The City

When worlds collide

Artificial intelligence is “colliding” with our world Where some see danger, others see opportunity A sci-fi classic can help to illustrate the point One of…

The triumph of geopolitics, part 2

Amid recession and war, German opposition parties are rising in the polls The government is now pursuing a hydrogen energy dream This might go over…

The triumph of geopolitics, part 1

Germany is headed for yet another Energiewende This one might be even more disastrous Will Britain follow a similar (misguided) course? The economy is in…

How does a mania like climate change actually end though?

Following the science that changes We’re all Anabaptists now What’ll be the next climate change catastrophe? (And pass his knowledge on to you too.) Leaders around…

Looking behind the headlines

Economic data can be misleading It can also be subject to political spin This is particularly true in election years (And pass his knowledge on…

Is wind power the greatest bait and switch of all time?

How did we end up relying on the wind for our energy!? How to fudge the numbers on energy cost and reliability What does a…

If wind energy companies think the energy transition is “a fairy tale”, what’s the truth?

Wind energy sceptics are being proven right The racket at the heart of wind power is even worse than we thought What happens next if…

From pitchforks to politics

Widespread EU “pitchfork” protests continued this week The far right is surging in the polls The EU is on course to become ungovernable Although scarcely…

What if net zero is just really expensive entertainment?

Net zero was never plausible So, why are we trying it anyway? What happens when we fail miserably? (And pass his knowledge on to you…

Net zero: the law versus reality – who will win?

What if we cannot reach net zero? But it’s the law that we must! You cannot legislate against physics (And pass his knowledge on to…

What does the US presidential race look like from the inside?

The ugly truth about the Republican nomination Will lawfare help or hinder Trump? No Covid-era accountability in sight Nigel Farage is fully defrosted and back…

Money, forgotten casualty of war

Are frozen Russian foreign reserves being dangled as a carrot to lure Ukraine to the negotiating table? Does dollar “weaponisation” threaten the US currency’s global…

Someone got the Davos guest list wrong…

Inviting the bears into the wolves’ lair There is no such thing as a market failure WEF cures are worse than the disease (And pass…

The geopolitical year ahead

Multiple geopolitical trends are converging There could be huge financial market implications Investors need to be aware and to prepare (And pass his knowledge on…

The EU’s worst nightmare: pitchforks!

Farmers are revolting in Germany and neighbouring countries Populist parties continue to rise in the polls The EU may not survive in its current form…

All Quiet on the CBDC Front

Why the sudden radio silence on CBDCs? If guns don’t kill people, do CBDCs freeze you? Time to escape the digital world with more of…

Politicians can’t afford to buy your vote anymore

Free-money-inflated political promises Inflation and higher interest rates have popped big government Elections in 2024 will be fought over what’s affordable 2022 will be remembered…

“Democracy” is what those in power say it is

Populism is on the rise globally Some claim this threatens democracy But does history really bear that out? Former Prime Minister Churchill once famously quipped…

Big tech, big expensive

Big tech has been on a roll this year The Nasdaq is up over 50% Small tech offers much better value Leading the global stock…

From Pearl Harbor to the Persian Gulf

The Dec 7, 1941 attack on Pearl Harbor was largely about oil The US Navy protects oil resources the world over It doesn’t protect renewables,…