Geopolitics

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.

Your Trump Investment Guide

Donald Trump’s return to the White House is already sending shockwaves through global trade, manufacturing, and energy policy. British investors can’t afford to ignore what’s unfolding

How to Protect Yourself From the Tech Bubble Bursting

The AI boom feels unstoppable—but so did radio, railroads, and dot-com stocks before their crashes. In this piece, we explore the eerie similarities between today’s Magnificent 7 tech stocks and past bubbles, why Nvidia’s dominance could be more fragile than it appears, and how to hedge with hard assets like gold, silver, and real estate before the next correction hits.

The Truth about Tariffs: Busting the Inflation Myth

When my wife’s Cybertruck got keyed, it reminded me: the more attention something gets, the harder it is to see the truth. Today, tariffs are just as misunderstood. In this new piece, I break down why tariffs don’t actually cause inflation—and why strategic trade moves matter more than ever.

The Death of Globalization

Global trade is fragmenting, but the U.S. dollar still rules—and a silent financial crisis may already be underway.

A U.S. Recession is Coming —and Britain Won’t Be Immune

I’ve warned for months that the U.S. is heading for a hard landing. Now the signs are undeniable. And if you think this is just an American problem, think again—because what’s coming will hit the UK just as hard. Here are the three threats I’m watching, and what to do now.

Everyone’s Wrong About Trump and the Fed

I’ve been fired from nearly every job I’ve had—and I’ve learned it’s not always about incompetence. It’s about control. That’s exactly what we’re seeing play out between Trump and Jerome Powell right now. But while the media’s focused on the drama, I’m watching what smart money is doing—and I believe this could be the biggest stock setup in decades. Here's why.

Nvidia’s real competition isn’t AMD or Cerebras. It’s not even American.

While investors debate Nvidia vs. AMD, a bigger threat looms offshore. Huawei’s AI chip advances—and China’s end-to-end ambitions—could shatter Nvidia’s dominance. Here’s why the future of AI chips might not be American.

Don’t Sleep on India

I recently returned from India—and what I saw shocked me. Not because of the poverty, but because of the potential. Beneath the noise and chaos is one of the most overlooked investment stories of our time.

Tariffs Will Fail or Succeed—But This is Guaranteed

Today, we break down why tariffs are whipsawing markets, spiking fear higher than during COVID, and sparking fights between billionaires and baristas.

How to Protect Yourself From the Tech Bubble Bursting

AI stocks have soared. Big tech dominates the market. But every great boom ends—just ask investors who bought RCA in 1929 or Cisco in 2000. Here’s what history tells us about where this bubble is headed—and how to protect your portfolio before it’s too late.

Altucher: "This Tariff Stuff is Bullsh*t"

We dig into why the media’s screaming about tariffs is missing the point. This isn’t economic suicide—it’s leverage. And it’s already working. Here’s what British investors need to understand about what’s coming next.

Gold’s Historic Rally

Gold shattered the $3,000 barrier—and the rally may be far from over. Jim Rickards unpacks what’s driving gold’s surge, what Trump’s Fort Knox visit really means, and why talk of monetizing U.S. assets is sending shockwaves through the financial world.

I Was Wrong About Tesla

Peter Navarro says Elon Musk is just a car salesman. I used to think that too—until I realised Tesla’s real business has nothing to do with cars.