Nickolai Hubble

Prepare for a net zero reckoning

Next month, six months of work will finally come to fruition. And today, I want to offer you a sneak peek of just what we…

The cold “Dead Hand” of AI on your foot

Depending on who you listen to, artificial intelligence (AI) will either save us or kill us all. I’d be in the “save us” camp, if…

War on Wall Street: droids versus clones

Droids or clones – who’d make the better investor on Wall Street? You can tell I’ve been watching Star Wars, again… There just aren’t many…

Brexit causes a recession… in the eurozone?

Well, the consequences of Brexit have finally struck home. The eurozone is in recession while the UK has escaped the same fate, for now. Who…

Mortgage mayhem is back, but who can we blame this time?

The campaign to bring down the cost of living by raising the cost of mortgages continues over at the Bank of England (BoE). Someone needs…

The down under way to profit from net zero

In Friday’s edition of Southbank Insider, which is available to paid subscribers to any one of our publishing company’s newsletters, we pondered which resources investment…

Starvation diet: the recipe for cooking up an energy crisis

It’s easy to undermine the green energy transition with one simple question: why do we cook food? Before I get a bunch of inappropriate emails…

Welcome to your new editor of Fortune & Freedom: the Terminator

The big investment theme of 2023 has been artificial intelligence (AI), with AI stocks leaving the rest of the market for dead. But what does…

It’s not the carbon that counts, but who counts the carbon

Net zero sceptics love to point out just how small the UK’s contribution to carbon emissions are in a global context. The inference is that…

Why fossil fuel divestment is a fantastic idea… for fossil fuel investors

History is full of things the government tries to ban phase out. But what happens each time they do (try)? An investment opportunity promising outsized…

How to wait for nuclear power’s comeback

Now that the world is having second thoughts about net zero, attention is turning to viable solutions. It’s not like they’ve given up on climate…

The lesser of two evils is still evil

As Nigel Farage warned his readers of The Fleet Street Letter in December, a Labour government is coming our way. The real question is: what…

The lesser of two evils is still evil

As Nigel Farage warned his readers of The Fleet Street Letter in December, a Labour government is coming our way. The real question is: what…

Could another energy crisis reignite inflation?

Well, it’s that time of year again. Our now traditional annual energy crisis is already on the way. And so we’re all going to have…

Why energy markets offer the best mispricing opportunities for investors

Prices are the street names of the economy and financial system. They define where you go, how you get around and where you are. Without…

Here come higher interest rates, at last

The Bank of England’s Christmas present to the economy in 2021 was the first post-pandemic interest rate hike amongst large, developed economies. Back then, the…

Welcome back to the 70s re-enactment

Labour is taking the low road, and the Conservatives the high road, but they’re both taking us back to the 70s. Strikes, inflation, price controls,…

Welcome back to the 70s re-enactment

Labour is taking the low road, and the Conservatives the high road, but they’re both taking us back to the 70s. Strikes, inflation, price controls,…

You’ll never see me again… unless net zero is abandoned

I recently flew to Melbourne, Australia, to attend an ideas summit with fellow newsletter editors. My own speech about net zero came to a simple…

Net zero’s Tavistock moment

Which sort of transition is more controversial these days? Gender transition or energy transition? Net zero or Tavistock? From unquestionable orthodoxy to favourite opinion column…