James Allen

The AI sell-off: a warning or an opportunity?

The AI sector has had a rough ride in recent weeks. But while some see this as a warning sign that the AI boom is running out of steam, others, like my colleague James Altucher, believe this is just the natural shakeout before the real AI opportunity emerges.

The London silver liquidity crisis: “The squeeze you can buy”

Silver's supply is tightening fast as London vaults are drained, lease rates surge, tariffs loom, and industrial demand soars – setting up a major squeeze.

Britain is building a supercomputer faster than Elon Musk’s – here’s why it matters

Britain is building an AI supercomputer twice as fast as Elon Musk’s, backed by £39 billion in investment. A major shift is underway – don’t miss it.

Britain’s AI legacy: the next chapter in a century of innovation

Britain’s legacy of innovation, from Turing to AI, is now entering a new era – with £39 billion in private investment reshaping the UK’s technological future

Britain’s £39 billion transformation – now revealed

A new industrial revolution for Britain? We pull back the curtain on what could be one of biggest investment opportunities in years…

At ground zero of Britain’s £39 billion transformation – here’s what I saw

A secure site in Oxfordshire, a £39 billion investment and a sector ready to explode – yet hardly anyone knows about it yet…

The silent billion-pound boom: a transformation hiding in plain sight

A quiet yet potentially extraordinary transformation is unfolding in a corner of the UK economy. It’s not making front-page headlines – yet – but the financial world is already moving.

The 19th century railroad revolution – could Britain be on the verge of something as transformative?

Discover how 19th-century railroads reshaped economies – and why a new revolution in Britain could be just as transformative.

Has the silver market squeeze officially begun?

Silver is moving rapidly from London to New York, lease rates are spiking, and supply is tightening – signs a silver squeeze may be unfolding soon…

Gold may steal the headlines, but the real story might be silver

Gold’s surge grabs headlines, but silver faces a deeper squeeze as tariffs, deficits and shifting inventories drive a historic market shakeup.

Trump’s energy revolution: boom or bust for investors?

Trump’s energy agenda may boost fossil fuels, but China and clean energy hold the real potential for long-term investment gains…

The insurance industry: climate change’s reluctant hero

Insurers are on the frontlines of climate change, safeguarding economies and enabling the energy transition. Without them, the risks are unthinkable…

Germany’s nuclear U-turn: why 2025 could be the year of rebirth for atomic energy

In today’s issue: Perhaps the most groundbreaking development in the nuclear market in a generation Germany now relies on costly imported energy, made worse by…

Why is nothing behaving as it should be compared to gold?

Our compilation of the best Fortune & Freedom articles of 2024 continues with another look at why nothing is behaving as it should compared to gold

Nuclear power is no silver bullet

During the Christmas break, we’re showcasing some of our best Fortune & Freedom articles of 2024. In this interview, Dr Xiaolin Chen, head of International at ETF provider KraneShares, shares what investors can expect from China in 2025…

The anatomy of an anti-bubble

The war on woke, US exceptionalism, stock market opportunities and the ESG anti-bubble

Three converging megatrends, and the uncomfortable feeling of change

Bitcoin, AI and Silicon Valley’s new political clout add up to a shift in the global order, and you can feel the ground shaking…

Who is Scott Bessent and how did he move the gold price?

A single, sensible appointment by Donald Trump caused one of the biggest moves in the gold price we’ve seen in months. So who is Scott Bessent, and what drove the market reaction?

Why is nothing behaving as it should be compared to gold?

From bonds to bitcoin, nothing is behaving as it should be compared to gold. With so many mysteries, we look to the experts for answers.

What investors can expect from China

James speaks to Dr Xiaolin Chen, head of International at KraneShares, who shares her insights on some of the most pressing issues facing China’s economy today and their implications for investors…