Gold & Commodities

How to play the gold boom if you suspect it’s a bubble

People buy gold to protect themselves. So, when the gold price spikes, it’s time to get ready for some action in geopolitics, inflation or the banking system.

Why Gold is Going Up

It looks like the administration is doing everything it can — including whimsical tariff threats — to make the value of the US dollar and US bonds go down.

Buying Gold – You Don’t Have to ‘Buy Big’…

We never went all in on crypto — not at $10, $100, or even $100,000. But while others chased moonshots, we quietly stacked something older, steadier, and far more enduring: gold. In this piece, we explain why conviction matters more than hype… and why gold still anchors our portfolio, even as digital dreams rise and fall.

Golden Patterns

There’s a corruption cycle too...roughly corresponding to the shift away from the ‘rule of law’ to the ‘rule of men.’ This appears to be a part of the life cycle of democracy.

Gold is warning you about dovecote parliaments

The gold price is going bonkers. Up almost 50% this year. How can an inanimate object surpass stocks, bonds and bitcoin? The answer is fairly simple…

Roll Out the Barrel

The real promise of gold is not just a rate cut or two...and not really ‘easier borrowing costs.’ Gold may be a good gamble now...but in the long run it is just a way not to lose money.

Gold is High, and Going Higher?

Gold is trading at an all-time high in pound sterling — and silver’s not far behind. If you’re wondering whether now is a smart time to buy (or add more), here’s a simple, low-stress way to do it — even at these levels.

Here Comes Trouble

There’s a big difference between having the best growth rates and having the worst. And if you don’t know which you have, you’re probably headed to trouble. Which is exactly where the US is headed.

Long Haul Gold

Gold is not an investment; it’s a place to put your money while you wait for a good investment to come along. It’s not a wealth creator; it’s a wealth preserver.

Is copper the next golden tariff opportunity?

Trump’s tariff threats blew up the gold market back in January. Gold went on to be the best performing asset class in the world. Is copper next?

An uncivilised asset for an uncivilised age

“Civilised people don’t buy gold,” said Berkshire Hathaway’s Charlie Munger. But it’s no good being civilised if you’re living in an uncivilised age.

The Truth About Fort Knox and Gold Leasing

Trump and Musk promised to audit America’s gold reserves live from Fort Knox. Then—silence. Jim Rickards unpacks why the visit never happened… and reveals a deeper truth about gold, government control, and the hidden dangers of the paper gold market.

The BRICS Go Their Own Way

The BRICS+ nations aren’t launching a gold-backed currency or abandoning the dollar just yet—but don’t be fooled. Behind the headlines, a slow-motion revolution is underway. From building their own World Bank-style institutions to expanding gold reserves and settlement systems beyond Western control, this year’s BRICS Summit in Rio marks a critical shift in global monetary power.

Rickards on Gold Leasing: Is It All There?

Is the U.S. gold reserve still intact? Jim Rickards thinks it might be leased out — and that could “break the system.” In a must-watch interview with Daniela Cambone, he exposes how paper gold dominates the market, why physical delivery barely happens, and what really goes on behind the doors of Fort Knox. If you’re holding gold — or thinking about it — this is essential viewing.

I Was Wrong About Gold (and Bitcoin)

For years, I called gold a shiny rock—and backed Bitcoin instead. But now, someone’s putting physical gold directly onto the Bitcoin blockchain. This isn’t just clever. It’s the start of a much bigger wave: tokenizing the $1.4 quadrillion global asset stack. From gold to real estate to stocks, everything is about to go on-chain. Here’s what happens next—and how to get ahead of it.

The Everything Hedge

In this piece, I explain why I don’t see gold as just an inflation hedge—it’s what I call the everything hedge. From central bank buying to BRICS strategy and flat global output, the forces behind gold’s rise are stronger than ever. If you’re not positioned yet, now’s the time.

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.

The Asymmetric Gold Trade

Something strange is happening in the gold market. It involves central banks, silent accumulations, and a shift away from the dollar that almost no one is talking about.

Britain’s South Sea Windfall

As the 43rd anniversary of the Argentine invasion of the Falkland Islands approaches, history may again be in the making. This time, peacefully, Britain and Argentina might agree to develop the oil and gas resources in the regional territorial waters. If so, investors should get involved now.

Is the World’s Biggest Oil Discovery About to Rewrite the Rules?

A hidden oil reserve larger than Saudi Arabia? The Antarctic Treaty stands in the way - for now. Could political pressure change everything?