Stocks

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.

Another reason to buy UK defence stocks?

Reports of unfit German tanks, captured US drones, and jammed missiles and artillery shells are now coming in daily. What does the failure of Western military hardware mean for defence spending?

How the Awkward Squad will define the UK election

Ignore the noise. There is only one thing investors need to focus on in the upcoming UK election: “How big is the Awkward Squad going to be?” That’s how Nigel Farage put it, anyway.

Lawfare and warfare are deciding the US presidential election now

Polls in the swing states of the American presidential election are on the move. As are Russian tanks and protestors on college campuses. Is the fate of Trump and Biden being decided now?

A fatal flaw or just a bottleneck for net zero?

Governments may have built and planned for a vast amount of renewable energy. But what about the extraordinarily vast electricity grid needed to move all that power? They forgot to build it…

The stock market is not a free market anymore

Last week, I claimed that sellers are now in control of stock market prices. Buyers are nothing more than passive aggressive investing zombies. But was I right? Readers have their say…

The high price of diversification in portfolios and power supply

American finance professor Harry Markowitz said, “diversification is the only free lunch in investing”. Students have been regurgitating his theories ever since. But was he wrong?

What is the meaning of this, price?

Stock markets used to function very differently. Legendary investor Bill Fleckenstein reminisced about it in an interview. Insight, analysis and fundamentals used to drive prices up or down. But that’s changed…

How you could profit from a bubble’s boom and its bust

Very few investors manage to profit from both the boom and the bust of an asset bubble. So, what can we learn from the only trader to have done it, twice?

The weakest link in the renewables rollout threatens to sink net zero

In this issue: Renewable energy will fail. I’ve found the scapegoat. The weakest link of the energy transition isn’t renewables Some industries rely on impossible…

Why nuclear power can’t save us from renewables

Are you hoping for a nuclear power revival in the UK? Enough baseload power to save us from the intermittency of renewables might sound good. Here’s why it won’t work…

4 more ways to potentially profit from the failure of renewable energy

In October 2021, Nigel and I discussed whether coal might be the best way to profit from the failure of renewable energy. As the failure of renewables continues to unfold, I’d like to give you several more such opportunities.

Can Japan survive without monetary life support?

One month ago, I moved to Japan. We plan to stay about a year. The idea is to keep the kids bi-lingual. I managed to rope my Dad into joining us for a week. We needed his help on the flights. The middle child is a bit of a handful, especially on a plane. I like to say that if she had been born when I was, we’d have lost the Cold War. But we managed to keep her busy. It only took the combined efforts of everyone on the plane though…

A perfect storm for green energy stocks in 2024?

What if the green energy boom and bust cycle has nothing to do with green energy at all? And what if the conditions that gave rise to an extraordinary boom in clean energy stocks in 2020 and 2021 are about to reappear in 2024?

How to invest in a perverted stock market

Now that you know how the rich are abusing the stock market to their advantage, and what it means for our economy, it’s time to figure out what we can do about it. But first, I’d like to add one last way in which stock markets have been undermined.