Free Videos

If the EU abandons Ukraine, what’ll the UK do?

Two weeks ago, Nigel Farage and I wondered whether the EU would hold out over Winter. But now the UK government is the one concerned the EU will give in to Russia.

As we feared, inflation keeps heading higher

Inflation keeps soaring higher here in the UK, and is now into double digits for the first time in decades. But it could keep getting worse before it gets better.

The inflation crisis isn’t over. But it is changing…

Why did nobody see inflation coming? That’s what the media is pondering today. Just as they did about the 2008 financial crisis, and every other significant economic development before that.

The beginning of the end for Ukraine?

Winter is coming and Europe is short on gas. How much longer will people put up with Russian sanctions? Nigel Farage and I suspect not long, given a subtle change we’ve detected in the news…

The Merchants of Monetary Menace, Act 2: The Recession

For the past six months, they’ve given us a spiel about inflation. But that was only Act 1 of the Merchants of Monetary Menace. And now it’s time for Act 2, with the same theatrics over the coming recession.

Monetary policymakers are consistently wrong, at your expense… or profit?

For decades now, mortgage borrowers have had it easy. Each time the economy struggled, they were handed more money to pump it back up again.

A metals-led commodities supercycle

If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven by the mismatch.

Special broadcast: Maajid Nawaz & Sam Volkering on CBDCs and decentralised currencies

In a special broadcast, Sam Volkering, investment director and editor here at Southbank Investment Research, sat down with British journalist and campaigner Maajid Nawaz to talk about central bank-backed digital currencies (or coupons as Maajid calls them) and decentralised currencies such as bitcoin.

The Boris and Bailey clown act is just depressing now

Usually, there’s a happy clown and a sad clown. Although, in my case, I was more of an evil juggling jester twice a week. The only performance in which I didn’t drop a ball or hit myself with a devil stick at some point ended when I slipped spectacularly and landed flat on my back.

Is this the beginning or the end of the 1970s?

History continues to rhyme as well as American Pie. And now you can add strikes to the list. The big question is whether this is the beginning or the end of the 1970s…

The everything bubble has burst

They called it the everything bubble while it was inflating. Rarely do the mainstream media and consensus get it so right on the way up.

But where can you hide now that it has burst? If everything was caught up in the bubble, then everything now must crash…

Inflation, shortages, lockdowns, recession and political risk

Nigel Farage is not very optimistic about the stock market or the government. In this weekly update, we dig into some of the reasons why. It’s depressing stuff, but extremely important that investors be aware of the situation.

What if chaos in the energy markets is just the beginning?

The Green Machine has always had a mean side. Eco-warriors like to disrupt our lives to make their point. And, lately, they’ve co-opted the government to do their dirty work for them.

Expert says you want stocks that can survive a bear market

The start of this year saw the reflation trade (as pumping of money into economies by governments boosted share prices) give way to fears about 1970s-style inflation (resulting in lower prices for many shares and bonds).

The 1970s are back: stagflation, geopolitical crises and shortages… but worse music

If you had your time again, what would you have done differently in the 70s? I had better rephrase that… What investment decisions would you have made differently if you were faced with living through a rerun of the 1970s?

Metals, money and the pub across the road

I ask Nigel how a kid fresh out of high school scored a job in the open cry pit at the London Metals Exchange, how contract disputes used to be settled (hint, there was a lot less compliance paperwork) and the old-school method of settling contract disputes.

Which money is best? Free Banking money!

Scottish pounds are much maligned in England. (And among mystified Australian customs officers, I can report.) But what if these funny looking scraps of paper, which claim to be equivalent to a Bank of England banknote, actually hold the secret to the best form of money of all?

Which money is best? Silver!

They don’t call it a pound karat. It’s not the family gold you show off at dinner parties. The dollar is not called the doubloon. And the yuan isn’t called the Jīnzi.

Welcome to stagflation. It’s going to get worse.

You might think a moribund economy with 7% inflation is bad enough. But just wait until you see the Bank of Englad’s forecasts for what happens next! 10% inflation and a recession puts us squarely in the stagflation zone.