Global Capital. Clear Intelligence.
The next great investment cycle may not begin in Silicon Valley. It may begin thousands of feet underground. For most of the past generation, the global economy was built around one overriding assumption: whatever material you needed could be purchased, manufactured or shipped from somewhere else. Copper. Steel. Uranium. Rare earths. Nickel. Silver. Natural gas. … Read more
The most important number in technology markets this year may not be a stock price, earnings estimate or semiconductor shipment forecast. It may be $216 billion—the annualized pace of money flowing into technology-focused funds. A BofA Global Research chart, based on year-to-date EPFR data through mid-2026, shows tech fund inflows tracking toward an unprecedented $216 … Read more
Everyone blamed America. But the deeper fault line runs through Japan. On Friday, June 5, markets fell hard. The Nasdaq dropped 4.2%. The S&P 500 lost roughly 2.6%. Gold fell more than 3%. Silver plunged almost 7%. Bitcoin dropped sharply and finished the week down nearly 18%. The obvious explanation arrived before the opening bell. … Read more
The March 10, 2026 US Debt Clock “American Titans” poster uses one of the most recognizable innovators of the modern era—Steve Jobs—to make a bigger point about wealth creation cycles in America, and why the “Dividend Dollar” narrative keeps showing up in these graphics. On the poster, Jobs sits at the top like a legend … Read more
The March 9, 2026 US Debt Clock poster comes with a headline you can’t mistake: “UNIVERSAL HIGH INCOME.” In the center sits a gold-toned “USA Treasury” note labeled “ASSET-BACKED DIVIDEND DOLLAR” and “100% RESERVE,” with a green checkmark stamped across it. Below, the “debt-based dollar” and the Federal Reserve emblem are both crossed out in … Read more
For decades, the “Offshore” playbook for wealth preservation was simple: move into hard assets, primarily gold and silver, and store them in jurisdictions with high rule-of-law and low fiscal desperation. But as we move deeper into 2026, the definition of a “safe haven” is evolving. While gold remains the ultimate insurance policy against currency debasement, … Read more
The Chinese New Year has always been about momentum—families moving, markets moving, fortunes moving. And in 2026, the Year of the Fire Horse arrives with the exact kind of symbolism you’d expect: speed, power, audacity, and an almost stubborn refusal to stand still. This year, that Fire Horse energy didn’t just show up in lanterns … Read more
By Bas van Geffen, Senior Market Strategist at Rabobank Russian officials have drafted a memo that pitches a re-convergence of US and Russian interests. The proposal consists of seven points, including cooperation on critical raw materials and energy, and the possibility that Russia could return to the US dollar settlement system. The memo was conveniently ‘leaked’ during an … Read more
Michael Burry — the legendary investor who famously predicted and profited from the 2008 housing crash — is once again taking a bold, contrarian stance. This time, his target is the Artificial Intelligence (AI) sector. Through more than $1 billion in bearish bets via put options, Burry is signaling that he believes the market’s enthusiasm … Read more