Stocks

Lies, damn lies and (economic) statistics, part 2

Economic data must be adjusted for inflation in order to give a real picture of the economy. If inflation is mismeasured, so is everything else. What appears to be economic growth could actually be stagnation. How confident should we be that inflation data are accurate?

AI doesn’t just mean more nuclear, but other energy sources too – and one metal underpins it all

Big tech’s big bet: the future of energy is small, nuclear and everything else, too

Shareholder perks – not so silly now

It sounds mad – really letting the perks tail wag the investment dog. But some investors hold on to certain shares just for the extras they get with them.

The sector at the intersection of every major energy market megatrend

Four megatrends dominate our strategic energy portfolio at Southbank Investment Research, but only one sector combines features of all of them…

China’s three C’s: Companies, Commodities and Control

China dominates the energy transition industries, and has just unleased a double-barrelled bazooka of stimulus. But should investors be excited?

You can’t stop it. You can’t avoid it. You can only prepare…

AI is about to boost the global economy by $200 trillion. That’s 85 times bigger than crypto… four times the size of the S&P 500… and almost double the entire global economy…

The energy transition has failed. The energy revolution has begun.

Ever since AI burst onto the scene, we’ve all been trying to figure out how to profit from it. Which stocks will harness the new technology the best?

The next Nvidia? Right here in the UK!

I’ve known Sam Volkering for more than a decade now. He told me about bitcoin around 2012. And Nvidia in 2013. Now, he’s making another big call...

Nvidia’s superfast culture of innovation has been rewarded by the markets, but for how long?

Nvidia’s culture of innovation is crucial to its success, and its share price surge is well earned. But as it loses momentum, we are looking elsewhere to a potential future winner…

Why today should be circled in red in your financial calendar

Inflation has fallen, oil is crashing and bond markets are pricing in a very aggressive series of interest rate cuts in the US… but we have somewhere for investors to thrive, not just hide…

How you could profit from AI’s third boom

If you missed the AI bubble, that doesn’t mean you’ve missed the AI boat. But energy is no longer the best way to play the next phase of the boom.

The breakthrough material powering AI and the energy transition

If we’re too slow getting to net zero, carbon capture is going to have to get much more efficient. It’s struggled so far, but this breakthrough material could change that…

The AI sector is about to spark a new rally – just not one most people expect

With Nvidia’s rate of growth starting to slow, then wider fears about increasing competition with chip rivals mean there might now be better ways to invest in AI than via the chip-makers themselves..

Taylor Swift joins the inflation bogeyman party

Inflation takes many forms. Indeed, there are inflation ‘bogeymen’ hiding just about everywhere, ready to spring on us unaware. But are they acting alone, or in concert, directed by their handlers?

Who are the real Kings and Queens of Jackson Hole

Kamala’s bold economic plans tread a fine balance between inflation and the economy…

Will Labour revive the green tech bull market?

Labour sees its majority as a mandate to roll out renewable energy on an even larger scale. Should investors rotate back into the green energy sector?

Dishonest prices create a dishonest economy

Stock prices are primarily information. They tell investors where their capital can be most fruitfully employed. The important thing is not that prices be high or low, but honest.

1990s wisdom from inside a Koala’s bottom warns China is the next Japan

Just as the Bank of Japan’s loose monetary policy inflated asset prices around the world, China’s exchange rate manipulation has too. What if it ends?

Trump and the Republican Clean Energy Conundrum

Republican states lead the charge on clean energy, no matter what Trump thinks

The man holding back Britain’s green ambitions

Climate change will go on whoever wins the election, and it’s driving political donations too. But it’s not the only thing more powerful than the Prime Minister…