Nickolai Hubble

The Return of Bloody October?

Back in 2018, I predicted a meltdown in the stockmarket over Italian elections. I called the prediction Bloody October. And the selloff which began in…

Economic self-sabotage can be surprisingly profitable

There’s no other way to describe it anymore. Governments around the world are engaging in a long campaign of deliberate economic self-sabotage. And we’re paying…

The best investor to emulate now (but only when it comes to investing)

Every investment ideology… sorry, method… has its guru. And a determined gang of acolytes which follow it. It’s deeply unwise to take cheap shots at…

“Whither commodities in stagflation?” You’ve got it backwards…

Worsening stagflation means that it’s the toughest investment climate I can remember. However, that isn’t saying much given my financial market memory only goes back…

The euro breaks the buck

Do you remember when Brexit would cause the pound to fall to parity with the euro? The humiliation was sure to expose Brexit as a…

When the markets don’t make sense, I call this guy…

Inflation is roaring ahead of expectations. But that’s not the most important part of the latest inflation surprise… Governments are collapsing across Europe. But it’s…

Special broadcast: Maajid Nawaz & Sam Volkering on CBDCs and decentralised currencies

In a special broadcast, Sam Volkering, investment director and editor here at Southbank Investment Research, sat down with British journalist and campaigner Maajid Nawaz to talk about central bank-backed digital currencies (or coupons as Maajid calls them) and decentralised currencies such as bitcoin.

The only central bank mandate that really matters is unemployment (theirs)

The anticipated blaming of central banks has well and truly begun. But where will it lead? Somewhere very nasty, if you ask me. In Sri…

2008 without the stimulus packages, bailouts, QE or rate cuts

Have you ever wondered what the 2008 crisis would have looked like if there hadn’t been bailouts, stimulus packages, quantitative easing or rate cuts? Because,…

Your two financial weapons of mass accumulation

Conventional wisdom and common sense have a suspicious habit of changing radically every now and then. Particularly in the financial world. Government bonds used to…

A cold shower for the Germans… literally

For those of you who don’t know, I’m German. About as German as I am English and Australian, anyway. And this means I dig through…

The Boris and Bailey clown act is just depressing now

Usually, there’s a happy clown and a sad clown. Although, in my case, I was more of an evil juggling jester twice a week. The…

How to profit from the coming Currency Reset

Another Currency Reset is coming. Our US dollar-based international monetary system is at the end of its tether. But what does that mean for investors?…

The Boris and Bailey clown act is just depressing now

Usually, there’s a happy clown and a sad clown. Although, in my case, I was more of an evil juggling jester twice a week. The only performance in which I didn’t drop a ball or hit myself with a devil stick at some point ended when I slipped spectacularly and landed flat on my back.

Three very quiet cheers for the FTSE 100!

Did you see the headline in the Guardian? “UK Sidesteps Worst Stockmarket Crash in Half A Century!” Nope, I didn’t see it either. And yet……

Global currency reset

What is the global currency reset? What if I told you that, every few decades, the world’s leaders meet in a swanky hotel, picturesque palace…

A crash without a cause… yet

It’s one of the worst on record. It’s perhaps the worst once you factor in the combined losses in stocks and bonds. Or how much…

The sanctions will continue until morale improves

Vladimir Putin invaded Ukraine. But he wasn’t the one to impose sanctions on Russian energy. So, who will get the blame for the West’s energy…

Hedonic adjustments and inflation Down Under

Years ago, at the Rugby 7s in New Zealand, I found myself talking to a young lady from England. She’d found a working holiday job…