Welcome to Strategic Intelligence

Strategic Intelligence is the investment newsletter built around the ideas of Jim Rickards, the best-selling author of Currency Wars and The Death of Money. Jim has dedicated himself to understanding the complexity of our financial system and has used his insights to build early warning systems for the CIA and Pentagon. Now he is applying the same techniques to help ordinary investors like you prepare for future financial threats and crises.

The central aim of Strategic Intelligence is to help you build an investment portfolio with an eye on the next financial crisis. When will that be? No one can say for sure. What we can say though is our financial system is inherently unstable and grows more so each day.

Since the last financial crisis began in 2007, levels of indebtedness worldwide have gone up. Too-big-to-fail banks are even bigger and more concentrated, posing greater systemic risk if one of them should fail. Central banks have not even begun to unwind the emergency stimulus measures they undertook last time the system crashed.

As a Strategic Intelligence member you’ll get regular analysis from Jim on how he thinks the next crisis will play out. Jim will look the “Indications and Warnings”, a technique he picked up from his national security work, and will update you on which scenarios look more likely as fresh data become available.

You’ll get regular actionable investment ideas from Strategic Intelligence‘s Investment Director David Stevenson. The majority of David’s ideas will be simple equity plays, that is shares you can buy in companies that meet David’s key criteria: out-of-favour, offering good value and with a catalyst that can drive the share price higher. Jim will also share with you his favourite wealth protection strategies, including measures aimed at avoiding the worst effects of inflation AND deflation.

The current system could stumble on as it is for a while yet. But it can’t go on forever without running into serious trouble. The time to prepare is now.

Find out more about Strategic Intelligence here

Meet The Editors


James G Rickards

James G Rickards, Founder

An American lawyer, economist, and investment banker with 35 years of experience working in capital markets on Wall Street, Jim Rickards is a highly respected and well-informed commentator.

He is the author of The New York Times bestsellers Currency Wars and The Death of Money. Jim also serves as Chief Economist for West Shore Group.


David Stevenson

David Stevenson, Investment Director

A leading investment expert with 32 years’ experience of the financial markets, David Stevenson will be working directly with Jim to identify specific UK stocks that you can invest in based on the intelligence Jim will be sharing with you.

Having started a career in the City with Morgan Grenfell Investment Management, David joined Oppenheimer in 1983, starting as a UK fund manager before working for Hill Samuel, Cigna and IAI International and BNP Securities.


Ben Traynor

Ben Traynor, Managing Editor

An economist by training, Ben takes an analytical, evidence-based approach to the markets. His views have been published by respected national and international publications, including Bloomberg, The Telegraph, MarketWatch, Business Insider and International Business Times. Ben previously edited investment newsletter the Fleet Street Letter, and has also worked at online gold and silver exchange BullionVault, where he created their Gold Investor Index, a gauge of private investor sentiment that has been cited by Reuters, Bloomberg, the Economist and CNBC among others. Ben read economics at the University of Cambridge and also holds a master’s degree in financial economics from the University of London.