Stocks

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 My…

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 My friends…

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 If central banks are funding the expansion of the green energy sector…

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 If…

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 My friends James Allen and Sam Volkering spend their time trying…

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…

Has the next global recession already begun?

Here at Southbank Investment Research, we constantly debate the state of the economy and financial markets. Yes, we also discuss the upcoming football, rugby or…

The end of a 20-year bear market in the FTSE 100?

I do very much enjoy the old myth that stock markets like the FTSE 100 go up in the long run. It’s always good for…

AI is utopia for poor people and dystopia for rich people

How do feel about artificial intelligence? Do you see there being more benefits in using AI? Or do you see more drawbacks in using AI…

The only energy transition investors need to focus on

When did it become cool to criticise net zero? After spending most of February and March writing an unexpectedly large report on the implausible energy…

Maybe it’s time for dog coins in your portfolio

Yesterday we looked at the impending spectre of the central bank digital currency (CBDC). Before you read one more word here, please ensure you’ve read…

Why energy investors make and lose copious amounts of money

How long would it take you to drill an oil well or frack a gas well? I haven’t got a clue, and I doubt you…

The energy transition gets a margin call

It sounds like the panacea of all our troubles. The energy transition promises seemingly free energy. After all, what does the sun and the wind…