Stocks

Is nuclear the answer to AI’s problems?

Today, we bring you a guest piece from Sam Volkering from one of our newest publications, AI Collision, which was first published on 8 February. We hope you enjoy it.

Will the “big tech” rally continue?

In this edition of Week in Review I sit down with my Southbank Investment Research colleague and tech guru Sam Volkering to analyse the most recent rally in “big tech” stocks and whether this trend can continue. Sam is confident that it can, and for a variety of reasons.

Has the Bank of England lost the inflation plot, again?

The market versus the central banks Inflation is rising again Will wage growth be blamed for inflation and deflation? When it comes to inflation, who…

It doesn’t matter how beautiful your tech is if it doesn’t fit into the puzzle of life

Technology that doesn’t fit doesn’t work Can we make AI fit into our reality? The challenges AI faces to succeed My grandfather passed away a…

If investing is all about bubbles, then this is the motza

Rollercoasters are fun, asset bubbles are not What inflates up, must pop down Some investors know how to play a bubble To hear from Sam…

How to get rich when AI blows a fuse

How are we going to power AI? AI’s poor sense of timing is a historic opportunity The shovels to AI’s golden nuggets To hear from…

From energy shortages to an energy glut in two years?

What happened to “Bakhtiari’s Event of the Century”? Fossil fuels are booming Green policies gave us the price spike – next, they’ll cause a crash…

Will the Green Bubble reinflate in 2024?

Green energy stocks crashed between 2021 and 2023 But have they bottomed? The next big bubble in energy may be elsewhere… Perhaps the biggest investment…

Uranium mania is back. But should you be on board?

Uranium prices are soaring But uranium stocks are not Is it time to invest? To hear from Sam more often and learn more about the…

Asia’s Hope is born

Noa is two months old Japan is the canary in the demographic coal mine Do you want to learn about demographics the hard way? To…

Don’t believe the headlines about 2023

Returns in 2023 will be as misleading as any other year A calendar year is as arbitrary as any other cherry-picked period We all face…

AMD: the new Nvidia

AMD reckons smaller is better News coming to you from robots, and now AI Coke guns Editor’s note: Today, we bring you a guest piece…

Will 2024 be the great monetary pivot?

The great monetary pivot of 2024 How much weight does big tech carry? AI as “small tech”: over or undervalued? As you’ll see in this…

Is C3.ai (the market AI darling) now a buy?

C3.ai snog, marry, avoid? HeyGen’s AI is really good Elon and Larry sitting by the fire… To hear from Sam more often and learn more…

Who will capture the gains from artificial intelligence?

Whenever a grand new innovation like artificial intelligence comes along, the different departments of academia begin to slug it out over who will capture the benefits from the new invention and who will bear the costs.

Why am I making myself redundant?

A few years ago, I found myself on stage with Bill Bonner, the founder of our business. The panel was asked about artificial intelligence, robots and automation. To my horror, Bill declared he was worried about

Six stocks to watch in 2024

Towards the end of each year, our publisher Paolo Cabrelli puts together a particular type of report for Fortune & Freedom newsletter readers. It features…

Free energy from free money…?

Renewables are not cheap after all How interest rates popped the green bubble Why fossil fuels have a cost advantage To hear from Sam more…

Nuclear power by process of elimination

The green bubble continues to implode We face a vast energy shortage Nuclear is looking like the only way out If “you can always count…

Recession inbound? How defensive diversification can protect your wealth

Economic fundamentals are deteriorating Public spending is already at recessionary levels Defensive diversification can protect your wealth Here at Fortune & Freedom, we’ve been banging…