Financial Independence

Is inflation back in the UK?

Inflation is accelerating again. But is it really back to play a major role? In this video, John Butler and Nick Hubble discuss both sides of the debate.

Did Google just prove we live in a multiverse?

Sam Volkering explains why quantum computing companies could end up being the darlings of the market in 2025. And can anyone catch up with Tesla when it comes to self-driving vehicles? This and more in today’s edition…

The anatomy of an anti-bubble

The war on woke, US exceptionalism, stock market opportunities and the ESG anti-bubble

Why the second wave of inflation cannot be like the first

The velocity of money does not have the same impetus to spike as it did in 2021. Because we won’t be exiting a lockdown again anytime soon. And yet…

Who’s going to crack the S&P 500 first?

Sam Volkering discusses the likely candidates to enter the S&P 500, plus who exactly is David O. Sacks and what could his appointment mean for AI?

Digital, or fool’s gold?

Bitcoin’s Trump-pumped rally has now taken it to the landmark $100,000 level. Crypto has certainly caught the zeitgeist. But gold, too, remains in a bull market and should have a place in all investors’ portfolios.

Three converging megatrends, and the uncomfortable feeling of change

Bitcoin, AI and Silicon Valley’s new political clout add up to a shift in the global order, and you can feel the ground shaking…

Did Ben Affleck just foresee the AI future of Hollywood?

Today, we bring you a guest piece by Sam Volkering from his publication AI Collision…

A global revenue bargain?

US stock markets went from expensive to even more so following Trump’s victory. But is this justified? Regardless, the UK stock market is a relative bargain by comparison.

Are AI agents now driving the gains in crypto?

Sam Volkering investigates if AI agents are supercharging this crypto capital cycle in this guest edition from his publication, AI Collision…

What can energy investors expect from Trump 2.0?

In today’s issue: Things are about to get very interesting indeed for energy investors Can green stocks survive a Trump presidency? What matters more for…

What Charles Darwin would say about artificial intelligence

Darwin’s theories work just as well in financial markets, and tell us how to respond to the threat of AI

Bing sucks. ChatGPT however...

Will Microsoft get its long-awaited search engine victory? Find out what Sam has to say in this guest piece from his publication AI Collision…

Looks like Tesla was undervalued

Tesla is on the up, a clandestine meeting between Big Tech and the White House, plus more from the hive mind – all this in today’s guest addition of AI Collision…

Labour’s “trick-or-treat” budget

Both tax rises and spending cuts are likely The stock market is unlikely to care Global developments remain more important Labour will present their “trick-or-treat”…

Nuclear’s new SMR technology is great, but what’s next?

Nuclear tech has jumped from the horizon to the headlines, taking stock prices with it, and pointing the way to the next big sector surge…

The most important 1:21:14 of your week

Sam Volkering bring us a guest edition from his publication, AI Collision…

Lies, damn lies and (economic) statistics, part 2

Economic data must be adjusted for inflation in order to give a real picture of the economy. If inflation is mismeasured, so is everything else. What appears to be economic growth could actually be stagnation. How confident should we be that inflation data are accurate?

AI doesn’t just mean more nuclear, but other energy sources too – and one metal underpins it all

Big tech’s big bet: the future of energy is small, nuclear and everything else, too

The sector at the intersection of every major energy market megatrend

Four megatrends dominate our strategic energy portfolio at Southbank Investment Research, but only one sector combines features of all of them…