Financial Independence

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…

Are we in debtor’s prison already?

In today’s issue: A cockamamie answer to the debt problem Credit money made debtors dishonest Losses don’t vanish; they just get moved around As if…

How you could profit from AI: follow the money

Sam discusses why the AI boom is on a trajectory in one direction, insights into AI bots, plus there’s more from the hive mind – all in today’s edition…

China’s three C’s: Companies, Commodities and Control

China dominates the energy transition industries, and has just unleased a double-barrelled bazooka of stimulus. But should investors be excited?

The Fed can juice the stock market, but they can’t control the value of the dollar

So far this year, the S&P500 is up 18%. But gold is up even more — almost 20%. Since 2021, the S&P500 has gained about 20%... while gold is up more than 30%.

You can’t stop it. You can’t avoid it. You can only prepare…

AI is about to boost the global economy by $200 trillion. That’s 85 times bigger than crypto… four times the size of the S&P 500… and almost double the entire global economy…

How to make nuclear energy from British coal

Sam Volkering discusses why nuclear is a clear part of our clean energy future. Plus he takes a look at the potential for AI scaling to be infinite, and asks if maybe, the potential for Nvidia will be infinite too.

Three Mile Island is proof AI and nuclear are a match made in heaven 😇

Sam Volkering looks at why we will see more spending on both data centres and nuclear energy from the likes of Big Tech in this edition of AI Collision…