Lockdown and the Election

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.