Gold Outlook 2026

In 2025, gold reached over 50 all-time highs, fueled by geopolitical uncertainty and a weaker dollar, yielding returns above 60%. The 2026 outlook remains contingent on these factors. Potential economic slowdowns or rising risks could benefit gold, while positive policy outcomes may depress prices. Gold will continue to serve as a key portfolio diversifier.

Mark Carney’s Call for a New Global Order

In a speech at the 2026 World Economic Forum, Canadian Prime Minister Mark Carney emphasized the decline of the rules-based world order and U.S. influence. He urged middle powers to unite against exploitation by great powers, advocating for a new, values-driven global order focused on sovereignty and resilience, aligning strategies for trade and partnerships.

Trump’s Power Play: A Year of Political Turbulence and Consequences.

The first anniversary of Donald Trump’s second term reflects a year of turmoil, where traditional politics have been disrupted. Trump’s instinctual and often confrontational approach has reshaped both domestic and international landscapes. With potential electoral consolidation looming, the implications of his governance could redefine American power dynamics and global stability significantly.

Madness in Power: Consequences for Global Stability.

The content critiques the rise of reckless leadership, particularly focusing on Trump’s actions as detrimental to global stability. It contrasts the concept of madness, which can inspire short-term success, with the destructiveness of past tyrants. The author warns that unchecked madness in power threatens democracy and societal well-being.

New World Order: Power, Threats, and Alliances.

The article discusses the escalating geopolitical tensions driven by US interventions, particularly in Venezuela, which are reminiscent of Russia’s actions in Ukraine. It critiques Mexico’s lack of coherent foreign and national security policies under its current leadership, highlighting the risks posed by external threats and internal inconsistencies.

The Collapse of International Diplomacy in the Trump Era.

Since the Congress of Vienna in 1815, the need for institutional mechanisms to prevent chaos has been clear. The U.S. played a pivotal role in fostering global stability post-World War II, emphasizing peace over force. However, under Trump, this commitment has eroded, leading to a dangerous precedence of coercion over diplomacy.

Sir Niall Ferguson: Trump Was Right To Overthrow Maduro.

Historian Niall Ferguson discusses President Trump’s decision to oust Venezuelan President Nicolás Maduro, labeling it as overdue. He analyzes U.S. intervention history in Latin America, introduces the “Trump Corollary,” and evaluates the potential risks of regime change while considering global consequences involving China, Iran, and regional power dynamics.

Eurasia Group Top Risks 2026

The year 2026 marks significant geopolitical instability, driven by an unpredictable U.S. political shift and ongoing global conflicts. While some nations, like China and India, bolster their positions, Europe faces heightened challenges. An AI revolution is also underway, complicating governance. The global landscape is turbulent, with lasting implications for future generations.

2025: A Year to Remember.

The end of the year reflects a challenging global climate, with wars and economic instability. Trump’s administration has shifted power dynamics in the U.S., sidelining traditional political structures. The upcoming USMCA renegotiation will be crucial for regional economic stability, as issues of leadership ineptitude underline a deeper crisis in democracy and governance.

My Readings in 2025.

In times of upheaval, many books emerge addressing significant geopolitical and historical themes. Noteworthy titles include Hal Brands’ exploration of Eurasian geopolitics and Claudio Lomnitz’s analysis of Mexico’s dual realities. Robert Kaplan’s pessimistic insights mirror the Weimar Republic, highlighting the fragility of democracy, while Timothy W. Ryback details Hitler’s rise without popular support.

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