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.
The Archbishop of Canterbury’s Phantom German Notaries
The Archbishop of Canterbury’s Phantom German Notaries
It’s easy to understand how more apples, oranges and iPhones make us better off. But does booming government spending pass the pub test?
The Crisis That Almost Killed 500 of Our Subscribers Is Back
The Crisis That Almost Killed 500 of Our Subscribers Is Back
GDP is stuttering in almost all the major global economies. It’s a synchronised downturn. And that makes it all the more dangerous.
Mining Could Be the Only Boom Left on the Road to Net Zero
Mining Could Be the Only Boom Left on the Road to Net Zero
Net zero requires an impossible amount of resources. As governments crack down on carbon, mining could be the only industry left to invest in. Are you positioned to benefit?
