ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
February 5, 2026 | Will Interest Rate Policy Change With New Fed Head?
Will there be any safe havens if market crashes?
February 5, 2026 | Market, Metals, Bitcoin Correction Predictable
Is it time to abolish the Federal Reserve?
February 4, 2026 | Washington Launches $12B Rare Earth Minerals Reserve
The Trump administration is moving to create what is being described as a strategic stockpile for rare earths and other critical minerals, branded “Project Vault,” with reported financing of around $12 billion, involving a major loan structure and private participation from large industrial users. This is a defensive move akin to a petroleum stockpile and […]
February 4, 2026 | Prosecutors Seek to Ban Le Pen From Office
Once again, we are watching the political system weaponize the courts to decide elections before the people ever get the chance to vote. The appeal trial involving France’s Marine Le Pen is not really about accounting procedures or parliamentary reimbursements. This is about removing a political opponent who cannot be beaten at the ballot box. If the […]
February 4, 2026 | Epstein and the Shrinking Trust Horizon
Let’s start with Bill Gates, because he’s one of the more baffling characters in the Epstein drama. I have some liberal friends, and without exception, they think Gates is a good man. A typical conversation goes like this: Me: You know Bill Gates is buying up millions of acres of farmland, right? Liberal friend: He’ll […]
February 4, 2026 | Canada’s Economy is ‘On Life Support’
We should all work and hope for new trade relationships, new business lines and lots of innovation to bring seen and unforeseen solutions. But in the here and now, Canada is in a complacency-earned rough patch. Eyes wide open. Canada’s private-sector activity remained soft in January, with the S&P Global Canada Composite PMI coming in at 46.4, […]
February 3, 2026 | Can Trump Save the UN?
In a recent interview, Donald Trump claimed he could “very easily solve” the United Nations’ financial problems by requiring member states to pay their dues, much as he pressured NATO allies to increase defense contributions during his first term. Trump would not be able to do this with funds, as that is not the true […]
February 3, 2026 | Home Prices are Round-Tripping
Home price deflation is underway in many high-population centers in Canada and America, see Housing Market Is Shifting Back Toward an Advantage for Buyers on the front page of yesterday’s Wall Street Journal: “The proliferation of discounts and incentives offers the latest evidence that the housing market is tilting back in the buyer’s favour.” The US housing […]
February 2, 2026 | United Nations Facing “Imminent Financial Collapse”
United Nations Secretary-General Antonio Guterres has warned that the organization could face “imminent financial collapse” unless member states pay their dues in full and on time or unless the underlying financial structure is fundamentally reformed. “The crisis is deepening, threatening programme delivery and risking financial collapse. And the situation will deteriorate further in the near […]
February 2, 2026 | Liquidity or Price
Happy Monday Morning! As expected the Bank of Canada remained on the sidelines this past week, opting to keep interest rates on hold, and will continue to do so, barring a significant shift in the economy. Inflation pressures don’t appear to be a concern for the BoC, despite overall price levels suffocating the life out […]
February 2, 2026 | Data Center Demand Doesn’t Add Up
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a “picks and shovels” approach. But one long-time utilities […]
February 1, 2026 | IRAN into 2027
QUESTION: Do you still see the risk of a Middle East War by 2027? HF ANSWER: Unfortunately, yes. I will do a Report on the Middle East for 2026. The Paradox of a Regime That Can’t Afford Peace Let me start with the question everyone’s asking wrong: “Will Iran start another war with Israel?” Wrong […]
February 1, 2026 | The Real Affordability Problem
Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own individual economies. Take the current buzzword, “affordability.” We all want it… but what does the word even mean? Affordability is the intersection of “need” and “want.” Everyone has a certain […]
February 1, 2026 | Microsoft’s Plunge Pricks AI Bubble
Pity the J-school rookies who are paid to explain why the stock market did what it did on a given day. On Thursday, Microsoft shares lost nearly a half-a-trillion dollars of value. But why? Bloomberg’s Evening Briefing called it a ‘rap on the knuckles’ for the company’s huge spending on AI projects that seem increasingly unlikely to […]