Jim Rickards' Strategic Intelligence

Jim Rickards invites subscribers to a live Strategic Intelligence Roundtable on Wednesday, September 2 at 3 p.m. ET featuring the full Paradigm Press analytical team (Byron King, Zach Scheidt, Dan Amoss, Adam Sharp, Sean Ring) discussing markets, geopolitics, risks, and specific stock opportunities. Readers are prompted to join Rickards' text Insiders list to submit questions and participate in the live chat.

Jim Rickards invites subscribers to a free Strategic Intelligence Roundtable featuring his team (Byron King, Zach Scheidt, Dan Amoss, Adam Sharp, Sean Ring) on Wednesday, September 2. The email leads with geopolitical analysis of Iran's control over the Strait of Hormuz and its implications for oil prices, positioning the roundtable as an opportunity to discuss timely investment ideas and specific stock tickers.

Byron King analyzes America's military-industrial capacity problem: exceptional precision-strike capability but insufficient production capacity and supply-chain resilience to sustain prolonged conflict. The analysis frames defense contracting and munitions manufacturing as a structural economic bottleneck rather than a near-term tactical issue.

Dan Amoss issues a sell alert for Fortuna Mining Corp. (FSM), recommending subscribers take 77% gains on a position held since October 2020. The recommendation cites strong Q2 results but prefers other gold stocks in the portfolio due to specific mining portfolio risks and macroeconomic pressures.

Jim Rickards' weekly geopolitical and macro analysis covering Russia's resupply of Iran, U.S. military strategy in the Iran conflict, and implications for U.S.-Russia relations and energy markets. The email frames current geopolitical tensions as interconnected phenomena across politics, technology, markets, and economics.

Jim Rickards analyzes gold's recent 26% drawdown from $5,400 to $3,990 per ounce, attributing the decline to oil-driven dollar demand amid the Iran-U.S. geopolitical situation. He reaffirms his $10,000 gold forecast for late 2026/early 2027, arguing that commodity price cycles require 50% drawdowns before reaching new highs, and that gold fundamentals (central bank buying, mining output, retail demand) remain supportive despite near-term headwinds.

Jim Rickards' Strategic Intelligence provides geopolitical and macro analysis covering Russia's stablecoin strategy (A7A5), BRICS currency alternatives to the dollar, and the ongoing Ukraine war. The email includes an account verification mechanism requiring Stephen Prior to confirm access to a secured file drop containing briefing materials.

Zach Scheidt analyzes the accelerating M&A wave in drone and autonomous-systems companies driven by NATO's defense spending commitments, highlighting how consolidation pressures create acquisition opportunities faster than organic development. He references his proprietary I-3 Indicator detecting unusual options activity in drone sector names as a signal of sophisticated positioning ahead of deals, positioning this as a trading opportunity.