Peak Prosperity

I'm always searching for the theory that makes all the data fit. I'm happy to accept and reject hypotheses along the way, but it's becoming pretty clear to me that we are under attack and that a lot of what we're seeing right now is intentional. It's going to be devastating if this hypothesis is correct. Click Here for the Full Episode

The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and 'did something about it.' Now we've got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year's tim...

Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.

The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably. Click Here for Peak Financial Investing

The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage. Click Here for the Crash Course

The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly. Click Here for the Full Episode

There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important. Click Here for the Full Episode

Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode. Click Here for Peak Financial Investing

Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.

Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.

We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum products are depleted. By the end of May is the word on the street.

Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed. Click Here for Peak Financial Investing

Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the truth. Click Here for the Full Report

Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG from global markets means that physics has entered the room. I should point out that physics remains undefeated. Click Here for Peak Financial Investing

We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia. Click Here for Peak Financial Investing

The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market turmoil. Click Here for the Full Content

Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already unfolding and compounding by the day. Click Here for Peak Financial Investing

Western financial markets, (US, EU and Japan) are all stumbling into the future, no longer discounting, but seemingly lobotomized and unable to properly assess current and future realities. Click Here for Peak Financial Investing

Given the circumstances, US equity markets have been calm. Too calm… Click Here for Peak Financial Investing

Between the unpredictable impacts of the world’s worst energy shock and the sudden loss of so many high salaried jobs to AI, what’s an investor to think (let alone do)? Click Here for Peak Financial Investing

Things are developing slowly…then all at once… Click Here for Peak Financial Investing

The fog of war has crept over into the “markets” which are puzzlingly complacent. How to even begin to make sense of it all? Tune in… Click Here for Peak Financial Investing

I began my inquiry into AI with concern. Now I am profoundly alarmed: even if it goes well, catastrophic risks to work, wealth, and currency are ridiculously high. Click Here for the Full Premium Report

The headline stock index numbers look good, but beneath the surfaced things really aren’t all that great for the majority of Americans. Click Here for Peak Financial Investing

Creak! Pop! Beneath the surface equity markets are flashing warning signs. Click Here for Peak Financial Investing