Your IMPORTANT Weekly Briefing: (12th September 2025)

The Neil McCoy-Ward Newsletter

September 12, 2025

Opening Note…

Welcome back to this week’s newsletter,

First… what took place in Utah on Wednesday has no doubt left us all in both complete shock and for some - anger. This week the world was robbed of the life of Charlie Kirk, a 31 year old Father - and all around good guy. I for one struggled to post any content this week - I was so affected by the shooting that all I was able to do was to follow the news and await the capture of the shooter.

Charlie made it his mission to engage in frank, but civil, debate. He sought to challenge mainstream beliefs through conversation, not violence. And it worked - he connected with millions of young people who felt lost.

We now know the identity of the shooter - Tyler Robinson. What really gets me about this, is that yet again, it doesn't make much sense… I was looking at his mother's social media profile and all I saw was a loving set of parents and a ‘normal kid’… so what the heck went wrong?!

My theory: I think he was radicalised at college. If you follow the timeline, and you listen to what his father said… it seems that everything started to go wrong when he got into the wrong groups at college (radical liberal groups). That’s the only conclusion I can come to. He started out as a nice kid, made the wrong friends at college, listened to too much of this radical woke nonsense… and for some bizarre reason, decided that he was going to take this extreme action.

I also blame the mainstream media and all of these groups that have been pushing these extreme agendas for many years now. They are also responsible for this.

And the fact of the matter is, that not everyone's mental health is the same. Some people are more resilient than others. And some people are extremely impressionable. I believe this was unfortunately the case this week. But will any of these people that influenced him be held accountable? No. Because you first need to understand the concept of responsibility. Words have implications.

So what happens next? I think there's two paths for the USA… one path is that Republicans and Democrats come together over this and make drastic changes so this never happens again. The second path is that the political parties veer away from one another even further… and things get worse. I can't tell you which of these two paths will be walked. But I hope it's the first one.

Now let's break down the latest...

Table of Contents

1. Weekly Spotlight

Charlie Kirk

What happened:

Many of us followed the news in shock as it was announced that Charlie Kirk had been assassinated on Wednesday, 10th of September.

Who Was Charlie Kirk & What Was His Mission

Charlie Kirk co-founded Turning Point USA (TPUSA) in 2012 when he was still a teenager. His mission was to rally young people toward conservative ideas, including free markets, smaller governments and traditional family values.

He was known for his debates on university campuses, specifically against woke ideology in universities and mainstream media. This is what really made him a voice for many young conservatives.

His Christian faith played a big part in who he was and the way he thought about the country’s identity. He helped start TPUSA Faith, aimed at getting Christian students and churches more engaged in politics, and he believed faith should guide public life just as much as private life.

And if you don't already know, despite the MSM outpour - the MSM did not like him for his conservative views. Before the facts surrounding his murder were even known, mainstream outlets rushed to frame the assassination through their typical bias. You may have noticed how they framed the headlines initially, with words such as ‘far right commentator’ & ‘far right antagonist’ Charlie Kirk. They very quickly changed their wording when they realised the sheer amount of anger and public outpour in favour of Charlie. MSNBC even borderline said it was his own fault he was killed. 

Now the Media frames him as ‘Social media influencer’ or ‘political commentator’ Charlie Kirk. Because this is what they do…

I believe that Charlie Kirk’s assassination will only expand his influence. Others will carry forward the flame that he lit: the idea that we should engage in conversation with those we disagree with. What’s more, many who never listened to Charlie’s message will ask themselves, “Who was this man, and why was he silenced in such a brutal fashion?” Even if they don’t agree with every point he made, many moderates are already recognising the bias from some areas of the media, and condemning the rise of political violence, which Charlie Kirk himself was outspoken against in his lifetime.

What also affected me the most was knowing that his family were in attendance at the event. That really got me. I can’t imagine anything worse than that…

And if you haven’t seen the video of the shooting - I would strongly urge you NOT to watch it. I saw it on X at the time of the incident and I couldn’t sleep for several hours after seeing that, I doubt many of us had a restful nights sleep that night.

