Latest Economics articles

  • The parting glass

    Capital & Conflict – brought to you by Fortune & Freedom VAUXHALL, LONDON – Well dear reader, we had a good run. But today marks the end of the line for Capital & Conflict. From here on out, this newsletter…

    View this article
  • The countdown to lockdown

    Capital & Conflict – brought to you by Fortune & Freedom Of course they won’t call it that. But the media and the protesters will. And it’ll feel like one. The countdown to our next lockdown has already begun. That’s…

    View this article
  • A confession about your future

    Capital & Conflict – brought to you by Fortune & Freedom “It’s tough to make predictions, especially about the future,” explained Yogi Berra. But it’s been a good run for Fortune & Freedom so far. The bitcoin price boomed after…

    View this article
  • Welcome to the War on Covid

    Capital & Conflict – brought to you by Fortune & Freedom It may well be that lockdowns are a good idea, that nations should theoretically open up after reaching some vaccine threshold, that track and trace will prevent outbreaks according…

    View this article
  • What I learned from the Hard Money Council

    The first idea is simple. For a few weeks, markets have been worrying about whether the central banks will taper, meaning they will begin to withdraw their quantitative easing (QE – the creation of money to buy government bonds and other securities) and other forms of loose monetary policy.

    View this article
  • Going live in 30 mins: on the trail of the “Capital Tsunami”

    CHEDDAR, SOMERSET – Over the past 25 years, investors have bought – on average – $115 million worth of stocks around the world every trading day. That comes to roughly $29 billion entering the stock market every year.

    View this article
  • What if vaccines don’t end the pandemic?

    Now you might think that we are finally getting somewhere when it comes to this pandemic thing. Perhaps we’re even getting towards the end of it. But I’m not so sure that the vaccines will save us and unlock the global economy.

    View this article
  • And then came the recession

    I’m getting worried the global economic recovery from the pandemic is about to go very sour. And with it, asset prices. In fact, a recession may well be on the horizon. The reason is simple. