April 13, 2026 | Shortages Create Gluts

Happy Monday Morning! As we have highlighted previously, the rental market is undergoing a significant correction, and it appears poised to continue. The city of Vancouver saw 2300 purpose-built rental units completed in 2025, the highest in four decades! Source: Daily Hive Keep in mind this is completions. We still have a pipeline full of […]

April 13, 2026 | The Quiet Rise of Capital Controls in America

  What most people fail to understand is that governments do not lose control overnight. They lose it gradually, and then they respond in stages. First comes rising debt. Then comes higher taxation. When that fails to produce the expected revenue, the next step is not reform. It is restriction. We are now entering that […]

April 12, 2026 | AI Layoffs: Prisoner’s Dilemma + Red Queen = Unavoidable Depression

Academia is starting to analyze “AI layoffs,” and the result is not pretty. A recent study seems to conclude that another Great Depression is unavoidable. From an X post summary, with a few links added for context: Two researchers from UPenn and Boston University just published a paper called “The AI Layoff Trap”. They proved something terrifying.. Every […]

April 12, 2026 | Prop Desk Crooks Take an Unscheduled Breather

It is neither bulls nor bears who move the markets, but crooks, mostly. Spectacular but fleeting rallies draw nearly all of their buying power from panicky short covering that is easily triggered and deftly harvested. I have previously discussed this phenomenon, which is most visible when stocks take unseemly leaps at the opening bell. Although […]

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

Global stocks surge higher as Iran war escalation risks fall At the end of March, the S&P was down ~10.5% from January’s record highs (blue ellipse), but has since rallied over 7% as the market priced in a reduced risk of escalation in the Iran war. Notably, the market began to rally five days before Trump’s latest escalation […]

April 11, 2026 | This Week in Money

• Victor Adair:  Stock Markets, Oil, Gold, Silver, Currencies.
• Josef Schachter: (11:11)   Energy Market, Iran War, EV’s, Lithium-ion Batteries, Private Debt Market.
• John Rubino:  (51:51)  World Economy, Oil Prices, Solar Energy, Electric Vehicles, AI Data Centres.
• Hilliard MacBeth:  (1:15:39) Iran War, Canada’s Condo Market.

April 10, 2026 | Energy Protests in Ireland

  Ireland is now confronting a full-scale energy protest movement that has gone far beyond symbolic demonstrations. What began as opposition to rising fuel costs has escalated into coordinated nationwide disruption, with farmers, haulers, and transport operators blocking major motorways, fuel depots, and even the country’s only oil refinery. The scale is unprecedented, with convoys […]

April 10, 2026 | All Wars Are Bankers’ Wars: Iran and the Bankers’ Endgame

From Scheer Post “The powers of financial capitalism had another far reaching aim, nothing less than to create a world system of financial control in private hands able to dominate the political system of each country and the economy of the world as a whole.” —Prof. Caroll Quigley, Georgetown University, Tragedy and Hope (1966) In […]

April 10, 2026 | Strategies to Deal With Market Downturn

How long for economy to follow a market decline?

April 9, 2026 | Europe Begins Energy Rationing as the Crisis Moves Into Daily Life

  Europe is now removing any doubt about the seriousness of this crisis, because governments do not tell millions of people to stay home from work unless there is a genuine shortage forming beneath the surface. The European Union has begun urging citizens to work from home, drive less, reduce speed limits, and cut overall […]

April 9, 2026 | Why Stock Traders Should be Optimistic

It might take quite some time for Gold to bounce back.

April 9, 2026 | Too Much Focus on Oil Hiding Stock Market Problems

Will higher fuel prices revive the EV sector?

April 8, 2026 | The Hormuz Ceasefire Looks Like Good News for Oil. It Isn’t — Not Yet

Don’t Pop the Champagne: Why the Hormuz Ceasefire May Be a Head Fake for Energy Investors When I appeared on This Week in Money on April 2, I warned that a ceasefire headline would trigger exactly this kind of knee-jerk drop in oil prices — and that investors should not mistake it for the all-clear. Six days […]

April 7, 2026 | Recession Watch: Everything All At Once

Tech layoffs have become front-page news… And the picture for this year’s class of graduating coders is apocalyptic. From Tech Layoff Tracker: Computer science professor at a major state university just finished the worst faculty meeting in 32 years of academia Department head dropped the placement statistics like a bomb at 2:47 PM on a Wednesday 2023: 89% […]

April 6, 2026 | A Little Less

Happy Monday Morning! Last week we wrote a piece titled ‘Vulture Funds’ in which we highlighted the quasi bailout of the construction industry via sweeping policy changes from the Ontario government and the federal government. The immediate removal of the HST tax, the taxpayer backed vulture fund used to acquire unsold condos, and now the […]

April 5, 2026 | A Dreadful ‘What If’ Could Turn the Bear Savage

Did you fade the Dow’s 1100-point rally on Tuesday, or the nearly 500-point follow-through the next day like I told you to? I’d written here a few weeks ago that shorting into strength these days offers the best odds bears have gotten in decades. Stocks had spent four months building an obvious top, and finally, […]

April 4, 2026 | Trading Desk Notes for April 4, 2026

Bear market rally in the S&P? The S&P closed at an 8-month low on Monday (blue ellipse), after closing lower for five consecutive weeks, and then rallied nearly 4% to Thursday’s close, even though Trump threatened to hit Iran very hard over the next 2 – 3 weeks in his Wednesday evening speech. The nearly 300-point […]

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