Nickolai Hubble

Snoop Dogg for Bank of England governor?

There’s an old adage that central banking is all about having the guts to “take away the punchbowl just when the party gets going”. Unfortunately…

Nowhere to hide from the collapse of the everything bubble

This bear market is unusually challenging for investors because there is nowhere to hide. The selloff includes just about everything – every asset class. This…

How the eurozone could turn Japanese – inflation not deflation

Last week, a tax accountant in Japan messaged me: “I’m afraid of the collapse of the Japanese economy…” Luckily, he speaks fluent English after a…

How to misunderstand inflation and cause a global financial crisis

I’m going to sound like a high-school economics teacher today. But the world’s central bankers have been very naughty… They’ve completely failed their test to…

The everything bubble has burst

They called it the everything bubble while it was inflating. Rarely do the mainstream media and consensus get it so right on the way up.

But where can you hide now that it has burst? If everything was caught up in the bubble, then everything now must crash…

The Everything Bubble has burst at last. Now what?

They called it the Everything Bubble while it was inflating. Rarely do the mainstream media get it so right on the way up. But all…

A bull market in burnable effigies, but not much else

Today’s Fortune & Freedom is an update on a series of themes we’ve been exploring for months now. Whether Japan has unleased a monetary Pearl…

Putin’ the shackles on our tight supply chains

Economic inter-reliance was supposed to make the world safer. If we depend on one another, then nobody will upset the applecart. But what if this…

How the euro violates the Unholy Trinity

[Ed Note: The following is an excerpt from my book How the Euro Dies, which I’ve decided to republish here in anticipation of a return…

How does Brexit affect the stock market?

Brexit has upended the UK’s political system. Our own parliament is now in control and our political leaders are once again elected by us. But…

The Unholy Trinity has recovered from Covid-19 and is ready to destroy the euro (again)

[Ed Note: The following is an excerpt from my book How the Euro Dies, which I’ve decided to republish in anticipation of a return to…

Inflation, shortages, lockdowns, recession and political risk

Nigel Farage is not very optimistic about the stock market or the government. In this weekly update, we dig into some of the reasons why.…

Inflation, shortages, lockdowns, recession and political risk

Nigel Farage is not very optimistic about the stock market or the government. In this weekly update, we dig into some of the reasons why. It’s depressing stuff, but extremely important that investors be aware of the situation.

Why don’t people trust the government any more?

“The top nine most terrifying words in the English Language are: “I’m from the government, and I’m here to help.” Imagine getting elected on that…

Can the oil price withstand a recession without sanctions?

Dirty energy stocks have been the standout performers in a crumbling stock market. And our FTSE 100 index, which many mistakenly attribute as being reflective…

Inflation or recession? The Bank of England chooses both…

Dear reader, Planning to fail might be a plan, but you’re still going to fail. That’s how I’d sum up Bank of England policy right…

A bucket of water on a monetary bonfire

It’s time to dig up some gems from the Fortune & Freedom reader mailbag – thanks for your messages. The first two are all about…

What if chaos in the energy markets is just the beginning?

The Green Machine has always had a mean side. Eco-warriors like to disrupt our lives to make their point. And, lately, they’ve co-opted the government…

What if chaos in the energy markets is just the beginning?

The Green Machine has always had a mean side. Eco-warriors like to disrupt our lives to make their point. And, lately, they’ve co-opted the government to do their dirty work for them.

The 1970s are back: stagflation, geopolitical crises and shortages… but worse music

If you had your time again, what would you have done differently in the 70s? I had better rephrase that… What investment decisions would you…