Best-selling author, world-renowned speculator, and libertarian philosopher.
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Doug Casey retweeted
The Permission Grid: A Blueprint for a Permanent Slave Class
Digital identity tied to internet access, carbon tracking proposals, and the removal of cash, privacy tools, and VPNs form the architecture of permission-based participation.
internationalman.com/article…
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It’s said that war is nature’s way of teaching Americans geography.
It can now be said that diesel is another way of teaching them geography—plus chemistry. And they’re getting a graduate degree in it right now.
The wars in the Ukraine, Iran, and now Houthiland have doubled the price of fuels in the last six months. And I believe they’re going higher.
I continue to be long mining stocks, oil and gas stocks, uranium stocks, and commodities in general.
Energy stocks are only about 4% of the S&P. In 1980, they were about 30% of the S&P. And mining is about 1% of the S&P. In the past, it’s usually been about 8%.
These areas are historically very, very cheap.
A new trend is in motion, and I expect it will stay in motion for at least a couple more years.
Remember the old market rule: Be right and sit tight.
You don’t have to be wild and crazy at this point. Resource stocks should multiply your money several times just in the next few years.
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Full article here:
Doug Casey on the Diesel Crisis—and What It Means for the Economy
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Doug Casey retweeted
Investing in rare earth elements (REEs) is not straightforward.
Some large multinational mining companies produce small amounts of REEs. But their exposure to the industry is insignificant. They’re nowhere close to pure REE plays.
Investing directly in the underlying elements is not practical for the average investor either.
The best way to get exposure to rising REE prices is to invest in shares of REE-related companies. Unfortunately, there isn’t a large menu of quality companies.
Most publicly traded companies producing REEs are listed in mainland China, making them difficult for outside investors to access, often with opaque financials.
Further, the US government could decide to sanction or somehow restrict investment in Chinese stocks—as it did with Russian equities in the wake of the Ukraine war, which are still frozen to this day. That’s a big risk to individual Chinese REE stocks, even if you could find a way to access them.
The REE companies listed outside China are also vulnerable because they must compete with Chinese counterparts that benefit from subsidies and other support from Beijing. China has bankrupted foreign REE companies by driving prices down before, and it could do so again.
In short, REE stocks—Chinese and non-Chinese—carry a high level of risk.
That’s why a broad, diversified approach is best. It allows investors to capture the tremendous upside potential of REEs and strategic metals while minimizing the significant risks of investing in any individual company.
Full article here:
The Rare-Earth Arms Race—and How Investors Can Position
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Doug Casey retweeted
Why the AI mania could punish technology investors while rewarding the owners of the scarce energy and infrastructure beneath it.
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De Tocqueville said: “The American Republic will endure until the day Congress discovers that it can bribe the public with the public’s money.”
I’d say that day has arrived.
Trump’s $5000 “dividend” is an overture to a guaranteed annual income.
This is genuine Bread and Circuses stuff.
The state already controls most aspects of citizens’ lives through its taxes, regulations, and money creation. Direct payments from the government put another nail in the coffin. The idea of America is being buried before our eyes.
Those who believe that the Republicans will save the day if they win in November are worse than naive. I’d say they’re stupid. I define stupidity as an unwitting tendency to self-destruction.
Like Trump, the Republican Party has no guiding morality or principles. Their only redeeming characteristic is that they’re not as bad as the Democrats.
But maybe they’re even worse because, by pretending to be capitalists, they give capitalism a bad name.
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Full article here:
Doug Casey on Trump’s $5,000 Checks and Buying Votes With Printed Money
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Doug Casey retweeted
The Builders and the Parasites
The AI infrastructure boom could leave ordinary investors absorbing the losses while governments acquire the data centers, compute, and surveillance power at a discount.
internationalman.com/article…
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I’ve specialized in resource stocks for most of my investing life. They’ve treated me very well, although they’re highly cyclical and ultra-volatile.
In the roughly five great resource bull markets starting in 1971, the average gold stock went up 10-1. Some went up 100-1. And, purely by accident, I owned one that rose 1000-1. I’m not talking about in the course of a lifetime, but in about five years.
Then, when a bear market inevitably hits, most collapse at least 90%, with many going to zero—or close to it.
Few legitimate investors even acknowledge their existence because their market caps are so small. Most aren’t even microcaps. They’re nanocaps. Some are picocaps.
Because resource stocks are so small and so volatile, few pay attention to them, despite the fact that gold has risen more than a hundred times over the last 50 years.
What’s interesting this time around is that the companies producing the raw materials of civilization don’t adequately reflect the values of their products.
As we speak, both mining and energy stocks are at about the cheapest levels in history relative to other sectors. The public is totally uninterested in them. Their attention is focused entirely on the tech stocks.
