Financial Independence

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…

Nvidia’s superfast culture of innovation has been rewarded by the markets, but for how long?

Nvidia’s culture of innovation is crucial to its success, and its share price surge is well earned. But as it loses momentum, we are looking elsewhere to a potential future winner…

A British champion hiding in plain sight

The rise and fall of Intel has valuable lessons for investors about the lifecycle of business and the innovator’s dilemma. But who is replacing it at the helm of the most important industry in the world?

The stock market smells trouble ahead

Industrial commodity prices have been declining Cyclical stocks have been underperforming Signs are growing the global economy is slipping into recession As a relatively small,…

Why today should be circled in red in your financial calendar

Inflation has fallen, oil is crashing and bond markets are pricing in a very aggressive series of interest rate cuts in the US… but we have somewhere for investors to thrive, not just hide…

The breakthrough material powering AI and the energy transition

If we’re too slow getting to net zero, carbon capture is going to have to get much more efficient. It’s struggled so far, but this breakthrough material could change that…

Apple’s Glow Party is about to turn AI on its head

Sam discusses Klarna’s AI-driven profits and the tiny tech behind Apple’s glow party in this edition of AI Collision…

The great lighthouse mystery

One sector we think will be a big winner in the future In today’s issue: What is the proper role of government? If they don’t…

AI agents are here to steal your job

AI agents are coming, plus Sam discusses how people could use AI to enhance, or even fudge, their entire existence…

Taylor Swift joins the inflation bogeyman party

Inflation takes many forms. Indeed, there are inflation ‘bogeymen’ hiding just about everywhere, ready to spring on us unaware. But are they acting alone, or in concert, directed by their handlers?

Trump’s try at a Taylor takedown

Sam discusses AI in the US presidential campaign: is it stirring the pot or misinformation? Find out more in this edition of AI Collision…

Split city: those expensive stocks are now cheap!

Sam talks stock splits and balanced insights into the potential of AI in this guest edition of AI Collision…

Trump and the Republican Clean Energy Conundrum

Republican states lead the charge on clean energy, no matter what Trump thinks