Gold In a Trump Era: Rock Still Beats Paper By Matthew Piepenburg Below we look at the direction of gold in the context of announced Trump p...
Chinese EVs leave other carmakers with only bad options If you believe the auto transition must happen at some point, delaying simply puts y...
Trump’s Place in US Political Cycles By: George Friedman As I wrote in my most recent book, “The Storm Before the Calm,” we tend to use pres...
Rare Earths and Rare Opportunities in Central Asia The region’s potential could scarcely be higher, but investors are still skittish. By: E...
Reform or Irrelevance for the IMF? Eight decades after the International Monetary Fund was established, the world can – and must – pursue a ...
The Trump Inflation Problem By John Mauldin Two weeks ago, I opened this letter by noting the election uncertainty, once over, would gi...
