July 18, 2026 | This Week in Money

• Ross Clark:  Stock Markets,  Russell 2000, Gold, Silver, Oil, Bitcoin.  Special Offer!
• Martin Armstrong: (10:24) President Trump, Canada 51st State, Dow, Gold, Silver, Cryptos.
• Jim Willie:  (1:23:43) Iran War, AI, Gold, Silver, US Election.

July 17, 2026 | The Heat is on El Nino

A perfect storm is building. El Niño has arrived early, global warming is amplifying its reach, and two active wars are straining food and energy supply chains simultaneously. For millions of people, the next eighteen months could be brutal. El Niño takes its name from the Spanish for the Christ child — Peruvian fishermen first […]

July 17, 2026 | U.S. Housing: It’s a Bust

My son is house-hunting in Tucson, AZ, and I’m watching with interest. Right now, that housing market is a strange combination of prices that peaked at around twice 2018 levels and recent, sometimes notable price cuts. A couple of representative Zillow graphics: It’s Nationwide   According to Wolf Richter’s Wolf Street, this isn’t a localized trend. It’s now […]

July 17, 2026 | Mega Events Like World Cup Rarely Worth the Cost

Could AI Bring the Stock Market Down?

July 16, 2026 | Rigging Elections

  QUESTION: You previously stated that the 2020 election was rigged by the Neocons, and that they attempted the same in 2024 but failed due to a Panic Cycle and Directional Change. I’m now noticing what appears to be another Panic Cycle forming around the 2026 election. Looking further ahead, you’ve mentioned that 2028 could […]

July 16, 2026 | AI Abundance, Part 5: Meaning Beyond Work

From Scheerpost Discussions of artificial intelligence typically begin with the question, What happens when the machines take our jobs? For thousands of years, work has been the means by which we fed our families, earned our place in society, and gave structure to our lives. We have come to equate paid employment with identity. That […]

July 16, 2026 | Dow Transports Hit Record High

How low could Silver go?

July 16, 2026 | What is AI Data Actually Worth?

Gold and Silver likely to continue falling

July 15, 2026 | Britain Wants to Control Your Algorithm

Britain is becoming one of the most aggressive governments in the Western world when it comes to policing opinions, regulating speech, and deciding what information its citizens should consume. Every year the excuse changes. It was terrorism. Then it became misinformation. Then hate speech. Now they have set their sights on YouTube itself because they […]

July 14, 2026 | Turkish FM Believes Israel is a Global Security Threat

For years, I have warned that analysts have been looking in the wrong direction. Everyone obsesses over Russia, China, Iran, or even North Korea, while ignoring one nation that has quietly been positioning itself to become the dominant regional power. That nation is Turkey. You cannot understand today’s geopolitical landscape unless you understand that the […]

July 13, 2026 | June USA Home Sales – Prices Rise and Buyers Back Out

Existing home sales in the US unexpectedly fell 2.4% in June to a seasonally adjusted annual rate of 4.09 million units, missing expectations for a summer increase. At the very same time, the median existing home price reached another all-time record of $440,600, marking the 36th consecutive month of year-over-year price gains. Sales are falling […]

July 12, 2026 | Economic Anomalies

Next month I will begin my 27th year of writing this letter. The way I write, how I come up with topics, when I write have all changed over time. But one thing is consistent: when I sit down to write there is a blank screen. Some weeks topics are obvious. Some weeks I scramble […]

July 11, 2026 | Trading Desk Notes for July 11, 2026

Investment boom in America The AI capex boom is spreading throughout the economy, lifting many ships and is mildly inflationary. Stock indices, valuation metrics, earnings, and earnings expectations are near record highs, and the Q2 reporting season starts this week. Equity markets dipped on Tuesday and Wednesday as “hostilities” flared in the SOH, but once again, the […]

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.