The Submarine Cable War Just Sank Renewables Forever
The vulnerability of subsea infrastructure is now exposed. The impact on offshore wind and renewables generally is already being felt. Can we ignore it?
A Dangerous Divergence in the Stock Market
A Dangerous Divergence in the Stock Market
The US stock market has utterly dominated its peers around the world for a decade. But like Icarus, they are now flying too close to the sun.
Trump just declared a Third Opium War on China
Trump just declared a Third Opium War on China
Trump’s justification for his latest round of tariffs came as a surprise: fentanyl. But what have opioids got to do with trade? For the Chinese, absolutely everything…
Your portfolio has a new ruler
Your portfolio has a new ruler
The first decade of my career in financial markets was defined by central banks. The second will be defined by geopolitical risk.
BIGAMY! AI Data Centres and Nuclear Power Get An Annulment
BIGAMY! AI Data Centres and Nuclear Power Get An Annulment
It’s the investment story of the decade. At least it was. But the marriage between AI data centres and nuclear power has been broken up by the US government.
Can Australia escape Argentina’s fiscal doom?
Can Australia escape Argentina’s fiscal doom?
Australians will be given a choice. Who do we want to emulate? The overtaxed doldrums of the European economy? Or the inflationary chaos of Argentina?
Do Trump’s tariffs signal the start of another Great Depression?
Do Trump’s tariffs signal the start of another Great Depression?
The Great Depression’s stock market crash began with the Smoot-Hawley tariffs. Will history rhyme a century later under President Trump?
Why Does AI Need Small Modular Reactors?
Why Does AI Need Small Modular Reactors?
Why aren’t big tech firms willing to gamble their AI data centres on the electricity grid you and I use?
Have We Hit the Max Tax Threshold?
Have We Hit the Max Tax Threshold?
At some point, hiking taxes actually cuts revenue. And then the spending cuts must begin. The UK may have hit the threshold already. Investors should watch for the consequences.
The 3000-Year-Old Trick to Crush Your Cost of Living in One Transaction
The 3000-Year-Old Trick to Crush Your Cost of Living in One Transaction
Worried about inflation? Whether you count the last 3000 years or two years, owning gold protects your purchasing power.
