I think the Russia/Ukraine situation is likely a gift to China, a country that, far more than Russia, is our biggest rival and the greatest threat to our position in the world. That’s because, whatever the war’s outcome, the U.S. will lose on many fronts when it comes to relative… Read More

The war in Ukraine is a horrific situation, but it’s also testament to a phenomenon I’ve long warned about: growing resource scarcities. I don’t believe Putin would have launched the war if not for growing pressures on resources, especially energy. And as the fighting continues, resources the world desperately needed… Read More

Russia’s invasion of Ukraine is another compelling reason to be heavily invested in gold. It will intensify commodity scarcities while raising the specter of an unintended catastrophic escalation – a one/two punch that virtually ensures higher, and like much higher, gold prices lie ahead. Russia’s attack on Ukraine exacerbates the… Read More

The world has never walked a finer line than today between prosperity and destruction. Ensuring a prosperous future requires following policies sharply focused on making the critical transition to a world powered largely by renewable energies. Destruction will come if we fumble and shortsightedly refuse to face the facts about… Read More

The U.S. dollar’s grip as the world’s reserve currency seems to be getting weaker, with several recent developments pointing to major pieces for a new reserve system falling into place. I expect the new monetary system, as I’ve discussed before, once fully implemented, will be linked to gold. You may… Read More

Focus on the big trends. That’s always been my investment approach, and it has proved a winning long-term credo. Today, the most deep-rooted trends relate to commodity shortages that will worsen as the inevitable result of the massive infrastructure creation, on a global scale, that lies ahead. For investors, the… Read More