A few weeks ago, I finished interviewing eight experts on Net Zero and the energy transition. I asked each of them the same question: which commodities do you see as the key shortages which will undermine Net Zero? They all came back with the same response…
By Nick Hubble,
Some investments have the capacity to go to $0 faster than you can sell them. But is this priced into their asset values? And how can you avoid them?
By Nick Hubble,
The same green machine that is driving the world to renewable energy is also undermining the mining industry. The trouble is that renewable energy is incredibly resource-intensive to build. That’s not a good combination.
By Nick Hubble,
The money supply in many key developed economies is now shrinking. This heralds the onset of deflation — what monetary policymakers fear above all else. A Minsky Moment may be next.
By Nick Hubble,
Net zero is falling apart. But that doesn’t mean governments will give up. So, what would a net zero world look like if renewable energy can’t deliver what we need? Then what we need will just have to change…
By Nick Hubble,
Central bankers are back to blowing bubbles again. This time, they’ve targeted the green economy for their latest boom and bust. The real question is, how can you profit from this latest cluster of errors? You might be surprised…
By Nick Hubble,
The War on Cash is the most important front for freedom today. Win there and we defeat CBDCs, climate lockdowns, de-banking, 15-minute cities, and all the other government interventions in our lives. That’s because you only need the one escape hatch for enforcement to fail.
By Nick Hubble,
Net zero’s ‘challenges’ have become part of Australia’s news cycle. The public has discovered what Europe’s power bill payers learned about a year earlier. But what happens next?
By Nick Hubble,
Wind and solar energy are wreaking havoc on electricity prices. This will have severe implications for our entire economy over time.
By Nick Hubble,
The Superannuation system was designed to enrich the finance industry, not provide for Australians’ retirement. That’s why they failed to consider what’ll happen when the baby boomers want their money back in retirement. And now that has begun, the super industry has been exposed.
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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