Doug Casey's Crisis Investing
Doug Casey wrote the book on Crisis Investing. His Substack with Matt Smith focuses on the opportunities created by monetary disorder, geopolitical shocks, gold, energy, and resource stocks. If you want to thrive in crisis, subscribe today.
- Top in Finance
- #79
- Paid leaderboard
- #20
- Subscribers
- 28K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 47K
- Paid plan
- $149/mo
- Recommends
- 21
- Podcast
- Yes
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What they write about
Contrarian commentary on crisis and opportunity, published with a co-author alongside a podcast. Recurring subjects include central bank intervention, artificial-intelligence data centres and market valuations, inflation-linked bonds, financial privacy and compliance rules, and the case for holding liquidity. Also runs interviews.
- contrarian investing
- central banks
- inflation
- financial privacy
- liquidity
- interviews
Recent examples: Who Gets the Fiat Currency First · It Looks Like One of Those Red Screen Days
Written from Doug Casey's Crisis Investing’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
28K on Sep 10, 2026 → 28K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #79 today · #79 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 16%
- Best rank seen
- #76
- Followers added
- +291
- Posts
- 24
- Reactions per post
- 44
- Reactions tracked
- 1.2K
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 25, 2026
since tracking began
last 30 days
average, recent posts
across 27 posts
in tracked posts
Most-reacted post we have seen: Accumulate Liquidity While It’s Cheap — 121 reactions on Sep 3, 2026.
Recent posts
- Who Gets the Fiat Currency First
Two Economies Every dollar the Fed creates puts upward pressure on asset prices and consumer prices. On one side are people who own the assets. These folk check their net worth frequently. On the other: people who work for an hourly or salaried wage, buying groceries and fuel and waiting for a raise. These folk check their bank balance and credit card debt frequently. Both sides vote. They do not live in the same economy. Maybe not in the same world. Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid…
- It Looks Like One of Those Red Screen Days
Pre-market data are pointing lower for the metals this morning, and most of our portfolio is going to be pointing down with them. Opening your brokerage app this morning will feel like stubbing your toe, stepping on a Lego with bare feet, and getting salt blown in your eye. I recommend skipping it. Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This morning hurts Miners amplify every move in the metal price, in both directions. That leverage is the reason these shares climbed as far as…
- Weekly Recap September 27, 2026
Experts Roundtable with Silver Pony Resources A silver bet with an initial answer weeks away https://expertsroundtable.substack.com/cp/216914191 Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support our work, consider becoming a free or paid subscriber.
- Thank You Sir May I Have Another
So many of us seem to be masochists. Retirement Ida May Fuller of Vermont, the first monthly Social Security recipient, paid in $24.75 and collected about $22,900 before she died at 100. She got a good deal. Good for her. Franklin Roosevelt’s program now takes forty-plus years of payroll tax and returns far less than an index fund would. Die at 62 and the account you funded for decades pays you nothing. Do the math on Social Security someday. Allowed to keep his money and invest it in the markets, a low-paid laborer who never even gets a raise in his entire life would end up a millionaire in…
- Two Machines Mated, and a Monster Was Birthed
This is the first letter in a series I am writing that presents the meanings, the benefits, the risks, the responsibilities, and horrors of the singular combination of fiat currency and global reserve currency that is the USD. I will space these out over the next many months. In August 1971, after a long romance, two machines mated. The first machine The first machine is fiat currency issuance. A government that prints its own currency transfers and concentrates economic wealth unto itself as much as it wishes, until people start laughing, shooting at it or slicing off its heads. Every…
- A $15 Million Silver Bet With the Answer Three Weeks Away
- Which President Gave Us the Highest Petroleum Prices?
On July 3, 2008, West Texas crude closed at $145.31 a barrel. Convert that into 2026 dollars and you get $221.29. Nobody has paid that much for a barrel of oil before or since. Not in 2011. Not in 2022. Not this month either. That same summer produced $6.27 gasoline and $7.30 diesel, when reported in today’s currency (2026 dollars) , using the CPI-U for the conversion. Both are still the record. Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Neither the 2011 Arab Spring spike nor the 2022…
- Weekly Recap September 20, 2026
Experts Roundtable with Scottie Resources Corp. A Gold Miner That Could Earn Its Market Cap Every Year Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support our work, consider becoming a free or paid subscriber.
- Investing, Morality, and Drones
Investing, Morality, and Drones Today’s conversation bounced from Yemen and oil to AI, morality, resource stocks and the future of warfare. The common thread was pretty simple: a lot of systems that look stable right now probably aren’t. We started with Yemen and the disruption to oil flows. Doug’s point was that markets still seem strangely relaxed about something that can’t be papered over forever. “The world runs on oil, and oil is not being shipped the way people expect.” His response as an investor hasn’t changed much: gold, energy and other real assets. Not because he knows exactly what…
- The Company Works For You
A board of directors has a fiduciary responsibility to act in the interests of the company and its shareholders. In practice, plenty of company managements and boards treat that duty the way a teenager treats a curfew: acknowledged and ignored. Start with what management and directors actually owe owners. First and foremost, they should be working to make morally and honestly obtained profit. Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Management works hard, often for years. They have…
- A Gold Miner That Could Earn Its Market Cap Every Year
- Swap Lines: The Federal Reserve Extends Its Tightrope
In our Crisis Investing call yesterday with the VIP subscribers, swap lines came up. I’ve been reading Marin Katusa’s work for almost as long as I have known Doug Casey. As a result, and although I’m no expert, I’m comfortable enough as a writer and teacher to submit to you this summary of the swap line. This is for those readers who hear the term but haven’t had time to make heads or tails of it. A swap line is an agreement between the Federal Reserve and a foreign central bank to exchange currencies at a fixed rate, with a promise to reverse the trade in the near future at that same rate…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Doug Casey's Crisis Investing. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.