January 24, 2026 | Trading Desk Notes for January 24, 2026
Trump fatigue? The S&P gapped lower and closed on its lows on Tuesday after the MLK long weekend (blue ellipse), following Trump’s bellicosity over Greenland and ahead of his scheduled Davos speech on Wednesday. (US bonds and the USD also fell sharply on Tuesday in a “sell the USA” wave.) The S&P rallied on Wednesday, when […]
January 24, 2026 | This Week in Money
- Victor Adair: Stock Markets, Silver, Gold, Copper, Uranuim, Energy Sector.
- Ann Vandersteel: (10:45) Shorting, Naked Shorting, Uptick Rule.
- Allan Angell: (37:00) Housing Market Stats, How to Find a Real Estate Agent.
January 23, 2026 | Carney Takes a Risky Gamble with a Bet on China
High Risk, High Reward: Carney’s China Gamble Prime Minister Mark Carney has defied Washington by striking a sweeping trade deal with China—slashing tariffs on Chinese electric vehicles and dismantling long-standing barriers on agricultural exports. Under the agreement, China will cut import levies on Canadian canola, canola meal, lobster, crab, and peas. In return, Canada will sharply reduce […]
January 23, 2026 | The US Real Estate Investor Ban
Donald Trump declared at Davos that America would not become a nation of renters, much to the dismay of the “you will own nothing and be happy” audience. Trump is now talking about banning large institutional investors from buying more single-family homes, claiming this is about restoring the American Dream and ending the insanity where […]
January 23, 2026 | Will Silver’s Rocketing Momentum Continue?
What falling interest rates really indicate
January 22, 2026 | US Real Estate – 37.2% More Sellers than Buyers
Redfin estimates there were 37.2% more home sellers than buyers in November, which is the largest gap since 2013 outside of last summer. The computer warned that the US would experience a buyer’s market until 2028. The imbalance does not translate into some 2008 era real estate crisis, but it highlights the confidence cycle […]
January 22, 2026 | Markets Reacting to Trump Greenland Comments
Metals continue to drive higher
January 21, 2026 | The “Dollar Debasement Trade” Goes Full “Sell America”
Suddenly, the whole world is either selling US assets or threatening to do so. And based on Donald Trump’s recent World Economic Forum speech, in which he demanded control of Greenland and ridiculed multiple globalist scams, “sell America” is a trend with legs. The main beneficiary? Gold, of course. See this from Kitco: Gold blasts through […]
January 20, 2026 | Trump Invites Russia to Join Board of Peace
The Board of Peace was established in November 2025 to champion the Gaza-Israel ceasefire. Donald Trump will act as the first chairman and has begun inviting nations to join, including Russia. The headlines are reacting as if this is some radical, unprecedented concept. I have said repeatedly that the real objective for decades has […]
January 19, 2026 | Plan B
Happy Monday Morning! Asking rents in Canada fell again in December, falling for the 15th consecutive month according to Rentals.ca. Furthermore, December marked the slowest month for rental demand in two years, capping off five straight months of declining prospect counts. Source: Rentals.ca For those that have been following this newsletter, falling rents will come […]
January 18, 2026 | Don’t Worry, Be Happy: The Bots Are Coming
Readers can be forgiven for wondering how long the ‘topping process’ I’ve alluded to over the last several months will drag on. As you will have long since concluded, no one can answer that question with confidence. For all that we supposed experts know, the bull market that began in 2009 could still be chugging […]
January 17, 2026 | Trading Desk Notes for January 17, 2026
The Art Of The Deal I started this year with a “gut feeling” that events in 2026 would “rock our world.” When Trump snatched Madero, I wrote, “Here we go.” This morning, Trump cranked up the “We have to have Greenland” pressure by declaring that Germany, France, the UK, the Netherlands, Denmark, Sweden and […]
January 17, 2026 | This Week in Money
- Ross Clark: Stock Market Record Highs, Gold, Silver, Copper, Uranium, Oil, Bitcoin, USD and Canadian Dollar.
- Rick Ackerman: (10:37) Silver, Copper, AI, Bitcoin, Lithium, Gold.
