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.
Cost Reductions Have Hidden Costs
Why does cost reduction weaken supply chains and lead to breakdowns? The answer is that cost reductions have hidden costs.
The Two Es
The breakdown in the global supply chain can be summarised in two words: efficiency and energy.
What Would Jim Rickards Be Buying Right Now?
Jim Rickards’ Strategic Intelligence Australia is a monthly communique that connects private investors from around the world…as part of Jim Rickards’ global network. Jim Rickards is no ordinary financial newsletter writer…and Strategic Intelligence Australia is no ordinary financial newsletter.
We Have a Transpacific Traffic Jam
This turn of events is a good lesson in the law of unintended consequences. Biden’s regulatory ‘solution’ only made things worse and spread out the problem.
The Supply Chain Is Everywhere
Most people think the supply chain is just part of the global economy. That’s not entirely true. The supply chain is the global economy.
A Short-Term Problem or a Long-Term Catastrophe?
The supply chain difficulties will certainly grow worse. Even more troubling is the fact that the remedies will take years and sometimes decades to implement.