Nickolai Hubble

Why fossil fuels are the best way to play net zero

With much of the developed world now committed to net zero, the hunt is on for how investors should play the theme. After all, we’re…

Will the bond market bring down the government again?

Back in October, the UK government was brought down by the bond market. The Truss/Kwarteng budget triggered a crash in UK government bonds, driving borrowing…

Will the bond market bring down the government again?

Back in October, the UK government was brought down by the bond market. The Truss/Kwarteng budget triggered a crash in UK government bonds, driving borrowing…

Why gold is the go-to in a multi-polar world

All around the world, nations are seeking ways to escape the tyranny of the US dollar. As Russia discovered the hard way, it is no…

The week the Brexit dream died

The whole point of Brexit was to diverge from the EU – to dump their defunct laws and make the UK economy competitive with new…

The week the Brexit dream died

The whole point of Brexit was to diverge from the EU – to dump their defunct laws and make the UK economy competitive with new…

The end of a 20-year bear market in the FTSE 100?

I do very much enjoy the old myth that stock markets like the FTSE 100 go up in the long run. It’s always good for…

Bond bombing central bankers’ Wile E. Coyote moment

We remember Guy Fawkes as the last man to enter Parliament with honest intentions. But I don’t think central bankers will get away with the…

The extremely unlikely reincarnation of William Jennings Bryan: Hugh Hendry, “Acid Capitalist”

It’s supposedly the most famous speech in American political history (although Abraham Lincoln might not agree). And it’s just been given again, by a most…

There is only one blob in Westminster and it’s called the Conservative Party

The government is too busy creating new onerous laws to rescind the ones the EU forced on us. They’re blaming a Westminster Blob for the…

Competing currencies aren’t just possible, they’re here already

A few weeks ago, I wrote an article about competing currencies and allowing the private sector to provide our money. No doubt most of you…

The only thing we have to fear from AI is our overreaction to it

Every new technology faces opposition from those who believe it will harm them. The Luddites are the most famous example. Artificial intelligence (AI) is the…

The only energy transition investors need to focus on

When did it become cool to criticise net zero? After spending most of February and March writing an unexpectedly large report on the implausible energy…

Central bankers aren’t just behind the curve, they’re creating it

Central bankers failed to see inflation coming. They failed to react when it arrived. And now they’re overreacting in their campaign to slow inflation back…

Central bankers aren’t just behind the curve, they’re creating it

Central bankers failed to see inflation coming. They failed to react when it arrived. And now they’re overreacting in their campaign to slow inflation back…

The Bank of England’s cunning plan to solve inflation

Having failed miserably to achieve its inflation target in the short term, medium term and now long term, the Bank of England has come up…

Is the supply chain crisis the new “transitory”?

It’s been years since the toilet paper shortage first brought supply chain chaos to our attention. Back then, we blamed the shortfall on panic buying…

The end of Covid emergency measures will unleash familiar emergencies

The Covid era allowed governments to paper over a long list of imminent crises. Extreme fiscal policy kept economies on life support. Extreme monetary policy…

Fiat money gets some competition at last

Why do people accept pieces of paper as money? What makes us believe we can spend numbers on a screen? Why do they believe such…

Out with the old money, in with the new

We’ve been writing to you about how the nature of money is changing since Fortune & Freedom was created. Central bank digital currencies (CBDCs), cryptocurrencies…