Strategic Updates

Peter’s essays have been printed and quoted in papers, magazines and newsletters internationally, including The Wall Street Journal, Barron’s, The Financial Times, the Financial Post, The Globe and Mail, Money, Personal Finance and World Link.

Webcast: Rough Road Ahead

Enjoy the replay. Duration: 1:07:33 Host Matt Smith and Doug Casey interview Peter, exploring topics as diverse as the Ukraine crisis, manufactured media narratives, government overreach, central bank policy, information...

Crumbling Confidence

Earlier this week, the New York Times reported on the American public’s dwindling confidence in public institutions. Even though the newspaper’s focus was on the poor standing of the Supreme...

The Banks, Again

Back in mid-2007 we aggressively cut back our exposure to equities and other financial assets, retreating into cash and gold. A brilliant move, you might say, except for two things....

Webcast Interview: Investing Amidst Chaos

'Market Sniper' host Francis Hunt interviews Peter Cavelti: duration 56 minutes. The discussion focuses on the challenges of preserving capital in a rapidly changing economic, social and geopolitical environment. Peter...

The New Concensus

Gold is up, the dollar down, and Wall Street has a whole new consensus—as always offered with enormous confidence. We explain why some of the assumptions are wrong. Our formula...

The Real Threats

Centralization is closing in on every front, threatening to upend the geopolitical balance, the social order, and the way we’ve lived and related for the past many decades. We explain...

On Cynicism

How not to be cynical when corruption stares you in the face? Peter dives into the root causes of our many systemic problems, reviews the geo-political and social landscape and...

Deviations from the Norm – II

We comment on out-of-control monetary and fiscal policies, the most challenging macro outlook in decades, and the fact that key asset classes remain overvalued. We also revisit our portfolio strategy,...

A New Vocabulary

Peter comments on the overall investment environment and provides a comprehensive analysis of gold: as an asset of last resort, as a currency, as a commodity and as a potent...

Webcast Interview

Another well-reviewed interview with Matt Smith, hosted by Doug Casey. Duration: one hour. This episode focuses on the overall investment climate and what role gold can play.

The Liberal World Order

Peter offers his perspective on the "Liberal World Order" touted by the Biden administration and various European governments. He also reviews the negative socio-political, financial and economic consequences of current...

Lies, Nothing But Lies

In this issue we focus on sociopathic politicians, the central bank dilemma and the inevitability of social chaos, as well as Europe’s self-destructive agenda. We reiterate the need for continuous...

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