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Was 2025 a year of inflection points in financial markets?
The problem with government is that it eventually runs out of other people’s money
Hypocrisy, Hubris… and Huge Opportunity in AI in the UK
Britian/UK
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Was 2025 a year of inflection points in financial markets?
Hypocrisy, Hubris… and Huge Opportunity in AI in the UK
How the Germans got rid of their OBR
Cryptocurrencies
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How to destroy banking, DeFi style
JP Morgan is crypto enemy #1 again. And that is good news
Emergency Briefing: Genesis Mission. What is it and what do you need to know?
Energy
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Was 2025 a year of inflection points in financial markets?
The next phase of Blackout Britain is terrifying
Ed Miliband’s nuclear about face…and his AI face
EU
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The Irony of China Killing Net Zero in the Auto Industry
OpenAI’s $6.5 billion buy isn’t about a device. It’s about robots.
The North-South divide threatening European unity
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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The Underlying Malady
What does the rise of the “far-right” mean for financial markets?
Chicken Feed
Global
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Don’t Fall in the China Trap
Gold & Commodities
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Dead cats and commodities both bounce
8 Events Driving The Gold Frenzy
Why it’s time to cross the Styx and plunder the Kingdom of Hades, quietly
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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Bad Strategy
What a $0.60 Stock Taught Me About Fear
It’s America for now, but not forever
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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369% is simply a Tale of Two Chippies
The Big Tech Bull Run Generals March On
The equation of life doesn’t leave much room for renewables
The City
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A final warning
The geography of inflation
Germany moves right. Sort of.
Uncategorised
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A Traditional Financial Carol
A quick Christmas message from me 🎄
Christmas comes early
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
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