July 11, 2026 | This Week in Money

• Ross Clark: Stock Markets, Gold, Silver, Oil, Copper, USD, Canadian Dollar. Special Offer!
• Victor Adair:  (8:44) Stock Markets, Investment Boom, Oil.
• Josef Schachter: (35:30) Oil, Natural Gas, Electrification, Alberta.
• Ted Dixon: (1:03:03)  Insiders, Precious Metals, US Investments.

July 10, 2026 | Xi Takes Revenge on Housing Speculators

Xi’s Revenge: How China’s Housing Speculators Lost Everything The great Chinese housing boom is officially a bust. Reaching its zenith in 2021, the residential market has declined for more than four years. Prices in major cities are down 40 percent from their peak, and in some markets as much as 50 percent. The demand for […]

July 10, 2026 | Will Canada’s Sub Purchase be Good for Economy?

Is Gold still going to be a positive investment?

July 9, 2026 | Japan: Two Bad Trends Accelerate Simultaneously

This newsletter has been covering Japan’s descent into financial chaos since 2023. See: How Far Can The Yen Fall Before Japan Goes Bankrupt? How a Country Goes Bankrupt, In 10 Steps Japan Enters Its Death Spiral Next Year’s Wild Card: The Yen Carry Trade Now the death spiral is accelerating. These Trends Don’t Go Together […]

July 9, 2026 | Oil Prices Could Hit $120 a Barrel Again

What could drive Bitcoin to zero?

July 8, 2026 | Dallas Fed Examines Biden’s Open Border Policy Fallout

The politicians insisted for years that the border crisis was somehow good for the economy. They claimed millions of illegal migrants would solve labor shortages, keep inflation down, and somehow make America stronger. Now even a Federal Reserve study is acknowledging what ordinary Americans have been living through every single day. The damage was real, […]

July 7, 2026 | Health Prepping: Major Longevity Milestones… But Be Careful

Most of us who are no longer young would love to go back to physiological 30 and stay there. Which is why supplements and nutrition books are such big sellers. So far, alas, nothing has added noticeably to our allotted “threescore years and ten”. But that might be about to change. The work coming out […]

July 6, 2026 | Below Construction Costs

Happy Monday Morning! We got further confirmation from the Eby government this past week that the condo bailout will move forward. My full thoughts here. “You’re hearing directly from developers that this is not what they asked for and it is not from their perspective a bailout,” he says. “When you buy something that’s on liquidation, […]

July 5, 2026 | The War on Agriculture Never Ends

People wonder why I devoted an entire Agricultural Report to food security. It was never simply about crops. Agriculture has become another battlefield where governments, multinational corporations, and unelected organizations all believe they have the right to dictate what people eat, what farmers grow, and ultimately who controls the food supply. History has always shown that whoever […]

July 4, 2026 | Trading Desk Notes for July 4, 2026

Too much leverage? You can’t have a bubble without leverage, and making the bubble bigger requires even more leverage. At some point, too much leverage sets the stage for a meaningful correction. If we’re not there already, we’re close.   In last week’s TD Notes, I wrote, “the biggest knowable (non-black-swan) risk may be overleveraged positioning. This […]

July 4, 2026 | This Week in Money

• Ross Clark: Stock Markets, Gold, Silver, Oil, Bitcoin, USD, Canadian Dollar. Special Offer!
• Eric Hadik: (10:25)  Market Cycles, Transports, Oil, USD, Canadian Dollar, Gold, Silver, Bitcoin, Bonds.
• Rick Ackerman: (40:00) Dow, Drones, Trump, Bitcoin.

July 3, 2026 | Volkswagen is Fighting a Losing Battle Against EV Transition

One of Europe’s largest employers is fighting for its survival — and losing. Volkswagen’s announcement of 100,000 layoffs, 16 percent of its workforce, and the closure of four German plants has triggered alarm bells across Europe. The scale is staggering. The timing may be too late. The instinct is to blame China. That’s the wrong […]

July 2, 2026 | Harari: AI has Hacked The Code of Human Civilization

Thought-provoking presentation… Human domination relies on large-scale cooperation among strangers, which is sustained by bureaucratic systems – such as laws, finance, religion – designed to build trust. Since AIs are ‘native bureaucrats’, they can effortlessly remember all laws, transactions, and scriptures far better than any human. This leaves AI uniquely placed to take over critical […]

July 2, 2026 | Collapsing Yen More Important Than Many Think

July 1, 2026 | Europe Is Already Preparing for War

People keep asking when World War III will begin. They are asking the wrong question. Europe is already behaving as though it is at war. I have warned for years that the politicians in Brussels would never allow peace because the sovereign debt crisis requires an external enemy. Every week, another European government announces more […]

June 30, 2026 | The Drone Has Replaced the Tank

  Military strategists are still fighting the last war while the battlefield has already changed. Every major conflict throughout history has been defined by a technological revolution. Gunpowder ended the age of castles. Tanks transformed World War II. Precision missiles reshaped modern warfare. Now we have entered the age of the drone. The military that […]

June 29, 2026 | The AI Arms Race Is Replacing Globalization

  Everyone is talking about artificial intelligence as though it is simply the next technology boom. They are missing the bigger picture. The country that controls the chips, the data centers, the electricity, and the manufacturing capacity will hold the strategic advantage for decades. This is no different than steel before World War I or […]

June 28, 2026 | Inflation Sinks Deeper

When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high. Those are certainly problematic. But we can overlook a possibly bigger problem: other than a few short breaks, you and I have never seen a time when inflation wasn’t rising. Inflation isn’t some problem that pops up […]

June 27, 2026 | Trading Desk Notes for June 27, 2026

Brent crude oil futures return to pre-war levels Front-month Brent futures traded between ~$71-~$73 on February 27 and closed this week at ~$73. Front-month WTI futures closed this week at ~$70, slightly above their February 27 range of ~$65 to ~$68. A “tit-for-tat” military exchange between the US and Iran on Friday/Saturday may impact oil prices this coming […]

June 27, 2026 | AI Abundance Part 4: The Clarity Act and The Stablecoin Wars

from Scheerpost As Americans prepare to celebrate the 250th anniversary of the Declaration of Independence, few are paying attention to a bill moving through Congress that could seriously impinge on our financial independence. The Clarity for Payment Stablecoins Act, H.R. 4766, is slated to make privately issued stablecoins a major component of the U.S. monetary […]

June 27, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Gold, Silver, Oil, USD, Canadian Dollar, Bitcoin.
• Martin Straith: (9:26) Bitcoin, Gold, Silver, USD, Canadian Dollar.
• Josef Schachter:  (48:28) Energy, Oil, LNG.
• Hilliard MacBeth:  (1:21:41) Canadian Real Estate, Condo Bailout.

June 26, 2026 | Leave the Vancouver Condo Glut Alone

The Canadian government is spending $3.2 billion in taxpayer money to buy 2,200 vacant condos in Greater Vancouver and convert them to rental units. That sounds like a housing policy. It isn’t. It’s a developer bailout. Those 2,200 units represent roughly a third of the unsold condo glut in the Vancouver area — a glut […]

June 26, 2026 | Gold Falling Over Interest Hike Fears

Can you tie El Nino to stock market cycles?

June 25, 2026 | India’s Russian Oil Imports Expose the Failure of Western Sanctions

  India’s imports of Russian crude oil have surged to a record high, with Moscow now supplying more than half of the country’s crude oil requirements. According to recent reports, Russian oil accounted for over 50% of India’s imports in June after a temporary US sanctions waiver expired. This development is far more significant than […]