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Deep dives into global economic trends, market insights, and expert predictions, bringing clarity to complex financial landscapes.
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The Security Supercycle – certainties in an uncertain world
The world is changing fast, and nations are racing to protect themselves.
The US Govt is going Nuclear for AI
In a seismic shift for the energy sector, last night’s announcements from the U.S. Department of Energy (DOE) and international diplomacy have ignited a firestorm of optimism around nuclear power
Think Gold & Silver’s Run is Over? Not a Chance!
Valuation metrics are flashing RED as seasonal weakness looms
Why Hyperscaling AI is the Next Big Investment Wave
AI isn’t just the MAG7 companies; AI will reshape global infrastructure, resources, and the digital economy
Is the Stall in Tech a Warning?
The Megacaps and tech stocks stalled this week as investors questioned AI valuations, is this the start of a broader pullback?
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Latest Posts
Weekend Edition EP88: The Stockmarket is not the Economy
Stocks hit fresh highs as the US Government sinks to a new low
MPC Morning Call 3rd October 2025 – Stocks hit fresh highs as US Govt hit new lows
Stocks continued to ignore the possibility of a lengthy Government shutdown triggering an economic slowdown, instead choosing to focus on the knock-on effect of the rate cuts that may come from it.
