April 11, 2026 | Trading Desk Notes for April 11, 2026
Global stocks surge higher as Iran war escalation risks fall At the end of March, the S&P was down ~10.5% from January’s record highs (blue ellipse), but has since rallied over 7% as the market priced in a reduced risk of escalation in the Iran war. Notably, the market began to rally five days before Trump’s latest escalation […]
April 11, 2026 | This Week in Money
- Victor Adair: Stock Markets, Oil, Gold, Silver, Currencies.
- Josef Schachter: (11:11) Energy Market, Iran War, EV’s, Lithium-ion Batteries, Private Debt Market.
- John Rubino: (51:51) World Economy, Oil Prices, Solar Energy, Electric Vehicles, AI Data Centres.
- Hilliard MacBeth: (1:15:39) Iran War, Canada’s Condo Market.
April 10, 2026 | Energy Protests in Ireland
Ireland is now confronting a full-scale energy protest movement that has gone far beyond symbolic demonstrations. What began as opposition to rising fuel costs has escalated into coordinated nationwide disruption, with farmers, haulers, and transport operators blocking major motorways, fuel depots, and even the country’s only oil refinery. The scale is unprecedented, with convoys […]
April 10, 2026 | All Wars Are Bankers’ Wars: Iran and the Bankers’ Endgame
From Scheer Post “The powers of financial capitalism had another far reaching aim, nothing less than to create a world system of financial control in private hands able to dominate the political system of each country and the economy of the world as a whole.” —Prof. Caroll Quigley, Georgetown University, Tragedy and Hope (1966) In […]
April 10, 2026 | Strategies to Deal With Market Downturn
How long for economy to follow a market decline?
April 9, 2026 | Europe Begins Energy Rationing as the Crisis Moves Into Daily Life
Europe is now removing any doubt about the seriousness of this crisis, because governments do not tell millions of people to stay home from work unless there is a genuine shortage forming beneath the surface. The European Union has begun urging citizens to work from home, drive less, reduce speed limits, and cut overall […]
April 9, 2026 | Why Stock Traders Should be Optimistic
It might take quite some time for Gold to bounce back.
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 […]
















