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 | Art of the Collapse, January 2026

  The world remains a pretty dark place. But at least there are a few, um, silver linings: Silver Ape King@SilverApeKing #SILVER 5:40 PM · Jan 12, 2026 · 80.9K Views 97 Replies · 232 Reposts · 2.15K Likes Meanwhile, in geopolitics… Is it all a distraction? At least our kids have good daycare…   S

January 17, 2026 | Danielle on CBC Weekend Business Panel

January 17, 2026 | Dr Refuses to Say Biological Men Cannot Get Pregnant

What is really stunning in this conversation is how the WOKE LEFT are willing to go in order to pretend that they are never wrong. This doctor refuses to simply admit that “biological men cannot get pregnant.” The conversation had nothing to do with transgender. This is indeed a simple yes/no question can “BIOLOGICAL MEN” […]

January 17, 2026 | Tech Talk for Saturday January 17th 2026

The Bottom Line Earnings focuses this week are on fourth quarter reports released by Netflix and MMM on Tuesday, Johnson & Johnson on Wednesday and Visa on Thursday. Economic focus is on the November Core PCE Index released on Thursday. Earnings and Revenues Consensus for S&P 500 companies Source: www.factset.com Analyst earnings and revenue estimates […]

January 16, 2026 | A Fight The Fed has Never Seen Before

Sunday night delivered an extraordinary development: the U.S. Federal Reserve was served grand jury subpoenas suggesting potential criminal charges against Chair Jerome Powell. The allegation is that Powell misled Congress last year regarding the refurbishment of Federal Reserve buildings. The reaction across the policy and financial community was swift. Former Fed governors, central bank leaders […]

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 | The House is Raking It In

Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks exceeded expectations for the 2025 fiscal year as capital markets and wealth management carried results. But economic uncertainty loomed over results. Adverse trade policy and a cooling labor […]

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 | NYC Advisor Seeks to End All Homeownership

    Socialist NYC Mayor Zohan Mamdani appointed Cea Weaver to lead the city’s Office to Protect Tenants. Weaver believes that homeownership is inherently racist and must be reformed into “a world in which the housing is owned by a collective.” According to Weaver, the US can simply continually print money to support government spending. […]

January 14, 2026 | Australia Bans Free Speech

Australians could face up to 15 years imprisonment for comments deemed offensive by the government. The Combatting Antisemitism, Hate and Extremism Bill introduced this month establishes federal offenses for “publicly promoting or inciting hatred.” Speech, writing, or “other forms of public gestures” will be monitored and controlled. Prime Minister Anthony Albanese said the prop “I […]

January 14, 2026 | Frozen Real Estate Markets Weigh on Sellers and Investors

The Greater Toronto Area’s (GTA’s) 62,400 residential real estate transactions during 2025 were the lowest since 2000 and 51% less than in 2021. In the Greater Vancouver Area (GVA), the 23,800 residential transactions were the fewest since at least 2005. See, Home Sales in Canada drop to historic lows in 2025. Sales fathomed multi-decade lows, even […]

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 | How Technology is Changing Resource Utilization

Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries like sodium-ion have come into the mainstream, batteries have started to replace coal power stations and even gas peaker plants. So, is the final death knell now […]

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 12, 2026 | Madness and Mayhem Continues in January

Happy Monday! Heading into the traditionally challenging second year of the US presidential cycle, global news flow continues to erode consumer and business confidence. In response, the Trump administration is intensifying efforts to boost popular support through handouts and distractions. In the early going this morning, equity futures are down, along with the US dollar. […]

January 12, 2026 | State-Directed Credit Allocation

Happy Monday Morning! As we highlighted in last week’s piece ‘The Perils of Price Discovery’ Vancouver home sales recorded a 25 year low last year, leaving many sellers stuck in their homes, unwilling to accept todays pricing. Many sellers learned the perils of price discovery. Too slow to reduce prices in a falling market, eventually […]

January 12, 2026 | Trump Using Criminal Law to Intimidate the Federal Reserve?

  The Department of Justice has opened a CRIMINAL investigation against Chairman Powell of the Federal Reserve. I have totally disagreed with trump on interest rates and he assumes that the Fed can just lower rates counter-trend to the world economy. I understand he is acting on what was taught in school under Keynesian Economics. […]

January 11, 2026 | The Bipolar Economy

Extreme mood swings are characteristic of a psychiatric condition called bipolar disorder. Patients can cycle between euphoria and depression. This is difficult because we all need balance to live normal lives. We spend most of our time in the muddle-through zone between the extremes. Living with a bipolar person is difficult. Living in a bipolar economy is […]

January 11, 2026 | What is the Yen Carry Trade?

The Yen carry trade is when big investors borrow money in Japanese Yen (because Japan has very low interest rates), then convert that money into US dollars and invest it in things that pay much higher returns, like: US government bonds Stocks (especially big US tech stocks) Emerging-market bonds and currencies They make money from the gap between Japan’s low rates and […]

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

“Uninvestible” Daren Woods, the Chairman and CEO of ExxonMobile for the past nine years, delivered a succinct message about Venezuela to President Trump at the White House on Friday. Big Oil will NOT be spending zillions of dollars in Venezuela any time soon. There will NOT be a flood of crude coming out of the country […]