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AI
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Will a recession kill AI stocks?
Did Apple just kill Qualcomm with a paragraph?
Britain is building a supercomputer faster than Elon Musk’s – here’s why it matters
Cryptocurrencies
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Underground website lets you buy any drug imaginable
Where to invest £10,000 now
Bitcoin cracks the political mainstream
Energy
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Götterdämmerung? Or Sicherheitswende?
Invest in what actually works
Germany’s nuclear U-turn: why 2025 could be the year of rebirth for atomic energy
EU
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The North-South divide threatening European unity
Each and every choice made by a central bank is an error
Are we in a submarine energy war already?
Financial Independence
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America’s advance, Britain’s decline…
Germany moves right. Sort of.
At ground zero of Britain’s £39 billion transformation – here’s what I saw
Geopolitics
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A time for choosing
More admirals than ships?
If the ship is sinking, it doesn’t matter who is the captain
Gold & Commodities
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A crude warning
The London silver liquidity crisis: “The squeeze you can buy”
Find your way back: to gold
Inflation
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Inflation: the good, the bad and the ugly
Is AI the productivity miracle we need, when we need it?
With inflation raging, doing nothing is not an option
Stocks
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Don’t get carried out (on a stretcher)
Anatomy of a crash, part 2
Anatomy of a crash, part 1
The City
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Germany moves right. Sort of.
Has the Bank of England solved the “productivity puzzle”?
What will be Labour’s Liz Truss Moment?
Uncategorised
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An important change to your subscription
Westminster
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Move over DOGE, here comes CORGI
Might Labour plug the “black hole” with “black gold”?
Labour’s budget boondoggle
Southbank Investment Research
AI Collision
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