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The knifeless frog taunts Russia into a nuclear conflict.

Russians are already finding ways around the sanctions.

Even the MSM is picking up the Russia recovery story.

DeSantis edges out Haley for a distant second place.

Thank heavens Musk bought Twitter, or we'd never know the real story.

With Elon Musk calling Twitter “the public square,” I go brick and mortar. Irish pubs in Europe are where much conversation happens. Talking to travelers gives one perspective - especially travelers with...

But America does nothing but weaken Europe.

There’s a supply problem: the US doesn’t have enough of the yellow stuff.

Alex Krainer and I talk about trend following, Russia-Ukraine, and living in Monaco.

The currency swap deal between China and Saudi is only the beginning.

The USG can’t even follow its own rules.

Last weekend shows why predictions are tricky.

USD: Prettiest girl in the ugly parade.

A quick review from last year.

Well, Byron King did it for you. Let's look at getting ahead in our investments with “real things.”

… Which Cards Will the US Play?

Ignoring Putin's warnings, oligarchs take The West to court.

Sorry for the delay, but the world was moving fast!

Marcus Aurelius was right: understand things from first principles.

The USG and UKG stole Russian assets. Now, China won't sell the US certain metals and the UK is shutting down more bank accounts.

In Strategic Intelligence, Jim writes that BRICS will remake the world economy this August.

The sanctions on Russia are biting us in the most unexpected places.

The US doesn’t produce enough of the stuff, but we know who does.

Sure, it hasn’t happened yet. And it won’t happen for a while. But de-dollarization is both a process and a goal.

Chairman Pow is doing his damnedest to slay the inflation dragon, with mixed results.

No matter where you look, everyone is heading for the exits.

Thanks to a withering dollar, military, and soft power, the US hasn’t been weaker in centuries.

Russia and China are getting along just fine, as the US looks like a ripe target.

Switzerland and Japan go in different directions from the US and EU.

Winter has been warm, so summer should be scorching hot. We’ll need fuel to cool things down.

Despite the price caps, sanctions, and bans, the EU is Russia’s second-largest importer of fossil fuels.

After the US threatens sanctions, China publishes “US Hegemony and Its Perils” on its government website.

China joins Russia in a “rock solid” partnership after Blinken screws up.

Environmental, Social, and Governance policies drive prices higher.

What’s the worst thing that could happen right now to traders? A dollar turnaround.

Of course, inflation went up under Biden. When reporters ask him about it, he needs better prep.

Bears, beware; it looks like the bulls are taking over for a bit.

Zoltan Pozsar’s op-ed in the FT shows the mainstream is finally catching on.

In a U-turn, Henry Kissinger now calls for Ukraine to join NATO.

Happy birthday to me! Time to purge me of this bearishness…

The EU Idiocracy Can’t Seem to Admit Sanctions Only Hurt Europeans.

Mark Rossano and his NEO Report unlock the secrets of capital flows.

Is the Rude jumping to conclusions? We don’t think so…

EU’s top brass finally realizes it’s been taken for a ride.

There’s a reason gold isn’t roofing it, despite all the inflation.

It’s an inflection vote, which means you need to pull that lever.

Europe may be the first to pay for Biden’s sanctions, but Americans are next.

Happy Friday!I hope it was a nice and easy shorter week for you.Ive got no big plans this weekend, but doing nothing suits me just fine.Lets get in one more...

Happy Hump Day!Halfway there, although its been a ludicrous week politically anyway.Lazy Joe just left blood, treasure, and a truckload of weapons at the Talibans disposal. Its a mess and...

Russia will supply China with natural gas from its Far East region. Payment for the gas will be settled in euros, not dollars. In effect, China aids Russia to...

There are mountains of Russian oligarch money in London. Not only did the oligarchs get passports, but they also got tax deductions. The country that invented money laundering writ...

Credit: Sean Ring Putin wants rubles for natural gas, oil, titanium, and its other resources. As the US has confiscated Russian gold and other assets, this makes sense. The US/EU...

