The October 2026 Newsletter has now been posted

This month's research report covers: Commodities: Dominance.  International Equities: Green light for Q4.  U.S. & Canadian Equities: Yields are rising.

In the Commodity section, we review the top-performing asset class.  We explain this upside strength and the economic impacts that always come with commodity dominance. 

In International Equities, we see no evidence of weakness in the Dow Jones Global Index heading into Q4.  The primary trend is expected to remain positive in the coming months.  

Higher inflation and interest rates are reviewed in the U.S. & Canadian Equities section.  We look at 130 years of data between commodities and the Dow (inflation and deflation) and discover that every period of commodity strength produced the same economic events. 

Enjoy.