Energy and Capital Archives

The U.S.–China Ceasefire That Buys Time, Not Safety

Written by Keith Kohl
Posted October 30, 2025

In 1956, the Suez Canal shut down. Egypt nationalized the waterway, Britain and France invaded, and the arteries of global trade seized up overnight. But what followed wasn’t just a crisis over a...

Gold’s Pullback is the Best Buying Signal in Years

Written by Keith Kohl
Posted October 29, 2025

Today, gold prices are finally up against their first support test since rocketing past $4,000 per ounce. We’re once again at a fork in the road, but is this a mere pause before the next surge or...

The $60 Illusion: Why Cheap Oil Won’t Last

Written by Keith Kohl
Posted October 27, 2025

President Trump’s new sanctions are cut from a different cloth. They don’t just target Russian producers — they strike at the buyers. And that small distinction could have enormous...

The Next Nvidia Isn’t in Tech — It’s in Medicine

Written by Keith Kohl
Posted October 26, 2025

A small biotech is making a bold claim: it has combined the computing power of artificial intelligence with modern biology to unlock new cures faster than ever.

The Hidden Energy Inferno Beneath Our Feet (Not Oil!)

Written by Keith Kohl
Posted October 23, 2025

In the spring of 1913, high in the remote hills of Tuscany, Italy, steam began rising from fissures in the earth at Larderello. It wasn’t the bitter hot vapour spewing out of an erupting volcano,...

The Great Gold Fake-Out of 2025

Written by Keith Kohl
Posted October 22, 2025

Two days ago, gold suffered its worst single-day drop in more than a decade. In pure dramatic fashion, gold plunged 8% and erased over $2 trillion in market value and sent traders scrambling for...

AI Is Breaking the Power Grid… What’s Next?

Written by Keith Kohl
Posted October 20, 2025

Recently in West Texas, a new project backed by CoreWeave and Poolside, sketches a 2-gigawatt horizon with an initial half-gigawatt phase tied directly to Permian Basin gas...

Mine, Baby, Mine Has Begun!

Written by Keith Kohl
Posted October 16, 2025

Chips and circuits may dominate the headlines, but underneath the silicon lies something even more fundamental — the very metals that make producing those chips, sensors, and superconductors...

Gold Is Delivering What Bitcoin Promised

Written by Keith Kohl
Posted October 15, 2025

Over the last few days, markets have priced in not just one, but multiple Fed rate cuts, while U.S.–China relations deteriorated on the back of President Trump’s latest wave of tariffs against...

Lock, Stock, and Two Smoking Oil Barrels

Written by Keith Kohl
Posted October 13, 2025

The Middle Eastern peace deal, along with the sudden aggressive rhetoric between President Trump and China on a trade deal, was enough to send WTI crude prices spiraling lower by as much as 5%...

$50 Oil Is a Screaming Buy

Written by Keith Kohl
Posted October 12, 2025

Be careful what you wish for. Believe me, I know things feel great when energy is cheap. According to AAA, gasoline prices are averaging about $3.10 per gallon...

Gold Just Woke Up Wall Street

Written by Keith Kohl
Posted October 9, 2025

Back in the early 2000s, Britain’s then-Chancellor of the Exchequer, Gordon Brown, made what many now consider one of the most poorly timed trades in modern financial history...