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AI
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Nvidia’s $20 billion Groq deal is proof AI is going exponential
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
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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Stablecoins risk causing a global economic civil war
How to destroy banking, DeFi style
JP Morgan is crypto enemy #1 again. And that is good news
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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Trump’s Own Liz Truss Moment Is Here
On to Moscow!
The Underlying Malady
Global
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Don’t Fall in the China Trap
Gold & Commodities
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Stocks aren’t buying the silver spike anymore
Why Silver’s Parabolic Rally Won’t Last
Turns out the monetary system is a weapon after all
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 to invest in the 2026 critical and rare earth metals melt-up
What I Learned Making Millions From Scratch
10 Bad Habits Killing Your Portfolio
Stocks
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Santa takes a plunge, but is his rally here at last?
A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?
Live Free or Die Paying Retail
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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