Doug Casey's Crisis Investing

Substack by Matt Smith @ Crisis Investing · launched Aug 25, 2020

Doug Casey's Crisis Investing is the newsletter and podcast (Doug Casey's Take) from Doug Casey and Matt Smith on gold, silver, uranium and resource stocks.

Top in Finance
#98
Paid leaderboard
#20
Paid subscribers
1,000+ paid
Badge
Bestseller 1k
Followers
48K
Paid plan
$89/mo
Recommends
21

other newsletters

Podcast
Yes

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: Mania and Depression. Peaks and Valleys. · Let’s Turn Back Our Clocks Every Night

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.

VIP

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 Oct 21, 2026

Followers (thousands, nightly)

Rank in Substack’s finance leaderboard: #98 today · #92 a week ago · #81 a month ago

Stats worth sharing

Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile
Top 19%

of 525 ranked finance newsletters

Best rank seen
#76

on Sep 25, 2026

Rank, 7 days
−6 places
Rank, 30 days
−17 places
Followers added
+1.0K

since tracking began

Posts
23

last 30 days

Reactions per post
40

average, recent posts

Reactions tracked
2.3K

across 58 posts

Tickers covered
2

in tracked posts

Most-reacted post we have seen: Accumulate Liquidity While It’s Cheap — 121 reactions on Sep 3, 2026.

Doug Casey's Crisis Investing — rank, subscribers and growth, tracked by Stock Market Watch
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Recent posts

  • Mania and Depression. Peaks and Valleys.

    Junior miners start with a claim, a geologist, hope, some spare change, and then a press release. A speculator’s job is to provide the spare change to the companies with good prospects, and at the right time. What is the right time for us? 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. Pierre Lassonde co-founded Franco-Nevada and later served as president of Newmont Mining. During decades of financing and owning mining companies, he’d noticed that junior miners’ perceived market values…

  • Let’s Turn Back Our Clocks Every Night

    Here in the US, most of us shifted from daylight time to standard time over this past weekend. Most of us had the opportunity to sleep an extra hour. For free! More sleep means more health, more ability to tolerate stress, more consolidation of what we learned the previous day. It’s a wonderful thing. 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. Of course, that hour was never free. We just borrowed it. We’ll have to pay it back in March. You know that. I know that. But just for a moment…

  • Weekly Recap October 31, 2026

    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.

  • MONTHLY ISSUE: The Almighty Warrant

    Carnage. That’s what yesterday’s markets seemed like to many of us here at the New Orleans Investment Conference, and most anywhere else. Is this blood in the streets? Not really. But it is the type of day that makes you question your thinking. Questioning is fine, wise, worthwhile. After all, maybe the other guys are right. Maybe we’re wrong. Or maybe we are right, but not yet. That’s the usual mantra. The market can stay irrational longer than we can stay solvent? Or we’re right, but those in the wrong are controlling all the levers and they can pull those levers harder and keep their…

  • Learning to Speak Junior Mining Finance

    Until a mine is built, a junior has one product to sell: its own shares. Part 1 covered the rock and the paperwork. This letter covers how a junior raises capital, the terms it offers investors, and the tax complications that arise on either side of the border. Most of the deals we see are Canadian companies, so the focus of this letter is there. I hope the Aussies and occasional Europeans forgive me. 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. The Money Private placement. Shares sold…

  • The Collapse of Western Civilization Is Accelerating

    Doug called in today from a hotel room in New Orleans, where the New Orleans Investment Conference starts this week. He told me he doesn’t plan to come back to this or any other conference. Doug has been raising this topic since 2016: Doug: “There’s a good chance we’re actually gonna go over the precipice.” His argument is structural. Every problem gets a new layer of people to solve it, and the layer never goes away after the problem does. Things get bigger, more top-heavy, more corrupt and less resilient. He compares it to the collapse of the Bronze Age and the start of the Dark Ages after…

  • Learning to Speak Rock

    A junior mining news release is written in a dialect. A speculator needs to know the lingo. The vocabulary takes more than one letter to present. This is Part 1: the rock and the paperwork. Part 2 covers the money. Part 3 covers the economics and the markets and the methods. I figure I will revise and update these, in part based on your comments and suggestions, and turn them into a PDF to help new subscribers (and old ones) orient to the language. Doug Casey's Crisis Investing is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid…

  • Inhaling This Gas Won’t Make Politicians Any Smarter

    Helium is the third most abundant element in the universe—after hydrogen and stupidity. But it is rare on Earth, because when it gets out of the crust and into the air, it rises up through the atmosphere and leaves the planet. On October 23, Energy Secretary Chris Wright designated helium a critical material. The Department of Energy has noticed helium. We should notice it too. 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. Where It Comes From Helium is made by nuclear fusion in stars, and…

  • Weekly Recap October 25, 2026

    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.

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  • Hydrograph Reminds Canadian Shareholders of Critical Deadline and Instructions for Tax-Deferred Exchangeable Share Election

    Note from John: HydroGraph is in the Crisis Investing Portfolio. The following is reproduced from HydroGraph’s press release issued today. It applies only to Canadian shareholders who hold HydroGraph…

  • Smoking a PIPE: Private Investments in Public Equity

    Two years ago, Axcap Ventures was a C$40 million gold explorer selling shares for pennies. This month, SSR Mining agreed to buy it—now renamed Roxmore Resources—for about C$655 million, plus shares of a new small explorer provisionally called SpinCo, with closing expected in December 2026. Our paid subscribers got to enjoy this ride VIP and Founder members. On October 29, 2024, we presented to VIPs a place in Axcap’s private placement alongside Doug Casey. Axcap was a public company, and therefore this placement is considered a Private Investment in Public Equity , known as a PIPE . Doug…

  • Nobody Voted For This

    Article I, Section 7 of the Constitution says all bills for raising revenue shall originate in the House of Representatives . Toss that right in the sewer. The US Constitution is now little more than a rhetorical weapon for those not in power to use against those in power, while those in power ignore it. Four years later, reverse the parties, same crap. 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. Despite the Constitution, the most reliable revenue source in modern America originates not…

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