RIP Charlie.

2. Quick Takes

Here are the top stories shaping the week:

  • Mandelson‑Epstein story
    Emails from 2008 reveal the British Ambassador to the US Peter Mandelson privately supported Jeffrey Epstein during his child sex charges, urging early release and calling him “my best pal” in emails. Mandelson expressed regret, but on 11 September 2025, PM Keir Starmer dismissed him, citing misleading disclosures. Mandelson’s firm is severing ties with him, and James Roscoe was named interim ambassador. - After Rayner last week, this couldn’t come at a worse time for the UK PM. It really gives the impression to the public that Starmer has no judgment of character (which we have all known for a long time).

  • France arrests hundreds as 'Block Everything' protests erupt across the country
    France saw mass unrest as the “Block Everything” movement filled roads and clashed with police during the swearing-in of Prime Minister Sébastien Lecornu. Hundreds were arrested, and tens of thousands of police were deployed as demonstrators pushed back against austerity measures, pension freezes, and budget cuts. France’s economic policy is under extreme pressure, with a budget deficit that is double the EU’s mandated 3% limit, and debt equivalent to a colossal 114% of GDP. The scale of the protests echoed memories of the Yellow Vest movement of 2018.

  • Nepal army takes over capital city as politicians flee by helicopter
    Kathmandu descended into chaos after violent protests left around thirty people dead and government buildings torched. Prime Minister Oli fled the capital by helicopter as demonstrators raged against corruption and misrule. The army has now imposed curfews and patrols the city, underscoring the country’s gravest crisis in decades. - Nepal, a place westerners associate with peace, is in turmoil…

  • Brazil's Bolsonaro sentenced to 27 years after landmark coup plot conviction

    After losing Brazil’s 2022 presidential election, Jair Bolsonaro was accused of plotting a coup to overturn the results. Allegations included plans to poison Lula, assassinate a Supreme Court judge, and use the military to stay in power. In early 2025, Bolsonaro was formally charged with leading a criminal organisation and attempting a coup. On 11 September 2025, Brazil’s Supreme Court convicted him on five counts, sentencing him to 27 years in prison. The Trump administration is watching the events unfold with concern, with the US President comparing Bolsonaro’s convictions to the cases brought against himself in the last few years. The US levied severe tariffs of 50% against Brazil during the trial, and sanctioned many of the judges involved. Trump believes this to be a power grab in Brazil and a way to silence Bolsonaro and his supporters.

  • No traces of explosives found on Russian drone fragments that fell in eastern Poland
    Authorities confirmed drone debris recovered in eastern Poland carried no explosives, providing some small relief to fears of an escalation in tensions. A rare public difference of opinion surfaced between the US and Polish leaders after Donald Trump suggested that the drone incursion could have been a mistake, with Polish PM Donald Tusk responding on X that there was no question in his mind that it was a deliberate act by Russia. Investigations continue as Warsaw remains on high alert, highlighting the risks of accidents escalating into wider confrontation.

  • Fitch raises global gold, copper price forecast
    Fitch lifted its long-term forecasts for gold and copper, citing strong demand and supply constraints. The move reflects expectations that investors will continue seeking safe havens in metals while industrial demand for copper remains robust. Surprisingly, they didn’t mention Silver. I still believe that Silver is undervalued (based on the Gold to Silver ratio), despite the HUGE price gains of over 11% this month! The ratio currently stands at 88:1.

  • 'Delete This': New Smoking Gun Emails Reveal Fauci COVID Coverup
    Newly uncovered emails suggest there were efforts to conceal early information about the origins of COVID. The article alleges this action directly contradicts Fauci’s sworn Congressional testimony denying any effort to obstruct Freedom of Information Act (FOIA) requests. - Tell us something we don’t already know…

  • Limited tube services resume as strikes disrupt London for the third day
    London commuters faced a third day of chaos as strikes reduced Underground services to a fraction of normal capacity. The dispute over pay and working conditions continues to disrupt the UK capital, with limited services only partially easing congestion. - This deals a blow on the economy as it affects small business owners who already have barely enough revenue to get by. Now they have to go a full week without proper business. It’s also a huge inconvenience to everyone who needs to get around! These tube drivers are getting ridiculous now. Automate their jobs away, and let’s be done with this - let them learn the hard way. I’m fed up with these constant strikes every year when they get paid a large salary for pushing a button.

