Nickolai Hubble

Volatility, for lack of a better word, is good

17 February 2026

Gordon Gekko’s infamous “greed is good” speech has become an idiom. But have you ever listened properly? Not only does he have a point. He was right.

Gold & Commodities

The price of chaos is investors’ profit margin

Nickolai Hubble

12 February 2026

If you had gone into hibernation two weeks ago, the value of your gold would be the same today. Yet gold investors have had no sleep for two weeks.

Geopolitics

Japan is back. For better or worse?

Nickolai Hubble

11 February 2026

Japan’s iron lady now has a supermajority. She plans to amend its constitution. But it’s far-away investors who could pay the price for her ambitions.

Investing

It’s time for investors to believe in six impossible risks before breakfast

Nickolai Hubble

5 February 2026

Stock market crashes happen. But what investors should really fear is a risk they don’t see coming. Sometimes, they don’t even know it exists.

Britain/UK

Why the UK stock market is junk worth buying now

Nickolai Hubble

3 February 2026

Even scrap metal can be worth buying,if it is cheap enough relative to virgin steel. UK stocks have hit that level. They are dirt cheap relative to the US.

Investing

We are the weakest link, goodbye Japan

Nickolai Hubble

29 January 2026

Financial crises rarely cause a panic where they begin. Instead, someone else entirely goes belly up. Usually they’re in another hemisphere altogether.

Investing

Investing isn’t gambling, but…

Nickolai Hubble

27 January 2026

Losses are capped at zero. Gains aren’t. That imbalance creates one of the most powerful advantages in investing.

Investing

Investing’s law of relativity: the oscillation of everything

Nickolai Hubble

22 January 2026

Investment assets oscillate. Buy what’s underperformed, avoid what’s crowded, and let the laws of physics do the rest.

Investing

Four academic theories that turn investors into billionaires

Nickolai Hubble

20 January 2026

Investment strategies based on academic theories have a miserable reputation. Sometimes they even blow up financial markets. But what if you combine them?

Gold & Commodities

Stocks aren’t buying the silver spike anymore

Nickolai Hubble

15 January 2026

Mining stocks usually amplify gains in the commodities they produce. That link has broken down for silver. What is the market signalling?

Geopolitics

Trump’s Own Liz Truss Moment Is Here

Nickolai Hubble

13 January 2026

Government bond markets are on life support. The Trump–Powell clash risks pulling the plug — and UK investors need to understand what comes next.

Gold & Commodities

Turns out the monetary system is a weapon after all

Nickolai Hubble

9 January 2026

While conspiracy theorists and privacy campaigners panic about banking with the Bank of England, President Trump has something far worse in mind…

Stocks

Santa takes a plunge, but is his rally here at last?

Nickolai Hubble

7 January 2026

Stocks stumbled through the holidays for the third straight year. As I watched Santa fall of the back of a jet ski, I began having serious doubts.

Investing

Discover the true incentives and you can predict the outcome

Nickolai Hubble

3 January 2026

Way back in 2011, Jim Rickards first laid out his long-term prediction: currency wars are followed by trade wars and then shooting wars between major powers.

Cryptocurrencies

Stablecoins risk causing a global economic civil war

Nickolai Hubble

1 January 2026

One trend will dominate financial markets in 2026. It centres on the most boring investment you can imagine. A cryptocurrency that doesn’t change in price.

AI & Tech Britain/UK Energy

Was 2025 a year of inflection points in financial markets?

Nickolai Hubble

27 December 2025

Turning points are notoriously difficult to get right. But they offer the biggest gains in financial markets. 2025 was full of such inflection points.

Uncategorised

Christmas comes early

Nickolai Hubble

24 December 2025

We Germans celebrate Christmas a day early, purely to get our presents before you do. By the time you read this, I’ll be lying on the beach in a place called Ishigaki.

AI & Tech

The problem with government is that it eventually runs out of other people’s money

Nickolai Hubble

20 December 2025

The days of political promises and causes are over. We can’t afford whatever the politicians come up with next. We’ve run out of other people’s money.

Geopolitics

What does the rise of the “far-right” mean for financial markets?

Nickolai Hubble

18 December 2025

The “far-right” now leads in an extraordinary share of the world’s major economies. Chile is only the latest example. But what does this mean for investors?

Gold & Commodities

Dead cats and commodities both bounce

Nickolai Hubble

13 December 2025

Governments have crushed resource production. Companies have under invested in exploration. But demand is about to spike. What could possibly happen next?

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