Geopolitics

Springtime for flimflam

Britain and America face the same uncomfortable problem: mounting government debt, stubborn inflation, and rising borrowing costs. Bill Bonner explains why attempts to inflate away debt could backfire – and what the lessons of Weimar Germany mean for UK investors.

Shrinking of the bubble empire

The world is becoming more multipolar as China, Russia, India, and other emerging powers challenge decades of US dominance. Bill Bonner looks at America's mounting debt, declining financial power, and the changing global order – and what that shift could mean for Britain.

Truth will out

Markets can rise far longer than seems rational. But when a bubble finally bursts, the losses can come frighteningly fast. Bill Bonner looks at what happens when speculation gives way to deflation – and why protecting yourself from the Big Loss matters more than chasing the next Nvidia.

It’s the debt, stupid

Western governments spent decades making promises their economies could afford. Now, ageing populations, mounting debt, and rising interest costs are changing the equation. Bill Bonner explains why voters are turning to the political fringes – and why the reckoning may only be beginning.

Cat, Kane, disappearing Kier, and cheap energy

Politics may change, but Britain's problems all point to the same solution: cheaper, abundant energy. Here's why oil still matters.

Get out while you can: Andy Burnham’s exit tax is coming

In today’s Issue: We led the way out of socialism in the 80s Now we’re leading the way back in How to sidestep inheritance, capital…

No Hiding from the Boom/Bust Cycle

For decades, the West believed finance and asset bubbles could replace real production. Bill Bonner explores whether China’s rise is proof of industrial genius… or simply another version of the same old cycle.

Elon, Jensen, Tim, and Donald all on Air Force One... why?

The Middle East war may still be raging, but the bigger story this week could be the AI delegation heading to China, and what it may signal for Nvidia, xAI, Apple, Intel, and the next phase of the AI boom.

Japan’s defence stocks get back their license to kill

Seven years ago, we called Japan’s rearmament and named 10 stocks to watch. This week, something changed. Japan just fired the starting gun.

A world full of Trumps would trigger political stalemates and a mining boom

Since his rise to power, President Donald Trump has wreaked havoc on the stock market. In both directions, to be fair. What if the chaos spreads to other countries?

Chaos in the markets… I’m leaning in

Global tensions are rising. Energy prices moving all over the place. The Fed back to sounding hawkish.

This grain’s price is about to pop

Natural gas drives fertiliser. Fertiliser drives food. And that chain reaction could have global consequences, including for UK consumers.

Shock and aw shucks

While headlines focus on conflict, the deeper shift is happening in trade, energy, and capital flows. That’s where the opportunity is forming.

CRAK kills (during an oil war)

Publisher’s Note: Energy prices are rising again. Conflict in the Middle East continues to threaten one of the world’s most important trade routes. And markets…

Deflation is your enemy now

In today’s issue: How can you have a financial crisis when the central bank will print money? What central bankers will get wrong this time…

Debasement of the golden rule leads to geopolitical chaos

Western philosophy has changed radically. “Do unto others as you would have them do unto you,” became “do unto others before they can do unto you.”

Too many monsters to destroy

Trump promised to bring back John Quincy Adams’ foreign policy: go “not abroad in search of monsters to destroy.” Now the monsters are destroying him at home.

What happens when the Iran uncertainty disappears

Everyone is focused on the Iran war and soaring oil prices. But if a 47-year source of market uncertainty disappears, the next decade could unleash one of the biggest investment booms in modern history.

Follow the oil, follow the money, follow the winners

A century ago, Middle East conflict created oil giants like BP and Shell. Today, the real winners may be a new generation of energy and critical metals companies.

No nukes dropping on data centres Down Under

Can Dubai and the Gulf ever really recover from what’s happened over the past couple of weeks?