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?
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,
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?
By Nick Hubble,
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?
By Nick Hubble,
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…
By Nick Hubble,
What’s the point of a stock market? We’ve completely forgotten… But true wealth can only be created by those who rediscover it. So let’s find out…
By Nick Hubble,
Not only is the gold safely stored in the vaults of the Bank of England, but the conspiracy theorists have completely missed the real conspiracy playing out beneath their noses…
By Nick Hubble,
For years, economists have been mystified by the lack of a recession. But the mystery has finally been solved. Immigration and government deficits kept the economy growing. Until now…
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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