Jim RickardsJim Rickards

James G. Rickards is the editor of Strategic Intelligence, Crash Speculator, Gold Speculator and Tactical Currency Profits. An Ex-CIA insider, he is also an American lawyer, economist, government advisor and investment banker with 40 years of experience working in capital markets on Wall Street. He was the principal negotiator of the rescue of Long-Term Capital Management L.P. (LTCM) by the U.S Federal Reserve in 1998. His clients include institutional investors and government directorates.

His work is regularly featured in the Financial Times, Evening Standard, New York Times, The Telegraph, and Washington Post, and he is frequently a guest on BBC, RTE Irish National Radio, CNN, NPR, CSPAN, CNBC, Bloomberg, Fox, and The Wall Street Journal. He has contributed as an advisor on capital markets to the U.S. intelligence community, and at the Office of the Secretary of Defense in the Pentagon. He has also testified before the U.S. House of Representatives about the 2008 financial crisis.

Rickards is the author of The New Case for Gold (April 2016), and four New York Times best sellers, Currency Wars (2011), The Death of Money (2014), The Road to Ruin (2016), and Aftermath (2019) from Penguin Random House. And his latest book, The New Great Depression was published in January 2021.


Gold Note No. 12

We have been stuck in a rut where inflation expectations are driving rates higher but no sustained inflation has appeared. That’s a tough environment for gold. Still, gold has held its own. Downside is limited because of residual inflation fears, but upside is huge because gold prices have been moving inversely to interest rates and a plunge in rates is likely to occur. When it comes to investing, that’s as good as it gets.

The Rise of ESG and Sustainable Investing

In the May edition of the live lifetime intelligence briefing, Jim discussed ESG and how this new way of investing is gaining momentum. He revealed the three central factors in measuring the sustainability and societal impact of an investment and cautioned investors in favoring this new trend over solid fundamentals in evaluating stock performance projections. Dan also joined him and provided three trade recommendations for you to take advantage of in the ESG space. Listen to the audio or read the transcript here.

Trade Alert: This Amazon Of Used Cars Is Just A Used Car Dealer

Used car sales surged during the worst stages of the pandemic, which was driven by the outmigration of talent and money from the major cities. With restrictions now being eased, the problems in cities have not disappeared, but the urgency of leaving and needing a car have waned. Jim and Dan target this leading used car retailer as an inflated stock price and a cooling off of demand for used cars means slower growth and a stock price correction.

The Future of Money (And Bitcoin)

For our May intelligence briefing, Jim discusses the future of money for financial transactions as well as for investments. The discussion includes the impact of Bitcoin and other cryptocurrencies on the financial system and reveals if these currencies are viable investments for your portfolio. He also details new developments with digital currencies and their place in the banking system. Jim also conducts a Q&A session during this briefing.

Trade Alert: This Theatre Operator Could Have A Sad Ending

Few industries were harder hit than the movie industry when the full-force of the pandemic hit the United States. The great danger for theatre operators is that audience behavior has changed in such a way that audiences will not return even when a broader reopening is allowed. Jim and Dan target the world’s largest movie theatre operator as new viewing habits will prevent a return to normal for theatres now and in the future.

PRO Trade Alert: This Theatre Operator Could Have An Unhappy Ending

Few industries were harder hit than the movie industry when the full force of the pandemic hit the United States. The great danger for theatre operators is that audience behavior has changed in such a way that audiences will not return even when a broader reopening is allowed. Jim and Dan target the world’s largest movie theatre operator as new viewing habits will prevent a return to normal for theatres now and in the future.