May 2, 2026 | Trading Desk Notes for May 2, 2026
The soaring tech sector had pulled the S&P and Nasdaq indices to new all-time highs S&P futures have closed higher for five consecutive weeks, after closing lower for five consecutive weeks in February/March. The top 10 stocks in the S&P have accounted for ~75% of the index gains since the March lows. As this chart from […]
May 2, 2026 | This Week in Money
- Ross Clark: Stock Markets, Oil, Gold, Silver, Grains, USD, Canadian Dollar, Bitcoin.
- Martin Straith: (9:34) Oil, Gold, Silver, Bitcoin.
- Hilliard MacBeth: (40:36) Canadian Real Estate, EVs.
May 1, 2026 | Party Like It’s… Well, You Know
A number of clients have been asking the same question lately: What gives? Why does the stock market keep rising? It’s a fair question. The S&P 500 continues to levitate, seemingly indifferent to geopolitical tension, sticky inflation, and the growing possibility of a U.S. recession. And while it’s generally considered bad form in finance to invoke 1999—rather […]
May 1, 2026 | UK Retail Sector Collapse
Britain’s retail sector has just posted the worst collapse in sales in more than 40 years, and this is precisely the type of economic deterioration our models have been warning would emerge across Europe into 2028. The Confederation of British Industry reported that its retail sales volume balance plunged to -68 in April from -52 […]
May 1, 2026 | Craziest Crude Market Ever?
Below ground uranium could be risky investment
April 30, 2026 | Lawrence Lepard: New Fed Chair, New Round of Easing
The Fed is about to get a new Chairman (economist Kevin Warsh), and the markets are naturally wondering if this means big changes in monetary policy. My take is that it obviously means lower interest rates and generally easier money, since that’s what an incoming Fed chair would have to promise President Trump in order […]
April 30, 2026 | Soaring Markets Not Sustainable
Market crash will be less damaging to Gold
April 30, 2026 | Still in “Sell in May” Territory
Oil service companies are hot right now
April 29, 2026 | The NO KINGS Party Gives King Charles a Standing Ovation
They parade through the streets chanting “no kings,” pretending to stand against authority and concentrated power, yet the moment a real monarch steps into the room, they rise to their feet applauding as if royalty itself suddenly became fashionable again. This is not merely hypocrisy, it is a revealing window into how politics operates […]
April 28, 2026 | Energy War Breaks OPEC: UAE Walks Away as Oil Supply Collapses
What is unfolding right now is not just another dispute inside OPEC. This is the beginning of the breakdown of coordinated global energy policy under the pressure of war. The decision by the United Arab Emirates to exit OPEC effective May 1 comes as oil supply is being physically disrupted, not merely negotiated. Officials […]
April 27, 2026 | The Exits are Being Barricaded
Happy Monday Morning! Real Estate foreclosures are ramping up, and the stigma of defaulting is starting to fade. Our recent piece on The Loonie Hour Substack, guest authored by Ben Rabidoux highlights why strategic default is turning from a “moral failure” into a mainstream financial strategy. Yes, media articles are now recommending it could make more […]
April 26, 2026 | Craving a Token Piece of the Rock?
Is there a tokenized investment in your future? With so many white elephants to unload, Wall Street’s rep could come calling on you at any time. He will offer you a virtual piece of America’s future, claiming it will grow wealth for your children and grandchildren. However, when you sit down with this cheery fellow to […]
April 25, 2026 | Trading Desk Notes for April 25, 2026
The S&P and Nasdaq surge to new record highs S&P futures fell ~10% from January’s record highs to March lows. The market turned higher on March 31 and is up ~13.5% at Friday’s close, a new record high. Nasdaq futures fell ~13% to March lows and rallied back ~15% to Friday’s close, a new record high. Semiconductors […]
April 25, 2026 | This Week in Money
- Ross Clark: Stock Markets, Oil, Precious Metals, USD, Canadian Dollar, Bitcoin.
- Victor Adair: (10:32) Stock Markets in the Time of War, Precious Metals.
- Rick Ackerman: (41:49) Dow 100,000 points by the end of President Trump’s term, AI layoffs.
- Allan Angell: (1:04:07) Real Estate, Aboriginal Land Claims by the Canadian and BC Governments.
April 24, 2026 | Google is Tracking Your Life – Photo Cloud Feeding AI System
There was a time when your photo album sat in a drawer, private, personal, and disconnected from the outside world. Privacy no longer exists in the modern world as personal data will become the key tool of control, and now Google is taking the next step by turning your memories into fuel for artificial […]
April 24, 2026 | World Has Faced Serious Energy Crunches Before
Even Trump now down with psychedelics
April 23, 2026 | Europe Turns on Turkey as the War Cycle Expands
I have warned that once geopolitical tensions ignite, they do not remain contained, and what we are now witnessing is the steady expansion of conflict lines as Turkey is being recast from a strategic NATO partner into a geopolitical threat by the very alliance it once helped anchor. The European Union has now openly […]
April 23, 2026 | Classic Set Up for Sell in May Go Away
Natural Gas and Aluminum could be next big surge
April 22, 2026 | Big Questions: What Is The Dollar Collapsing Against?
Among the recurring questions subscribers submit, the most common involve the concept of “dollar collapse.” A prominent stockbroker, in fact, recently posed a version of this question in a note to his customers: When [analysts] warn that fiat currencies are dying, the logical follow-up question — one that almost never gets answered — is: dying […]
April 21, 2026 | Canada Turns Against Its Lifeline While Its Leader Invests in It
Mark Carney has now openly declared that Canada can no longer rely on the United States, stating that the relationship has become a “weakness” rather than a strength. Roughly three-quarters of Canada’s exports go to the United States, tying the two economies together in a way that cannot simply be undone by political rhetoric. […]
April 20, 2026 | Spain Embraces the “Great Replacement”
Lately, conservatives have been accusing their political opponents of weaponizing immigration by letting in millions of undocumented immigrants, who then vote to keep their benefactors in power. The ostensible goal? A one-party state with Third World demographics. The left (Democrats in the US, socialists in Europe, and state-run media everywhere) have dismissed this accusation as […]
April 20, 2026 | Birthed in a Bull Market
Happy Monday Morning! If you thought last year was a tough year for the Canadian housing market, 2026 is shaping up to be even worse. Per CREA, national home sales slowed to a trickle in Q1, with the weakest start to the year since 2009. As my friend Ben Rabidoux with Edge Analytics notes, if you strip […]
April 19, 2026 | Mining is Hard: When Governments Demand a Bigger Cut
Governments, by their nature, are always starved for revenue. Most of the time, they respond by raising taxes on their subjects’ income or real estate (see New York’s “pied-à-terre” tax). But sometimes they go after foreign investors, like miners, who, they claim, are making too much money. This can be a game-changer for those mines and […]
April 18, 2026 | Trading Desk Notes for April 18, 2026
The leading stock indices surged to new record highs this week S&P futures closed green for 14 of the past 15 trading days, rising ~13% to new all-time highs. Half of those gains came this week. The market gapped down 100 points on Sunday afternoon following “no agreement” at the Islamabad peace talks, but then soared […]
April 18, 2026 | This Week in Money
- Ross Clark: Stock Markets, Gold, Silver, Oil, USD, Canadian Dollar, Bitcoin.
- Ted Dixon: (9:34) Iran War, Canada, AI.
- Jim Willie: (42:48) Canada, Greenland, Cuba, Oil, Gold, Copper, Cryptocurrencies.













