Nickolai Hubble

Sir Isaac Newton would’ve bought into the AI bubble now

Newton once frequented taverns in the seedier parts of London. Not for any lecherous activities. He was looking for something even less credible…

The block of Genesis was wrong

In today’s Issue: Bitcoin was supposed to replace fiat money No better than Airbnb or Uber in the end A quadrillion dollar insurrection is coming…

“Keep your eye on one thing and one thing only”

All government spending must be paid for somehow. Whether we’re taxed, indebted or inflated away matters less than you might think. But who’d cut spending?

Can the UK economy still be saved from its government debt?

Rachel Reeves is discovering that tax revenue is not a knob you can dial up and down. Taxpayers are fickle things. Tax them too much and they play dead.

AI is going off grid, with or without you

Is the climate panic over already? We’ve barely gotten started on net zero! What form of alarmism could possibly be next? Actually, a very energy hungry one…

The next phase of Blackout Britain is terrifying

We are looking at a sustained period of electricity grid failures. And repairs will mean further delays for new projects. This disaster has barely begun.

The equation of life doesn’t leave much room for renewables

This is the first time in human history when we have transitioned to an energy system with a lower EROI. So we don’t really know what happens next.

How to play the gold boom if you suspect it’s a bubble

People buy gold to protect themselves. So, when the gold price spikes, it’s time to get ready for some action in geopolitics, inflation or the banking system.

Without immigration, it’ll have to be inflation

For thousands of years, population growth bailed out government largesse. Without it, governments will have to turn back to inflation instead. Gold knows.

The LSE’s tariff dodger boom begins

The purpose of tariffs is to move foreign production to the US. So, LSE listed companies with manufacturing operations already in the US stand to benefit.

The man behind the Boriswave

One bad idea led to both the 2022 inflation spike and the immigration surge now known as the Boriswave. But who will get the blame for what happened?

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?