Stocks

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?

Who are the real Kings and Queens of Jackson Hole

Kamala’s bold economic plans tread a fine balance between inflation and the economy…

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.

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?