China’s plan to pop the AI bubble and sink Mag7 for good
Back in January, China’s Artificial Intelligence program DeepSeek triggered a trillion-dollar meltdown in US AI stocks in a single day. What if this was just the beginning?
When the world turns on renewables, what does it turn to instead?
When the world turns on renewables, what does it turn to instead?
Plenty of experts warned us that the transition to renewables would be painfully expensive. They also predicted something else: blackouts. Now we’ve had one, what happens next?
Trump is only following his 2016 playbook, so invest accordingly
Trump is only following his 2016 playbook, so invest accordingly
Trump’s plans triggered billions in profits for a small sub-sector of the US stock market. Those profits went truly wild in 2022 and 2023, for reasons Trump predicted.
It’s Time to Declare a Trade War on Penguins
It’s Time to Declare a Trade War on Penguins
The world is losing its marbles over Trump’s tariffs on penguin colonies. But what if he’s right to suspect they’re up to something?
Trump’s cunning plan for globalist domination
Trump’s cunning plan for globalist domination
While the world panics about a Great Depression style trade war, we may be on the cusp of globalisation on a scale never seen before instead.
Tariff tantrum? Trump is only up to his usual games…
Tariff tantrum? Trump is only up to his usual games…
Is Trump trying to raise the drawbridge on the US economy? Or smash trade barriers by giving other countries a dose of their own medicine? These stocks will benefit regardless.
Rise of the Unaccountables
Rise of the Unaccountables
All that matters is incentives. As Charlie Munger said, “Show me the incentives and I’ll show you the outcomes.” It really is that simple. But what incentives do leaders face?
Don’t Invest in An Economic Boom
Don’t Invest in An Economic Boom
Investors presume that the fate of stocks and the economy are somehow linked. What if this isn’t just wrong, but the opposite is the case?
Why Is Gold Defying the Stock Market’s Gravity?
Why Is Gold Defying the Stock Market’s Gravity?
The gold price is up while stocks are down hard. That’s very unusual in a market rout like the one we’ve been seeing. What explains the divergence?
It Really Could Get Even Worse for Renewables Stocks
It Really Could Get Even Worse for Renewables Stocks
The crash in renewable energy stocks has been extraordinary. But are they a buying opportunity? Not if the Norwegians get their way on 8 September…
