April 4, 2026 | 17-Year Cycle: Energy & Equity Opposing Extremes

The 17-Year Cycle Redux? 01-05-26 – 2026 presents a unique opportunity – from a cycle perspective – to provide dual fulfillment to one of the most intriguing and consistent multi-year cycles addressed (continuously) in this publication: The 17-Year Cycle. In late-2024/early-2025, INSIIDE Track detailed expectations – based on that cycle and a myriad of corroborating […]

April 4, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Oil, Gold, Silver, USD, Canadian Dollar, Bitcoin.
• Eric Hadik:  (11:12) Market Cycles, Oil, Natural Gas, Silver, Gold, Currencies.
• Martin Straith: (35:28) Strait of Hormuz, Energy Market, Oil, Natural Gas, Currencies, Decentralized Finance.  Special Offer!

April 3, 2026 | SpaceX Goes Public: Scale, Valuation and The Road Ahead

SpaceX’s confidential IPO filing has jolted markets in a way few listings ever do. The scale, timing, and ambition of the deal signal not just a major capital‑markets event, but a test of how far public investors are willing to stretch for a company that has already outgrown the private sphere. Even with sparse disclosures, […]

April 3, 2026 | China Expands Digital Yuan

China has just taken another decisive step toward the future of money, and once again, the West is pretending this is simply about “payment efficiency.” The People’s Bank of China has now expanded its digital yuan program by adding 12 additional banks, bringing the total number of participating institutions to 22. China launched the digital yuan back […]

April 2, 2026 | Florida Wins, New York Loses: The $20 Billion Migration Shift

The latest IRS data makes one thing clear. The United States is undergoing a massive redistribution of wealth between states, and it is being driven almost entirely by tax policy. California lost $11.9 billion and New York lost $9.9 billion in income in a single year, while Florida gained $20.6 billion. This is not random […]

April 2, 2026 | Quick Reactions Needed to Deal With Current Market

Could reverse ETF’s be the way to go?

April 2, 2026 | The Set Up Continues for Bursting of the Bubble of Everything

How to truly measure the value of Gold

April 1, 2026 | California’s $91 Billion Warning

California is now facing the consequences of policies that ignore reality. Between 2019 and 2023, the state lost a staggering $91.4 billion in income as residents relocated elsewhere, with another $11.9 billion leaving in just a single year. This is not a minor shift. This is a structural problem that is accelerating, not stabilizing. What […]

April 1, 2026 | Expect One More Big Rally, Then Market Crash

Even Crypto and Gold will slide hard if market crashes

March 30, 2026 | Iran Introduces 10 Million Rial Banknote

What Iran is doing right now is something we have seen repeatedly throughout history whenever a currency begins to die. Governments start issuing larger and larger banknotes because the existing denominations no longer function in daily life. This took place in the Weimar Republic hyperinflation, where trillion-mark notes were printed, and again in Zimbabwe hyperinflation, […]

March 29, 2026 | Big Questions: Is There Enough Gold For a Gold Standard? John Rubino

Money is a complicated subject, and subscribers have lots of questions. I usually answer via email or in a post’s comments section, but some questions recur often enough to warrant a monthly Q&A post. This is the first in that series: Question: US gold reserves are only worth a fraction of GDP. Does that mean there’s not […]

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

28 days and counting Nymex WTI front-month futures traded as low as $55 in December and January, closed at ~$67 on February 27 before the initial attacks on Iran, and closed this week at ~$101, which is the highest weekly close since July 2022. That’s an increase of ~51% since the war started. Nymex front-month gasoline […]

March 28, 2026 | This Week in Money

• Ross Clark: Stock Markets, Iran War, Oil, Gold, Silver, Copper, Bitcoin, Uranium
• Victor Adair: (10:37) US Iran War, Energy, Currencies, Gold, Private Credit Market.
• The Aden Sisters: (48:29)  Middle East Conflict, Energy Market, Gold, Silver.  Special Offer!

March 27, 2026 | Canada’s Pipeline Gamble Could Be a Big Win

Canada’s Pipeline Gamble May Be Paying Off When Canada bought the Trans Mountain pipeline from U.S. giant Kinder Morgan in 2018 for $4.5 billion, skeptics were plentiful. Kinder Morgan had walked away from a planned expansion, unwilling to absorb the financial risk. Ottawa stepped in — and the expansion ultimately cost $34 billion, far above […]

March 27, 2026 | Tightening Private Credit Bad Sign for Stock Markets

Government debt way out of control

March 27, 2026 | Mortgage Demand Collapses as Rates Surge

The latest data confirms what we have been building toward for months, as mortgage demand has now dropped sharply with interest rates rising to their highest levels since October, with the Mortgage Bankers Association reporting that the average 30-year fixed mortgage rate climbed to 6.43% and total application activity fell 10.5% in a single week, including […]

March 26, 2026 | Canadian Real Estate Crash Has Staying Power

BMO Capital Markets is warning that Canadian home prices haven’t moved in nearly a decade, once adjusted for inflation, and are now in the midst of the largest correction since the 90s. Unfortunately, years of prices leaping far beyond increases in household income have set Canada up for a painful payback period, now in year […]

March 26, 2026 | Markets Setting Up for Disastrous Plunge

Interest Rates will climb to combat war induced inflation

March 26, 2026 | Precious Metals, Stock Markets Room to Fall Further

Space X could be the next hot thing

March 25, 2026 | Charles Hugh Smith on the Inevitable “AI Depression”

A debate is raging over AI: whether it’s a force for good or evil, and, just as important, whether it even works. But a case can be made that this debate is pointless because, however it plays out, the result will be an economic/financial crisis. Charles Hugh Smith just posted a good take on this thesis. Here’s […]

March 25, 2026 | What If The Risk-On Cycle Has Topped

The consensus remains bullish on inflationary expectations, including precious metals, stocks and oil. But then, recency bias is the typical human response. It’s worth considering that cycle peaks could be behind us. Gold pared dramatic losses as US President Donald Trump postponed military strikes against Iranian energy infrastructure for a five-day period after what he described […]

March 24, 2026 | The Food Supply Chain Is Breaking. Again

Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might […]

March 24, 2026 | Beyond The Middle East: Why The US Blockade of Cuba is a Gift to Beijing

While the world remains transfixed by the daily back-and-forth in the Middle East, a much larger global crisis is quietly developing. For investors, the real story isn’t just the headlines from Iran; it is a coordinated ‘stress test’ by Russia and China designed to exploit a uniquely vulnerable moment for the US administration. To understand […]

March 23, 2026 | Mining is Hard: Rising Oil Squeezes Margins

These are turbulent times, especially for the gold miners whose profit margins are bouncing all over the place. Here’s a brief X exchange that puts the last few weeks in context: The Lesson   Two things can be true at the same time: Gold miners have indeed been squeezed by recent price action in oil […]