  • EU Court upholds green label for gas and nuclear energy
    Europe’s top court ruled that gas and nuclear can keep their “green” classification under EU investment rules. The decision is a win for member states reliant on these energy sources, but controversial among climate activists pushing for stricter standards. - Imagine a world where climate activists got their way every time; I suspect the winters would be very cold.

  • UNGA 2025: update from the UN General Assembly
    The 80th session of the UN General Assembly opened this month with leaders addressing global security, development, and climate challenges. Germany’s Annalena Baerbock presides over the proceedings. Expect debates on AI governance, gender equality, and energy security to take centre stage. - This is shaping up to be quite the show… Will they address the fact that their economic revival plan is centred around war?

  • Von der Leyen calls on the EU to shun Russian energy forever
    Ursula von der Leyen urged Europe to fully end the reliance on Russian energy, warning that any backsliding would weaken the bloc’s resilience. Despite more than three years of the Russia-Ukraine conflict, the EU continues to buy Russian fuels. Earlier this year, the EU Commission outlined a roadmap to phase out all purchases by 2027 at the latest. Von der Leyen’s remarks come as Europe scrambles to secure alternatives and strengthen long-term supply security. It seems to me that Von der Leyen is on her last legs of power here and she’s trying to go out with a bang. She appears to be trying to get as much pushed through as she possibly can at the moment before she’s voted out of power (eventually).

  • China & the Taliban back Qatar after Israel strike on Hamas targets
    Following Israeli strikes on Hamas positions in Qatar, both China and the Taliban expressed support for Qatar’s position. President Trump weighed in on the situation, distancing himself from Israel’s decision and expressing regret that the targets were located within the territory of a US ally. Meanwhile, the European Union is weighing sanctions and trade suspensions against Israel in response to the escalating conflict.

NEIL’S TAKEAWAYS:

In the United States
This week’s revisions prove once again that headline numbers can’t be trusted. The government’s Bureau of Labour Statistics just revised away about 911,000 jobs from its labour market data for the year through March 2025. I’m not surprised to see that the “strong jobs” narrative has now been proven wrong. The latest revisions will be seen as a boost for Donald Trump, who had been defending himself against claims that the growing job market weakness was due to his tariff policy, with the revisions indicating jobs had been slowing well before the tariffs. Inflation also appeared to ease at the producer level, but essentials like food are still climbing, meaning the average family doesn’t feel any real relief.

Prepare: If you’re struggling with household spending, you can take a look at websites that show household spending trends, especially on essentials like food, energy, and healthcare. These tell you where prices have risen the most, and you can look to cut back on specific items that may now be rising in price too fast, or where to plan for higher bills. You can also look to product swap within your grocery budget. Swapping out branded products for unbranded products (it sometimes works out healthier anyway).

Across Europe
The citizens of the EU have reacted angrily after the announcement of the new US-EU trade agreement. A major poll found that 77% of citizens in Europe’s five largest economies (Germany, France, Italy, Spain, and Poland) believe the deal, which is already in effect, benefits the US more than Europe, while only 2% think it favours Europe. Even more striking, 52% of respondents described the agreement as a “humiliation.”

The backlash is not just among voters. Farmers’ unions, automakers, and energy-intensive industries warn that cheaper US imports could undermine European competitiveness. France and Italy are especially uneasy, fearing domestic unrest will fuel populist movements and deepen mistrust of EU institutions, given that the EU Commission (whose president, as a reminder, is Ursula von der Leyen) exclusively manages the bloc’s trade policy.

I’m sensing a disconnect from reality with von der Leyen working to frame the deal as strategic, stressing Europe’s next priorities being things like boosting defence, sustaining support for Ukraine, and improving competitiveness in energy and digital infrastructure. The EU is a sinking ship.

