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 […]
February 20, 2026 | Canada to Provide Express Entry to Trained Foreign Military Personnel
I have warned many times that immigration policy is increasingly being shaped by political ideology rather than long-term social cohesion and economic stability. The report that Canada is considering an express entry pathway for highly trained foreign military personnel raises very serious questions that go far beyond labor shortages or skills-based immigration. When […]
February 20, 2026 | Are Income Taxes “Evil?”
US Supreme Court strikes down most tariffs.
February 19, 2026 | Housing and Recessions
The benchmark Canadian home resale price has fallen more than 21% in nominal terms (25-30% in real terms) from the 2022 cycle peak (shown below since 2020). But new home prices have fallen just 8% from the peak nationwide because builders have used incentives, including mortgage rate buydowns, to avoid top-line price cuts. More price cuts […]
February 18, 2026 | Canada Completes Construction of Nuclear Power Plant
What you are looking at with Canada completing the roughly $9.4 billion Darlington nuclear refurbishment early and under budget is something that completely contradicts the prevailing political narrative about energy policy in the West. The final 878-MW unit is now preparing to return to commercial operation, marking the end of a decade-long rebuild of […]
February 17, 2026 | When China’s Away, the Silver Shorts Play
It’s been a brutal few days for precious metals, especially silver: And — completely coincidentally — China’s gold markets are closed. Here’s an AI summary of the situation: The Shanghai Gold Exchange (SGE) and Shanghai Futures Exchange (SHFE) are closed from February 15 to February 23, 2026, due to the Lunar New Year holiday, with trading resuming on February 24, 2026. […]
February 16, 2026 | A Paradigm Shift in Employment
We have been inundated with employment and labor data over the past few weeks. Some of it is finally catching up from reports delayed due to the government shutdown. Readers can be forgiven for feeling a bit of whiplash from the widely varying analysis of those numbers. Depending on who you read, things are either […]
February 15, 2026 | Musk Will Be the Last AI Entrepreneur Standing
AI hubris has got itself in a bind, trapped between two conflicting stories, neither of which seems likely to end well. One story has the boys in the billionaire’s club throwing untold sums of money at a technology that seems increasingly unlikely to produce commensurate returns. The other story has been threatening whole sectors of […]
February 14, 2026 | Crashing Gold and Silver Prices — How Long Will It Last?
What if the economy wasn’t chaotic at all-but followed a hidden code? The Armstrong Economic Code reveals the powerful cyclical patterns discovered by legendary forecaster Martin A. Armstrong, whose Economic Confidence Model (ECM) has predicted every major boom, bust, and geopolitical shift for more than four decades. Compiled and expanded by Kerry Lutz, host of the […]
February 14, 2026 | This Week in Money
- Ross Clark: Stock Markets, Bitcoin, Gold, Silver, Copper, USD, Canadian Dollar.
- Josef Schachter: (11:02) Crude Oil, Alberta Separation, Dow 100,000
- Hilliard MacBeth: (1:10:01) Alberta Separatist Movement, Real Estate, Electric Vehicles
February 13, 2026 | The Gordie Howe International Bridge Makes Donald Trump Furious
The Gordie Howe International Bridge isn’t even open yet, and it’s already stirring up political drama from Windsor to Washington. This week, President Donald Trump lashed out on Truth Social, threatening to block the bridge’s opening — even though he personally supported the project during his first term and once called for its speedy completion. So why […]















