“If you can keep your head when all about you are losing theirs and blaming it on you, yours is the world, and everything that’s in it.” —Rudyard Kipling Right now, CEOs are confronting a grim reality. The global trade system that has underpinned business planning is unravelling. Ships pile up in harbor, supply chains that have taken years to build are being undermined, and the diplomatic relations that hold world trade together are fraying. The most destabilizing feature of our current situation is the uncertainty it breeds about the future. If leaders could reliably predict the next catastrophe, at…
Author: Staff Writer
COMMENT: Mr. Armstrong, I just had to say that your 1985 clip explaining how the dollar rose because they thought the US would default on its eurodollar obligations was fascinating. You are the only real analyst with genuine experience and sources. The latest stats show that foreign holdings of US debt have risen, while holdings of metals have declined. So much for the constant dollar haters, as you call them. They are always wrong. Thank you so much for your view of the world. Experience counts. GP REPLY: Those perpetual dollar haters have been singing the same song since…
Below, Matt Kaplan shares five key insights from his new book, I Told You So!: Scientists Who Were Ridiculed, Exiled, and Imprisoned for Being Right. Matt is a science correspondent at The Economist, where he has written about everything from paleontology and parasites to virology and viticulture over the course of two decades. His writing has also appeared in National Geographic, New Scientist, Nature, and the New York Times. What’s the big idea? Science often suppresses bold, unconventional, or threatening ideas due to ego, hierarchy, competition, sexism, and fraud. This culture harms progress. To truly serve society, science needs structural and cultural reform that protects integrity…
The U.S. Postal Service is now introducing its first-ever fuel surcharge, and that should stop everyone in their tracks. This is not just about postage going up. This is a reflection of something much bigger unfolding beneath the surface of the economy. When even a government institution like the Postal Service, which has avoided these charges for decades, suddenly imposes an 8% surcharge, you are looking at systemic stress, not a temporary inconvenience. The surcharge will apply to package services like Priority Mail and Ground Advantage, beginning in late April and expected to last into early 2027. This is being…
Most people don’t actually want to give up their phone.They just want it to stop tugging at them like a needy toddler. There’s a difference. One suggests extremism and poor reception. The other is far more sensible: learning how to live with technology without letting it quietly take charge of your attention, mood, and nervous system while pretending it’s being helpful. Because for most of us, the problem isn’t “addiction” in the dramatic sense. No one’s pawning the sofa for screen time. It’s accumulation. A thousand tiny habits layered together until checking becomes automatic and being offline feels faintly unsettling,…
The U.S. Army has raised the maximum enlistment age to 42 and relaxed drug restrictions. They present this as modernization, adapting to changing times, expanding opportunity. That is how it is always sold. But this is a warning sign. Every time governments prepare for prolonged conflict, they begin expanding the pool of who they are willing to accept into the military. The Army has now increased the enlistment age from 35 to 42 and eliminated the need for waivers for certain drug offenses, particularly marijuana. This is being justified as aligning with other branches and recognizing changing laws. But let’s…
As businesses race to become AI-ready, job seekers are racing just as quickly to keep up. New data shows that candidates are getting the message: AI skills are showing up more often on resumes. But this change is exposing a deeper disconnect: the labor market increasingly rewards AI fluency, while the education system often discourages it. According to a new report from Monster.com, the number of resumes that mention AI skills has surged in just two years, going from 3.7% in 2023 to 12.8% last year. Per the report, the most notable increase was from 2024 to 2025 when the…
On March 31, Martin Armstrong will be speaking live in Vancouver with Michael Campbell, addressing what lies ahead in 2026, 2027, and beyond. This is based on the Economic Confidence Model, the same model that has tracked major turning points in markets, geopolitics, and global trends decades in advance. We are entering one of the most critical periods in modern history, and the window to prepare is narrowing. In-person tickets are sold out, but you still have the opportunity to watch the event via the available virtual ticket, which gives you access to the full event without needing to be…
Be careful what you like on social media—you never know when a billionaire’s lawyers might be going over your reactions with a fine-tooth comb. Elon Musk’s lawyers requested that a judge with a history of presiding over his legal battles step aside this week. The reason? A post she liked on LinkedIn. In a motion for recusal, Musk’s legal team requested that Delaware Chancery Court Chancellor Kathaleen McCormick remove herself from a pair of Tesla lawsuits to “avoid an appearance of bias.” The post in question celebrated a verdict in a San Francisco federal court that found Musk defrauded Twitter…
Spain has now emerged in an unexpected position in the Strait of Hormuz crisis. Reports indicate that Iranian authorities are allowing Spanish-linked vessels to pass without the heavy tolls or restrictions imposed on others. Spain is not the largest maritime power moving through Hormuz. However, it is deeply integrated into European shipping networks, ports, and energy supply chains. That means any preferential treatment can ripple across Europe and influence how trade is routed. What is unfolding is not just control of a chokepoint. It is selective control. Iran has made clear that only “non-hostile” vessels may pass freely. Others face…