Nickolai Hubble

Only a recession can save Starmer now

Prepare for the “bad news is good news” paradigm. Investors hoping for another high from the stock market need a recession to give them a shot in the arm.

We’re all Keynesians now and again

Politicians are back to spending like drunken sailors. The US, Germany, Japan, France and UK have growing deficits when bond markets are already wobbling.

Gold is warning you about dovecote parliaments

The gold price is going bonkers. Up almost 50% this year. How can an inanimate object surpass stocks, bonds and bitcoin? The answer is fairly simple…

Who can scare the UK back into austerity?

What would your family finances look like if they were run as a democracy? No doubt you’d enjoy trips to Disneyland and hot air ballooning...for a while. But at some point, there would be a reckoning.

Lions and donkey fields

The only thing more Tory than unpaid property tax on a third home is a donkey field held in trust for your parents to reduce inheritance tax.

We’re the stagflation nation, again

The UK is stuck in stagflation yet again. High inflation, no economic growth, rising unemployment and slowing wage growth. A toxic combination.

What if the bond market is pricing in Reform, not Labour?

Government bond markets around the world are wobbling. The world is blaming government policies. But what if bonds are pricing in the next election?

How to escape the failure of the welfare state

All around the world, politicians are realising that they can’t afford welfare programs. But none have the courage to cut anything. So, what happens next?

How to profit from a bipolar market

The stock market is about to boom…or crash. I can think of all sorts of reasons why… But what if both sides have it wrong? What if the market goes nowhere?

How the Chancellor will try to escape debtors’ prison

It doesn’t matter who is in government, what their ideology is or what they promise during the election. When the money runs out, it’s a matter of maths.

Labour is behaving like a broke sugar daddy

Socialism is running out of other people’s money at last. But what happens to a democracy that cannot throw around taxpayer’s cash? People lose faith in it.

3 emergencies that’ll force the rate cuts which could send silver to the moon

The US faces three crises. But no crash comes without a bailout anymore. And so we’re all waiting for the rescue package. Markets are already rallying.

Mortgage fraudsters are inflating a stock market bubble, again

The US property market is having a heart attack. And we all know what that can mean for the rest of us… But are we really on the cusp of another 2008

3 Stocks Ayn Rand Would Buy Now

Is our political news sounding strangely familiar? Then you must’ve been reading Atlas Shrugged. But what if that book also tells you how to invest?

How to profit from the Nuremberg Rally

President Trump wants to engineer a new stock market boom. He’s trying to seize control of the Federal Reserve to do it. How should you prepare for what’s next?

Trump’s pre-emptive strike on the Fed will reinflate the bull market

There is a deliberate strategy behind Trump’s antics regarding Fed Governor Lisa Cook. He wants to avoid a Liz Truss moment. Which means taking control of the Federal Reserve.

This bull market is a Nuremberg Rally

What’d happen if you put a real estate developer in charge of fiscal and monetary policy? You’d get another housing bubble. Well, Trump is busy staging a coup at the Federal Reserve. So…

Will China steal the AI bubble too?

China hollowed out our manufacturing. It has a chokehold on strategic minerals and refining. It undercut the West on EVs. And now, it’s coming for AI…

Bigamy could pull the plug on AI’s marriage

The US government caught nuclear power and AI in the act. And rejected their marriage application. But will this be the end of the relationship? Or is it just the tumultuous beginning?

Will AI gobble up your portfolio?

In today’s Issue: Insider’s guide to the AI investing galaxy The next phase of AI is upon your portfolio Financial markets allow you to magnify…