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The War Will Be Won or Lost at the Strait of Hormuz

The real, unambiguous metric of “who won?” will be determined by who controls the Strait of Hormuz.

Hormuz Blockade, Fertilizer Shock, Food Crisis — What Most People Don’t See Coming

A Hormuz blockade could choke off critical fertilizer inputs, disrupt crop production months later, and ignite a global food crisis with inflationary consequences far beyond oil.

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Doug Casey on the Strait of Hormuz, the Dollar, and the Coming Energy Crisis

by Doug Casey

Doug Casey warns that Strait of Hormuz tensions could trigger an energy crisis and hurt the dollar.

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The Market Law Of One Price—How The Donald Bombed Energy Consumers, Too

by David Stockman

How global oil and gas markets push higher energy costs straight to America’s gas pumps and utility bills.

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Canada as the 51st State: The New Energy Geopolitics of the Western Hemisphere

by Nick Giambruno

A return to hard-power geopolitics in the Western Hemisphere—and what it means for energy security and markets.

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The Stupidest—and Potentially Most Dangerous—War Since 1945

by David Stockman

The Iran war is the product of an embedded war apparatus, a recycled neocon script, and a political class that can’t say no. It’s barreling toward a disaster of historic proportions.

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Iran: The Decisive Battle of WW3

by Nick Giambruno

How Iran became the pivotal front in World War 3 amid a shifting global power struggle between the US, Russia, and China.

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Financial WMD: How Iran Could Trigger a Global Economic Collapse

by Nick Giambruno

What Warren Buffett once warned could soon become reality as the world edges closer to a financial catastrophe.

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Doug Casey on Iran: How a “Limited Strike” Could Snowball Into a System Shock

by Doug Casey

A “limited” US strike on Iran could rapidly escalate into a wider regional conflict and cyber/economic disruption, leaving the US heavily damaged and the Middle East destabilized.

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Venezuela’s Oil Fantasy Meets Physical Reality

by Chris MacIntosh

Why hopes of a Venezuelan oil supply surge are politically and economically unrealistic, exposing the growing gap between government promises and the physical realities of global energy markets.

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Doug Casey on Davos 2026: The Elite Agenda and What Comes Next

by Doug Casey

Davos 2026 reveals an elite push for tighter state-managed economies—using housing, AI, and geopolitics as levers…

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The Venezuela Oil Mirage: How Washington Mistook Tar for Black Gold

by David Stockman

Dismantling Washington’s fantasy of a Venezuelan oil bonanza by showing why the Orinoco Belt’s extra-heavy crude is economically closer to tar than Saudi Arabia’s legendary black gold.

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Doug Casey on Venezuela, Oil, and America’s Bid to Push China Out of Its Backyard

by Doug Casey

US actions in Venezuela a strategic power play aimed at curbing China’s influence in the Western Hemisphere?

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The Absurd Farce of Machine Guns, Maduro, and the Endless War on Drugs

by David Stockman

Exposing the absurd logic and deadly economic distortions of the War on Drugs.

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The Idiocy of Using a $200 Billion Navy to Enforce a 140× Cocaine Premium

by David Stockman

How Washington’s use of a $200-billion navy in the War on Drugs is economically irrational and effectively serves as price support for cocaine cartels.

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