How To Invest In Namibia • Oil, uranium, copper, banks and bonds: the most interesting ways to play one of Africa’s fastest-growing frontier markets

I've Outsourced My Judgement to AI. So Has Everyone Else. • And I think that's mostly a good thing. It's making me better at life. Your Sunday thought piece.

Copper: The Metal AI Actually Runs On • The world is trying to electrify, digitise and rearm all at once. Copper sits at the centre of it all - after a decade of underinvestment. Your mid-week commentary.

Even the Economist Thinks Gold Matters Now • The midwits are coming round. Your Sunday thought piece

Namibia: Africa’s Empty Frontier • A vast desert nation of uranium, cattle, German ghosts and geopolitical intrigue may be emerging as one of the world’s most interesting frontier economies.

Gold Waits While Britain Cracks • The UK has not lost control of its debt markets. But it looks like it's about to.

A Big Week for One Particular Gold Book • US launch, new interviews, and why the case for owning gold hasn’t gone away

Arizona Metals – exit update • PEA out today and it's bad

The Problem with Mining Bull Markets • They last longer than you think. The best returns don’t.

Constable Country, the Cracks Beneath and Opportunity • An English idyll, a French perspective, and why I’m still positioning for what might go wrong. Your Sunday thought piece.

What I’m Doing With My Money Right Now (Mostly Nothing) • In a headline-driven market full of false signals, inactivity is a choice

Namibia and the Resource Curse • A country with everything. Resources, location, scale. So why does it still struggle? Your Sunday thought piece.

Namibia: Everything on a Plate • Small population, vast resources, strategic location. It fits the template of the world’s richest nations. One problem remains.

When Other Money Fails • From the Strait of Hormuz to a Namibian lodge, bitcoin works where traditional systems cannot. Your Sunday thought piece

The Secret History of Gold Comes to America • US copies have arrived. Here they are unboxed

Gold’s “Worst Month Ever” Is a Buying Opportunity • Why I think gold is still heading to $10,000. This is what bull markets look like

Changes To Your Flying Frisby Subscription • Simplified pricing, better value, and a final note on lifetime access

Risk-Off: Cash, Energy and Patience • Holding gold, hunting value in chemicals and refusing to force trades in this market

UK Stocks Are Cheap. The Problem Is Everything Else. • Energy, rates and policy are a mess. But when things are priced for failure, you don’t need success. Just less bad.

Brioche, Basque Country and the Myth of 2008 • What Marie Antoinette didn’t say, what markets misremember, and why the oil shock still matters

Oil Broke the System • Energy not subprime gave us 2008 - and what $100 oil is really telling you now

The Man Who Explained the World • 250 years on and we still haven't learned

Has Gold Already Peaked? • Nine indicators that reveal where we really are in this bull market.

War, Oil and the Cost of Stupidity • War in Iran sends oil higher while Britain continues its self-inflicted energy crisis

Markets in a Time of War • My forecasts for gold, oil, Bitcoin and the stock market

Shock and Awe - and Then What? • The pattern of US warfare, and what recent history tells us about prices in a conflict. Your Sunday thought piece.

Your Favourite Energy Companies - From Supermajors to Speculative Micro-Caps • Readers' Wives, but for oil and gas stocks

The Canterbury Tales and the AI Panic • Guidance from Geoffrey Chaucer. Your Sunday thought piece.

Powering the Machine • Underinvestment, rising demand and the coming rotation into energy

The AI Shock Is Coming. So Is the Printing. • AI panic, the printing press and your portfolio. Your Sunday thought piece.

Bitcoin in a Bear Market: What's Really Going On? • A 50% drawdown, capital rotation into hard assets and what likely comes next

Tax Loss Trades: Take the Money and Move On • Sell those seasonal bounces, don't marry them.

Take It With a Pinch of Salt • Neither situation is permanent. Your Sunday thought piece

A Bull Market Flush – and a Management Red Flag • Why silver still looks healthy, but Comstock’s management doesn’t

After the Silver Shock • Silver’s violent week and a round-up of articles and interviews

We need to talk about Comstock • Capital discipline, dilution and trust matter more than upside

Genius or Madman? • The Ballsy Bet That Paid Off - And Why You Shouldn't Copy It

$100 silver, $5,000 gold (almost). Wow. • Physical shortages, unprecedented demand, and a 20-year veteran says he's never seen anything like this"

Japan Wobbles • The widowmaker stirs. Japan’s debt, the yen, and a market that may finally blink

Venezuela Just Proved Why You Need Sovereign Money • You need to own money that they can't touch, whether by seizure or debasement.

Oil and Gas: The Next Big Rotation • Oil Stocks Are Where Gold Miners Were 18 Months Ago. Special Report.

My Terrible Predictions for 2026 • Gold breaks $5,000, Bitcoin to $150,000, silver to $100 - and the government gets dangerously efficient

What I Want From 2026 (And Why I'm Telling You) • Love, film, money and that lesbian Gary Lineker look. Your Sunday thought piece

When Silver Goes Parabolic - Plus Last Chance Saloon For The Tax Loss Bargains • Trying to stay disciplined while everyone else loses their heads

My Terrible Predictions, My Terrific Portfolio • How being wrong paid off in 2025. Your Sunday thought piece.

The Annual Tax Loss Fire Sale: Ten Bargains for the New Year Bounce • How to profit from December's forced selling - and why you need to be out by March

Taxing Ourselves Into Oblivion • A country that takes 50% of your earnings and still won't let you own a home isn't worth your loyalty. Your Sunday thought piece.

3 Ways to Profit from the Boom in Illegal Immigration • Plus tax loss season is upon us

From Gold Standard To Bitcoin: How Money Changed Forever • My conversation with the IEA on 5,000 years of monetary manipulation—and why the 21st century might finally break the pattern. Your Sunday thought piece.

Sell the Cutlery: Why This Silver Bull Market Won't Last Forever • Technical targets point to $96, but this market will crash. A mining veteran's wisdom and some lessons from the Poseidon bubble on taking profits early