Gold & Commodities

“Whither commodities in stagflation?” You’ve got it backwards…

Worsening stagflation means that it’s the toughest investment climate I can remember. However, that isn’t saying much given my financial market memory only goes back…

Global currency reset

What is the global currency reset? What if I told you that, every few decades, the world’s leaders meet in a swanky hotel, picturesque palace…

Russia waited for the Beijing Olympics to end. China, too…

A few months ago, the New York Times reported “China Asked Russia to Delay Ukraine War Until After Olympics”. But what if they weren’t the…

Is this the beginning or the end of the 1970s?

History continues to rhyme as well as American Pie. And now you can add strikes to the list. The big question is whether this is…

Putin’ the shackles on our tight supply chains

Economic inter-reliance was supposed to make the world safer. If we depend on one another, then nobody will upset the applecart. But what if this…

Can the oil price withstand a recession without sanctions?

Dirty energy stocks have been the standout performers in a crumbling stock market. And our FTSE 100 index, which many mistakenly attribute as being reflective…

Why aren’t gold stocks keeping up with spot gold?

“Nobody grows up wanting to be a gold analyst,” said a friend to me a few years ago. It’s true. Even if I had known a…

Will the government steal my gold?

Throw me a question about gold. Go on. No, I really do mean it. Drop me a line here if you have a question about…

The contrarian play on electric vehicles

On Monday I broke ranks and told I told you I was over lithium. That’s partly because I have a habit of running against the…

It’s who you know

What if I told you everything you know about rare earths is wrong? The charts and the prices? Wrong. Old news. That’s exactly what happened…

The white lies around white gold

I’m over lithium. There. I said it. I understand the hype surrounding the metal. Rechargeable lithium-ion batteries were a game changing scientific breakthrough in the…

Metals, money and the pub across the road

With Nick Hubble away, I step into the chair for your weekly market review with Nigel Farage. Rather than stick to the script, I ask…

Is silver detaching itself as “money”?

One thing I’ve learnt over the years is that you don’t mess with silver investors. They are a passionate bunch, and like to point out…

Why everything you know about silver is wrong

Silver fans, are you ready for today? Because I’m about to tell you about a bunch of stuff you might not want to hear. After…

Which money is best? Tally Money!

Welcome to another Fortune & Freedom video which asks the question: which money is best? This week’s guest doesn’t just have an opinion. He’s actually…

Which money is best? Gold!

Welcome to a new Fortune & Freedom video series which asks the question: which money is best? Over the coming days… weeks… months, or possibly…

Had enough of the finance gerontocracy? PayPal billionaire Peter Thiel has, again.

Legendary investor Warren Buffett is but a “sociopathic grandpa” and your “enemy number one”. The likes of Jamie Dimon, chief executive of JPMorgan Chase, and…

Fat cats go looking for Australia’s gold

London became the gold trading hub of the world entirely by accident. The Coin Act of 1696 was an attempt to move away from the…

Nuclear fallout from the UK’s imploding energy “Trilemma”

In 2020, the UK Parliament Commons Library published a briefing document which described the UK’s energy challenges as a “trilemma” of security, affordability and sustainability.…

The commodity price boom and house-price explosion aren’t good news

Investors love rising prices. They make us (feel) wealthier and they (can) point to a bright future. However, today I want to explore some exceptions…