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

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