Nickolai Hubble

Will the Green Bubble reinflate in 2024?

Green energy stocks crashed between 2021 and 2023 But have they bottomed? The next big bubble in energy may be elsewhere… Perhaps the biggest investment…

Nuclear horse and cart won’t save the EU now

The UK’s surprising uranium project What might nuclear fuel be used for…? The politics of 2024 will rival 2016 Speaking of track records, did you…

Are you afraid of Dutch chrysanthemums, Brexiteers?

The eurozone is experiencing Brexit’s worst forecasts The European Medicines Agency is paying the price What is Brexit’s Covid-free counterfactual? Speaking of track records, did…

Uranium mania is back. But should you be on board?

Uranium prices are soaring But uranium stocks are not Is it time to invest? The deep and underlying flaws that were warned about in The…

Asia’s Hope is born

Noa is two months old Japan is the canary in the demographic coal mine Do you want to learn about demographics the hard way? The…

All Quiet on the CBDC Front

Why the sudden radio silence on CBDCs? If guns don’t kill people, do CBDCs freeze you? Time to escape the digital world with more of…

Politicians can’t afford to buy your vote anymore

Free-money-inflated political promises Inflation and higher interest rates have popped big government Elections in 2024 will be fought over what’s affordable The deep and underlying…

Don’t believe the headlines about 2023

Returns in 2023 will be as misleading as any other year A calendar year is as arbitrary as any other cherry-picked period We all face…

Was this the best F&F of the year?

Cooking was the first energy transition Less efficient energy systems mean a lower standard of living The British Empire was built on a stove Speaking…

Investing is a game where the rules can be changed

Government incentives are bait-and-switch schemes A level playing field can be tilted How the government is changing the rules on you It is the season…

Do you think we’ll live happily ever after under net zero?

The fairy-tale truth about net zero Only the stupid question renewable energy Our energy system is naked The deep and underlying flaws that were warned…

The week in review according to the Iron Lady

Margaret Thatcher reviews this week’s news… from 1999 China and Russia remain the key geopolitical opponents The UK still has the opportunity of divergence from…

Euthanise the rentier (Part 2)

“Inflation is taxation without legislation” You’ve seen this used before Why inflation had to rise out of control… on purpose The deep and underlying flaws…

How you will pay off Britain’s Covid-19 debt

When Hayek grabbed inflation by the balls How inflation swindles the equity investor Why we didn’t get inflation after QE1, QE2, … The deep and…

7 dirty little secrets of the UK stock market

The stock market is not a retirement production machine. You can’t simply plug your money into one end and assume that a gold-plated pension spits…

The inflation was deliberate, and it’s not over yet…

Inflation is a policy with a purpose Financial repression requires low interest rates and inflation The inflation may be back soon It may sound like…

Nigel Farage goes walkabout just as immigration steals the show

Should we vote Nigel out of the jungle? The immigration debate goes wild Gold is back above $2,000, but why? Speaking of track records, did…

Who will capture the gains from artificial intelligence?

Whenever a grand new innovation like artificial intelligence comes along, the different departments of academia begin to slug it out over who will capture the benefits from the new invention and who will bear the costs.

Why am I making myself redundant?

A few years ago, I found myself on stage with Bill Bonner, the founder of our business. The panel was asked about artificial intelligence, robots and automation. To my horror, Bill declared he was worried about

Too much information to profit? Try this…

The deep and underlying flaws that were warned about in The Fleet Street Letter remain in place. Net zero is still a fairy tale, but…