Weekly Recap
Petrodollar Coming Apart, VIP Call on the Big Risks Ahead, America's $65T Problem, Keep Some Dry Powder, Invest Alongside Doug (Private Placement), 30-Year Hits Pre-2008 Levels (Even Iran's Noticing)
The Petrodollar Is Coming Apart in Real Time. Trump Calls It a Win.
A couple of weeks ago, Khaled Balama — the governor of the United Arab Emirates’ central bank — met with U.S. Treasury Secretary Scott Bessent on the sidelines of the IMF Spring Meetings in Washingto…
Walking in Front of the Jet Engine
This week’s VIP call wandered across most of the things keeping me up at night — and one of the guys gave us the metaphor of the year for it.
America's $65 Trillion Problem
As if you needed any more reasons to own gold these days, here’s another one — straight from Washington itself.
Keep Some Dry Powder
Investors who have cash are able to buy while blood is in the streets. They are able to buy when panic (deserved or totally bogus) has taken hold, whether that panic is about a virus, the climate, te…
Invest Alongside Doug in This New Private Placement
“The best way to invest in resource stocks is through private placements rather than in the open market.” - Doug Casey
The Long Bond Just Hit Pre-2008 Financial Crisis Levels—And Even Iran Is Noticing
This week, the U.S. Treasury auctioned $25 billion of 30-year bonds at a yield of 5.046%.