The war news changes daily, and our purpose isn’t to give a dense chronology of causes, events, our purpose is to consider the economic consequences of the war, regardless of military success or failure by one side or the other.
Answering a Reader’s Question
Will soaring energy prices benefit the stock performance of oil and gas companies, or will it cause even higher inflation that depresses overall stock prices?
We May Be Witnessing ‘Peak China’
US foreign policy experts Hal Brands and Michael Beckley raised this possibility in an article in Foreign Affairs in October 2021. It’s not that China believes it’s superior to the US. It’s that China has realised this is as good as it gets. If you want to take Taiwan, you have to try now, because your chances […]
Capitalism with Jinping Characteristics
A Chinese invasion of Taiwan would be the most disruptive geoeconomic event possible, equivalent to an invasion of Japan or Western Europe, and just short of nuclear war.
The China-Taiwan Conflict
A critical hotspot engaging strategic thinkers today is the potential for a Chinese invasion of Taiwan. Of course, China has the world’s largest population, the world’s second-largest economy, and the world’s fourth-largest nuclear arsenal.
Jim Rickards: Vonovia’s Heating Crackdown
In this interview, Jim Rickards responds to large German Landlord Vonovia reducing heating for its tenants at night to conserve gas usage. Rickards explains this extreme action is symptomatic of what’s going on in Germany as a whole, in relation to Russian gas prices.
Jim Rickards Interview – Russian Sanctions Not Working
In this interview, Jim Rickards is asked whether the sanctions imposed against Russia are effective at all, given such a move implies an overarching world power that doesn’t seem to be full realised. Rickards explains while you can create and impose sanctions, you can never truly ensure their economic impact.
Jim Rickards’ Gold Price Analysis Interview
In this video, Jim Rickards goes through an analysis of the gold market, explaining that investing in gold is not a ‘get rich quick’ scheme; that set, it can’t go to the moon without a 50% retracement along the way.
The Age of Geoeconomics
Geopolitics plays a major role in the outlook for global economies. Today, I’ll describe how to look at the world through the prism of geoeconomics. What is geoeconomics? Obviously, it’s a portmanteau of the words geopolitics and economics. There’s nothing new about considering those disciplines in the same context. Wars are geopolitical and are often […]
Supply Chains Require Super-Linear Energy
All systems run on some form of energy. It can take the form of electrical energy from nuclear power plants, hydroelectric generators in dams, natural gas plants, coal-fired plants, or renewable sources such as wind and solar.
