AI & Tech

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  Two million parts to answer one question

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  Nvidia smoked AI bears with one earnings release

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  Trump’s $10 Trillion AI peace offering to China

Britain/UK

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  The Cobra Effect will kill the identity politics of oppression and grievance

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  Blair’s back causing mischief! Is this the end for Starmer?

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  Why the defence stock boom can’t last much longer

Cryptocurrencies

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  Why are crypto traders pricing SpaceX 40% higher than the bankers?

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  Is Coinbase a great crypto company or the next Mt. Gox?

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  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

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  Truths, half-truths, and outright lies

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  Here we go again – 2022’s inflation returns

EU

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  The Cobra Effect will kill the identity politics of oppression and grievance

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  Blair’s back causing mischief! Is this the end for Starmer?

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  Ferrari built a Nissan Leaf because EU regulators forced It

Financial Independence

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  Forget Dow 40,000… Here Comes 120,000…

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  The Best Advice We Can Give You Today...

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  Is a UK Recession on the Way…?

Geopolitics

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  No Hiding from the Boom/Bust Cycle

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  Elon, Jensen, Tim, and Donald all on Air Force One... why?

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  Japan’s defence stocks get back their license to kill

Global

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  Bombs, oil, AI…and your portfolio

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  Don’t Fall in the China Trap

Gold & Commodities

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  Transitory inflation is back… with another crash?

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  Wall Street’s early-stage playbook

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  Truths, half-truths, and outright lies

Inflation

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  Inflation is a big problem, and people know it

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  Inflation: the good, the bad and the ugly

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  Is AI the productivity miracle we need, when we need it?

Investing

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  How a $1.75 trillion IPO actually works

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  Lisa Su embarrassed Martin Brundle, and every AI bear

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  Melt-up in stocks when pump prices melt down

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

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  CRAK kills (during an oil war)

Stocks

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  Who is swimming naked this time?

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  Santa takes a plunge, but is his rally here at last?

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  A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?

The City

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  A final warning

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  The geography of inflation

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  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!

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  The government doesn’t trust you, and you shouldn’t trust it…

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  Reeves’ Spring Confession