Weekly Recap
Shortages Are Coming, The Worst Central Banker in the World, Coal Already Coming Back Before Hormuz, Doug & Matt on Civil War, Slush Funds & Insider Trading, Highest-Margin Sector Isn't Tech
The Worst Central Banker in the World
·
Let me tell you about the last central banker I grew up under in the Soviet Union.
Coal Was Already Coming Back—Before Hormuz Even Closed
·
A few weeks ago, we published our latest issue of Crisis Investing — built around the contrarian argument that coal never went away, no matter how many funerals were scheduled for it.
Doug Casey: “I Think We’re at the Edge of the Precipice”
·
Doug just got back to the U.S. from Argentina, and he opens this week’s episode with a real-world inflation report you won’t see on the BLS website. Two tiny breakfast sandwiches and drinks at Wendy’…
The Highest-Margin Sector in America Isn't Tech
·
I rarely run two Chart of the Week essays in a single week — only when something genuinely compelling crosses my desk. This is one of those occasions.