Nickolai Hubble

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?

Will President Trump get the Liz Truss treatment?

The Deep State got rid of Liz Truss. Is President Trump next? The groundwork is already being laid in the bond market. Investors should prepare.

5 ways to potentially profit from the failure of net zero

It’s been three years since I warned, “Don’t Join The Children’s [Climate] Crusade.” And one year since identifying “Net Zero’s Metallic Dissonance”. Now what?

Has democracy failed on immigration?

We look like a complete bunch of plonkers to the Japanese. How hard can it be? If you don’t want more immigration, you just stop issuing visas. Why the fuss?

Even nuclear can’t save us now…

When the Irish defenders of Aughrim Castle opened their ammunition boxes, they discovered that English musket balls were too big for French flintlocks.

Labour is paving the road to net zero with good intentions

Governments are abandoning net zero. Companies are abandoning net zero. But the UK is turning back to net zero. What could possibly go wrong?

Don’t worry, the government will save you

No political theory can explain the dysfunction of our institutions. Perhaps they’ve just gotten so big that they don’t care about what policies are imposed.

Will Labour revive the green tech bull market?

Labour sees its majority as a mandate to roll out renewable energy on an even larger scale. Should investors rotate back into the green energy sector?