The race to sell before demand disappears. We pick up today building on yesterday’s dispatch, which focused on the UAE leaving OPEC on “read.” The …
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Would You Give Up Your US Passport?
The reality is more complicated than you think… Do you ever get so angry with the US government that you feel like giving up your citizenship? But …
Inflation Risks Are Hiding in Plain Sight
The forecasts are too low. Nobody is predicting 10% inflation in America. That might be a problem. Now, let me say up front that I am not …
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Rats, Rot… and a Failing Currency
What the pounds’ collapse tells us about the dollar’s future. Live rats and too many dead bodies. If I tell you the next word, “England,” you …
The Next Migration Boom Isn’t in Europe
The smart money is heading south… A month or so back I had coffee with a guy who works for a big international migration agency in North America. …
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My $20 AI Advantage
What used to take hours now takes minutes… I have a new friend, his name is Claude. We talk every day. I pepper him with questions. He dutifully …
AI Is Pushing the Grid to the Edge
And the next fortunes will come from fixing it… Just like that… the Stone Age. Almost exactly a year ago, April 28, 2025, I was sitting in my …
You Might Be Canadian Now
Your family tree might hold the key… You know how people say they’re going to move to Canada if a presidential election doesn’t go their way? In …
What I Heard in Rome Should Worry You
Across political lines, something has shifted. “I guess I’m gonna be an English teacher, then. That seems like the best way to get out.” I’ll call …
Lessons From the Eternal City
Nothing lasts forever… You’re never too old to learn something from another country. As I’m writing this, I’m in Rome, where I’m touring with my …