For now, everyone has their eyes on Europe’s energy crisis. And we’re all wondering what it means for us. Booming Aussie gas and uranium stocks? Or an energy price shock to the local economy too?
By Nick Hubble,
‘The entire world has changed since February’, Santos’ CEO told The Australian. It was a reference to changing his mind about developing an oil project in Alaska. But what if he’s right about far more?
By Nick Hubble,
Do you sense it too? Oceania is still at war with Eurasia for now, but East Asia better look out…
By Nick Hubble,
Markets have been waiting with bated breath for the Powell pivot. When would plunging stocks, bonds, property, and GDP trigger the strike price of the Powell put as they had triggered the Greenspan, Bernanke, and Yellen Put in crashes past?
By Nick Hubble,
If completely unnecessary inefficiencies were eliminated, if people understood the very basic parts of their job (or even their day-to-day lives), if getting things done was possible with common sense, then our economy and prosperity would be dramatically larger.
By Nick Hubble,
Can double-digit inflation be brought under control with 3% interest rates? It would’ve sounded like an absurd question not so long ago.
By Nick Hubble,
As part of the attempt to go green, Europe relied on Russian energy. Nuclear and coal plants were shut down, as was domestic gas production.
By Nick Hubble,
Good news: Economists have finally admitted how clueless they really are. One wrote a book about it called Narrative Economics.
By Nick Hubble,
As far as I can tell, there are no consequences for inflation. Except the Bank of England’s famous statutory requirement to formally explain away high inflation in a formal letter…
By Nick Hubble,
This may be the toughest time to be an investor in the history of modern financial markets. It’s a perfect storm of stagflation and a popping everything bubble at the same time.
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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