Financial Independence

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

At Southbank Growth Advantage, our private service dedicated to find the best growth companies, we have identified a British company that Nvidia perhaps relies on…

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…

Who are the real Kings and Queens of Jackson Hole

Kamala’s bold economic plans tread a fine balance between inflation and the economy…

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

Who the hell rejects $23 billion?

This company just said no to $23 billion from Google – is it nuts or is there something in its confidence? What’s the future look like for gaming companies, like Ubisoft, with AI now in the mix? All this and more in this edition of AI Collision…

Elon's $3bn AI shopping spree

Why is Musk spending big on Nvidia hardware? Is AI the future of fashion? What’s the hive mind have in store this week? Find out in this edition of AI Collision…

Shots fired. Let chaos ensue...

A tinder box of social unrest faces America, and elsewhere – what does it mean for markets? Plus, will AI be on the agenda of new UK government? Something suggests so…

Earnings season asks: are we in an AI bubble?

The doomers are back, analysing the “memory makers” and more from the hive mind – all in this edition of AI Collision…

A history of conspiracy

Did you know that some previous Fleet Street Letter editors, advisers and members of its Global Intelligence Network have included members of the UK Parliament? The European Parliament? Retired military officers? Former spies? Defectors even?

Who are the puppet masters of our governments and our AI future?

In today’s issue: Puppetry of the P… oliticians Inflation and the real UK government to come Weekend at Bernie’s Editor’s note: Today, we bring you…

The man holding back Britain’s green ambitions

Climate change will go on whoever wins the election, and it’s driving political donations too. But it’s not the only thing more powerful than the Prime Minister…