Geopolitics

Interest Rates, Observed

Lower interest rates encourage borrowing. That’s the whole idea. Debt goes up. Spending goes up. The feds ‘print’ more money to cover their deficits. Prices rise further.

Lost Generations

Home is where the heart is. But history tells us that there are good times to be somewhere else.

Everybody Loves a Parade

Aristotle believed that people turned to tyrants when the elites became contemptuous of them and the government became largely dysfunctional.

Power Politics

A society only produces so much wealth. It can then consume it. Or, it can save and invest...so as to produce more in the future. The real ‘political’ question is: who decides?

Another Brick in the Wall

Reducing trade deficits also means reducing the number of US dollars that end up in foreign hands. Those dollars are typically recycled into US bonds. That’s the way the fake money model works.

The Truth About Fort Knox and Gold Leasing

Trump and Musk promised to audit America’s gold reserves live from Fort Knox. Then—silence. Jim Rickards unpacks why the visit never happened… and reveals a deeper truth about gold, government control, and the hidden dangers of the paper gold market.

Neo Nazis in Ukraine?

Regardless of whether you come to the same conclusions as Jim Rickards, I don’t think it’s fair to claim he’s failed to inform himself. So the question is to what extent he is correct.

Semper Augustus: End of the Golden Age

The Dutch Republic flourished from trade. It bought and sold. Did it get ‘ripped off’ by its trading partners? The question seems absurd. On our…

Trade, Taxes, and Trump’s New World Order

Wilbur Ross, former U.S. Commerce Secretary and Trump’s trade architect, just revealed the real goals behind Trump’s 2025 tariff playbook—targeting fentanyl, semiconductors, and supply chains with strategic precision. Whether you support it or not, this is the framework for a new economic era—and investors need to understand what’s coming

Climate change at last!

The only honest role for government is to protect people from danger. But it quickly becomes a protection racket. The more fearful people become the more they are willing to pay for protection.

Trump’s crypto “orgy of corruption”

While headlines mocked the “awkward” state dinner, markets were watching something else entirely: Trump’s soaring stock. With investors piling into bitcoin treasury plays, the real story isn’t politics—it’s what this tells us about the next financial regime.

On the Brink: India vs. Pakistan

The latest India–Pakistan conflict is no border skirmish—it’s a dangerous escalation between two nuclear-armed rivals. In this urgent briefing, Jim Rickards explains why this standoff is different, how it could spiral fast, and why investors should be watching it closely. From energy disruption to global contagion, the risks go far beyond South Asia.

Capitol Farce

While Washington pulls another fiscal all-nighter, the Primary Trend marches on. Bill Bonner explains why the farce on Capitol Hill isn’t just political noise—it’s a signal for what’s coming next in debt, inflation, and global markets.

A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?

At first glance, $TRUMP looks like a joke—just another memecoin riding the election cycle. But peel back the layers, and you’ll find something far more serious: programmable stablecoins, tokenised assets, and the foundation of an Alt-Stack being quietly built behind the scenes. This isn’t about crypto hype. It’s about reshaping the financial rails before anyone realises they’ve changed.

Petrodollar 2.0 Is Coming

Jim Rickards joins Steve Bannon to reveal the real reason behind Trump’s Saudi Arabia visit—and why a “Petrodollar 2.0” might be the most important economic shift of the decade. From oil diplomacy to dollar dominance, this interview explores how a new U.S.-Saudi alliance could reshape currency markets, pressure China, and create ripple effects for investors around the world—including in the UK.

Tomorrow's News

America’s ‘national’ debt rose from less than $6 trillion in 2000 to over $37 trillion now. The US trade deficit rose to $1.1 trillion over the last 12 months — 10 times more than it was 2000.

From Oil to Algorithms: Trump invokes the spectre of Roosevelt

Eighty years ago, Roosevelt secured America’s oil future with a secret handshake in the Middle East. Now, I believe Trump is trying to do the same—with AI. In this piece, I break down what I saw behind the headlines of his latest trip, why compute is the new crude, and what this shift could mean for UK investors like you.

Trump’s ‘Nuclear’ Deportation Options

Trump’s immigration crackdown is facing its fiercest resistance yet—not from migrants or politicians, but from activist lawyers and rogue judges determined to grind his agenda to a halt. For UK investors exposed to U.S. markets, this legal showdown could shape everything from trade to growth. Here’s what’s at stake—and how it could end.

The Collapse of Communist China

Behind the façade of growth, China’s foundations are crumbling. Web excerpt: China was once seen as an unstoppable superpower. But beneath the surface, its economy is cracking, its population is shrinking, and unrest is rising. Jim Rickards lays out why the collapse of the Chinese Communist Party may be closer than anyone thinks—and what it could mean for global markets.

Death of the king, rise of the kingdom

The passing of investing’s greatest generation isn’t just symbolic—it’s catalytic. With tech giants stumbling, we’re entering a new era of uncertainty… and opportunity. This could be the best chance in a decade to rethink what you own—and what comes next.