Brent just closed above $100 for the first time since 2022 — and your portfolio is priced for a peace that no longer exists.
Jul 24, 2026
Oil jumped 6% in a day, gold's near records, and the Fed's inflation "win" is unraveling — here's what to own.
Jul 23, 2026
Beijing jailed two men over a box of powder — and put $6.5 trillion of Western industry on notice.
Jul 21, 2026
The U.S. Navy just closed the Strait of Hormuz. Gold fell anyway. The map is getting smaller — and the tolls are going up.
Jul 19, 2026
Beijing can freeze Western industry with a single licensing rule. Today it showed everyone the paperwork.
Jul 17, 2026
While bombs fall on both sides, a quiet meeting in Muscat is redrawing the map of global energy. Pay attention.
Jul 16, 2026
Trump called the ceasefire "over" from a NATO summit. Iran hit 85 U.S. bases. Khamenei is in the ground. Now what?
Jul 10, 2026
The West needs alternative rare earth supply chains. Building them takes three decades. The deadline is in five months.
Jul 9, 2026
Three IPOs worth $4 trillion are pulling capital out of everything else. The Great Rotation is just getting started.
Jul 7, 2026
NATO meets in five days. $2.89 trillion in military spending says this isn't a headline — it's a decade.
Jul 3, 2026
When the most powerful technology on earth meets the oldest constraint in economics
Jul 2, 2026
"Risk means more things can happen than will happen."
Jun 30, 2026
