Financial Sense

Q2 Update: Iran War, Depleting Munitions, and Market Outlook

fswebmaster@financialsense.com (Financial Sense) — Fri, 03 Apr 2026 10:46:00 -0700

Apr 3, 2026 – Sustainable market bottoms are typically marked by panic, forced liquidation, and capitulation. We are not seeing that. Measures of breadth are weaker than they were several months ago, and yet sentiment indicators...

Why the U.S. May Have Already Lost the Tech War to China

fswebmaster@financialsense.com (Financial Sense) — Wed, 01 Apr 2026 10:25:00 -0700

By Financial Sense

Apr 1, 2026 – China’s rise is no longer theoretical. New data shows it leads in 66 of 74 critical technologies, with growing strength in quantum, hypersonics, telecom, and nuclear power—raising urgent questions about America’s economic and military future...

Is This a Major Market Top? Energy Shock, Rising Rates, and Weakening Internals

fswebmaster@financialsense.com (Financial Sense) — Sat, 28 Mar 2026 08:29:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Mar 28, 2026 – A sharp rise in oil tied to escalating tensions with Iran has reintroduced inflation risk at a time when investors were expecting continued Fed easing. That shift is now rippling through interest rates, the dollar, and equities, tightening...

US-China Battlefield: Critical Materials, Industrial Power, and Global Chokepoints

fswebmaster@financialsense.com (Financial Sense) — Fri, 27 Mar 2026 15:46:08 -0700

By Financial Sense

Mar 27, 2026 – The US-China power struggle will not be ultimately decided by who has the best technology or the most advanced weapons. It will be shaped by who controls critical minerals, rare earth refining, chemical inputs, and industrial...

The Economy Isn’t Collapsing—But Bigger Risks Are Coming

fswebmaster@financialsense.com (Financial Sense) — Tue, 24 Mar 2026 10:31:00 -0700

By Financial Sense

Mar 24, 2026 – With oil hovering near $90-100 per barrel and geopolitical tensions over Iran continually in the news, it’s easy to feel a flashback to the 1970s. Gas prices are climbing. Food costs are rising. Growth has slowed. The word “stagflation”...

This Week's Market Wrap: Cash Me on the Sidelines

fswebmaster@financialsense.com (Financial Sense) — Fri, 20 Mar 2026 19:51:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Mar 20, 2026 – This week wasn’t about earnings or valuation—it was about energy, inflation, and a sudden tightening in financial conditions. A sharp escalation in the Middle East, including direct strikes on critical energy infrastructure...

The Emerging Commodity Supercycle: Geopolitics, Scarcity, and the Return of Material Power

fswebmaster@financialsense.com (Financial Sense) — Wed, 18 Mar 2026 13:39:00 -0700

By Financial Sense

Mar 18, 2026 – The intensifying conflict in the Middle East has forced a stark reality back into focus: the absolute primacy of commodities. As the Straits of Hormuz face a functional blockade, the world is receiving a harsh education. While central banks...

This Week's Market Wrap: Strait to Jail!

fswebmaster@financialsense.com (Financial Sense) — Fri, 13 Mar 2026 15:19:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Mar 13, 2026 – This week the market wasn’t driven by earnings or the Fed — it was driven by oil and geopolitics. Tanker attacks and the closure of the Strait of Hormuz created the largest oil supply shock in years, sending crude prices...

This Week's Market Wrap: Energy, Defense Stocks Take the Lead as Oil Prices Spike Higher

fswebmaster@financialsense.com (Financial Sense) — Fri, 06 Mar 2026 17:30:00 -0800

By Ryan J. Puplava, CMT®, CTS™, CES™

Mar 6, 2026 – Markets faced a volatile week as three major forces collided: a surge in oil prices tied to escalating Middle East conflict, continued leadership from AI infrastructure and semiconductor companies like NVIDIA and Broadcom...

Market Update: Iran War, Strait of Hormuz Closure, and Spiking Oil Prices

fswebmaster@financialsense.com (Financial Sense) — Tue, 03 Mar 2026 16:09:00 -0800

By Christopher Puplava, CRPC®

Mar 3, 2026 – The single most critical variable in the current situation is the Strait of Hormuz — a narrow but strategically vital waterway that represents one of the most important shipping chokepoints in the global economy. Located between Iran...

Hyperscalers in the Backseat, Memory and Gas Turbines to the Front

fswebmaster@financialsense.com (Financial Sense) — Mon, 02 Mar 2026 13:22:00 -0800

By Xavier Stonehouse

Mar 2, 2026 – The current landscape of AI infrastructure has reached a critical inflection point where the dominant hyperscalers are being forced into the backseat by the physical and economic realities of the hardware they require. As DRAM contract...

This Week's Market Wrap: Tariffs, AI, and a Market on Edge

fswebmaster@financialsense.com (Financial Sense) — Fri, 27 Feb 2026 14:35:00 -0800

By Ryan J. Puplava, CMT®, CTS™, CES™

Feb 27, 2026 – Tariffs rattled risk appetite, inflation complicated the Fed’s path, and NVIDIA delivered another blockbuster quarter — yet the stock fell. This week wasn’t about weak growth. It was about valuation tension, capital intensity...

Adapt or Be Disrupted

fswebmaster@financialsense.com (Financial Sense) — Mon, 23 Feb 2026 14:38:00 -0800

By Financial Sense

Feb 23, 2026 – Artificial intelligence isn’t coming for jobs—it’s already reshaping them. Veteran investor Jim Puplava warns of rapid displacement in clerical and entry-level roles, even as six-figure AI careers emerge. For investors, the real opportunity...

This Week's Market Wrap: AI-Led Volatility, Inflation, and Late-Cycle Risk Signals

fswebmaster@financialsense.com (Financial Sense) — Fri, 20 Feb 2026 12:23:00 -0800

By Ryan J. Puplava, CMT®, CTS™, CES™

Feb 20, 2026 – This week’s market action may have looked calm on the surface, but underneath, leadership is shifting in meaningful ways. AI infrastructure names like Nvidia, Meta, and Analog Devices continue to anchor the indexes, while software...

Why Greece Is Now the #1 Retirement Destination for 2026

fswebmaster@financialsense.com (Financial Sense) — Wed, 18 Feb 2026 08:34:30 -0800

By Financial Sense

Feb 18, 2026 – The 2026 Global Retirement Index reveals how Americans can retire abroad comfortably for $2,000–$3,000 a month. From Greece’s rise to affordable healthcare in France and Panama, retiring overseas may offer lower costs, better...