
Market commentary, opinion and more from Dominic Frisby. All with a massive libertarian bias. Lots on gold, silver and bitcoin. Put your email in the box below & get a free copy of my report, How to Invest in Gold.
18K on Sep 10, 2026 → 20K on Oct 21, 2026
Rank in Substack’s finance leaderboard: #100 today · #98 a week ago · #95 a month ago
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
of 525 ranked finance newsletters
on Oct 19, 2026
last 30 days
average, recent posts
across 29 posts
Most-reacted post we have seen: When Time Stops — 118 reactions on Sep 6, 2026.
Share Good Wednesday to you, My mid-week commentary may end up a day or two late this week, as I am travelling, but in the meantime here is episode 2 of the New Orleans series. It features the legend that is Peter Schiff, economist, investor and long-time sound-money advocate. He believes almost every path now facing policymakers ultimately leads back to gold. The Federal Reserve, says Peter, cannot genuinely defeat inflation without inflicting enormous damage on the housing market, stock market and wider financial system. We discuss the growing losses embedded in the US mortgage market…
Share As promised, here is my conversation with investor and author Grant Williams , the first of eight conversations recorded at the 2026 New Orleans Investment Conference. It’s a belter. I hope you enjoy it. As always you can watch the video above, or listen as a podcast via Spotify , Apple podcasts et al. Grant argues that politicians will never go for the discipline of a gold standard voluntarily, but the breakdown of the existing system - excessive debt, financial instability, currency debasement and ultimately a loss of trust in money itself - will force it on them. We discuss why he…
Good Sunday to you, I have now said goodbye New Orleans and the investment conference - what a few days I had there (thanks so much to Brien Lundin and the organisers for asking me) - and now find myself in Cayman, where I have been asked to look at a gold vault, as one does. While in New Orleans I recorded some eight conversations, which I will be putting out over the next few weeks, so emails are going to be slightly more frequent than usual. I hope you enjoy them. There are some belters, including Doug Casey, Grant Williams, Peter Schiff and others. We weren’t able to get the first one…
I believe most people start out in politics because they want to make the world a better place. Better might mean more socialist, more Conservative, more Liberal, doesn’t matter. They want to make the world better, whatever their idea of better happens to be. Maybe I’m just naive thinking that. In any case, very few ever get any real chance. I once heard a jaded MP describe the House of Commons as, “the crucible of broken dreams”. Hundreds of people arrive to change the world and leave years later barely even having affected parking in their own constituency. But what if you’re one of the…
I was planning to put out a thought piece today about why the US pint is a better measure than the English pint, but that will have to wait as I felt the need to comment on this week’s market action. WTI Crude surged above $100, and Brent above $110. We are now above the levels reached when Donald Trump first started bombing Iran. We have a proper uptrend in place and oil stocks are looking good, bringing some respite to portfolios that are being battered elsewhere. The sub $60 days of January feel a long way away now and we are not going back there any time soon. Get used to $100 oil. It’s…
Share Something a little different this week. On Monday I gave a talk for UK Finance called Making Sense of It All , about the multiple contradictions at work int he economy: rising bond yields yet equity markets grinding higher, huge investment in AI despite limited profit, and the growing squeeze on the materials needed to build AI infrastructure. (Many thanks to Duncan and Rhiannon for inviting me to speak). I’ve taken the deck and put together an online version - the first time I’ve ever attempted such a thing - I hope you will find it useful. The transcript is available above. Until next…
It’s my pleasure to sit down with with the man who “gold pilled” me back in the day with his book, The Collapse of the Dollar . Share James Turk , founder of GoldMoney, has spent five decades working in banking, finance and investments, making the case that gold is not an investment or another commodity, but money in its purest form. We discuss why he believes the US can no longer repeat the Volcker rescue of the 1980s, the relationship between sound money and liberty, and why he expects gold eventually to return to the centre of global commerce as technology changes the way money moves…
After an extraordinary run which started in 2022 below US$20/oz and ended in January this year at US$122, silver has been working its way downwards. We have had a correction of almost 50%. Today we’re at $58/oz having been as low as $55 in July. We are almost certainly going to go back and retest that low, I would say, and silver is very much in a downtrend. $50 has been a huge line in the sand that goes all the way back to 1980 and for decades silver could not get above that number. Then, late last year, it cut through it like butter. What was resistance becomes support is one of the…
Share Good Sunday to you, We have a fantastic interview for you today. I sit down with legendary Canadian investor Frank Giustra to discuss gold, government debt and why he believes the world is entering the most dangerous geopolitical period of our lifetime. You can either watch the video or listen as a podcast via Spotify et al. Frank made his fortune in mining and natural resources, before founding Lionsgate Films, the world’s biggest independent film studio. His track record as a businessman and investor is superlative. We discuss why he believes this is no ordinary metals bull market…
I don’t know if it’s my own little online bubble, but every time I open my phone at the moment I am being swamped with bearishness and negativity. Never mind all the political and social stuff, it’s financial as well. The problem I have is that a lot of the bearish arguments are well reasoned. In a nutshell: too much concentration in the S&P 500, which under the surface is looking very mucky, bond yields too high and too much government spending. Given that governments everywhere are running such unsustainable deficits, the chances of a sovereign debt crisis are very real. The cost of their…
John James Cowperthwaite Good Sunday to you, I have a lot of charts for you today, and fascinating ones too, but we begin with a little story. John James Cowperthwaite was the financial secretary who oversaw Hong Kong’s extraordinary growth in the 30 or so years after World War Two. It was one of the greatest periods of economic expansion the world had ever seen. I’m not sure it has ever been equalled. In the span of little more than a generation, this tiny territory with no significant natural resources to speak of went from shanty town with a refugee problem and a GDP per capita below $300…
The yields on 10-year US treasuries are rising. They’ve hit their highest level in nearly 20 years. What does that even mean? And more importantly what are the implications? A lot of people are getting their knickers in a twist. And why has gold’s promising little rally hit a wall? And what about UK gilts, they’ve rocketed slap bang in the middle of the Labour Party conference, when they’re all promising more spending. Make it make sense. If you live in a third world country such as the UK, I urge you to own gold or silver . The pound will be further devalued, as will the euro and dollar. The…
← All trending finance newsletters
Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Flying Frisby. 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: Nov 10, 2026.