Resource stocks have done pretty well over the last couple of years. But the bull market is just beginning. I think we have several years to go, and it’s going to be breathtaking. That’s where you should be.
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Doug Casey on the Hidden Winners of the Commodity and Infrastructure Boom… And The Biggest Loser
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Doug Casey retweeted
Previously, people could simply save the excess of their production over consumption in sound money—either gold or a derivative of it—and dedicate their time to their families and pursuing their passions.
There was no need for a dentist, construction worker, or small business owner to double as a hedge fund manager, attempting to predict market movements just to preserve what they had already earned.
Today, the fate of many people’s savings hinges on Japanese monetary policy, the possibility of another financial crisis in Greece, turmoil in the Middle East, or the stock market throwing a tantrum over a comment from the Chairman of the Federal Reserve—or countless other ever-changing macroeconomic factors.
Frankly, it’s absurd—made even more so because most people mindlessly accept this situation as “normal.”
It doesn’t have to be this way.
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Doug Casey retweeted
The Bond Market Is Repricing America’s Debt—Here’s How Investors Should Prepare
Rising Treasury yields are forcing investors to confront the accelerating cost of America’s debt—and the growing case for gold as the system comes under strain.
internationalman.com/article…
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Doug Casey retweeted
Nick Giambruno:
There’s Only One Reason to Own Silver
Let me get straight to the point: there’s only one reason I’m interested in silver.
I’m not interested in silver as money—it’s inferior to gold.
I’m not interested in its industrial applications either.
I’m interested in silver for one reason only: it’s prone to explosive, crisis-driven upside.
Silver is a small market with enormous speculative potential during periods of monetary chaos—like the one we’re now entering.
Silver does have some monetary demand, but it’s usually too small to meaningfully impact the price. However, during periods of monetary chaos and runaway inflation, people rush into alternative forms of money—assets that hold their value better than rapidly depreciating government paper currencies.
It’s in these moments that silver often sees a stampede of demand. And because the silver market is so tiny—roughly one-tenth the size of the gold market—it doesn’t take much to overwhelm it, triggering sharp price spikes.
Further, the combined market cap of all silver stocks is around 1% of Nvidia’s market cap.
That’s how minuscule the silver market really is.
I like to think of silver as an industrial metal with a call option on inflation and monetary chaos—something that could arrive sooner than most expect.
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Doug Casey retweeted
Why where you live, bank, invest, and hold citizenship could matter more than ever in the years ahead.
Full article here:
Regulatory Arbitrage: How to Protect Your Wealth and Freedom Across Borders
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The American Deep State rotates around the Washington Beltway.
It imports America’s wealth as tax revenue.
A lot of that wealth is consumed there by useless mouths.
And then, it exports things that reinforce the Deep State, including wars, fiat currency, and destructive policies.
This is unsustainable simply because nothing of value can come out of a city full of parasites.
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Doug Casey on Your Enemy, The Deep State
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Doug Casey retweeted
The #1 Warning Sign Capital Controls Are Coming Soon and 3 Ways To Beat Them...
There’s one common warning sign we’ve noticed in every case of looming capital controls.
It’s like someone waving a giant red flag…
A government official denying that capital controls are being considered.
Whenever a central banker or politician insists something “won’t happen,” you can almost bet it will—and soon.
In bureaucrat-speak, “No, of course not” usually means “It could happen tomorrow.”
As the old saying goes:
“Believe nothing until it has been officially denied.”
These denials aren’t random—they’re calculated. Politicians and central bankers must catch the public off guard to achieve their goals.
So when you hear the official denial, take it as your final warning: You likely have only hours left to act.
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Doug Casey retweeted
Why Comfortable People Don’t Revolt: Propaganda, Debt, and Control
Propaganda, easy credit, and manufactured prosperity have helped governments turn economic dependency into public compliance.
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The key to financial success is to produce more than you consume and save the difference.
That’s become harder in recent years, because wages have not kept up with debasement of the currency.
Even worse, the money that you do save is losing value faster than ever.
Saving dollars has become a losing proposition, a fool’s game.
The average American knows nothing about economics. And what he thinks he knows is basically Keynesian economics.
He’s easily convinced that there are political solutions to economic problems.
There is no question but that the government will continue running huge deficits. The deficits are not just huge, but growing exponentially.
Those deficits can’t be financed from domestic savings, which are approximately zero.
They’re not going to be financed by selling debt to foreigners, who have come to despise the US.
The deficits will, therefore, be financed by selling debt to the Federal Reserve, which pays for them by printing dollars and depositing them in the government’s accounts in commercial banks.
The dollar will continue losing value, and at an accelerating rate.
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Doug Casey on the $20 Burrito, the Affordability Crisis, and What Comes Next
internationalman.com/article…
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