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Nick Hubble

Inside the alt-right plot to take over Australia too

By Nick Hubble, Tuesday, 13 January 2026

Six of the world’s eight largest economies are led by populists, or on the cusp of it. Can Australia dodge the same fate? Investors shouldn’t bet on it…

Cheap energy unlocks demand for everything else

By Nick Hubble, Tuesday, 06 January 2026

Abandoning fossil fuels was as devastating as abandoning the gold standard. But now the green energy transition is reversing. Which stocks will profit from cheap and abundant energy?

2026 will be the year of stablecoin anarchy

By Nick Hubble, Saturday, 03 January 2026

One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.

2026 will be the year of stablecoin anarchy

By Nick Hubble, Tuesday, 23 December 2025

One trend will dominate financial markets in 2026. It centres on the most boring investment you can possibly imagine. A cryptocurrency that doesn’t go up or down in price.

Why the AI data centre doubters are delusional

By Nick Hubble, Tuesday, 16 December 2025

Analysis of the AI boom assumes it is subject to the rules of capitalism. Valuations, returns, cashflow… But what if we are dealing with something more like the Space Race?

MAGAnomics is coming for Australia, whether we vote for it or not

By Nick Hubble, Tuesday, 09 December 2025

Forecasting is easy. You only need to predict what’s already happening overseas will eventually come to Australia. And the next big shift is the rise of Trump-style economic policy.

Fear the AI boom and bust

By Nick Hubble, Tuesday, 02 December 2025

100 years ago, the Austrian Business Cycle was developed. It perfectly explains today’s AI bubble. How it was inflated, how it’ll pop and what’s next…

Trump’s Supreme Court saved him, but will his Fed?

By Nick Hubble, Tuesday, 25 November 2025

Trump’s appointments to the Supreme Court have saved him from Democrat lawfare. But will the Federal Reserve save him from the bursting AI bubble?

Investment fads keep dying before I can profit from them

By Nick Hubble, Tuesday, 18 November 2025

By the time I’ve figured out how to profit from the latest government-driven investment boom, it suddenly ceases to exit. How can politicians be this fickle?

Breaking up with China is hard to do

By Nick Hubble, Tuesday, 11 November 2025

While business deals are indeed booming on the back of Trump’s deal making blitz, I’m not convinced they’re offsetting the pace of economic decline.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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