Nickolai Hubble

If the bond market crashes in silence, has it crashed at all?

The bond market has crashed horrifically The consequences are barely making themselves felt A reminder that investment mantras are eventually disproven If the bond market…

John Butler’s correlation breakdown

John Butler’s mysterious midnight messages Oil and US bond yields are diverging Financial market instability is now sinking the economy If the bond market crashed…

Misery for all but the cynical investor

If the bond market crashed and nobody noticed, has it crashed at all? Well, we’re about to find out, because you’ve just lived through a…

Rishi is not Margaret, whatever he says

It’s time for a different strategy. • The Conservative Party Conference was full of hot air • The Bank of England turns lukewarm on Brexit…

When the wind fails, blame nuclear

The carbon offset market revealed as “junk” The oil must flow Nuclear energy is too intermittent for renewable fanatics The politicisation of our energy system…

When the wind fails, blame nuclear

The carbon offset market revealed as “junk” The oil must flow Nuclear energy is too intermittent for renewable fanatics The politicisation of our energy system…

Immigration or inflation? Your choice…

Immigration is spiking and voters are angry Politicians are increasingly offering an anti-migration option Why less immigration means more inflation in a debt-filled world It’s…

Can Sunak turn the net zero Titanic?

Sunak pulls the reins on net zero 2024 will be the year of record mortgage resets PPIs are signalling deflation The iceberg that is net…

Uncertainty costs investors money

Uncertainty can be good or bad Net zero is the bad sort The price of net zero isn’t showing up in the stock market However,…

What’s the point of arguing if we can’t even count?

Immigration, GDP, emissions and housing figures were all wrong How can you debate if you can’t count? Stick to Megan Markle Political and social debate…

If going green is so utopian, why pursue dystopia?

There’s something fishy going on in offshore wind energy Have politicians realised their green dream needs your nightmare? The people will revolt against the real…

Cowperthwaite’s revenge on the Office for National Statistics

How did Hong Kong get so rich? Is the mortgage market crashing? Will the Bank of England go too far… again? It’s time for a…

Cowperthwaite’s revenge on the Office for National Statistics

How did Hong Kong get so rich? Is the mortgage market crashing? Will the Bank of England go too far… again? It’s time for a…

How net zero was snuck in behind your back

Politicians had to be “systematically dishonest” to pass net zero A small group of activists staged a coup in 2019 The more impossible net zero…

The man who undermined net zero, literally

A nail in the coffin of renewable energy You can’t just magic up more resources A new solution is needed If the bond market crashed…

Why the public has turned on net zero

We got a taste of net zero… and spat it out Energy defines your standard of living and net zero constrains both Could an honest…

The Energy Transition Delusion, with Mark Mills

The world is not transitioning away from fossil fuels Trillions spent on green energy won’t save us from carbon What we have learned from the…

Why doctors make good investors and lawyers don’t

Investors must consider both sides of the story Adaptation is probably a better idea than trying to control the planet Sometimes, cash is the best…

When will the China Bubble burst: part 3

Bubbles always last longer than you expect Warning signs are coming out of China The truth about my analysis of China’s bubble economy However, 25%…

China’s boom was just another bubble: part 2

The three stages of the debt life cycle Interest eventually costs real money Where is China in the three stages of the debt life cycle?…