Stocks

Choose the lesser of two weevils: inflation or deflation?

I’m reading the books which inspired the film Master and Commander, starring Russell Crowe. A key theme is how much the elements matter. The captains…

Why a post-pandemic crash comes before a recovery

The recovery is on! The economy is going to boom now that the Covid-19 pandemic is behind us! Right? Perhaps. But I doubt it’ll be…

Simon Popple explains our commodity chaos

It’s the most important investment chart of the next ten years. And our friends at Incrementum AG, who publish the legendary In Gold We Trust…

This is not the commodity boom you’re looking for

The UK’s resource and energy-driven stock market is in for a spectacular commodity boom as prices surge… right? That was the consensus at a recent…

Will the last person to leave Britain please turn off the stock market?

Yesterday we laid out the data for you. We gave you the news stories and headlines about the UK’s coming Winter of Discontent – the…

Name me a financial crisis which central banks can’t paper over with QE

You’ve seen them plastered all over the news. The long list of crises which threaten to wreak havoc on financial markets. And I bet you’re…

Winter of our Discontent

It’s Boaz Shoshan here again. Your regular editor Nickolai Hubble will be back tomorrow, with his weekly roundup with Nigel Farage. But today, I’d like…

AUKUS rules the waves around China

Two weeks ago, I asked Nigel Farage about events in Afghanistan and what it would mean for defence spending and defence stocks. Here’s what he…

The bond market is now a lose-lose-lose proposition

Would you invest in an asset that loses your money each year? Because you’re probably doing just that, via the bond market. But it’s about…

The risk of a recession is rising fast

Two weeks ago, I warned you about the risk of a recession. And what it would mean for asset prices. Since then, that risk of…

Is Pax Americana over? And what comes next?

Afghanistan is all over the headlines, but what does it mean for financial markets and defence stocks in particular? Will nations afraid of being abandoned…

The stock market is one hell of a drama queen

My daughter, much like the stock market, is at that age when she can’t quite communicate what she wants, but all hell breaks loose if…

Stocks, bonds, gold and property each predict a different future

For all their obvious flaws, sometimes the financial market really are good at predicting the future. It pays to listen, as long as you don’t…

An inflation thief in the night

We’re going to respond to a great question from the reader mailbox today. If you’ve sent in questions, don’t forget to include permission to publish…

Paper gains are only potential profits

Every day of our pre-lockdown world I would exit London Bridge station and walk past Guy’s Hospital in Southwark on my way to the Southbank…

The externalities of the green bubble

Thanks for all the excellent feedback on our recent coverage of the green bubble. It’s great to see you’re as opinionated and thoughtful as we…

The green revolution isn’t just in government

Green energy expert James Allen, believes climate change is a great investment opportunity as the world goes green. Not just green energy, but green… everything.…

The true Brexit dividend is dividend yield

The UK is home to “The World’s Most Unpopular Stock Market” according to Bloomberg in December. The Financial Times said that UK stocks suffered from…

How to invest when you’re facing stagflation

Yesterday we looked into the spectre of inflation and its terrible twin, stagflation. Today we examine its effect on the stock market and other investments…

Why inflation is back

For many, the rollout of vaccines and associated relaxing of various forms of lockdowns are cause for relief – celebration even. But there is another…