Why the Jones Act Waiver Could Be the Most Important Energy Story of 2026

Published on March 31, 2026

I just returned from the Investment U conference in Las Vegas, where I presented on gold and the great digital transformation. Sentiment among investors was upbeat, despite great uncertainty in the world right now.

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Gold’s Correction Is Technical, Not Fundamental

March 31, 2026
Gold has fallen roughly 21 percent from its all-time high of nearly $5,595 reached in late January to approximately $4,430 as of this writing, and the prevailing narrative in markets is that this correction reflects a genuine shift in the metal’s outlook

America Should Beware of Economic Hubris

March 31, 2026
Even if the US economy continues outperforming its peers, it will not necessarily remain insulated from the Iran war’s adverse spillovers. Already, higher energy and borrowing costs are exacerbating the affordability pressures many Americans face, creating downside risks for jobs, consumption, and growth.