Stocks

While Sunak plays politics with energy, investors make money regardless

Now do you believe me? Back in August, when I last wrote in these pages, I put forward the view that Rishi Sunak, heaven forbid,…

Will you obey when the AI tells you to?

Your life will be impacted by AI… for better or worse AI is just starting a multi-year, multi-decade boom We are in the midst of…

When will the China Bubble burst: part 3

Bubbles always last longer than you expect Warning signs are coming out of China The truth about my analysis of China’s bubble economy Unlike Sunak,…

China’s boom was just another bubble: part 2

The three stages of the debt life cycle Interest eventually costs real money Where is China in the three stages of the debt life cycle?…

A dragon on the edge: part 1

The global economy is built on a lie China’s boom is politically motivated, not economically It’s the sub-prime and PIIGS’ property boom all over again…

Learning from history: where to invest

Where in the world should you invest? It’s all about the direction of change Why the UK is on the wrong path Investors today have…

Why are bond markets crashing again?

Bonds are more important than stocks Why are bond yields surging? Higher interest isn’t affordable The bond market is far more important than the stock…

What would Richard Cantillon buy today?

The speculator who wrote the book on asset bubbles Cantillon Effects are like signposts for investors How to position yourself to profit from the next…

The beginning of the end for wind and solar?

If Alberta has had enough of wind and solar, who’s next? Is de-banking just the beginning? China is the biggest investment story you need to…

Bull markets don’t last forever. But how long do they last?

Sports analogies can help us understand financial markets The ins and outs of baseball and bull markets We’re not near a market top… yet  …

Where is the earnings recession?

An earnings recession was all the experts could agree on How companies are playing central bankers for fools Ernest Hemingway’s personal financial advice   It’s…

The de-banking scandal is even moving financial markets now

Another week with Nigel Farage’s de-banking story topping the UK’s news feed. But this time, events have taken to a new arena – the stock…

What if God was a hedge fund manager?

Even the omniscient lose money, sometimes The perfect portfolio works, but only in the long run Don’t listen to the voices inside your head… when…

A free peek inside Small Cap Investigator

A peek under the hood When is an AI company not an AI company? Do you like crypto, but don’t like crypto? As we’ve explored over the…

How to use weird, strange and bonkers to your advantage

How likely are 1,000% winners? Quantitative vs. qualitative analysis Weird, strange and bonkers Unlike Sunak, Strategic Energy Alert is out to make you money, not…

How do you turn 58,200 stocks into one investment?

How many stocks are in the world? What is a filter and how do you use it? 72% in 11 months from cheap shoes Unlike…

Small-cap investing 101: did you miss the baby formula boom?

2015’s baby formula bonanza 575% in 13 months Your mind vs. the herd mind   Baby formula. Think about it, its use and purpose in…

Nuclear climate change

[This issue was originally published on 30 January 2023] In this issue: Nigel Farage: politicians will follow the public on nuclear power (at last) Nick…

Why AI has a three-body problem

I was happily sitting on a bench in Black Swan Park, waiting for something to happen, when it hit me: artificial intelligence (AI) has a…

The cold “Dead Hand” of AI on your foot

Depending on who you listen to, artificial intelligence (AI) will either save us or kill us all. I’d be in the “save us” camp, if…