Geopolitics

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.

Off the Rails

The gold standard came into being in the 18th century. It got gassed in WWI. Then, after WWII, it was re-established, sort of. The dollar was made the key financial reserve. It was linked to gold.

Here Comes Trouble

There’s a big difference between having the best growth rates and having the worst. And if you don’t know which you have, you’re probably headed to trouble. Which is exactly where the US is headed.

Long Haul Gold

Gold is not an investment; it’s a place to put your money while you wait for a good investment to come along. It’s not a wealth creator; it’s a wealth preserver.

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.

Home Improvement

The new money system distorted just about everything, leaving the world with a vast fake economy...and more than $300 trillion in debt. In the US alone total debt rose from about $1.5 trillion in 1971

All Eyes on an Irrelevant Fed

The Fed dominates headlines, but James Rickards argues its power is more illusion than reality. Real money creation happens in the banks, not at the Fed. And when U.S. rates fall, it’s not stimulus — it’s a recession warning. For UK investors, the lesson is clear: don’t watch the Fed’s theatre. Watch the markets that will shape your pension, your gilts, and your savings.

It's a Trap

Thanks largely to the EZ money era wrought by America’s funny money, the world’s reserve currency, feds everywhere spend too much money. Economies adapted to the cash flow.

How to profit from a bipolar market

The stock market is about to boom…or crash. I can think of all sorts of reasons why… But what if both sides have it wrong? What if the market goes nowhere?