- Josef Schachter: (38:27) Oil, Energy, Geopolitical Events in Venezuela and Iran, Alberta Independence.
- Robert Campbell: (1:31:12) US Economy, Interest Rates, Housing Market, Fitness Tips.
January 16, 2026 | Iranian Officials Funnel Money to Dubai Via Crypto
Nothing causes capital to flee offshore faster than an incoming war. US Treasury Secretary Scott Bessent warned that Iranian officials are rapidly moving capital out of Iran ahead of US intervention. “As Treasury who carries out the sanctions we can see is we are now seeing the rats fleeing the ship because we can see […]
January 16, 2026 | What Will Cause Copper Demand to Double?
Is Silver Industrial or Financial?
January 15, 2026 | How China Is Controlling the Silver Market
To most investors, silver might seem like just a shiny metal for jewelry or coins. But in early 2026, something unusual is happening: the price of physical silver (the real metal you can hold) is moving higher than paper silver prices on big exchanges like COMEX in New York. This could create opportunities for investors. Here’s what’s going on, […]
January 15, 2026 | Overbought Stocks to Avoid
All the metals seem to be red hot right now
January 15, 2026 | Silver, Copper, Stablecoins, Davos, “Donroe” Doctrine
Canada, Venezuela, Iran, Europe, Robots, Fentanyl
January 14, 2026 | Fake It Until You Make It
“My first rule: I don’t believe anything the government tells me.” — George Carlin The government reported CPI of “only” 2.7% yesterday and the financial pundits and Trump toadies celebrated the “lowest inflation in 5 years”. This is after last week’s “surprisingly good” unemployment report where the country added 50,000 jobs and the unemployment rate fell […]
January 13, 2026 | $1 Trillion Flees California’s Billionaire Tax
The proposed billionaire tax has caussed $1 trillion in potential tax revenue to flee California. The billionaire tax would require California residents worth over $1 billion to pay a one-time 5% fee on all assets, including unrealized gains. Google co-founder Larry Page fled the state and took his $276 billion net worth with him. Page […]
January 12, 2026 | Rob Smallbone: This Commodities Boom Goes Way Beyond Gold and Silver
Contrarian Capitalist’s Rob Smallbone just posted a deep dive into commodities and the developing shortages that make the sector a once-in-a-generation opportunity. Here’s an excerpt: The Commodity Shortage Nobody Is Priced For Why structural supply constraints are forming across silver, copper, and the materials that underpin the global economy Beneath the surface, a growing number of strategically important […]
January 11, 2026 | Why the Bull Market Doesn’t Need MAGA
The Dow is poised to hit 50,000 this week, a milestone that would have seemed surreal when the blue chip average, plagued by covid, was bottoming near 18,000 six years ago. Although there can be little doubt that Trump helped kick stocks into high gear, one could argue that a powerfully bullish economic cycle made […]
January 10, 2026 | Will Iranian Government Fall by February 2026?
In the past few days, Iran has experienced the biggest protests against the ruling Islamic Republic since it crushed the 2022. The rial has fallen by more than 90%—but that dramatically understates the disaster. The real decline is closer to 97-98% depending on your baseline. The regime is the weakest it has ever […]
January 10, 2026 | This Week in Money
- Ross Clark: Stock Markets, Gold, Silver, Oil, Gasoline, USD, Canadian Dollar, Bitcoin.
- Gerald Celente: (12:39) 2026, The Next American Revolution?
- Eric Hadik: (45:21) Market Cycles, Gold, Silver, Platinum, Palladium, Oil, Lithium, USD, Canadian Dollar, Bitcoin
- Hilliard MacBeth: (1:15:01) Venezuela, Alberta, Canadian Real Estate, Electric Vehicles.
January 9, 2026 | Venezuelan Oil is a Headline Risk For Canada
Venezuela, Trump, and the Oil Scare for Canada Venezuelans woke up Saturday to dramatic headlines stating that Nicolás Maduro had been removed and that the United States was now calling the shots in Caracas. President Trump justified the move on narcoterrorism charges, but his public remarks focused overwhelmingly on one thing: oil. Specifically, Trump argued […]















