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…
Rediscover the Stock Market’s Hidden Purpose
Rediscover the Stock Market’s Hidden Purpose
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…
The gold scandal is just a HR hoax
The gold scandal is just a HR hoax
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…
Cutting immigration and government spending means a global recession
Cutting immigration and government spending means a global recession
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…
China Can’t Kowtow to Trump’s Fentanyl Fuelled Trade War Threats
China Can’t Kowtow to Trump’s Fentanyl Fuelled Trade War Threats
Colombia, Mexico and Canada folded like a house of cards. But it’s China’s response to Trump’s fentanyl fuelled tariff threats that I’m so worried about.
Cui Bono from DeepSeek’s $4 trillion Double-Murder?
Cui Bono from DeepSeek’s $4 trillion Double-Murder?
The new AI app wiped $2 trillion off the US stock market. And called another $2 trillion in AI related capital expenditure into question.
Did Australian gas executives blow up Nord Stream 2?
Did Australian gas executives blow up Nord Stream 2?
The natural gas market is in the midst of a radical upheaval. Instead of localised and fragmented markets, a global, liquid and diversified gas market is emerging.
The Great Inflationary Headfake
The Great Inflationary Headfake
The world’s bond markets are in turmoil. Investors now expect inflation to run hot for many years to come. What if they’re wrong?
