Keep pulling the thread on Alexander Charters.
The era of "Pax Americana" is breaking down, as the United States is less able or willing to maintain global order.
China used its control over rare earth minerals as a form of "weaponized interdependence" in the past year.
Houthi attacks in the Red Sea and Iranian actions in the Strait of Hormuz demonstrate the vulnerability of global chokepoints to cheap, asymmetric warfare like drones.
The United States has established a naval blockade of the Strait of Hormuz.
Over 10 million barrels of oil per day have been offline for more than six weeks due to disruptions in the Middle East.
Bonds are predicted to be a much less reliable hedge in a balanced investment portfolio than they have been for the past generation.
Alexander Charters believes China is likely to increase its gold reserves and decrease its US dollar holdings in response to the current geopolitical situation in the Middle East.
The United States has been pursuing a policy of detente with China since China restricted exports of rare earth minerals.
US missile inventories have been depleted due to military support for both Ukraine and Taiwan.
Ruther Investment Company's core view is that global authorities will intentionally run economies "hot" to generate inflation, thereby increasing nominal GDP and reducing the real value of sovereign debt.
The United States government is engaging in industrial policy by taking stakes in companies involved in rare earths and other critical minerals.
A new AI engine named Mythos has reportedly discovered numerous unpatched vulnerabilities in widely used operating systems.