August 1, 2026 | Trading Desk Notes for August 1, 2026
The S&P 500 index appeared to drift quietly sideways for the last several weeks. However… There was very volatile short-term price action in the index and even more volatile price action in individual names and sectors. The volatility is due, in part, to over-leverage, momentum, crowding and concentration. Here’s the S&P futures daily chart for the last three […]
August 1, 2026 | This Week in Money
- Ross Clark: Stock Markets, Oil, Bitcoin, Gold, USD, Canadian Dollar.
- Bob Moriarty: (10:57) Lithium, Uranium, Danger of AI, Copper.
- Rick Ackerman: (48:51) AI Bubble.
- Kerry Lutz: (1:17:28) Avoiding Speeding Tickets.
July 31, 2026 | Warsh Failed His Test as an Inflation Fighter
Kevin Warsh faced his first major test as Federal Reserve chair this week, and the outcome left markets with more questions than answers. Investors had largely anticipated a continuation of the Fed’s hawkish posture, whether through a rate increase or a stronger signal that additional tightening was likely in the months ahead. Instead, the Federal […]
July 31, 2026 | Did You Notice? Canada Out of Recession
Could Gold hit $38,000 in six years?
July 30, 2026 | The Impact of Rising Interest Rates
The 30-year Treasury yield surged to a 19-year high of 5.21% today after investors rejected Fed Chairman Kevin Warsh’s decision to hold rates steady – choosing instead to dump bonds in response to rising inflation data. 12.3% Mortgage Rates by 2027? In my May 2026 Timing Letter, I made the case for mortgage rising to […]
July 30, 2026 | The Case for $38,000 Gold, $1800 Silver
Disappointment the Fed didn’t lower Interest Rates.
July 29, 2026 | Can India Become the Next Factory of the World?
For more than a decade, Prime Minister Narendra Modi has been pursuing one of the most ambitious industrial programs attempted by any modern democracy. The “Make in India” initiative was never simply about creating jobs. It was a strategic effort to transform India from a nation known primarily for services into a manufacturing powerhouse capable of challenging […]
July 28, 2026 | Canada’s Unique Energy Crisis
QUESTION: Mr. Armstrong, thank you very much for that global overview of the energy market on your private blog. You’ve connected the dots in a way no one else seems to, just as you mentioned at your Tampa conference. I also appreciated your distinction between Eastern and Western Canada, could you elaborate on that a bit […]
July 27, 2026 | Japan Is the First Domino in the Sovereign Debt Crisis
Japan recorded a 1.01 trillion yen ($6.2 billion) trade deficit during the first half of 2026, according to preliminary government data. This does not mean that Japan will collapse tomorrow, but it is another crack in the foundation of a debt structure that can no longer withstand rising interest rates, a collapsing currency, and […]
July 26, 2026 | Stick It!
Although we featured pithy weekly commentaries in this space for many years, the time and effort spent crafting them is now devoted to making the Rick’s Picks Trading Room an unbeatable source of timely trading ideas for novices and professionals. You should check here weekly, since I will continue to post links to my latest interviews and […]
July 25, 2026 | Trading Desk Notes for July 25, 2026
Anything Can Happen – All Markets Are Related To Each Other In Some Fashion The Notes will be brief today – family weekend, including grandkids and another dog! Yikes! Energy The war risk premium was squeezed out of the market in May/June, but it has returned with a vengeance in July. ICE Front-month Brent traded at a high of […]
July 25, 2026 | This Week in Money
- Ross Clark: Stock Markets, Oil, Gold, Silver, USD, Canadian Dollar, Bitcoin.
- Martin Straith: (9:28) Stock Markets, Oil, Gold, Silver. Special Offer!
- Hilliard MacBeth: (46:02) Toronto Condos, $200 a Barrel Oil?, Tesla.
- Allan Mark Angell: (1:10:03) Vancouver Real Estate, Aboriginal Land Claims and Residential Real Estate.
