Nickolai Hubble

Japan is more than a warning for the West

It’s difficult to make people care about Japan. But that can change rather quickly. Here’s how it’ll happen for you…

Lawfare and warfare are deciding the US presidential election now

Polls in the swing states of the American presidential election are on the move. As are Russian tanks and protestors on college campuses. Is the fate of Trump and Biden being decided now?

Hydrogen versus nuclear: which will save us from a renewable electricity grid’s impossible demand for copper?

It’s been a busy week for the reader mailbox. Hydrogen, copper, nuclear power and much more featured. Some of you could be newsletter writers…

What would blackouts do to UK politics?

One year ago, Bloomberg published the strangest article. It reported delightful news: “South Africa is ahead of its target for cutting emissions of greenhouse gases.” But how?

The immigration crisis is deliberate and was predictable

In January 2019, I made some startling predictions about immigration. They earned me more than the usual amount of ridicule. Today, I want to reveal what I wrote back then…

Is the energy transition leading to blackouts?

The energy transition is coming dangerously close to causing blackouts. But what happens if it does? That’s what I asked Nigel Farage…

How far will the Overton Window go on net zero and renewables?

It has become downright fashionable to doubt net zero. But how far will this scepticism go? And what will this new reality mean for investors?

A fatal flaw or just a bottleneck for net zero?

Governments may have built and planned for a vast amount of renewable energy. But what about the extraordinarily vast electricity grid needed to move all that power? They forgot to build it…

Hats off to renewable energy, it’s pulled our pants down

Renewable energy is providing 100% of our electricity needs in ever more places. Which begs the question, why do we need more? And will adding more help or hinder our energy transition?

Take your pick: Liz Truss, the Japanese yen or austerity?

It must be getting very awkward over at the Bank of England. Inflation is ticking back up again. But can the government afford a higher interest rate?

The stock market is not a free market anymore

Last week, I claimed that sellers are now in control of stock market prices. Buyers are nothing more than passive aggressive investing zombies. But was I right? Readers have their say…

Will history repeat for Labour’s pension taxes?

Our readers still rage about Gordon Brown’s surprise pension tax raid of 1997. But what pension tax plans are lurking in Labour’s hidden manifesto this time? We’re going to find out the hard way, reckons Nigel Farage.

Who is going to pay for your retirement?

The money must come from somewhere. Whether its taxpayers, home buyers or investors, someone has to fork up the cash you use in retirement. But is there enough to go round?

The high price of diversification in portfolios and power supply

American finance professor Harry Markowitz said, “diversification is the only free lunch in investing”. Students have been regurgitating his theories ever since. But was he wrong?

What is the meaning of this, price?

Stock markets used to function very differently. Legendary investor Bill Fleckenstein reminisced about it in an interview. Insight, analysis and fundamentals used to drive prices up or down. But that’s changed…

How you could profit from a bubble’s boom and its bust

Very few investors manage to profit from both the boom and the bust of an asset bubble. So, what can we learn from the only trader to have done it, twice?

The weakest link in the renewables rollout threatens to sink net zero

In this issue: Renewable energy will fail. I’ve found the scapegoat. The weakest link of the energy transition isn’t renewables Some industries rely on impossible…

Why nuclear power can’t save us from renewables

Are you hoping for a nuclear power revival in the UK? Enough baseload power to save us from the intermittency of renewables might sound good. Here’s why it won’t work…

4 more ways to potentially profit from the failure of renewable energy

In October 2021, Nigel and I discussed whether coal might be the best way to profit from the failure of renewable energy. As the failure of renewables continues to unfold, I’d like to give you several more such opportunities.

We’re going to run the great carbon experiment, whether governments like it or not

The international community of bureaucrats, politicians and activists have fallen victim to their own diagnosis of the free market’s failings. They just can’t act in concert to save the planet from climate change.