Gold & Commodities

The ultimate defensive asset

Precious metals stand apart from financial assets They’re not at risk of devaluation or default All defensive portfolios should have an allocation The investment mainstream…

The insurance industry: climate change’s reluctant hero

Insurers are on the frontlines of climate change, safeguarding economies and enabling the energy transition. Without them, the risks are unthinkable…

Why the panic about gas shortages is overblown

Our energy expert James Allen reckons the European gas shortage crisis that has captured the media’s attention can’t even be called a storm in a teacup.

Is hydrogen back for good this time?

A series of booms and busts in hydrogen stocks have made and lost investors a lot of money. But hydrogen as a fuel always seems to remain just out of reach.

Gold in 2025 and beyond

Prominent gold commentator and member of The Fleet Street Letter’s Global Intelligence Network Alasdair Macleod shared his 2025 outlook at a private event in London late last year. His presentation is available to view at the link inside…

Why is nothing behaving as it should be compared to gold?

Our compilation of the best Fortune & Freedom articles of 2024 continues with another look at why nothing is behaving as it should compared to gold

How did the pound come about?

The winter of 406-407 was bitterly cold across Europe. The Rhine froze over, enabling hordes to make their way across the river, and into the Roman empire.

The anatomy of an anti-bubble

The war on woke, US exceptionalism, stock market opportunities and the ESG anti-bubble

Digital, or fool’s gold?

Bitcoin’s Trump-pumped rally has now taken it to the landmark $100,000 level. Crypto has certainly caught the zeitgeist. But gold, too, remains in a bull market and should have a place in all investors’ portfolios.

Three converging megatrends, and the uncomfortable feeling of change

Bitcoin, AI and Silicon Valley’s new political clout add up to a shift in the global order, and you can feel the ground shaking…

What is the top catalyst for gold in 2025?

This year’s Gold Summit includes guests with a more intriguing take on gold, alongside the old favourites like Jim Rickards and Ronnie Stoeferle.

A golden opportunity to rescue the UK

It’s over to one of your fellow subscribers for today’s Fortune & Freedom. He just did a better job of describing the country’s position than we could’ve.

Who is Scott Bessent and how did he move the gold price?

A single, sensible appointment by Donald Trump caused one of the biggest moves in the gold price we’ve seen in months. So who is Scott Bessent, and what drove the market reaction?

Why did gold trounce the stock market?

How can a pet rock, a lump of metal, an inanimate object defeat the might of the US stock market? Stocks that outperformed their peers around the world.

Gold investors will win the Third Opium War

President-elect Trump is not content with the chaos his cabinet appointments are causing. He’s started announcing his “dangerous” economic policies too.

Is gold pricing in a repeat of the Liz Truss playbook?

The gold price has taken a hit since President-elect Donald Trump won the US election. The question is why. And one theory is top of my mind for 2025.

Why is nothing behaving as it should be compared to gold?

From bonds to bitcoin, nothing is behaving as it should be compared to gold. With so many mysteries, we look to the experts for answers.

Regime change at the Fed would reignite the gold bull market

It’s like any good murder mystery. Not only is it unclear who dunnit. We can’t even work out why the gold price crashed 8% after Trump’s election.

A global revenue bargain?

US stock markets went from expensive to even more so following Trump’s victory. But is this justified? Regardless, the UK stock market is a relative bargain by comparison.

Stocks and bonds are diverging, but this investment is staying the course

The Fed cuts, the bond markets jump in fright, and the AI bull market wobbles