Gold & Commodities

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.

Stocks and bonds are diverging, but this investment is staying the course

The Fed cuts, the bond markets jump in fright, and the AI bull market wobbles

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…

How the fiscal time bomb explodes

People are beginning to get gold fever. One young man had quit his job, loaded up on junior mining shares... and was off for a year of travel. Word is out.

Is gold in a bubble?

Things are getting awkward for us gold investors. Gold is in the news as much as bitcoin these days. The price keeps surging higher. Is it time to sell out?

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…

Either Ed Miliband or Britain will be left for dead

In today’s issue: More and More and More energy There is no energy transition, only addition Renewables cannot meet our exponentially growing demand While the FTSE…

How you could profit from nuclear’s Renaissance

Nuclear power is taking the world by storm. As soon as the tech moguls realised they’d need uranium to fuel their AI, it suddenly became a good idea.

Energy’s roaring comeback

Following a lengthy, large decline, oil prices have spiked higher in recent days, perhaps due to developments in the Middle East. This could, in turn, push inflation and interest rates higher again, the last thing that a slowing global economy needs. The risk of a stock market correction is growing.

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 West has lost control of the gold price

Jan Nieuwenhuijs of Money Metals reveals what’s behind the gold bull market of the last two years: Project mBridge and price insensitivity of its buyers.

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…

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…

Gold knows what time it is

The real economy has developed something of an immunity to the stimulative effects of cheap money. Only stocks still move on a monetary pulse.

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…