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AI & Tech
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Will Net Zero save us from AI?
The next AI fortunes hiding beneath the chip giants
“Neoclouds:” The gates to the AI walls
Britain/UK
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It’s grim, it’s dire. It’s the new tax system coming for your wealth!
Cat, Kane, disappearing Kier, and cheap energy
Get out while you can: Andy Burnham’s exit tax is coming
Cryptocurrencies
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Why are crypto traders pricing SpaceX 40% higher than the bankers?
Is Coinbase a great crypto company or the next Mt. Gox?
A $6 million banana, a $320 million lawsuit, and the start of a Super Cycle
Energy
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Oil will resurface from the Strait of Hormuz with the bends
Truths, half-truths, and outright lies
Here we go again – 2022’s inflation returns
EU
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Why legacy parties’ attempts to stop the populists keep backfiring
The Cobra Effect will kill the identity politics of oppression and grievance
Blair’s back causing mischief! Is this the end for Starmer?
Financial Independence
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Forget Dow 40,000… Here Comes 120,000…
The Best Advice We Can Give You Today...
Is a UK Recession on the Way…?
Geopolitics
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Cat, Kane, disappearing Kier, and cheap energy
Get out while you can: Andy Burnham’s exit tax is coming
No Hiding from the Boom/Bust Cycle
Global
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Bombs, oil, AI…and your portfolio
Don’t Fall in the China Trap
Gold & Commodities
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How the Bank of England will lose control of the bond market
Transitory inflation is back… with another crash?
Wall Street’s early-stage playbook
Inflation
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Inflation is a big problem, and people know it
Inflation: the good, the bad and the ugly
Is AI the productivity miracle we need, when we need it?
Investing
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How the commercial space race will actually pay out
SpaceX opened at $150 and minted a trillionaire by lunch
Sam vs Nick: Who's SpaceX IPO call is right?
Macro
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What does China know that we don’t?
Oil
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Oil will resurface from the Strait of Hormuz with the bends
CRAK kills (during an oil war)
Stocks
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Who is swimming naked this time?
Santa takes a plunge, but is his rally here at last?
A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?
The City
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A final warning
The geography of inflation
Germany moves right. Sort of.
Uncategorised
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Labour’s next tax raid is just what this country needs
A Traditional Financial Carol
A quick Christmas message from me 🎄
Westminster
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Oh, what might have been!
The government doesn’t trust you, and you shouldn’t trust it…
Reeves’ Spring Confession
Southbank Investment Research
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