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Continuing our highlight reel for the year, here’s the letter in which Nick Hubble correctly predicted how the Italian elections would ignite financial markets. This went out on 16 February; the Italian bond market exploded in May, so Nick wasn’t…

BALTIMORE, MARYLAND – The last leaves are falling from the trees. And the last days of December are counting down, like the quiet moments before an execution. Friday, the Dow fell nearly another 500 points. From Bloomberg: Investors rushed out…

I’m currently back home for the holidays in Aberdeen (enjoying the weather of course), so over the break you won’t have to put up with my scribblings and can sample some of our best editorial instead. To begin the week,…

DELRAY BEACH, FLORIDA – We’re down in Florida to meet a new grandchild. It’s a different world down here – different from Ireland, Maryland, France, Argentina… our usual haunts. Florida is flat. And barely above sea level. If the North…

I’ve not got something for you to read today, but something to listen to. It’s the Southbank Annual Roundtable event that we’ve just recorded. Nick Hubble, chief strategist of Zero Hour Alert, Harry Hamburg, editor of Exponential Investor, Nick O’Connor,…

DELRAY BEACH, FLORIDA – First, Bloomberg reports that: U.S. government debt is on track this year to rise at the fastest pace since 2012, as a stronger economy fails to keep pace with the wave of red ink that’s rising…

Theresa May wrestles on in the mud of No. 10. The value of the pound has taken a return flight to where it was on 10 December before the no confidence commotion, this short act of the play now concluded….

BALTIMORE, MARYLAND – A fight with the Fed one week. A trade war with China the next. And now, it’s a war with the Democrats. Donald J. Trump knows how to keep the cameras rolling. From Bloomberg: President Donald Trump…

So, who’s going to be our new prime minister? Or will Theresa May manage to wrestle on in the mud at No. 10? Never a dull moment these days. If nothing else, we should at least appreciate the theatre –…

BALTIMORE, MARYLAND – Monday’s trading was inconclusive, like an argument between a husband and wife that has been going on for years. Sellers opened with an attack that sent the Dow down 500 points. Buyers defended themselves… forcing the Dow…