March 7, 2026 | Tech Talk for Saturday March 7th 2026

The Bottom Line Start of the war against Iran had a significant negative impact on world equity markets last week. By the end of the week, intermediate term technicals for world equity markets had deteriorated from Overbought to Neutral levels. Despite international and political influences, analysts raised 2026 cash flow and earnings estimates for S&P […]

March 6, 2026 | Existing US Home Sales Collapse Despite Falling Mortgage Rates

    Existing home sales just delivered one of the clearest signals yet about the true state of the housing market in 2026, and it is not the rebound narrative the mainstream keeps promoting. The latest data shows that existing-home sales fell 8.4% in January to a seasonally adjusted annual rate of just 3.91 million […]

March 5, 2026 | Europe Is Building a Digital Identity System for 450 Million People

The European Union is quietly constructing what may become one of the most sweeping digital identity systems ever attempted. Under new legislation, every EU member state must provide citizens with a government-approved “European Digital Identity Wallet” by 2026. This system will allow people to store official documents, verify identity, access government services, sign legal contracts, […]

March 5, 2026 | Could New Gulf War Cause Stock Market Crash?

Is the US already in a recession?

March 5, 2026 | Even Without War, Markets Would Have Been Bumpy

All metals will likely do better than stock markets right now

March 4, 2026 | Great Nations Do Not Fight Endless Wars

  “Great nations do not fight endless wars,” Donald Trump said during his campaign when highlighting his “Americas First” message. Trump explicitly promised to maintain peace and keep American troops out of foreign wars. American blood has been shed in the Middle East once more amid Operation Epic Fury. Could this escalating war cause MAGA […]

March 3, 2026 | Recession Watch: Is Private Credit The New Subprime Mortgage?

Oil has been one of the worst-performing commodities lately, due mostly to rising US production and relative peace in the Middle East. Well, that peace ended with a bang last weekend, and oil has erased its price declines. Higher gasoline prices are likely to follow. While oil was spiking, pretty much everything else tanked on […]

March 2, 2026 | Landmark Agreements?

Happy Monday Morning! While everyone was busy following the enormous geopolitical events unfolding in the middle east, a subtle news release from the Federal Government went largely unnoticed or perhaps intentionally burried, despite having (potentially) significant ramifications for nearly all of Metro Vancouver. The Musqueam Indian Band and the Government of Canada signed a Rights Recognition […]

March 1, 2026 | The Coming Crisis: Fingers of Instability

This letter is a little different. I am indeed working on my book about what I believe is a coming crisis by reviewing five different cycle theories. They all arrive at a similar scenario from different points of view, but they all suggest a crisis occurring sometime around the end of this decade or perhaps […]

February 28, 2026 | Trading Desk Notes for February 28, 2026

Here’s how markets were pricing tensions ahead of the attack on Iran Nymex front-month WTI futures closed at a 7-month high of ~$67 on Friday, up ~23% from December’s $55 low. (WTI had trended lower from ~$95 in September 2023 to the December 2025 low, as supply appeared to grow faster than demand).   COT data shows […]

February 28, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Magnificent Seven, Gold, Copper, Uranium, Oil, USD, Canadian Dollar, Bitcoin.
• Victor Adair:  (10:20)  Stock Markets, US Iran War, Oil, AI.
• Rick Ackerman: (39:00) Tariffs, Employment, AI.

February 27, 2026 | Major Wars are Terrible For Some Investors

War, What Is It Good For? “War, what is it good for? Absolutely nothing.” This 1970 lyric from The Temptations captured the anger of the Vietnam era. But in financial markets, war is good for one thing: inflation. A February 2026 academic study examining 300 years of U.S. and U.K. data reaches a blunt conclusion: government bonds […]

February 27, 2026 | WEF President Resigns Over Epstein Ties

The resignation of World Economic Forum President Borge Brende is being framed in the press as a simple leadership transition, but the underlying issue is far more revealing about the crisis of confidence now unfolding within global institutions. Brende stepped down after his past contacts with Jeffrey Epstein came to light. According to reports, the […]

February 27, 2026 | The Best Ways to Make Gold Profitable

No one wanted Lamborghini’s expensive EV

February 26, 2026 | One Cause of Silver’s Recent Volatility

Quite a rollercoaster we silver stackers are on. The metal’s price gaps up, making us geniuses. Then it tanks, replacing our self-regard with angst. And then it does it all again. Some behind-the-scenes games are definitely being played, and here’s one of them: Start with the fact that Jane Street, a semi-obscure investment bank, recently […]

February 26, 2026 | The Dow Gains As Investors Go Conservative

Even King Gold would be punished in market downturn

February 26, 2026 | Epstein Files, Canada Cartels, Mexico, Greenland, CCP, Tariffs

Back in the USA, North American Union, Dead or Alive

February 25, 2026 | Price Discovery Brutal Awakening from ‘Easy Money’ Era

From 2009 to 2022, alternative and private lenders multiplied as traditional banks tightened underwriting standards and yield-starved investors looked beyond conventional options. As usual, ‘easy money’ led to overconfident, under-analyzed allocation decisions across many asset classes at once. Real estate busts tend to be slow-moving, and then suddenly, all at once. Eight years after the […]

February 24, 2026 | Regime Change at the Fed: From Big Bank Bailouts to Local Productivity

From Scheer Post On January 30, when former Federal Reserve board member Kevin Warsh was nominated by President Trump as the central bank’s next chair, markets sold off and gold and silver plunged. Investors were positioned for a “dove,” someone inclined to cut rates aggressively and keep money loose; and Warsh has a long-standing reputation […]

February 23, 2026 | Breakthroughs: Starlink + Next-Gen Batteries = Viable Homesteads

A growing number of people, fed up with dysfunctional cities and craving a simpler/safer life, are fantasizing about homesteading. But only a tiny fraction of that group has actually made the move. Why? Because that level of self-sufficiency is vastly harder than it looks. Or…at least it was vastly harder. Two breakthroughs might revolutionize the homesteading concept: Starlink […]

February 22, 2026 | Was China’s Kung Fu Moon-Shot Real?

Robot demonstrations are notorious for going comically awry. Seat Robby at a staged dinner and he will stab himself in the eye with a forkful of make-believe mashed potatoes. Have him put a butter dish back in the refrigerator and he’ll slam the door on his head. So what, then, are we to make of this […]

February 21, 2026 | Trading Desk Notes for February 21, 2026

The massive American military buildup near Iran Markets have reacted to US/Iran tensions (Nymex WTI closed at a 7-month high above $66, Comex gold had the highest ever weekly close at ~$5,130, albeit ~$500 below the January high, and the DXY US Dollar Index has rallied ~2% from the 4-year low reached in January). Polymarket is pricing ~60% chance that the USA […]

February 21, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Tariffs, Gold, Silver, Copper, Uranium, USD, Canadian Dollar, Bitcoin.
• Bob Moriarty: (12:27) Gold, Silver, Tariffs, Canada 51st State.
• Mark Leibovit: (37:53) Tariffs, Gold, Silver, Bitcoin, Uranium, AI, UFO’s and Aliens.

February 20, 2026 | Chinese AI Companies Rock Silicon Valley

The United States is spending hundreds of billions to win the AI race. China is trying to win by spending far less. Nvidia’s high-performance chips and multi-billion-dollar data centers have become the foundation of America’s AI strategy. The largest U.S. technology companies are committing extraordinary capital — potentially as much as 500 billion dollars this […]