Stocks

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?

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…

The energy transition has failed. The energy revolution has begun.

Ever since AI burst onto the scene, we’ve all been trying to figure out how to profit from it. Which stocks will harness the new technology the best?

The next Nvidia? Right here in the UK!

I’ve known Sam Volkering for more than a decade now. He told me about bitcoin around 2012. And Nvidia in 2013. Now, he’s making another big call...

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…

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…

How you could profit from AI’s third boom

If you missed the AI bubble, that doesn’t mean you’ve missed the AI boat. But energy is no longer the best way to play the next phase of the boom.

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?

Will Labour revive the green tech bull market?

Labour sees its majority as a mandate to roll out renewable energy on an even larger scale. Should investors rotate back into the green energy sector?

Dishonest prices create a dishonest economy

Stock prices are primarily information. They tell investors where their capital can be most fruitfully employed. The important thing is not that prices be high or low, but honest.

1990s wisdom from inside a Koala’s bottom warns China is the next Japan

Just as the Bank of Japan’s loose monetary policy inflated asset prices around the world, China’s exchange rate manipulation has too. What if it ends?

Trump and the Republican Clean Energy Conundrum

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

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?

Stockmarkets want to know, who benefits from renewable energy?

It’s not always clear who benefits from technological breakthroughs or economic trends. And yet, that’s precisely what investors need to figure out. Where does the buck stop for wind energy?

The nuclear power epiphany is more fragile than you think

Nuclear power’s big advantage is that we don’t need to build the energy grid or energy storage for renewables. But we still need that grid and storage if we have both nuclear and renewables in the mix.

National Grid is a canary yearning for a coal mine

If a wind turbine spins, but there is no one around to use its power, does it still generate energy? The answer is, we may find out the hard way.

An ideological revolution shakes the magic money tree of MMT

We’ve seen many narratives come and go over the past few decades. Ways of looking at the world that determined what happens next. Another such shift is upon investors.