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
- #82
- Paid leaderboard
- #20
- Subscribers
- 28K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 47K
- Paid plan
- $149/mo
- Recommends
- 21
- Podcast
- Yes
rounded by Substack
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Growth history
Rank in Substack’s finance leaderboard: #82 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for Doug Casey's Crisis Investing to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 16%
- Best rank seen
- #82
- Posts
- 12
- Reactions per post
- 50
- Reactions tracked
- 602
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
Most-reacted post we have seen: Accumulate Liquidity While It’s Cheap — 119 reactions on Sep 3, 2026.
Recent posts
- Whatever It Takes
Mario Draghi stood at a podium in London on July 26, 2012, and said the European Central Bank would do “whatever it takes” to preserve the euro. Markets rallied. Bond yields fell. Whatever it takes? When I hear that, I find myself asking: To whom will they do whatever it takes? 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. There’s danger folded in the phrase. It sounds like resolve. But its meaning is, or at least can be, nefarious. The Morality Miss Do whatever it takes prioritizes the…
- AI Data Centers, a Stock Market Hyper-Bubble, and the Coming Love & War Robot Age
Doug published a piece on data centers at International Man this morning. Data centers have gone from an infrastructure footnote to a fight in county commission meetings across the country. Everyone building them says they’ll change life on the planet. Doug thinks something else is going on. “High tech, big wreck” Doug’s first point isn’t about AI. It’s about what optimism does to stock prices. “Technology is about optimism,” he said. “And that optimism corresponds with stock market tops, where everything looks great, things are getting better, we’re gonna live in the world of the Jetsons.”…
- You’re a Drug Lord or a Terrorist Until You Prove Otherwise
The Compliance-Industrial Complex US and Canadian financial institutions spent $61 billion on financial-crime compliance in 2024, according to LexisNexis Risk Solutions. That money buys transaction-monitoring software, Bank Secrecy Act officers, training modules, and armies of analysts and compliance personnel who spend their days clearing alerts and acting like we are all criminals. And we innocent types have to waste time and effort responding to these institutions’ requests for more information about us. It’s called KYC/AML. Doug Casey's Crisis Investing is a reader-supported publication…
- Here’s a Tip: Skip the TIPS.
The Treasury sells you a bond that promises to track inflation. That’s the pitch behind Treasury Inflation-Protected Securities. Buy a TIPS bond, and the principal adjusts upward with the Consumer Price Index. Prices rise, your principal rises, your coupon rises with it. Inflation can’t touch you. So they say. 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. Protection against what? But it’s a lie at two levels. First, the bond doesn’t track inflation. It tracks CPI. Those are not the same…
- Weekly Recap September 06, 2026
- Lindsay Clancy, Data Centers, and Another Falklands War
What Exactly Are All These Data Centers For? There’s a strange backlash building against AI data centers. People don’t like them. Not because they’ve all suddenly become experts on AI. They just look around and see these giant buildings showing up, using enormous amounts of electricity, humming away all night, and nobody can really explain what the benefit is to the people who live nearby. Doug’s take was that they feel “potentially Orwellian.” That seems about right. There’s also the small matter of the money. Trillions of dollars are being poured into this stuff. Doug said: “Whenever that…
- Accumulate Liquidity While It’s Cheap
Doug Casey has said for decades that the worst time to look for liquidity is when you need it. He’s right. And the corollary is just as true: the best time to acquire it is when it’s cheap. Let’s put some numbers on it. Say you have a stock with a P/E ratio of 50. You’ve got $100 tied up for every $2 that the company earns. It is likely they aren’t even sending you any of that $2 each year. Management is probably building their empire with those earnings. Right now, you could sell that stock for $100, stick the cash in a money market account, and get $4 paid to you each year. Or you could…
- The Great Game with Michael Yon
Be sure to sign up for Michael Yon’s substack. Kinjiro House: Michael and Masako Yon The most interesting places at the most interesting times By Michael Yon Most people still think of war as tanks, missiles, soldiers and now - drones. Michael Yon thinks that’s the least interesting part. In our latest conversation, he started listing the other forms of warfare he watches: Water. Food. Migration. Language. Demographics. Intoxicants. Information. Once you start looking at the world that way, a lot of things begin to look different. Michael spent a long time explaining what he calls hydraulic…
- My Path to Crisis Investing
- MONTHLY ISSUE: Merging Value Investing with Speculation
- Weekly Recap August 30, 2026
- Special Guest: Kolja Spöri
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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 10, 2026.