Energy and Capital Archives

Not Your Bitcoin, Not Your Key

Written by Keith Kohl
Posted January 8, 2026

In late 2025, California quietly rewrote a fundamental assumption of the crypto age. Did you miss it among the chaos lately? That’s what they’re hoping, because Senate Bill 822 took effect on...

Trump’s Favorite Energy Source (NOT OIL!)

Written by Keith Kohl
Posted January 7, 2026

Two centuries ago, steam cracked the limits of human labor and dragged the modern world into existence. Coal-fired boilers, pressure, pistons — heat made industry possible...

Venezuela’s Oil Riches: Truths, Myths, and Misconceptions

Written by Keith Kohl
Posted January 5, 2026

The moment the news started filtering out that the U.S. military pulled off such a daring operation to arrest Nicholas Maduro, I’ll confess that I didn’t believe it at first. I thought that...

Gold’s Run Isn’t Over

Written by Keith Kohl
Posted January 4, 2026

Late-2025 data from the World Gold Council confirmed what the price alone suggested. Demand wasn’t coming from one corner of the market. It was broad, overlapping, and structural. Retail...

The Ultimate AI Disruption Stock

Written by Keith Kohl
Posted January 1, 2026

Today, AI is now achieving for drug development what MRI did for diagnosis. It allows researchers to see biological interactions instead of inferring them, which means that AI systems can model...

You Can’t Keep A Good Oil War Down

Written by Keith Kohl
Posted December 30, 2025

Today, the epicenter of geopolitical volatility has shifted from Eastern Europe to the Caribbean, where President Trump is doing something no modern U.S. president has been willing to do so openly...

The Case for $5,000 Gold Just Got Stronger

Written by Keith Kohl
Posted December 28, 2025

If you want the truth about gold, don’t watch the pundits. No, dear reader, what you want to watch are the buyers who aren’t distracted giving interviews...

Trump Loves His Venezuelan Oil

Written by Keith Kohl
Posted December 25, 2025

When President Trump recently seized a third Venezuelan oil tanker, he turned what markets once dismissed as paper sanctions into physical interdictions. But this isn’t a warning letter from the...

The Bull Market That Will Power the AI Century

Written by Brian Hicks
Posted December 24, 2025

Every cycle has a beginning. Every supercycle has a spark. And the spark this time isn’t coming from OPEC, Russia, or Washington… It’s coming from AI.

‘Twas the Night Before Christmas... And Gold Slept Soundly

Written by Keith Kohl
Posted December 23, 2025

As sharp as a trader’s keen analytical mind, gold defied panic with its steady climb. Digital coins bounced with speculative cheer, bullion sat anchored when volatility drew near. More rapid...

$55 Oil Is the Biggest Opportunity Since COVID

Written by Keith Kohl
Posted December 21, 2025

Whenever crude oil falls this low, I can’t help but get excited. Sure, the short-term feels painful, but our bullish sentiment grows every day that WTI lingers below $60 per barrel.

Breaking Our Shackles From China’s Rare Earth Monopoly

Written by Keith Kohl
Posted December 18, 2025

Diplomatic summits don’t usually get named after raw materials unless something has gone very wrong. That’s what made the Pax Silica Summit so telling. Beneath the language of cooperation sat a...