 | SpaceX Goes Public: Scale, Valuation and The Road Ahead
SpaceX’s confidential IPO filing has jolted markets in a way few listings ever do. The scale, timing, and ambition of the deal signal not just a major capital‑markets event, but a test of how far public investors are willing to stretch for a company that has already outgrown the private sphere. Even with sparse disclosures, […]
April 3, 2026 | China Expands Digital Yuan
China has just taken another decisive step toward the future of money, and once again, the West is pretending this is simply about “payment efficiency.” The People’s Bank of China has now expanded its digital yuan program by adding 12 additional banks, bringing the total number of participating institutions to 22. China launched the digital yuan back […]
April 2, 2026 | Florida Wins, New York Loses: The $20 Billion Migration Shift
The latest IRS data makes one thing clear. The United States is undergoing a massive redistribution of wealth between states, and it is being driven almost entirely by tax policy. California lost $11.9 billion and New York lost $9.9 billion in income in a single year, while Florida gained $20.6 billion. This is not random […]
April 2, 2026 | All Gas, No Brakes
For more than a decade, the hottest asset class on Wall Street was private credit and private equity funds, where assets held by the funds rarely changed hands and ‘estimated’ values were steadily marked higher by the managers. Now, an increasing number of investors are trying to exit but finding they can’t. Cliffwater is one […]
April 1, 2026 | California’s $91 Billion Warning
California is now facing the consequences of policies that ignore reality. Between 2019 and 2023, the state lost a staggering $91.4 billion in income as residents relocated elsewhere, with another $11.9 billion leaving in just a single year. This is not a minor shift. This is a structural problem that is accelerating, not stabilizing. What […]