Gold & Commodities

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…

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