Geopolitics

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?

A secret agreement, a century of oil wars, and why Iran is just the latest chapter

More than a century ago, Britain and France secretly divided the Middle East to secure oil. Today’s conflict with Iran may be the latest chapter in that same story.

Video Update: What we’re watching now in these crazy markets

Considering the volatility of the situation, I bring you today’s message via video.

War doesn't care about my growth story

Israel’s strike on Iranian oil infrastructure has pushed energy markets into a new phase of volatility. Oil is surging, gas supply contracts are breaking and commodities across the globe are reacting. The bigger story, however, is what this means for investors — and where capital tends to flow when geopolitics catches fire.

Rules of engagement

A rainy winter. Two new wars. And a world that seems to be slipping back toward chaos. Bill connects the dots behind the headlines — and explains why investors may want to keep an umbrella handy.

Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.

The Doctor Will See You Now

We see machines that can do almost everything, physically and mentally, that a human can do. But with none of the sick days or bad attitudes that characterize our race.