September 3, 2025 | NATO to Spend $1.5 Trillion in 2025

NATO is not at war, and yet, the alliance has spent more on funding Ukraine than on any other conflict. The Defence Expenditure of NATO Countries (2014-2025) determined that the alliance is expected to spend $1.59 trillion USD in 2025, up from $1.5 trillion in 2024. The United States continues to uphold the alliance financially, […]

September 2, 2025 | Gold/Silver Miners Are Two-Thirds Through Their Best Quarter Ever

Well-run miners — i.e., those that maintain or grow production while controlling costs — have had a great 2025 so far. Here are a few posts covering the previous quarter’s stellar earnings reports: Huge Gold Miner Earnings Season Begins This Week Killer Q2 Earnings: Why It’s Good to Own the Leaders More Blow-Out Q2 Earnings […]

August 31, 2025 | UK Civil War: Wow, That Escalated Quickly

A few months ago, King’s College professor David Betz caused a stir by predicting that mass immigration would lead to civil war in the UK. Since then, things have been accelerating: A court allowed the UK government to house effectively unlimited numbers of migrants in hotels, despite growing unrest in affected communities. A government study of “migrant rape gangs” concluded that they […]

August 31, 2025 | The Cycle of War & Revolution

QUESTION #1: Hi Martin, Since the international war array started picking up in 2022 but peaks in 2026 with a panic cycle, do we in fact expect a serious deflagration potentially nuclear but very short lived and closing by 2027 since it’s the peak? Would that mean a very swift demise of European stupid leaders […]

August 30, 2025 | Trading Desk Notes for August 30, 2025

The times they are a-changin’ August feels like the lull before the storm that strikes once we get past Labour Day. The meandering price action and low volatility we’ve seen may be replaced by strong directional moves and increased volatility. September is historically the worst month of the year for the stock market. The leading American […]

August 30, 2025 | This Week in Money

• Ross Clark: Stock Markets, Silver, Gold, Oil, USD.
• Josef Schachter: (10:12) Energy Sector, China, Tariffs, OPEC, World Economic Forum, Electric Vehicles.
• Ted Dixon: (1:10:42) Canada’s Advantage in Minerals and Energy, Copper, Tariffs, Insiders.

August 29, 2025 | Security Guarantees for Ukraine – EU Prepares to Enter War

  Peace talks are a moot point between Russia and Ukraine. Security guarantees for Ukraine have been at the forefront of Ukraine’s discussions but they are actually a premise to determine how other nations will officially enter the war. Italian Prime Minister Giorgia Meloni proposed an ambitious security guarantee that would require allies to decide […]

August 29, 2025 | The Power Of AI

What History Tells Us about Declining Interest Rates

August 28, 2025 | A Tale of Two Bay Area Condo Investors

  In 2003, two young men graduated from Cal Berkeley in Oakland, California. They were much alike – both were above average students  – and as young college graduates are – they were filled with ambition and dreams for the future. As it turned out, both men happened to purchase the same condominium unit (#504) […]

August 28, 2025 | WTI Remains Below US$64/b With A Tug Of War Over Possible Secondary Sanctions On Russia Or Sanctions Removal. Trump Using The Stick Or The Carrot

WTI Crude oil prices are steady at US$63.66/b (low today US$62.95/b) compared to US$62.83/b last week at this time. President Trump’s two week window for Russia to agree to peace talks with Ukraine (trilateral talks with the US as mediator) are gyrating energy prices. If Trump uses the stick as many US Senators want, then […]

August 28, 2025 | 25 Nations Suspend Postal Service to the US

Twenty-five nations have declared a temporary suspension on all postal shipments to the United States amid tariff uncertainty. As of August 29, 2025, the United Stated will remove the de minimis exemption from law that allowed goods under $800 to enter tax-free. Tariffs range between 10% to 50% on the declared value, or $80 to […]

August 28, 2025 | Cannabis Stocks Get High(er)

Uranium shares still glowing

August 27, 2025 | The Insurrection Act – Can the POTUS Deploy the National Guard to America’s Cities?

