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Commentaries

Making Imperialism Great Again?

President Trump had a meeting with executives from American oil companies to discuss plans for Venezuela. Some executives were less than enthusiastic about developing Venezuelan oil.

It's Not a Housing Problem; It's a Money Problem!

Simply put, if our money weren’t broken, we wouldn’t have to buy a house to preserve our wealth.

Trump’s War

Trump may get away for a while with his imperial venture, because Maduro is very unpopular in Venezuela and an enemy of the free market.

Precious Metals in 2026: Will the Bulls Keep Running?

The organization also expects worries about economic health to support the yellow metal, along with continued monetary easing. This is probably one of the biggest factors driving gold higher.

Why the Bull Market Doesn’t Need MAGA

Although there can be little doubt that Trump helped kick stocks into high gear, one could argue that a powerfully bullish economic cycle made the man rather than the other way around.

Real Assets in an Age of Resource Anxiety

The period that followed the collapse of the Soviet Union encouraged a belief in frictionless trade. Supply chains were treated as technical infrastructure, designed to optimise cost and efficiency rather than to withstand disruption. That framework no longer holds. Governments now view supply chains as strategic systems...

2025 Was a Record Year for Gold ETFs

Gold trading volumes set a record in 2025, averaging $357 billion per day. December was even stronger, with a daily average of $410 billion.

The Bipolar Economy

Let me offer some general thoughts first. One of the lessons my many mentors taught me over the years is that when everybody is on the same side of the boat a correction is due.

Big-Oil Billionaire Makes Big on Trump's Invasion of Venezuela

To help make sure the oligarchy has all the power it needs to move oil around the world, Trump just announced he is going to expand the most massive military budget in US history by 50%.

Gold Tops Treasuries as World's Biggest Foreign Reserve Asset

The de-dollarization trend shows no sign of abating. Many countries are implementing policies to minimize dollar dependence.

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