Governments will have to choose between political promises. We can’t afford them all. Reversing the energy transition means the energy industry pays our political bills instead of adding to them.
By Nick Hubble,
While stocks have recovered from the tariff tantrum, the oil price remains in the doldrums. And that means investors can still join the relief rally at a discount.
By Nick Hubble,
Trump isn’t just imposing tariffs. He also wants to cut taxes. If the tariff tantrum gave us a taste for how he’ll go negotiate, hold on tight!
By Nick Hubble,
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?
By Nick Hubble,
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?
By Nick Hubble,
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.
By Nick Hubble,
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?
By Nick Hubble,
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.
By Nick Hubble,
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.
By Nick Hubble,
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?
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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