Energy and Capital Archives

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...

Is This an AI Shakeout… Or the Crash?

Written by Keith Kohl
Posted December 17, 2025

The Genesis Mission directs the federal government to turn decades of publicly funded scientific data — energy research, materials science, climate models, genomics — into unified AI platforms...

Gold’s Next Chapter Starts Now

Written by Keith Kohl
Posted December 15, 2025

Yesterday, gold was trading as high as $4,380 per ounce, pressing against the same resistance level that capped prices back in October. Since then, prices have tightened and volatility has started...

Dr. Trumplove Or: How I learned to Stop Worrying and Love Oil

Written by Keith Kohl
Posted December 14, 2025

How many times is this going to happen? How many times will we have to sit through the IEA revising its previous projections after spending months and years aggressively pursuing a bearish...

Trump’s Oil War!

Written by Keith Kohl
Posted December 11, 2025

1,400 barrels per day. In the Permian Basin, that’s about how much crude a driller can expect to see flowing out of a new well. The number varies, give or take, but the sharp decline rate seen...