
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.
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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.
Recent examples: Nobody Voted For This · [Invest alongside Doug in this new private placement
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.
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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.
28K on Sep 10, 2026 → 28K on Oct 21, 2026
Rank in Substack’s finance leaderboard: #91 today · #90 a week ago · #78 a month ago
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Most-reacted post we have seen: Accumulate Liquidity While It’s Cheap — 121 reactions on Sep 3, 2026.
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…
Dear VIP Member, A few weeks ago we hosted Silver Pony Resources (CSE: PONY / OTC: PONIF) on Doug Casey’s Experts Roundtable. If you missed it, you can watch it here: Doug Casey's Experts Roundtable A $15 Million Silver Bet With the Answer Three Weeks Away Silver Pony Resources is a C$15 million company that went public on July 24, holds 37,000 hectares of a silver district that produced by candlelight and donkey in the 1890s and has barely been touched since, and just finished its first drill program. The assays start landing in early October… Listen now a month ago · 39 likes · 8 comments ·…
Almost nobody can predict when the bottom arrives, except the pundits, who claim to have done so after the fact. But they didn’t either. I routinely make the suggestion to hold cash positions: for emergency funds and to take advantage of stocks that go on sale from time to time. Cash loses to inflation, of course, but it gains buying power as asset bubbles burst. And with the bums controlling government purse strings and the bums controlling the Federal Reserve printing presses, asset bubbles tend to grow and burst. Doug Casey's Crisis Investing is a reader-supported publication. To receive…
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.
Dear VIP Member, A few weeks ago we hosted Silver Pony Resources (CSE: PONY / OTC: PONIF) on Doug Casey’s Experts Roundtable. If you missed it, you can watch it here: Doug Casey's Experts Roundtable A $15 Million Silver Bet With the Answer Three Weeks Away Silver Pony Resources is a C$15 million company that went public on July 24, holds 37,000 hectares of a silver district that produced by candlelight and donkey in the 1890s and has barely been touched since, and just finished its first drill program. The assays start landing in early October… Listen now a month ago · 39 likes · 8 comments ·…
There’s an old saying about explosions: you see the flash long before you hear the bang. I’ve been thinking about that a lot lately. Matt: “And we saw the flash on February 28th. You could see the flash, and you could see all of this happening, but there’s no bang yet.” Six months ago, my worst case for the Strait of Hormuz was a couple thousand Marines landing somewhere and a bloodbath. I never imagined Saudi Arabia and Yemen at war and the whole thing spreading. Doug says the really worst hasn’t happened yet. Oil on the ground vs. oil on paper North Sea oil trades at spot for $136 a barrel…
Can you expect a corporation, a union, an association, or a government to have a conscience? The law needs an entity that can pretend to be a person A company has to make contracts, hold title to land, and sue and be sued. I have no quarrel with that. If the law couldn’t treat it as an entity in its own right, every lawsuit would have to name every shareholder, and the list would change daily. Limited liability is another component. It lets strangers pool money without risking their houses. The trouble starts when the convenience gets perverted into a pretense that a corporation or other…
is the best read of my week. He posts at every Monday and Friday morning, and he tracks the legal fallout from the Biden years more closely than anyone I know. His World Made by Hand novels are some of my favorite books. Doug is reading them now and compares them to Tolkien. So I asked him the question I hear most from people who voted for Trump. Where’s the justice? Is anyone who did this going to pay? Jim: “To cut to the chase, I do think that a number of people are going to be justifiably prosecuted.” He thinks nothing moves until after the midterms, because the Justice Department won’t…
On October 13, SSR Mining agreed to buy Roxmore Resources for C$6.75 a share in cash—a company valuation of $465 Million, plus a SpinCo sweetener. Two years ago the same company was Axcap Ventures, a…
In the Old West, frontier poker players used a marker to indicate the dealer, often a knife with a buckhorn handle. A player who did not want the deal slid the knife to the next man. He passed the buck. Harry Truman had a desk sign that read “The Buck Stops Here.” In his 1953 farewell address he explained it: “The President—whoever he is—has to decide. He can’t pass the buck to anybody. No one else can do the deciding for him. That’s his job.” 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…
We are speculators. This article is speculation. Sooner or later a machine will out-think every human who ever lived. At that point, it may not ask what rules we would like it to follow. 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. Rules Get Rewritten Engineers are busily bolting rules onto artificial intelligence. Pundits are demanding regulation . Science-fiction author Isaac Asimov gave us the most famous rule set, his Three Laws of Robotics, and spent much time writing stories about…
Experts Roundtable with Arizona Eagle Mining “I’m kind of a happy camper, frankly,” says Doug. https://expertsroundtable.substack.com/cp/219426753 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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