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AI
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Quantum’s boom is back (after just a week off)
There is no “Up Only” just ridiculous performance from Those Guys
Without immigration, it’ll have to be inflation
Britian/UK
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A Tale of Three Headlines and MUGA
The LSE’s tariff dodger boom begins
The man behind the Boriswave
Cryptocurrencies
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Hardline sceptic to stablecoins “as a matter of principle”
Crypto ETF Tsunami, here comes a LINK, XRP and SHIB ETF
Something for Nothing
Energy
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Ed Miliband’s nuclear about face…and his AI face
Green New Scam Is Dying
The Revolution Will Be British and Modular
EU
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OpenAI’s $6.5 billion buy isn’t about a device. It’s about robots.
The North-South divide threatening European unity
Each and every choice made by a central bank is an error
Financial Independence
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Is a UK Recession on the Way…?
It’s Not One of ‘Ours’, but You Should Try it
Warren Buffett Likes This Too…
Geopolitics
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Socialism Whacked
When The Market Takes a Breather — Smart Investors Don’t
Rare earths bubble? Zero revenue mania. Back to the Future.
Gold & Commodities
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Why the Hesitation?
How to play the gold boom if you suspect it’s a bubble
Why Gold is Going Up
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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The Ferrari Fallacy
Your Brain Is Catfishing You
The SPAC is BACK in 2025! And here are four to prove it…
Stocks
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A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?
Live Free or Die Paying Retail
How to Lose Investors and Ruin Your Life
Technology
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The equation of life doesn’t leave much room for renewables
Superintelligence Will Never Arrive
How to invest in OpenAI and SpaceX as of Monday
The City
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A final warning
The geography of inflation
Germany moves right. Sort of.
Uncategorised
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Stocks are mispricing US political risk, but I don’t know which way
The Death of Globalization
An important change to your subscription
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
AI Collision
0203 5142 487