What if Trump’s Tariffs Work?

For a nation with such a proud trading legacy, Britain’s current leadership seems eager to sabotage its strongest partnerships. Some MPs want to block Trump from speaking in Parliament—over hurt feelings about free speech and Ukraine. But while they posture, the Bank of England quietly admits: Trump’s economic team has a point. In a world of protectionism and central planning, maybe it’s time we gave tariffs a real look.

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.

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.