If Narrative Economics works, what’s the next narrative?

My friend Jim Rickards recently published an analysis of “narrative economics” and how to use it in your investment process. Narrative economics is a theory…

This is not the commodity boom you’re looking for

The UK’s resource and energy-driven stock market is in for a spectacular commodity boom as prices surge… right? That was the consensus at a recent…

Manipulation breakdown in gold

The gold price is a politically sensitive subject, and for good reason. Gold is the historical opt-out asset from the financial system. So, a rising…