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 […]
July 17, 2026 | U.S. Housing: It’s a Bust
My son is house-hunting in Tucson, AZ, and I’m watching with interest. Right now, that housing market is a strange combination of prices that peaked at around twice 2018 levels and recent, sometimes notable price cuts. A couple of representative Zillow graphics: It’s Nationwide According to Wolf Richter’s Wolf Street, this isn’t a localized trend. It’s now […]
July 17, 2026 | Mega Events Like World Cup Rarely Worth the Cost
Could AI Bring the Stock Market Down?
July 16, 2026 | Rigging Elections
QUESTION: You previously stated that the 2020 election was rigged by the Neocons, and that they attempted the same in 2024 but failed due to a Panic Cycle and Directional Change. I’m now noticing what appears to be another Panic Cycle forming around the 2026 election. Looking further ahead, you’ve mentioned that 2028 could […]
July 16, 2026 | AI Abundance, Part 5: Meaning Beyond Work
From Scheerpost Discussions of artificial intelligence typically begin with the question, What happens when the machines take our jobs? For thousands of years, work has been the means by which we fed our families, earned our place in society, and gave structure to our lives. We have come to equate paid employment with identity. That […]
July 16, 2026 | Dow Transports Hit Record High
How low could Silver go?
July 16, 2026 | What is AI Data Actually Worth?
Gold and Silver likely to continue falling
July 15, 2026 | Britain Wants to Control Your Algorithm
Britain is becoming one of the most aggressive governments in the Western world when it comes to policing opinions, regulating speech, and deciding what information its citizens should consume. Every year the excuse changes. It was terrorism. Then it became misinformation. Then hate speech. Now they have set their sights on YouTube itself because they […]
July 14, 2026 | Turkish FM Believes Israel is a Global Security Threat
For years, I have warned that analysts have been looking in the wrong direction. Everyone obsesses over Russia, China, Iran, or even North Korea, while ignoring one nation that has quietly been positioning itself to become the dominant regional power. That nation is Turkey. You cannot understand today’s geopolitical landscape unless you understand that the […]
July 13, 2026 | June USA Home Sales – Prices Rise and Buyers Back Out
Existing home sales in the US unexpectedly fell 2.4% in June to a seasonally adjusted annual rate of 4.09 million units, missing expectations for a summer increase. At the very same time, the median existing home price reached another all-time record of $440,600, marking the 36th consecutive month of year-over-year price gains. Sales are falling […]
July 12, 2026 | Economic Anomalies
Next month I will begin my 27th year of writing this letter. The way I write, how I come up with topics, when I write have all changed over time. But one thing is consistent: when I sit down to write there is a blank screen. Some weeks topics are obvious. Some weeks I scramble […]