But so is the UK. I was listening to an interview yesterday and this ‘expert’ echoed many of the things I’ve been saying for a long time here about the UK. In fact, he went further! He said that as a historical economist (I didn’t even know that job title existed actually), that the UK would only collapse from here, and he outlined things such as capital flight, and companies no longer listing on the London stock exchange, plus political infighting and mass migration. He said it was now irreversible regardless of who gets into power next. Sobering thoughts indeed…

Prepare: I was thinking of the Chinese saying while writing this: ‘The crafty rabbit has 3 holes’ - and it reminded me of my personal backup plan (which I posted on Patreon) - it’s a long read! It involved me buying a 5 year residency in another Country for less than £350! I then have another back up Country combined with a series of Countries that allows 3-6 month stays at a time. By doing this, it enables young men to not become cannon fodder in a bankers/politicians war. I would strongly urge you to think about this too for your family or your children (if they are aged 18-35).

On the Global Stage
In Asia, it's been mixed. In China, stocks reached decade highs after a summer rally. India remained the region’s standout, with Fitch raising its growth forecast to 6.9%, and the government rolling out a GST (Goods and Services Tax) 2.0 overhaul that lowers taxation rates on many essentials.

In other news, did you see, China’s Victory Day military parade had Putin and Kim Jong Un as guests? I think it's quite symbolic of the growing relationship of those 3 countries. I had to laugh at one analyst saying: “we still don’t know where the alliance lines are being drawn” - really?! I mean really? It’s staring you right in the face. How much more obvious can it be?

Prepare: We should focus on two areas in the East. First, track China’s bond yields and stock market flows; looking at those will reveal whether confidence is genuine or just speculative policy. Second, watch India’s GST 2.0 rollout and the response to consumer confidence; tax shifts on the essentials versus luxuries could reshape spending and the stocks in India.

Bonus: Stock Market Announcement:
Last week, I said AI stocks were poised to make waves. And this week, the tide rolled in. Oracle shocked Wall Street with a record-breaking 35% surge in a single day, thanks to a $455 billion AI cloud backlog boosting its growth forecasts. Broadcom followed with a 13% rally of its own, backed by a $10 billion chip order. And Nvidia, up 5% so far this week, is still powering ahead, lifting the entire semiconductor sector with it.

3. Opportunity Of The Week… Review A Course and Get A $50 Course Credit…

How to Earn Your $50 Course Credit

  1. Read the instructions on this page here

  2. Film your 30-second review video

  3. Send in your Video Via wetransfer.com (or similar) to [email protected]

  4. Get your coupon confirmed and sent to you - EASY!

If you have any questions, you can also email [email protected].

4. Chart Of The Week: Larry Ellison passes Elon Musk As The World’s Richest Man (Briefly)

Larry Ellison, the Oracle co‑founder, has claimed the top spot among global billionaires thanks to Oracle’s spectacular AI‑powered surge.

A single day of trading pushed Oracle’s shares up by over 40%, yielding the largest single‑day billionaire wealth jump ever recorded. Ellison’s net worth now sits at between $393 and $401 billion, (depending on who’s doing the tallying).

NOTE: While Bloomberg’s Billionaires Index currently ranks Larry Ellison as #1, Forbes still places Elon Musk at the top. This divergence comes down to methodology and valuation timing. Musk could soon be awarded a pay package worth over $1 trillion tied to certain Tesla performance milestones over the next decade.

Imagine adding $101 billion to your net worth in a single day!

5. Market Overview

In the U.S., the S&P 500 climbed further into record territory, blowing through 6,500. This is all to do with that AI enthusiasm we saw (and potential interest rate cuts). Over in London, the FTSE 100 edged up to the 9,200s, while Canada’s TSX Composite hovered just above 29,000, with similar modest gains. Australia’s ASX 200 slipped slightly, mostly due to softer commodity markets, before gently recovering to 8,800 on Friday.

