Geopolitics

Trump’s Own Liz Truss Moment Is Here

Government bond markets are on life support. The Trump–Powell clash risks pulling the plug — and UK investors need to understand what comes next.

On to Moscow!

That is the magic of History...leaders are delusional when they need to be, and then, crowds fall into line behind the goofiest, most destructive programs. ‘On to Moscow,’ yell the soldiers...

The Underlying Malady

Almost all instances of imperial decline are accompanied by monetary decline, manifesting itself as inflation, corruption, and/or bankruptcy. But the real process is profound and mostly invisible

What does the rise of the “far-right” mean for financial markets?

The “far-right” now leads in an extraordinary share of the world’s major economies. Chile is only the latest example. But what does this mean for investors?

Chicken Feed

Tariffs feel powerful. Their costs are invisible — until they aren’t.

“Made in China” is the opiate of the masses

Trump wants to divorce China. But China just amended its divorce law. Assets are no longer split 50/50. Instead, they are divided based on who contributed financially.

The “Old Money” Secret to Wealth

What can a 900-year-old Roman dynasty teach today’s investors about protecting wealth in an age of inflation, digital currencies and financial instability? As Jim Rickards explains, the answer lies in a timeless allocation used by “old money” for centuries — and a surprising fourth asset now joining the list.

Prepare for President Trump’s Mississippi Bubble

You’ve probably heard of the 18th century South Sea Bubble. But did you know it was a scheme designed to cut the national debt? One that’s about to repeat…

Strategic Investment

We come to what seems like a water-tight proposition: the more the feds get involved in the process of creating wealth, the less wealth is created.

“American Birthright”: Phase II Update

Trump’s plan to open America’s federal lands for mining is more than politics — it’s a once-in-a-generation resource play. From lithium to gold, a new boom may be brewing. And for savvy UK investors, this could be the early-stage window to watch.

Can Trump “court pack” the Fed in time to save the stock market?

Trump’s three appointees to the Supreme Court saved him from the Democrat’s lawfare. But who will save him from Chairman Powell’s revenge before the mid-terms?

Ugly Prices

Stock prices are ‘mean reverting,’ which is to say that they always go back to a ‘normal’ range. And when they are extremely overvalued as they are today, they have a lot of ground to cover (losses!).

Inflare aut mori

No government has ever succeeded in improving an economy…other than by avoiding war, providing some rudimentary justice, and removing the impediments set in place by government itself.

Fringe Theories for a Faulty Financial System

Volatility is back with a vengeance. Stocks, bonds, gold, crypto — everything’s moving, often in opposite directions. But beneath the surface, something bigger is happening.

Socialism Whacked

Milei is doing something different. He’s cutting budgets, trimming employees, and chopping off unnecessary bureaucratic appendages. He’s been in office for a little shy of two years.

When The Market Takes a Breather — Smart Investors Don’t

After months of relentless gains, global markets have finally paused for breath. But this isn’t the end of the bull run — it’s the reset before the next wave. As capital shifts and new opportunities emerge, British investors now have a front-row seat to the world’s most dynamic market.

Rare earths bubble? Zero revenue mania. Back to the Future.

Rare earth stocks are surging again, just like they did in 2010. But history shows what happens next. As AI, robotics, and quantum computing drive the next wave of infrastructure spending, knowing when to take profits — and when to hold — could make all the difference.

Rivers of Money

The S&P and the Dow are hitting new highs...with the S&P recording 32 new highs so far in 2025. The S&P has seen earnings grow 156% over the last decade. But stock prices have gone up 248%.

Shutdown

Both the stock market and the economy are now growing — but only because of a whirligig of ‘capex’ spending on AI...which is most likely money down the drain.

Roll Out the Barrel

The real promise of gold is not just a rate cut or two...and not really ‘easier borrowing costs.’ Gold may be a good gamble now...but in the long run it is just a way not to lose money.