China’s three C’s: Companies, Commodities and Control

China dominates the energy transition industries, and has just unleased a double-barrelled bazooka of stimulus. But should investors be excited?

Is the War for Immigrants over already?

In 2019 I claimed the Western world is about to have “a War for Immigrants”. That has since come to pass, with immigration rates ballooning. Now what?

The Fed can juice the stock market, but they can’t control the value of the dollar

So far this year, the S&P500 is up 18%. But gold is up even more — almost 20%. Since 2021, the S&P500 has gained about 20%... while gold is up more than 30%.