Geopolitics

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.

Trade Wars: It’s Game On!

Massive new tariffs. Retaliation from China, Canada, and Mexico. Global supply chains under siege. Jim Rickards breaks down what’s really happening beneath the headlines—and how investors should prepare.

What I Learned By Losing Everything — Twice

The lessons I learned from losing 92% of my wealth—and how I’m helping you avoid the same fate.

Blossom Possum was hit on the head by Trump tariffs

Tariffs spooked the market—but history says this might be the perfect time to buy.

A US recession has begun

In today’s issue: The US may already be in recession Trump’s policy set may make it worse The UK is at even greater risk It’s…

A time for choosing

Transatlantic disputes in trade and defence have escalated dramatically of late. Time is running out for Britain to find a way to leverage the “special relationship” with the US in a way that serves its national interest.

More admirals than ships?

Following decades of downsizing, the Royal Navy now has more admirals than ships. This is just one example of Europe’s broader shortfall in military capability. But that may now be changing. Investors should take note.

If the ship is sinking, it doesn’t matter who is the captain

In today’s issue: DOGE dodges the real issues Trump offers a new colour of the carpet, not new policy The ship is sinking and politicians…

It took inflation at 3,700% to stop the bloodsuckers on the Pampas

The leech doesn’t stop sucking just because the host joins a health club; it only stops when it has to stop... after the host dies. That’s when you get a New Era.