Geopolitics

Rivers of Money

10 October 2025
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

5 October 2025
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.

Off the Rails

27 September 2025
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.

American Birthright: Phase II Update

24 September 2025
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

22 September 2025
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

16 September 2025
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

15 September 2025
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.

All Aboard

8 September 2025
Tariffs are essentially a sales tax. And a sales tax — averaging maybe 15% — is going to reduce consumer purchasing power…and cut into sales and profits. That is, it will be downer.

Motoring Through France

3 September 2025
When the stock market is low, bad news is expected; it does little damage. But at the top almost anything can cause a crash…while there is almost no ‘good news’ that will send stocks higher.