🇺🇸 United States – S&P 500

  • 5-Day High: 6,592.08

  • 5-Day Low: 6484.95

🇬🇧 UK - FTSE 100

  • 5-Day High: 9,338.03

  • 5-Day Low: 9,190.85

🇨🇦 Canada – TSX Composite

  • 5-Day High: 29,414.46

  • 5-Day Low: 28,894.20

🇦🇺 Australia – ASX 200

  • 5-Day High: 8,881.60

  • 5-Day Low: 8,784.40

Cryptocurrency:

  • Bitcoin (BTC): trading between $111,000 – $115,500

  • Ethereum (ETH): trading between $4,300 – $4,550

  • XRP (XRP): trading between $2.85 – $3.10

  • Solana (SOL): trading between $210 – $240

  • BNB (BNB): trading between $860 – $910

  • Dogecoin (DOGE): trading between $0.22 – $0.265

  • Cardano (ADA): trading between $0.83 – $0.90

  • Tether (USDT): steady at $1.00

  • USDC (USDC): steady at $1.00

  • Lido Staked Ether (STETH): trading between $4,320 – $4,550

Summary:

Metals Market:

Gold Silver Ratio:

Gold & Silver

  • Gold: trading between $3,546 – $3,685 per ounce this week

  • Silver: trading between $40.59 – $42.55 per ounce this week

  • The Ratio is falling as Silver is rising. ‘If’ I can find a couple of hours spare next week I will write a detailed post in the Patreon on why I think that Silver could explode in the next 12-18 months… in summary, I have spotted something fascinating in the World Silver report regarding inventory levels vs usage levels!

Neil’s Investor Takeaways:

This week’s record in the S&P 500 proves just how much AI momentum is driving markets. Stocks are being lifted by a narrow number of assets. The problem I see is that when this cools down, volatility will return fast. Crypto is showing a similar story: Bitcoin is steady, but altcoins like Solana and Dogecoin are volatile.

Your Opportunity This Week…

GOLD/ SILVER ADVANCED: 90% Off - CLICK HERE - with a 30-day money-back guarantee or swap guarantee onto another course.

We are coming to the end of the pre-filming discount for the Gold & Silver course. Tomorrow will be the release of a fantastic interview between myself and a World famous geologist in the mining space. Not to be missed!

Get your sale price now, before the deal closes.

6. Faith & Success

Jesus told His followers, “You are the light of the world. A city set on a hill cannot be hidden.” — Matthew 5:14. True success is not measured by what we accumulate but by the light we bring into the lives of others. Every act of honesty in business, every wise decision with money, every choice to help instead of harm — these are ways we leave the world better than we found it.

When you live with faith at the centre, your influence multiplies. The wealth you build isn’t just for yourself; it becomes a tool to bless, to uplift, and to create lasting impact. Making the world better doesn’t always mean grand gestures; often, it’s the daily consistency of living with integrity and generosity. Either way, we shouldn’t hide the good that God has done for us, but just as Charlie Kirk tried to do, we should seek to share the light within us for the benefit of others. That’s the kind of success that leaves a legacy both here and in eternity.

Closing Thoughts 💬

I’ve been away from home this week - I was ‘supposed’ to be planning & doing a test video for my City tours filming. I only intended to take a couple of days off from streaming while I planned everything out - but the incident this week really got to me. Not only did I NOT finish my planning, but I couldn’t stream either. I also didn’t film a single city!

And to be honest with you - even now, I still feel angry about what happened to Charlie. I feel like we’ve been robbed of something. I feel like those 2 beautiful children have been robbed of a Father. And Erika, robbed of a husband - I’m sure I’m not the only one who feels this way. I hope my mind is back and focused ready for Monday to start streaming again.

God Bless,

Neil,

Enjoying this Newsletter? Share with a Friend…

DISCLAIMER
This newsletter is 100% FREE & is designed to help your thinking, not direct it. These newsletters shall NOT be construed as tax, legal, or financial advice and may be outdated or inaccurate; all decisions made as a result of this information are yours alone.

Trading/Liability: Neil McCoy-Ward operates/trades under a private Ltd company within the Isle of Man.