Posts by James G. Rickards

We’ve written extensively about the rise of a BRICS currency union and the BRICS move toward a new currency. This new currency would be gold-linked and would displace the dollar in time as a major player in world trade. The BRICS is a core group consisting of Brazil, Russia, India, China, and South Africa that…

There’s a lot going on in the world right now that bears close monitoring. But we can’t forget about the elites’ war on our freedoms. You’ve no doubt heard about the “Green New Deal” — a set of government proposals designed to fight the “climate change crisis.” If enacted, these laws would impose radical changes…

While headlines are dominated by Israel and Ukraine, there are serious problems brewing in China. That’s nothing new. China’s economy was squashed by COVID in 2020-2022. When the ridiculous Zero Covid policy was ended in November 2022, Wall Street invented the equally ridiculous “reopening” narrative that said fresh consumer demand and economic stimulus would result…

While the world is rightly focused on the Israel-Hamas War, the War in Ukraine has not gone away. In fact, it’s at a turning point where Ukraine’s defeat is unstoppable, and Russian major advances are now getting underway. No one in the White House or State Department expected the war to be in this condition.…

Readers of our flagship publication Strategic Intelligence have seen the October 2023 issue that takes a deep dive into the 2024 presidential campaign. We were not trying to be cute running this article a year ahead of the actual election. Normally, that would be ridiculous timing. It’s extremely difficult to forecast elections just a few months ahead…

Readers are being bombarded with coverage of the Israeli-Hamas War resulting from the horrific Hamas attack on innocent men, women, and children in southern Israel on October 7. While the coverage rightly focuses on events on the battlefield and the fate of hostages, there is a deeper geopolitical drama playing out among Israel, Saudi Arabia,…

Don’t read this article if you don’t have a strong stomach. We apologize for the graphic detail that follows, but our job is to make sure readers like you know what is going on and what it means for your portfolio, not to sugarcoat the truth. What has happened and is happening in Israel is…

Today, with so much going on in the world, I’m writing about the 2024 presidential election. Why on earth would I write about the November 2024 election in October 2023? Because this election is different. The election won’t be decided in November 2024. It’s being decided now. If you’re an investor, you need to prepare accordingly.…

Politics, markets and life in general are more and more a contest between reality and the alternatives to reality including narratives, propaganda, and sheer fantasy. Here’s a short list of dominant narratives with the reality shown in parenthesis: Ukraine is winning the war; (they’re not). The U.S. economy is coming in for a soft landing;…

The War in Ukraine began its current stage in February 2022 with the Russian Special Military Operation intended to uphold the rights of Russian-speaking citizens residing in the Donbas section of Ukraine, who had been under attack by the Neo-Nazis in Kyiv. Of course, the antecedents go back much further to the 2008 declaration by…