Investing in the Natural Resources Behind the AI and Data Center BoomThe artificial intelligence (AI) boom is here. In just the past couple of years, we’ve seen the explosive rise of generative AI tools like…2d ago2d ago
Airlines Are Booming While Wall Street NapsIf you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about…4d ago4d ago
NATO Launches Global Arms Race as Defense Spending Set to ExplodeReaders of a certain age will recall President Ronald Reagan launching one of the most ambitious military buildups in American history.Jun 30Jun 30
UBS Calls Dollar “Unattractive” as Gold Becomes a Preferred Reserve AssetThe U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through…Jun 24Jun 24
Tariff War Truce Triggers Shipping SurgePresident Donald Trump’s announcement last Wednesday of a new trade agreement with China is the kind of headline that gives markets a sense…Jun 16Jun 16
Why Laopu Gold Is One of the Hottest Luxury Stocks Right NowMost of you know by now that I’ve long emphasized the two powerful forces driving gold demand: the Fear Trade and the Love Trade.Jun 10A response icon1Jun 10A response icon1
How Bitcoin Is Becoming a Cornerstone of American Economic Policy“We want our fellow Americans to know that crypto and digital assets, particularly Bitcoin, are part of the mainstream economy and are here…Jun 2Jun 2
Travel Industry Fundamentals Remain Strong, Bucking Negative HeadlinesThe headlines haven’t been too kind to the travel industry lately. You’ve probably seen the same bearish takes I have — reports of…May 29May 29
U.S. Defense and AI Companies Poised to Dominate Middle East Spending WavePresident Donald Trump’s first overseas trip since returning to the White House turned a lot of heads across the aerospace & defense and…May 19May 19
Gold Goes Full Reserve Asset as Basel III Elevates It to Tier 1 StatusFor my entire decades-long career in capital markets, I’ve made the case that gold is not just a shiny relic of the past, but a serious…May 12May 12