May 8, 2026 | A New Voice in Omaha

Greg Abel stepped onto the Omaha stage last weekend facing a question that has lingered ever since Warren Buffett named him successor: can anyone really follow the Oracle? What struck me is that Abel didn’t try to mimic Buffett’s folksy charm or marathon‑style showmanship. Instead, he leaned into who he is — a measured operator […]

May 8, 2026 | Canadians Are Feeling the Economy Collapse in Real-Time

For years, Canadians were told their economy was “strong,” their banking system was “safe,” and their housing market was “resilient.” Now reality is finally colliding with the propaganda as ordinary Canadians increasingly admit they feel trapped financially despite endless government claims that conditions are improving. The numbers are becoming impossible to ignore. Recent polling shows […]

May 8, 2026 | Is FOMO Driving Markets to Record Highs?

AI energy use threatens grid

May 7, 2026 | America’s Housing Stress Is Rising, But This Is Not 2008 All Over Again

Foreclosure filings across the United States have now climbed to their highest level in six years, with ATTOM reporting a 26% year-over-year increase as more homeowners fall behind on mortgage payments. Florida and Texas are leading the nation as rising property taxes, exploding insurance premiums, elevated interest rates, and mounting consumer debt place enormous strain […]

May 7, 2026 | Time to Pick Stocks Very Carefully

Bitcoin seems to have bottomed out

May 6, 2026 | Americans Are Feeling the Economy Collapse in Real-Time

A new Gallup poll shows that 55% of Americans now believe their financial situation is getting worse, the highest level recorded since Gallup began tracking the data in 2001. Even during the 2008 financial crisis and the COVID lockdown collapse, Americans were not this pessimistic about their personal finances. That alone tells you the mainstream […]

May 6, 2026 | Housing Bust Challenges Retirement Plans

The housing bubble and unaffordable pricing have thwarted the launch plans of new households over the past decade. The National Association of Realtors (NAR) reported the typical age of first-time buyers climbed to an all-time high of 40 years in 2025, down from around 28 years old in 1991. The share of first-time buyers dropped […]

May 5, 2026 | Canada Is Running Toward Europe as the West Fractures

Mark Carney’s decision to make Canada the first non-European nation ever invited into the European Political Community summit tells you everything about where Ottawa is heading politically. Canada is desperately trying to reposition itself away from the United States because Carney fundamentally views the Trump administration as a threat to the entire postwar global order […]

May 4, 2026 | Oil Spikes Rhyme Through Time

History does rhyme. The OPEC oil embargo began in October 1973, when Arab members of OPEC announced an embargo against the United States, Canada, Japan, and Western European nations in retaliation for their support of Israel during the Yom Kippur War. The embargo lasted until March 1974, and its effects were long-reaching: Oil prices quadrupled […]

May 3, 2026 | WWWD?

There is a lot to unwrap this week. We’re going to explore what happened at the Fed, and what changes we can expect. Let’s just say it’s not what some are predicting, at least in my humble opinion. Inflation is sadly a growing problem. And that complicates Kevin Warsh’s coming tenure as Fed chair.   […]

May 2, 2026 | Trading Desk Notes for May 2, 2026

The soaring tech sector had pulled the S&P and Nasdaq indices to new all-time highs S&P futures have closed higher for five consecutive weeks, after closing lower for five consecutive weeks in February/March. The top 10 stocks in the S&P have accounted for ~75% of the index gains since the March lows. As this chart from […]

May 2, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Oil, Gold, Silver, Grains, USD, Canadian Dollar, Bitcoin.
• Martin Straith: (9:34) Oil, Gold, Silver, Bitcoin.
• Hilliard MacBeth: (40:36) Canadian Real Estate, EVs.

May 1, 2026 | Party Like It’s… Well, You Know

A number of clients have been asking the same question lately: What gives? Why does the stock market keep rising? It’s a fair question. The S&P 500 continues to levitate, seemingly indifferent to geopolitical tension, sticky inflation, and the growing possibility of a U.S. recession. And while it’s generally considered bad form in finance to invoke 1999—rather […]

May 1, 2026 | UK Retail Sector Collapse

Britain’s retail sector has just posted the worst collapse in sales in more than 40 years, and this is precisely the type of economic deterioration our models have been warning would emerge across Europe into 2028. The Confederation of British Industry reported that its retail sales volume balance plunged to -68 in April from -52 […]

May 1, 2026 | Craziest Crude Market Ever?

Below ground uranium could be risky investment

April 30, 2026 | Lawrence Lepard: New Fed Chair, New Round of Easing

The Fed is about to get a new Chairman (economist Kevin Warsh), and the markets are naturally wondering if this means big changes in monetary policy. My take is that it obviously means lower interest rates and generally easier money, since that’s what an incoming Fed chair would have to promise President Trump in order […]

April 30, 2026 | Soaring Markets Not Sustainable

Market crash will be less damaging to Gold

April 30, 2026 | Still in “Sell in May” Territory

Oil service companies are hot right now

April 29, 2026 | The NO KINGS Party Gives King Charles a Standing Ovation

  They parade through the streets chanting “no kings,” pretending to stand against authority and concentrated power, yet the moment a real monarch steps into the room, they rise to their feet applauding as if royalty itself suddenly became fashionable again. This is not merely hypocrisy, it is a revealing window into how politics operates […]

April 28, 2026 | Energy War Breaks OPEC: UAE Walks Away as Oil Supply Collapses

  What is unfolding right now is not just another dispute inside OPEC. This is the beginning of the breakdown of coordinated global energy policy under the pressure of war. The decision by the United Arab Emirates to exit OPEC effective May 1 comes as oil supply is being physically disrupted, not merely negotiated. Officials […]

April 27, 2026 | The Exits are Being Barricaded

Happy Monday Morning! Real Estate foreclosures are ramping up, and the stigma of defaulting is starting to fade. Our recent piece on The Loonie Hour Substack, guest authored by Ben Rabidoux highlights why strategic default is turning from a “moral failure” into a mainstream financial strategy. Yes, media articles are now recommending it could make more […]

April 26, 2026 | Craving a Token Piece of the Rock?

Is there a tokenized investment in your future? With so many white elephants to unload, Wall Street’s rep could come calling on you at any time. He will offer you a virtual piece of America’s future, claiming it will grow wealth for your children and grandchildren.  However, when you sit down with this cheery fellow to […]

April 25, 2026 | Trading Desk Notes for April 25, 2026

The S&P and Nasdaq surge to new record highs S&P futures fell ~10% from January’s record highs to March lows. The market turned higher on March 31 and is up ~13.5% at Friday’s close, a new record high. Nasdaq futures fell ~13% to March lows and rallied back ~15% to Friday’s close, a new record high. Semiconductors […]

April 25, 2026 | This Week in Money

• Ross Clark:  Stock Markets, Oil, Precious Metals, USD, Canadian Dollar, Bitcoin.
• Victor Adair: (10:32) Stock Markets in the Time of War, Precious Metals.
• Rick Ackerman:  (41:49) Dow 100,000 points by the end of President Trump’s term, AI layoffs.
• Allan Angell: (1:04:07) Real Estate, Aboriginal Land Claims by the Canadian and BC Governments.