Discover the true incentives and you can predict the outcome

Way back in 2011, Jim Rickards first laid out his long-term prediction: currency wars are followed by trade wars and then shooting wars between major powers.

2026, the year of shortage before excess

As we head into 2026, the AI boom is entering a new phase. Not excess, but shortage. From memory and storage to compute and power, critical AI infrastructure is running out, and supply won’t catch up for years. This is where the next wave of outsized returns will be made — before abundance finally arrives.

Stablecoins risk causing a global economic civil war

One trend will dominate financial markets in 2026. It centres on the most boring investment you can imagine. A cryptocurrency that doesn’t change in price.