AI & Tech

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  AGI is here… and 400,000 GPUs are right behind it

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  Can Apple become a US$10 trillion company?

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  The end of an Apple era and the start of another $4 trillion

Britain/UK

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  The British bond market is still kabuki theatre

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  Nothing should surprise an investor

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  Why the power grid will be nationalised

Cryptocurrencies

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  SECURITY ALERT: Every Coldcard ever sold is now affected

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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?

Energy

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  Why the power grid will be nationalised

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  The dirty power panic has barely begun

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  “Why the Belgrano was sunk”

EU

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  Why legacy parties’ attempts to stop the populists keep backfiring

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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?

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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  Shrinking of the bubble empire

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  Truth will out

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  It’s the debt, stupid

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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  Central bank stockpiling gold and overthrowing the PM?

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  The next big commodity winner

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  How the Bank of England will lose control of the bond market

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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  The market is fearful. Here’s how to use it.

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  The billionaire who learned being right is only half the equation

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  Warren Buffett – The billionaire who gets paid to invest

Macro

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  What does China know that we don’t?

Oil

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  What nobody is telling you about Britain's electricity grid

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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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  The best AI on Earth is basically free

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  Was Trump right? Earnings are useless and unnecessary.

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  Turning points you can’t afford to ignore

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