  The National Guard’s deployment to Washington, D.C., was a successful endeavor. For the first time, the city went twelve days without a homicide. Carjacking decreased by 83%, robberies fell 46%, and overall violent crime fell 22%. The same program may be implemented in Chicago, Baltimore, Los Angeles, and New York, but Democratic leaders insist […]

August 26, 2025 | Big News For Silver: It’s Now A “Critical Mineral” Let the stockpiling begin

The US just included silver on a list of things that the economy can’t do without. Which means whoever doesn’t already own the metal will have to start stockpiling it. GoldCore TV has just posted a video explaining how dramatic a change this might be. Here it is, followed by a partial transcript: Partial transcript: Silver has […]

August 26, 2025 | Unaudited Power: The Military Budget Nobody Controls

From Scheerpost The U.S. federal debt has now passed $37 trillion and is growing at the rate of $1 trillion every five months. Interest on the debt exceeds $1 trillion annually, second only to Social Security in the federal budget. The military outlay is also close to $1 trillion, consuming nearly half of the discretionary […]

August 25, 2025 | The Renewal Wall is Here

Happy Monday Morning! The housing market might be struggling but lenders are keeping busy. Data from the Bank of Canada shows uninsured mortgage originations surged in June, rising 27.5% year-over-year, the second busiest June on record. The only busier June for mortgage originations was back in 2021 when mortgage rates were hovering near 1.5%. Source: […]

August 24, 2025 | Soaring Inventory Is (Finally) Cutting Home Prices

In just the past few years, US houses have gone from pricey to historically unaffordable: Since people can’t buy what they can’t afford, home sales have cratered to ridiculously low levels: History now predicts a housing crash   In a typical housing bubble, prices get too high, buyers go on strike, and then sellers panic. […]

August 23, 2025 | Trading Desk Notes for August 23, 2025

Powell was more dovish than expected at Jackson Hole Powell’s speech on Friday morning was the most anticipated financial event of the week. Following the hotter-than-expected PPI report last week (which may have foreshadowed higher tariff-induced inflation ahead), markets were positioned for Powell to maintain his inflation hawk role.   Following the August 14 PPI report (blue […]

August 23, 2025 | This Week in Money

• Ross Clark: Stock Markets All Time Highs, Gold, Oil, USD, Canadian Dollar, Corn.
• Mark Leibovit:  (11:24) Stock Markets, Precious Metals, Lithium, Bitcoin, Real Estate, Fort Knox
• Tim Wood:  (57:42) Dow Theory, Interest Rates, Manipulated Markets.

August 22, 2025 | Russia to Join NATO?

Congressman Matt Gaetz proposed a radical peacetime solution – allow Russia to join NATO. “Before you suggest I’m crazy for thinking about NATO and Russia as partners, the idea has been floated by foreign policy thinkers on the right and left for some time,” Gaetz added. “In 1997, the Senate Foreign Relations Committee held a […]

August 22, 2025 | The U.S. Stock Market is Riding High and Heading For Trouble

Riding High — and Heading for Trouble The U.S. stock market keeps climbing higher, as the warnings of a bubble about to burst get louder. The comparisons to 1999–2000 are hard to ignore. Then, it was internet stocks; today, it’s artificial intelligence. Valuations at Extremes One of the best long-term measures of value, the Shiller […]

August 22, 2025 | Should You Go 100% Into Gold?

If the markets crash, will it be different this time?

August 21, 2025 | Crude Oil Falls >US$5/b From Last Week On Growing Supplies And Weak Summer Demand

WTI Crude oil prices are steady at US$62.83/b (low today so far US$62.39/b) compared to US$62.14/b last week at this time. This on US Total Stocks decline of 4.0 Mb. Exports rose 795 Kb/d (weekly increase of 5.6 Mb) to 4.37 Mb/d and is up from 4.05 Mb/d last year. It appears that countries wanting […]

August 20, 2025 | Statistics Canada for July

The headlines in Canada celebrate that inflation has fallen to 1.7% in July, but as in America, the people are not experiencing a notable downturn in prices. Politicians pat themselves on the back, claiming victory over inflation, yet the very reason CPI came down was because energy prices fell after the consumer carbon tax was […]