Financial Sense

920 Pounds of Leverage: How China Can Ground the F-35 Without Firing a Shot

fswebmaster@financialsense.com (Financial Sense) — Tue, 05 May 2026 14:48:00 -0700

May 5, 2026 – An F-35 fighter contains 920 pounds of rare earths. A Virginia-class submarine needs 9,200. An Arleigh Burke destroyer requires 5,200. Strip those out of the supply chain, and the most advanced military on earth grinds to a halt...

This Week's Market Wrap: Earnings Fireworks, Oil Shocks, and a Stubborn Economy

fswebmaster@financialsense.com (Financial Sense) — Fri, 01 May 2026 13:47:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

May 1, 2026 – Markets pushed to new highs this week, but beneath the surface, the story is far more complex. Strong earnings from mega-cap leaders like Alphabet and Apple continue to drive performance, yet rising AI capital expenditures are beginning...

Quantum Computing: Moving Out of the Lab

fswebmaster@financialsense.com (Financial Sense) — Thu, 30 Apr 2026 09:22:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Photo by Planet Volumes on Unsplash

Apr 30, 2026 – Quantum computing is starting to move out of the lab and into the real world—and the shift is happening faster than many expected. What was once viewed as a distant, theoretical technology is now showing early signs of...

Fentanyl, Social Media, and Supply Chains: America's Hidden War

fswebmaster@financialsense.com (Financial Sense) — Mon, 27 Apr 2026 12:20:00 -0700

By Financial Sense

Apr 27, 2026 – In "The Red Tsunami: The Silent Storm Killing Your Freedom," Casey Fleming argues that the great power competition between the US and China is best described as unrestricted warfare consisting of fentanyl, resource dependence, technology...

This Week’s Market Wrap: Strong Earnings, Ceasefire Uncertainty, and Creeping Inflation

fswebmaster@financialsense.com (Financial Sense) — Fri, 24 Apr 2026 14:10:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Apr 24, 2026 – Markets pushed to new highs this week, but beneath the surface, the drivers were far more nuanced. Ryan Puplava breaks down the three forces shaping price action right now: earnings results and forward guidance, geopolitical...

AI Has Reached a New Level of Intelligence, Says Dr. Alan D. Thompson

fswebmaster@financialsense.com (Financial Sense) — Thu, 23 Apr 2026 16:26:00 -0700

By Financial Sense

Apr 23, 2026 – An AI model escapes the lab, posts the methods it used to break out online, and then emails the researcher who had been testing it to inform them it had escaped. What sounds like the opening scene of a science-fiction thriller was...

This Week's Market Wrap: War Fades, Markets Rip, Fed Hopes Rise

fswebmaster@financialsense.com (Financial Sense) — Fri, 17 Apr 2026 12:45:00 -0700

By Ryan J. Puplava, CMT®, CTS™, CES™

Apr 17, 2026 – A remarkable shift in geopolitical risk, a critical first look at earnings season, and evolving expectations for Federal Reserve policy drove financial markets this week. Ryan Puplava examines how falling oil prices and ceasefire optimism...

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

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

By Christopher Puplava, CRPC®

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...