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The Biggest Winners and Losers From the Petrodollar’s Decline

The petrodollar’s decline could weaken the dollar and US Treasuries—and fuel a gold bull market as the Fed turns to money printing.

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The Petrodollar Could Break Soon—and Upend the Global Financial System

by Nick Giambruno

The foundation beneath the dollar-based financial system is starting to crack.

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The Strait of Hormuz Could Become America’s Suez Moment

by Nick Giambruno

Iran’s leverage over the Strait of Hormuz could expose the limits of US power and threaten the petrodollar system.

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The Rare-Earth Arms Race—and How Investors Can Position

by Nick Giambruno

China’s rare-earth dominance and Washington’s push for a rival supply chain could create a powerful speculative opportunity for investors.

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America Can Print Money—But It Can’t Print the Missiles It Needs

by Nick Giambruno

Washington can print endless dollars, but it cannot produce missiles, rebuild factories, or secure rare earths on demand.

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Doug Casey on the Coming Oil Shock—and Where Investors Could Profit

by Doug Casey

An escalating Middle East conflict, a depleted Strategic Petroleum Reserve, and disrupted shipping routes could trigger an oil shock—and where investors may find opportunities.

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Erdogan’s Ottoman Gambit: Turkey Prepares for a New Regional Order

by Chris MacIntosh

Turkey is shedding its Western alignment, deepening ties with Russia, courting global capital, and positioning itself for a new regional order.

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The Iran War Could Trigger Gold’s Return as Money

by Nick Giambruno

The Iran war could accelerate the decline of the US dollar, intensify the scramble for strategic commodities, and help drive gold’s return as a primary monetary asset.

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The Iran War Is Accelerating the US Debt Spiral—and Creating an Inflation Crisis

by Nick Giambruno

The Iran war is accelerating America’s debt spiral, weakening the petrodollar system, pressuring the Treasury market, and fueling the conditions for a deeper inflation crisis.

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OPEC Fractures, the Draft Returns, and the Age of Consequences Begins

by Chris MacIntosh

The UAE’s exit from OPEC, renewed draft registration, and weaponized dollar liquidity point to larger shifts.

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America’s Suez Moment: How Losing Hormuz Could End US Global Dominance

by Nick Giambruno

The Iran war will make it clear to the world that the emperor has no clothes.

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Why Iran Can’t Be Bombed, Invaded, or Nuked Into Submission

by Nick Giambruno

Air power alone cannot defeat Iran or secure Hormuz, while a ground invasion or nuclear strike would offer no guarantee of success and could trigger consequences far beyond the Middle East.

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The Great Iran Lie and the Persian Gulf Catastrophe

by David Stockman

Reckless US escalation with Iran could trigger a Persian Gulf oil shock, expose the fragility of the global financial system, and push the world toward economic catastrophe.

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

by Nick Giambruno

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

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

by Chris MacIntosh

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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