Energy and Capital Archives

A Door Just Swung Wide Open in the Gold Market

Written by Keith Kohl
Posted August 21, 2025

In 1869, two men nearly broke the American economy with a single phone call.  Jay Gould and James Fisk, a pair of Gilded Age schemers with more ambition than ethics, had a plan so simple it...

The Peace Deal That Will Spark an Oil Rally

Written by Keith Kohl
Posted August 20, 2025

Nobody ever got rich betting on peace. In fact, one of the fastest ways to lose money in today’s market is assuming calm seas ahead — especially when it comes to oil. So when whispers of a...

$5,000 Gold is Closer Than You Think

Written by Keith Kohl
Posted August 18, 2025

When the Fed cuts rates, real yields (what you get from your money after inflation) drop. When real yields drop, gold shines brighter. Why? Because although gold doesn’t pay you interest, it also...

Dead Rigs Tell No Lies

Written by Keith Kohl
Posted August 17, 2025

The unwinding of OPEC+ cuts this year, along with pessimistic economic outlooks in non-OECD countries like China and India due to President Trump’s tariffs, have been a huge driver for forecasts...

The Gold Dip Everyone Misread

Written by Keith Kohl
Posted August 14, 2025

After soaring 26% since January and brushing up against $3,500 an ounce last week, gold prices finally exhaled. A hotter-than-expected U.S. inflation report sent markets twitching, and gold caught a...

The Oil Illusion Moving Markets

Written by Keith Kohl
Posted August 13, 2025

If you listen to nothing else in my crude rants, always remember that $50 oil is a myth. At that price, new exploration would shrivel up and die. Nothing seems to move the EIA data crunchers, not...

18.2 Trillion Reasons Oil Is a Buy Today

Written by Keith Kohl
Posted August 11, 2025

Oil is cheap again. No, I’m not talking about the “fill up your truck for twenty bucks” kind of cheap, but cheap enough that the market is acting like it’s found some magical,...

The Secret Behind Code 7108.13.5500 And Why It's Making These Gold Investors a Fortune

Written by Keith Kohl
Posted August 10, 2025

In the great economic circus of 2025, President Trump just fired off a Howitzer straight at gold investors. Recently, the U.S. Customs and Border Protection (CBP) quietly slapped a new 39.6% tariff...

When Apple Moves This Big You Should Pay Attention

Written by Keith Kohl
Posted August 7, 2025

Did Tim Cook just throw up his hands and surrender to the Trump administration? Well, he’s certainly starting to wave an American flag once again.

The Moment Gold Changes Forever

Written by Keith Kohl
Posted August 6, 2025

If you ever feel like you’re doing well financially, just remember that in the 14th century, one man owned so much gold that he accidentally crashed an entire economy. Close your eyes and think...

OPEC’s Power Play Few Saw Coming

Written by Keith Kohl
Posted August 4, 2025

After years of aggressive growth, U.S. oil production is flattening. Who’s the biggest culprit, you ask? Well, that one’s easy… cheap oil prices. A low oil-price environment is like kryptonite...

When the Fed Panics, Gold Surges

Written by Keith Kohl
Posted August 3, 2025

After a brief breather, gold prices are once again climbing, clawing their way back towards last April’s all-time high of $3,500/oz as the data rolls in and reality sets in...