Japan’s defence stocks get back their license to kill

Seven years ago, we called Japan’s rearmament and named 10 stocks to watch. This week, something changed. Japan just fired the starting gun.

A devalued economy of a devalued country

It’s the neighbourhood barbecue next week. I’ll have to try and explain what a financial newsletter is… again. But how would the UK fare? Even worse.

100x more important than the Strait of Hormuz

While markets fixate on energy and geopolitics, something far bigger is unfolding behind closed doors. A new AI system has forced the US government and major banks into action — and it’s exposing patterns most investors still can’t see.