How Two Wars Broke the Global Gas Market

How Two Wars Broke the Global Gas Market

And How the United States and Russia May Benefit The global natural gas market is now in disarray, and this negatively affects everything in the modern economy … from agriculture to transportation to semiconductor manufacturing and beyond. The market did not just...
Navigating a Wartime Economy

Navigating a Wartime Economy

A wartime economy is no longer a hypothetical future scenario to contemplate. It has already arrived. This week, with U.S. forces launching what the Trump administration labeled “Epic Fury” against Iran, the question is no longer whether war will affect markets and...
Four Investment Themes for 2026

Four Investment Themes for 2026

Let me get to the punchline of my view on the financial markets for 2026. The remarkable equity bull run of the past couple of years is unlikely to stall, at least not in the first half of 2026. Corrections are inevitable, and we are indeed likely in an asset bubble....
Expect the Precious Metals Rally to Continue in 2026

Expect the Precious Metals Rally to Continue in 2026

2025 was an extraordinary year for precious metals. Gold, silver and platinum each outperformed other asset classes, including equities, Bitcoin (2024’s best performer) and even indexes tracking artificial intelligence (“AI”), one of 2025’s favorite investment themes....
We’re Fighting on Three Fronts

We’re Fighting on Three Fronts

America is fighting a war on three fronts. The first is primarily external; a conflict waged against known foreign adversaries based outside our borders. The second front is against the domestic enemies of our nation, actors actively working as a fifth column within...
DeepSeek or Deepfake? What to Make of China’s AI Initiative

DeepSeek or Deepfake? What to Make of China’s AI Initiative

Only time will tell whether the threat is real During the nineteenth century, the industrial revolution was facilitated by a new form of technology: railroads. By 1890, an estimated $10 billion ($347 billion in today’s value) had been raised for the industry in public...
Trump’s Crypto Policy Matters for All of US

Trump’s Crypto Policy Matters for All of US

When then Presidential Candidate Donald J. Trump pivoted in 2024 from crypto-skeptic to arch crypto-advocate, he successfully won over an industry of potential voters that, for the most part, hadn’t previously been active in politics or, in many cases, even voted at...
What Might We Expect from the Trump Economy?

What Might We Expect from the Trump Economy?

image credit: Getty Images Following Donald J. Trump’s election victory last week, the President-elect and his transition team have announced multiple cabinet-level and other appointments, outline both domestic and foreign policies, and set the stage for a return to...
Why Gold Will Go Higher From Here

Why Gold Will Go Higher From Here

On Friday (April 12), intraday prices for gold hit an all-time high of $2,445 per ounce before closing the day at $2,360. For a normally sleepy asset, gold’s ten percent rise in three weeks is remarkable. Gold is up 14 percent year-to-date, but most of the price...
One Year Later: Are Sanctions Against Russia Working?

One Year Later: Are Sanctions Against Russia Working?

Following the launch of Russia’s “special military operation” and invasion of Ukraine on February 24, 2022, Joe Biden and EU leaders confidently asserted that Western sanctions would bring the Russian economy to its knees. A primary stated objective of sanctions was...
Twelve Predictions for 2023

Twelve Predictions for 2023

2022 was a year of surprises: Russia’s invasion of Ukraine, persistent inflation fueled by energy costs, the collapse of FTX and crypto markets, the revelations of the Twitter Files, and one of the worst equity markets in recent history, to name but a few. 2023 is...
Still No Answer to the Question: Who Pays for Loan Forgiveness?

Still No Answer to the Question: Who Pays for Loan Forgiveness?

It has been more than a week, and there is still no coherent answer out of the Biden administration to the question of who will pay for student loan forgiveness, which may cost Americans anywhere between $300–500 billion by the time it’s all done. For background, the...
Russia Sanctions and Central Bank Policies Backfire, Hurtling America Into Economic Storm

Russia Sanctions and Central Bank Policies Backfire, Hurtling America Into Economic Storm

Lightning strikes above the Manhattan skyline after a summer storm in New York in 2014. (Photo credit: Reuters) Article published on July 15, 2022 by Bryan Jung of The Epoch Times To read the entire article, please CLICK HERE.   War sanctions against Russia,...
Riot Fashion

Riot Fashion

Photograph credit: Warren Wong We should never underestimate the politics of fashion. The pandemic-era dad joke goes something like this, “I never imagined I’d walk into a bank wearing a mask and demanding money.” Antifa, always on the avant-garde of social trends,...
The Colonial Pipeline Attack

The Colonial Pipeline Attack

A warm war continues against the United States US critical infrastructure has once again come under state-sponsored cyberattack. This reveals another facet of what I described in Stormwall as an imminent danger from antagonistic states seeking to undermine our economy...
Are masks becoming a class issue?

Are masks becoming a class issue?

As COVID-19 restrictions ease and economies reopen, masks are becoming highly symbolic of our ongoing cultural and class divisions. Red states are (for the most part) acknowledging that masks have done little to “stop the spread” and are rolling back regulations. ...
Russia Did It! Or maybe not

Russia Did It! Or maybe not

As soon as news broke on Thursday morning of a cyber-attack against the US Treasury and other institutions, it was quickly asserted and widely disseminated by the media that this attack came from Putin’s Russia. This claim has been repeated ad nauseam without...
Decoding the coming economic crisis

Decoding the coming economic crisis

Come January, the president will face the daunting challenge of sustainably reviving the US economy following what has been a most difficult year for American business. Four “D” challenges: deficits, debt, disease and defaults, threaten to derail the administration’s...
The Spectre of Inflation

The Spectre of Inflation

For economists, tales of hyperinflations are the academic equivalent of a reading of the Apocalypse in the book of Revelation.  They are for the monetarily-minded a campfire story of the horrible wraith beyond the woods, or the morbid fascination of an automobile...
Winter is Coming

Winter is Coming

“Winter is Coming” is a widely recognized phrase from the popular TV show Game of Thrones.  It is also the title of an important, if polemical and somewhat finger-wagging, book by Garry Kasperov on Putin’s rise to power and the West’s ongoing complacency in the face...
How Should Leaders Decide?

How Should Leaders Decide?

When Shakespeare had King Henry IV sleeplessly mutter, “Uneasy lies the head that wears a crown,” the Bard was speaking a human truth that resonates across centuries and cultures to anyone in leadership whose responsibilities entail decisions that affect human lives....