Nickolai Hubble

Debt explains Labour’s “odd habits of locomotion”

Politicians have talked about debt and deficits for decades. But it was just a political hockey puck to pass around. Until Liz Truss changed everything.

How you could profit from nuclear’s Renaissance

Nuclear power is taking the world by storm. As soon as the tech moguls realised they’d need uranium to fuel their AI, it suddenly became a good idea.

Is the War for Immigrants over already?

In 2019 I claimed the Western world is about to have “a War for Immigrants”. That has since come to pass, with immigration rates ballooning. Now what?

The West has lost control of the gold price

Jan Nieuwenhuijs of Money Metals reveals what’s behind the gold bull market of the last two years: Project mBridge and price insensitivity of its buyers.

The SMR revolution is not about nuclear, it is about bite-size electricity

No doubt you’ve noticed the flurry of nuclear power news over the past two weeks. Especially when it comes to Small Modular Reactors (SMRs). But why now?

The energy transition has failed. The energy revolution has begun.

Ever since AI burst onto the scene, we’ve all been trying to figure out how to profit from it. Which stocks will harness the new technology the best?

Time for a Trial of the Pyx for Andrew Bailey

For 850 years, the UK has held a ceremony to check whether the currency of the realm has been debased. It’s called a Trial of the Pyx. And it’s time for one now.

The next Nvidia? Right here in the UK!

I’ve known Sam Volkering for more than a decade now. He told me about bitcoin around 2012. And Nvidia in 2013. Now, he’s making another big call...

Will CCS save the planet… or destroy us?

Even under the most optimistic scenarios, we won’t be able to decarbonise everything we do. Which begs the question how we’ll reach net zero by 2050…

The gunpowder that blew up Liz Truss is still there

In 2022 and 2023, vast losses in the bond market blew up US banks, UK pension funds and the UK government. 2024 has been quiet. But the losses are still there.

The Maldives are underwater after all… on their debt

In net zero, governments are embarking on the costliest project in the history of humanity. And from a position of dangerously high debt to begin with.

What’ll snap GDP’s suspension bridge? The army knows…

The world’s major economies are stuck in the doldrums, or likely to enter them. This synchronisation creates an unusually high risk of a major economic crisis.

The penny drops on the cost of net zero

For years we’ve been warning that the transition to net zero is simply too expensive. Now that the mainstream media has cottoned on, what happens next?

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

For thousands of years, experts have warned us about adopting new technology. Businesses warned it’d cost jobs. And politicians did their best to stop progress.

How you could profit from AI’s third boom

If you missed the AI bubble, that doesn’t mean you’ve missed the AI boat. But energy is no longer the best way to play the next phase of the boom.

Sir Keir Starmer’s plan to sell the moon

Overindebted governments are so desperate for revenue that they’ll soon band together to auction off trade rights, mining rights and real estate… in space.

Who really fired Liz Truss?

At the time, it seemed so simple. The tax cuts had blown out the budget deficit. All that borrowing meant interest rates would go up. And so bonds crashed.

The dirty power pandemic exposed

Renewable energy is wreaking hidden havoc on our electricity grid. But the economic costs are growing too large to ignore. This secret will come out.

The £22 billion black hole bogeyman is a distraction for a £2 trillion pound nightmare

It’s one big canard. But it does have a purpose. You see, the Labour government is under strict orders from its real masters. Those actually in control.

Why the culture wars are getting violent

It’s easy to get along with people who have no power over you. Their opinions don’t really matter. But what happens when you introduce power into this mix?