Britain/UK

The dirty power panic has barely begun

Thanks to whistleblowers, the instability of our electricity grid has captured national attention. But who could’ve seen this coming? We did, in 2024…

“Why the Belgrano was sunk”

Virtue signalling is an expensive habit. Virtue signalling about your own energy supply is downright dangerous. Now the race is on to secure supplies.

England wins the semi-final and the Falklands oil boom. 2-0 to England.

The real battle between Britain and Argentina isn't being fought on the football pitch. It's being fought over one of the world's most overlooked oil opportunities.

This is what’s happening while they’re fighting Count Binface

China landed a rocket booster, robots became more human, and Big Tech kept pouring billions into AI. Sam explains why the real investment story is happening far from Westminster.

Inequality between nations matters more than within nations

Andy Burnham is promising to tax the rich. But he can’t tax foreigners. Eventually, our envy will go global. And that’s what saves us in the end.

Can England football save the economy?

Tuchel’s lot are through to the last eight, the economy just went backwards, the government is running dual Prime Ministers, and somewhere a Wetherspoon’s is about to have the summer of its life.

Is the government deliberately killing the UK property market?

Andy Burnham's housing plan raises a much bigger question: Is the government trying to fix the housing market – or fundamentally change it?

Andy Burnham won’t be the next prime minister

Prime ministers don’t do what’s expected of them. So why bother reacting to the former Andy Burnham’s proclivities? We’re facing an entirely new Andy.

This time, inflation really is transitory

The velocity of money predicted our 2022 inflation spike. But central bankers still haven’t rediscovered “V”. And so they’ll make another terrible mistake.

It’s grim, it’s dire. It’s the new tax system coming for your wealth!

If Britain follows Australia's lead on taxing wealth, investors could face a very different future. Today, we explain what's at stake—and how to prepare.

Cat, Kane, disappearing Kier, and cheap energy

Politics may change, but Britain's problems all point to the same solution: cheaper, abundant energy. Here's why oil still matters.

Get out while you can: Andy Burnham’s exit tax is coming

In today’s Issue: We led the way out of socialism in the 80s Now we’re leading the way back in How to sidestep inheritance, capital…

Burnham won. Now watch what happens next.

Why this election could change Britain faster than you think

How the Bank of England will lose control of the bond market

Are you panicking about the Strait of Hormuz and the tech bubble? Then focus on the only thing that matters: central bankers have room to cut rates.

Why legacy parties’ attempts to stop the populists keep backfiring

I’ve been predicting the rise of right-wing populism for almost a decade now. But why are the legacy parties doing such an awful job of stopping them?

The Cobra Effect will kill the identity politics of oppression and grievance

Debating politics can feel like you’re speaking different languages. Perhaps that’s because you are! And a new language is coming for the next era…

Blair’s back causing mischief! Is this the end for Starmer?

Tony Blair is back in the political conversation, and his latest essay has reignited debate over Labour, Net Zero, immigration, and Britain's future. We unpack what it means for Starmer, the economy, and UK investors.

Why the defence stock boom can’t last much longer

Seven years ago, we predicted a boom in defence stocks. But the surge has turned into a bubble. And the bond market’s 5% yield is the pin that’ll pop it.

We’re going to find out how much British voters love being told what to do

Makerfield may look like a local political fight, but the market implications could be enormous. From gilt yields and sterling to UK energy, mining, and FTSE stocks, investors are beginning to price in the possibility of major political change.

Dianne Abbott is right: MPs might as well go home

The UK is edging back towards a fiscal crisis, and much of the political class seems convinced it can’t happen again.