Gold & Commodities

The AI sector is about to spark a new rally – just not one most people expect

With Nvidia’s rate of growth starting to slow, then wider fears about increasing competition with chip rivals mean there might now be better ways to invest in AI than via the chip-makers themselves..

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?

5 ways to potentially profit from the failure of net zero

It’s been three years since I warned, “Don’t Join The Children’s [Climate] Crusade.” And one year since identifying “Net Zero’s Metallic Dissonance”. Now what?

Why North Sea oil companies are on the brink

The ever-changing tax regime that’s making life difficult for North Sea oil producers

Who are the real Kings and Queens of Jackson Hole

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

How to surf the cycles of monetary systems

You might think that money is inherently something the government and central bank provide. But there are many different types of monetary system…

A bottleneck and a glut, and the asset to own for both

The energy transition is facing numerous bottlenecks, from power grids to key commodities. But you can also have too much of a good thing, and investors can potentially profit from both extremes.

How to become a trillionaire

So, you survived the first wave of inflation. But what are you going to do about the next one? This man can be your guide…

Investors should keep an eye on the global grid spending boom

What links a UK micro cap’s turnaround plan, China’s massive investment plans, and our recent recommendation to our private members?

Another shot across another bow

Heavily indebted countries have little room for manoeuvre. There have been several recent examples. Those of us who live in heavily indebted democracies like to believe that “the people” remain in charge. But are they – we – really?

Why haven’t Labour’s green ambitions sent stocks soaring?

Labour’s pro-green agenda has sent oil and gas stocks stumbling, but green energy stocks are mysteriously flat…

Europe’s power markets: delinked and disjointed

With European power markets increasingly disjointed and increasingly volatile, conditions are ripe for batteries

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…

With the election 10 days away, who’s really calling the shots?

As the general election approaches, might it be that whoever we vote for won’t have the final say in the UK policies?

Why AI and nuclear fusion need each other

While nuclear fusion might be the answer to AI’s future energy needs, AI might also be the answer to how scientists eventually crack the code in delivering what some describe as the “holy grail” of clean energy

Why Amazon’s nuclear agreement is transformative

In signing a deal with a nuclear power plant, Amazon can now be seen as a nuclear-powered company. Though it won’t be the last Big Tech firm looking to nuclear to power huge electricity loads from data centres. One day data centres could very well come with their own dedicated, built-in nuclear reactors – with one technology at the forefront.

China is hoarding copper, but why?

China typically uses its stock of copper this time a year but instead it is building stock, all whilst the price of copper surges. So what’s going on?

The answer to global monetary mayhem

As the Ukraine war tilts in Russia’s favour, the US is becoming ever more aggressive in its use of sanctions, asset seizures and other measures to isolate Russia. Beyond a certain point, these measures could destabilise the international monetary system.

Hydrogen versus nuclear: which will save us from a renewable electricity grid’s impossible demand for copper?

It’s been a busy week for the reader mailbox. Hydrogen, copper, nuclear power and much more featured. Some of you could be newsletter writers…

Getting ahead of the third electrical infrastructure revolution

As well as more clean energy, Britain and the wider world need miles and miles of extra cable to carry it. How will the world meet this need – and is there an opportunity for investors? James Allen tells us more in this guest article.