Gold & Commodities

Our spy in Sydney on the latest resources to boom and plume

We may be shooting for net zero. But has anyone figured out how we’re getting there? Not according to Shae Russell’s intelligence from the International…

Chart-crime investing in gold and bitcoin

How an investment has performed depends more on the timeframe you choose than the actual merit of the investment. Bitcoin is probably the best-performing investment…

Welcome to Quadrant 4: gold is rising… in terms of pounds

Back when we first launched Fortune & Freedom in 2020, we knew gold was going to be a key topic. Nigel Farage and I both…

Prepare for the Powell Putin Pivot

The recent rally in the stock market was triggered by a perceived pivot in monetary policy. While I’m not so sure central bankers have actually…

A metals-led commodities supercycle

If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven…

Europe’s latest war with Russia will end in another winter humiliation

Europe is trying to expand its latest empire into Eastern Europe, again. You’d think they’d know better by now… It began… well, it began a…

“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…