July 6, 2025 | Kerry Lutz: Did Martin Armstrong Predict the Great Decline?

  Conversations with the Master Forecaster This book is unlike anything you’ve read before. It’s not another theory — it’s a documented track record of how Martin saw what no one else did: ✅ Sovereign debt implosions ✅ War cycles and geopolitical shifts ✅ The coming collapse of trust in governments ✅ The timeline to 2032 — […]

July 6, 2025 | T-Bond Bottom Could Herald the Start of Trump’s ‘Golden Era’

We’re all waiting anxiously to see whether Trump’s bold initiatives usher in a golden economic era. If this is going to happen, we should see the Dow Industrial lurch toward 100,000 at any time. Just a few short weeks ago, you could have counted me among the skeptics. It is a habit that has become […]

July 5, 2025 | Trading Desk Notes for July 5, 2025

The S&P, NAZ and TSE hit new record highs this week The S&P is up ~30% from the April lows (~7% YTD), the NAZ is up ~40% from the April lows (~8% YTD), and the Toronto Composite is up ~22% from the April lows (~9% YTD). Big Cap Tech has led the rally, with MSFT up ~45% from the […]

July 5, 2025 | This Week in Money

• Ross Clark: Stock Markets, Gold, Oil, USD, Canadian Dollar
• John Rubino: (10:55) Trump Presidency, Gold, Silver, Lithium, BRICS
• Martin Straith: (39:09)  US Job Growth Number, Stock Market Trends, USD, Canadian Dollar, Cryptos
• Jim Willie: (1:13:52) Russia/Ukraine and Israel/Iran conflicts and the Markets, Interest Rate Cuts, Gold, Silver

July 4, 2025 | Clean Energy Reclaims Market Leadership

At the start of the year, the narrative was straightforward: fossil fuel producers stood to benefit from supportive domestic policy, while clean energy—out of favour politically and commercially—looked set to lag. Markets had priced in a resurgence in drilling, with investor consensus leaning heavily toward traditional hydrocarbons. That view hasn’t aged well. Six months on, […]

July 4, 2025 | BRICS Digital Currency, Gold Standard

Bloated BC Mayor pay “evil”.

July 4, 2025 | US Interest Rates Will Drop When This Happens

How long will equity market records continue to be set?

July 3, 2025 | Recession is Here?

David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy “solid” while real GDP has been negative sequentially in 2 of the past […]

July 3, 2025 | Lower Oil Prices Good for Stock Market

Bitcoin testing new highs.

July 2, 2025 | US Crude Product Inventories Rise 9.6 Mb Last Week As US Gasoline Consumption Falls Materially

Summary: President Trump wants to sign his ‘BIG, BEAUTIFUL BILL” on Independence Day – July 4th but the alternative Senate and House bills need to be reconciled and then voted upon again before being sent to the President. Big differences on Medicaid access, the SALT deduction for high tax states (I.e. Blue Democratic States with […]

July 2, 2025 | The Economic Confidence Model v the 80-Year Cyclical Theory

  The concept of cycles is becoming accepted in Western culture. Recently, people have been focusing on what they deem the 80-year cyclical theory, which marks a significant shift in humanity. While this may be true, as it takes a few generations to change society, they are not incorporating the additional nuisances associated with the […]

July 1, 2025 | 43% of Americans Near Poverty Place Essential Purchases on Credit

  The PYMNTS Intelligence report “Financial Lifestyles Shape Credit Reliance” revealed that American consumers are struggling to afford the basic essentials. Prices have been elevated since the worldwide pandemic shutdown the global economy and have not gone down in a meaningful way. The study found that 43% of American households who are a paycheck away from […]

June 30, 2025 | Opportunity for Canada

Canada needs to build things the world wants. A Canadian car company is rolling in a zero-emission vehicle called ‘Project Arrow’. CTV’s Sean Leathong reports. Here is a direct video link.    Also, see Donald Trump’s disdain for wind energy could create windfall for Nova Scotia: experts: New England states and New York have been leading development […]

June 29, 2025 | The Huge AI Story May Not Be Quite Huge Enough

The S&Ps and Nasdaq hit record highs last week, a surreal milestone that only the Wall Street toadies at Bloomberg and the Wall Street Journal who fabricate the news could take seriously.  These are the same folks who bestowed the name ‘Magnificent Seven’ on a bunch of high-flying stocks whose short-squeeze histrionics qualify them for membership in […]

June 28, 2025 | Trading Desk Notes for June 28, 2025

This year’s S&P rally to new all-time highs, after dropping more than 20% in three months, was the quickest ever! The S&P has dropped by more than 20% four times in the last 10 years. (2018 down 21% in three months, 2020 down 36% in two months, 2022 down 27% in ten months and 2025 down […]

June 28, 2025 | This Week in Money

• Ross Clark:  Stock Markets, Gold-Silver Ratio, Uranium, Oil, USD, Canadian Dollar.
• Josef Schachter:  (13:50) Energy Sector, LNG, Alberta Separatism.
• Sean Brodrick:  (58:18) Oil, Silver, Gold, Lithium, Copper.

June 27, 2025 | Crude Oil Prices Barely Move After Armed Conflict Engulfs the Middle East

Why Didn’t Crude Oil Spike After U.S. and Israeli Attacks on Iran? Crude oil prices barely flinched after two shocking military strikes on Iran. On June 13, 2025, Israel launched an air assault. Days later, the U.S. stunned the world by bombing Iran’s uranium refining facilities. Yet Brent crude, the global benchmark, only managed a […]

June 27, 2025 | Black Swans: What If Mexico Nationalizes Silver?

Bad for some miners, great for physical silver Mexico is by far the world’s biggest source of silver: So what happens there matters to all silver investors. And things seem to be changing: Sheinbaum maintains Mexico’s freeze on new mining concessions (BNAmeicas) – Mexico’s President Claudia Sheinbaum reiterated that no new mining concessions will be […]

June 27, 2025 | The Myth About Lower Interest Rates

When will cracks in the economy become most obvious?

June 26, 2025 | The NATO Summit

  A source from inside the NATO summit reported that Trump has correctly stated that Article 5 is voluntary, not a binding commitment. He has said that the US will sell and supply weapons, intelligence, and support to NATO and NATO members if a NATO member is attacked by other countries that are not NATO […]

June 26, 2025 | Is AI Still the Hot Place to Be?

Does the Stock Market still have room for record highs?

June 26, 2025 | Cryptocurrency Space

Are Stock Markets ready to tease record highs?

June 25, 2025 | Israel – Iran War Over – Maybe Or Maybe Not?

Summary: Israel and Iran Keep Fragile Ceasefire After Devastating 12-Day War!: Crude oil has taken a quick round trip from US$59.74/b in late May to US$78.40/b late last week as Israeli and then US B2 bomber attacks knocked out the key nuclear weapons infrastructure facilities. Then when this operation was completed crude retreated to US$64/b […]

June 24, 2025 | NATO Pledges $40 Billion to Ukraine

The neocons would never permit a true ceasefire. The war in the Middle East must continue in order to broaden the West’s conflict with Russia. Russia is not permitted to remain neutral, despite Putin’s insistence. Follow the money—NATO has assembled $40 BILLION to prolong aggression against Russia. “Let’s not forget, Iran is heavily involved in […]