Nickolai Hubble

3% won’t be enough to stop inflation… nicely

Yesterday, I asked you simple question: is it possible to bring down double-digit inflation with 3% interest rates? It would have sounded like an absurd…

Mortgage borrowers are central bankers’ tools

For decades now, mortgage borrowers have had it easy. Each time the economy struggled, they were handed more money to pump it back up again.…

Monetary policymakers are consistently wrong, at your expense… or profit?

Does your investment strategy include the prospect of monetary policymakers getting things completely wrong? Well, it should, according to Nigel Farage. Because they consistently do.…

Monetary policymakers are consistently wrong, at your expense… or profit?

For decades now, mortgage borrowers have had it easy. Each time the economy struggled, they were handed more money to pump it back up again.

How to beat inflation in 2022

What is the current rate of inflation? In June, the annual rate of inflation hit a 40-year high. The consumer price index rose 9.4% year-on-year…

When soaring profits are a bad sign for stocks

“Profits in the UK are soaring: they’re up 73% at the biggest 350 companies compared with pre-pandemic levels.” It sounds great, doesn’t it? That is…

The stagflationary black hole it’s too late to escape from

For decades now, economists have warned about the impending demographic time bomb of an ageing society. It’s a prognosis that caught on shortly after they…

A metals-led commodities supercycle

If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven by the mismatch.

A metals-led commodities supercycle

If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven…

Europe’s latest war with Russia will end in another winter humiliation

Europe is trying to expand its latest empire into Eastern Europe, again. You’d think they’d know better by now… It began… well, it began a…

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,…