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

March 26, 2026 | Precious Metals, Stock Markets Room to Fall Further

Space X could be the next hot thing

March 25, 2026 | Charles Hugh Smith on the Inevitable “AI Depression”

A debate is raging over AI: whether it’s a force for good or evil, and, just as important, whether it even works. But a case can be made that this debate is pointless because, however it plays out, the result will be an economic/financial crisis. Charles Hugh Smith just posted a good take on this thesis. Here’s […]

March 25, 2026 | What If The Risk-On Cycle Has Topped

The consensus remains bullish on inflationary expectations, including precious metals, stocks and oil. But then, recency bias is the typical human response. It’s worth considering that cycle peaks could be behind us. Gold pared dramatic losses as US President Donald Trump postponed military strikes against Iranian energy infrastructure for a five-day period after what he described […]

March 24, 2026 | The Food Supply Chain Is Breaking. Again

Spring has sprung, which means seeds that were planted in late winter are starting to germinate. They’re hungry and will only grow to their full nutritional potential if they’re well fed. But that, apparently, isn’t happening, as fertilizer supplies are interrupted by yet another pointless Middle East war. The result? Global food shortages that might […]

March 24, 2026 | Beyond The Middle East: Why The US Blockade of Cuba is a Gift to Beijing

While the world remains transfixed by the daily back-and-forth in the Middle East, a much larger global crisis is quietly developing. For investors, the real story isn’t just the headlines from Iran; it is a coordinated ‘stress test’ by Russia and China designed to exploit a uniquely vulnerable moment for the US administration. To understand […]

March 23, 2026 | Mining is Hard: Rising Oil Squeezes Margins

These are turbulent times, especially for the gold miners whose profit margins are bouncing all over the place. Here’s a brief X exchange that puts the last few weeks in context: The Lesson   Two things can be true at the same time: Gold miners have indeed been squeezed by recent price action in oil […]

March 22, 2026 | Missile Threat Eclipses All ‘Investable Ideas’

Although Trump has achieved many spectacular successes in his second term, he has made two big promises he can’t possibly keep. The first was to bring back affordability to the broad middle class.  Anyone who believes this must be living on some planet with an all-powerful ruler who generously provides everyone with low-cost homes, apartments, […]

March 21, 2026 | Trading Desk Notes for March 21, 2026

Certainty of energy supply is more important than price Energy prices have soared since the initial attacks on Iran, with knock-on effects hitting all markets, but if the war continues, countries that rely on energy imports will have every reason to worry about physical supply, regardless of price. Natural gas prices in Europe have spiked following the start […]

March 21, 2026 | This Week in Money

• Ross Clark: Stock Markets, Gold, Silver, Bitcoin, Oil, Interest Rates.
• Marc Faber: (10:16) US Iran War, Tariffs, Gold, Silver.
• Jim Willie:  (41:23) Oil, Gold, Silver, Copper, USD, Cryptos.

March 20, 2026 | Why Canada’s Housing Market Isn’t Done Correcting

Canada has entered a new demographic and economic phase—one defined not by the rapid population expansion of the post‑pandemic years, but by a sharp and deliberate cooling. Statistics Canada’s latest estimates show the country’s population fell by more than 100,000 people in 2025, the first annual decline since records began in the 1940s. The drop […]

March 20, 2026 | The Historical Up and Downs of Oil

Sri Lanka’s unique approach to saving energy

March 19, 2026 | Bank of Canada Admits It Can’t ‘Save’ Bubbles

The Bank of Canada press conference yesterday finally admitted facts about Canada’s housing market: “The housing market is looking weaker, and weaker than we had incorporated into our January outlook. So, that’s something we will be looking at when we prepare the April outlook.” Canadian home prices “need to come down” and “housing feeds into our forecast […]

March 18, 2026 | Crisis in Cuba – Sanctions, Starvation, and Blackouts

  What we are witnessing in Cuba right now is the same failed policy recycled once again, dressed up under a different administration, with the same predictable outcome. The power grid collapsed, millions were left in the dark, food supply chains broke down, and the government blamed the United States while Washington pretended this was […]

March 17, 2026 | Debt Burdens Outweigh Bank of Canada Cuts

With higher oil prices expected to impact inflation, financial markets shifted from anticipating rate cuts to considering the possibility of rate hikes in Canada. In response, longer-term bond yields rose for the first couple of weeks of March, pushing up borrowing costs. About 1.15 million Canadians are expected to renew their mortgages in 2026. Renewing […]

March 16, 2026 | Health Prepping: ADHD Is a Business Scam, Not a Disease

Today’s schools are pleasant environments for some kids and torture chambers for others. In particular, boys with short attention spans and high energy are deemed mentally ill and drugged into sitting still for eight hours a day. Like so many current things, this is a scam designed to enrich a small group of providers (in […]

March 16, 2026 | Canada Quietly Turns Back to Nuclear as Net Zero Collides With Reality

For years, politicians across the Western world have insisted that windmills and solar panels would power the future while reliable energy sources were dismantled in the name of climate policy. Now reality is beginning to intrude. Canada is preparing to unveil a national electricity strategy centered on expanding nuclear power as governments confront a basic […]

March 15, 2026 | Liquidity Crisis 2026

QUESTION: Marty, I want to thank you for your warning about Blackrock. I took out 90% with the October high and the rest in January when Socrates showed a Panic Cycle Year in 2026. I did not invest in their Ukraine project. I heard because of your advice to stay out they could not raise any […]

March 14, 2026 | Trading Desk Notes for March 14, 2026

Trade the price, not the story The “uncertainty” created by the war in Iran is affecting all of the markets I trade, especially crude oil. I’ve watched videos and read “tons” of theories about why this war is happening, how it’s going, how it will impact other markets, how it will end, and how it will […]