James Rickards

Indicators of a Chinese Collapse

People you meet in the street are often a better source of information than the experts in the hotel conference rooms. I asked one student if people in China were trying to get their money out of the country.

His eyes lit up and he replied, “Yes, everybody I know!”

The Chinese Credit Bubble

The confrontations between the U.S. and China on trade, currencies and geopolitics will begin immediately at a rhetorical level, but may take a year or two to play out at a policy level. Supply chains, long-term contracts, and reserve positions don’t turn on a dime even when new administrations are sworn in.

The Ice-Nine Lockdown

This is a syndicated repost courtesy of The Daily Reckoning. To view original, click here. Reposted with permission. I am often asked, “Does Ice-Nine put gold at risk of lockdown or confiscation?” First, Ice-Nine is a phrase borrowed from author, Kurt Vonnegut. Vonnegut wrote a book in the early 1960s called Cat’s Cradle, and it’s…