WSJ article about Russias payment system is about seven years too late. The Russian government built Mir after the Crimea sanctions. Visa and Mastercard businesses may never return to...

Europes colossal energy price increase is unsustainable. Energy prices have nearly doubled in Italy. Political consequences are coming.By the time you read this, I will have landed in Turin.Were...

No matter what the NGOs say, we need energy - cheap and effective energy. When energy prices go too high, inflation results. When inflation kicks in, consumer spending is...

Droughts affect seeds, seeds affect planting, and planting affects yields. Nearly 87% of African income is spent on food. The Russia-Ukraine war and its sanctions make the situation much...

The Saudi-backed LIV Golf Tour just stole Dustin Johnson from the PGA Tour. LIV Golf allegedly paid the former Number One $150 million to defect. The virtue signalers pile...

The Russian invasion of Ukraine was weighing on the stock, bond, and crypto markets. As it happened, though, all those markets were up yesterday. Ive got an unpopular opinion...

Hungary votes in a landslide to re-elect Viktor Orban. The EU doesnt like him, so they sanction the Hungarian people. Hungary turns around and agrees to pay for their...

At the behest of POTUS, the G7 banned imports of Russian gold. Since China and India arent in the G7, theyll fill their boots. With the western gold markets...

Inflation just hit 7.9%, as the enormous strain begins to rear its ugly head. Polish Ambassador to the United States, Marek Magierowski, calls for sanctions to last up to 15 years. Village...

Credit: Sean Ring The Dow was up about 800 points. Earnings were good; Russia was better. Let’s rehash what I wrote about Russia in March. Happy Hump Day! I know you’ve been reading the Rude...

Inflation is a tax levied not by the government but by central banks. If they cant tax you to get what they want, theyll take it from you by...

As I look across the Hudson to Jersey City, the rising sun gleams against the new skyline. Of course, my happiness that JC is no longer a New York backwater took...

Biden's mating dance to “other” dictators is an embarrassment.

A naughty political actor blew up the Nordstream pipelines.

Meloni will be Italy’s first woman prime minister; the Pound gets pounded; Dutch MP red pills his own Parliament.

Oh, not about the war, I hope. About good, clean energy domestically made.

But the leader of Lega is still too soft on Russia-Ukraine.

There’s no good news anywhere on The Continent. Or across the Channel, either.

Happy Hump Day! A lot is happening in the charts, but I want to wait until today’s market close to make any calls. Tomorrow’s monthly asset class report will have plenty of...

Happy Tuesday from an overcast, cool Asti. Boy, I love this weather! I’m so sick of having Betty Swollocks.  Autumn can’t come soon enough. Today’s Rude is a pat on the back.  Both...

I wished you a Happy Hump Day yesterday, even though it was a Thursday. Sorry about that… you can lose track of time in paradise. But the good news is Friday’s here...

We’ve been talking about the energy shortage for a while now. But one important group of minerals for fertilizer comes mainly from Russia and Belarus. Because of the sanctions, that mineral isn’t...

It’s a hot, sunny Tuesday here in Cebu. I hope your week started well. Today, let’s talk about a part of the world that doesn’t get enough attention, with Biden and Xi...

Channel your inner Kipling: It’s time to keep our heads about us while everyone is losing theirs. We’ll define a few simple agreements for a framework. When your friends send their “thoughts...

My eminent colleague Jim Rickards gave us a gem of a call last night. I got to listen to Jim with an open mind and my morning cup of coffee. He’s an...

Without Russia’s 245,000 barrels per day, the US needs oil from somewhere else. Instead of releasing its stranglehold on the US oil industry, Biden turned to Maduro. The embattled Venezuelan president can’t...

Reduced output and runaway inflation are the new normal in Europe. Russia has already reduced gas flows and will cut off Europe before it’s ready. As a result, Europe will return to...

Marine Le Pen will challenge incumbent Emmanuel Macron for the French Presidency. The first round wasnt as tight as many thought it would be. After the other candidates lost,...

England - no longer an EU member - cancels Plan B. On Friday, Irelands PM followed suit and canceled their restrictions. German Vice Admiral fired for saying good things...