July 25, 2026 | It Is IMPOSSIBLE to Avoid Government Surveillance Stalking
WARNING: The majority of cameras have been updated to include live signal trace technology. Flock instantly integrates your unique Bluetooth identifiers with your personal data profile in a centralized database. What does this mean? Government and private organizations with access to the centralized database no longer need physical surveillance cameras to track you […]
July 24, 2026 | A $200 Barrel of Crude Oil is Now a Definite Possibility
The $200 crude oil forecast is back on the table — and this time it deserves to be taken seriously. When U.S./Israel/Iran hostilities began on February 28, some analysts immediately flagged the possibility of triple-digit crude prices. For five months, markets proved them wrong. Brent crude topped out at $120 per barrel — elevated, but […]
July 24, 2026 | Could Gold Save You if Markets Crash?
Will we see a major market correction this fall?
July 23, 2026 | Private Equity Landlords Are Dumping Their Houses
There are three groups that, together, will tank the housing market in the coming year: Boomers who can’t manage their three-story McMansions and therefore have to sell. Airbnb entrepreneurs who built mini-empires that are now bleeding cash, leaving them with no choice but to liquidate. Wall Street firms that bought huge numbers of houses and […]
July 23, 2026 | Do Celestial Cycles Play a Role In Market Moves?
Rising oil prices not just because of Middle East violence
July 23, 2026 | Cracks Showing in Heavily Manipulated Markets
USD will prevail when other things fail
July 22, 2026 | Fourth Turning Global War
“THESE are the times that try men’s souls. The summer soldier and the sunshine patriot will, in this crisis, shrink from the service of their country; but he that stands by it now, deserves the love and thanks of man and woman. Tyranny, like hell, is not easily conquered; yet we have this consolation with […]
July 21, 2026 | US Home Builder Sentiment Contracts for 15th Month
Washington keeps insisting the economy is healthy because unemployment has not collapsed and inflation has moderated. Then you look at housing, and the entire narrative falls apart. A nation cannot call itself prosperous when ordinary working families can no longer afford the most basic measure of financial stability—a home. The National Association of Home […]
July 20, 2026 | Signs of Improvement?
Happy Monday Morning! As expected, the Bank of Canada held rates this past week. “After a year of weakness, Canada’s economy is showing signs of improvement,” the bank said in its monetary policy report. “Growth is expected to pick up, and inflation eases gradually from its recent peak. Uncertainty is still high.” What is perhaps […]
July 19, 2026 | Rigging Elections Has Been Around for Thousands of Years
QUESTION: Are you just supporting Trump with his conspiracy theory about the 2020 election? Joshua ANSWER: The fact that the press keeps blasting Trump claiming the 2020 was not rigged and in Pennsylvania they claim Trump lost every legal challenge so that somehow proves he was wrong is just absurd. Courts are also political. Why […]
July 18, 2026 | Trading Desk Notes for July 18, 2026
“People will believe the most preposterous stories, as long as the price keeps going up!” Bob Hoye Bobby has been a friend for ~50 years. I once introduced him at a conference as a great market historian who was actually “there” when the Tulip Bulb mania hit Holland in the 1630s. What I love about his “preposterous” quote […]
July 18, 2026 | This Week in Money
- Ross Clark: Stock Markets, Russell 2000, Gold, Silver, Oil, Bitcoin. Special Offer!
- Martin Armstrong: (10:24) President Trump, Canada 51st State, Dow, Gold, Silver, Cryptos.
- Jim Willie: (1:23:43) Iran War, AI, Gold, Silver, US Election.
July 17, 2026 | The Heat is on El Nino
A perfect storm is building. El Niño has arrived early, global warming is amplifying its reach, and two active wars are straining food and energy supply chains simultaneously. For millions of people, the next eighteen months could be brutal. El Niño takes its name from the Spanish for the Christ child — Peruvian fishermen first […]















