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- Submitted Jun 27, 2026|From capitalstreetfx.com|1 comment

Britain is not suffering a political crisis. It is suffering an identity crisis — a recurring failure to agree on what the country fundamentally is and who it is for. The market consequences are already visible: the pound is 12% below its ...
- Submitted Jun 23, 2026|From capitalstreetfx.com

Markets expand, peak, correct, and rebuild. They have done so across every era and every technology — without a single exception. The CAPE ratio is 40.43, the second highest in 145 years of recorded data. The Buffett Indicator is 233.8%, an all-time ...
- Submitted Jun 4, 2026|From capitalstreetfx.com

For four thousand years, the price of gold relative to silver followed a law of nature — fixed first by geology, then by monarchs, then by markets. Today that relationship has fractured in ways that illuminate something profound about our moment: ...
- Submitted May 15, 2026|From capitalstreetfx.com|4 comments

The safe-haven thesis is one of the most deeply held convictions in financial markets. Gold rises when there is war. Gold falls when there is peace. It is, in its simple form, dangerously incomplete. The Iran war of 2026 is not the first time gold ...
- Submitted May 12, 2026|From capitalstreetfx.com

From a Roman glassmaker’s yellow pigment to the Manhattan Project to Microsoft restarting Three Mile Island — the complete, definitive story of the most energy-dense substance on earth, the 31-million-pound annual supply deficit, and the ...
- Submitted Apr 21, 2026|From capitalstreetfx.com|1 comment

In the summer of 1974, Henry Kissinger flew to Riyadh and made the most consequential financial deal in modern history. It was not a treaty. It was not a trade agreement. It was an arrangement — a word chosen deliberately, because what was agreed ...
- Submitted Apr 14, 2026|From capitalstreetfx.com

From playing-card money in 1685 to the world’s fifth reserve currency — the definitive history of the Canadian dollar, a rigorous analysis of every commodity cycle that shaped the Loonie’s trajectory, the full scenario framework for Canada’s ...
- Submitted Apr 11, 2026|From capitalstreetfx.com

The Mountain Money: Switzerland’s Neutrality, Its Sanctuary Role, and the Enduring Power of the Swiss Franc How three hundred years of political, legal, and financial neutrality built the world’s most trusted currency — the waves of capital that ...