Commentary

Namibia: Africa’s Empty Frontier

Read or listen now | A vast desert nation of uranium, cattle, German ghosts and geopolitical intrigue may be emerging as one of the world’s most…

May 13 • Dominic Frisby

9:12

Gold and Humanity

Read or listen now | Gold supply has tracked human population growth for centuries. What if population growth goes into reverse? Your Sunday thought…

May 10 • Dominic Frisby

5:53

Gold Waits While Britain Cracks

Read or listen now | The UK has not lost control of its debt markets. But it looks like it could be about to .

May 7 • Dominic Frisby

8:24

The Problem with Mining Bull Markets

Read or listen now | They last longer than you think. The best returns don’t.

Apr 30 • Dominic Frisby

8:24

Constable Country, the Cracks Beneath and Opportunity

Read or listen now | An English idyll, a French perspective, and why I’m still positioning for what might go wrong

Apr 26 • Dominic Frisby

7:22

What I’m Doing With My Money Right Now (Mostly Nothing)

Read or listen now | In a headline-driven market full of false signals, inactivity is a choice

Apr 23 • Dominic Frisby

5:20

Namibia: Everything on a Plate

Read or listen now | Small population, vast resources, strategic location. It fits the template of the world’s richest nations. One problem remains.

Apr 16 • Dominic Frisby

3:03

When Other Money Fails

Listen now | From the Strait of Hormuz to a Namibian lodge, bitcoin works where traditional systems cannot. Your Sunday thought piece

Apr 12 • Dominic Frisby

7:11

What Happens After the Second Low

Finding washed-out assets before the next move higher

Apr 9 • Dominic Frisby

Gold’s “Worst Month Ever” Is a Buying Opportunity

Read or listen now | Why I think gold is still heading to $10,000. This is what bull markets look like

Apr 1 • Dominic Frisby

9:10

Risk-Off: Cash, Energy and Patience

Holding gold, hunting value in chemicals and refusing to force trades in this market

Mar 29 • Dominic Frisby

UK Stocks Are Cheap. The Problem Is Everything Else.

Energy, rates and policy are a mess. But when things are priced for failure, you don’t need success. Just less bad.

Mar 25 • Dominic Frisby

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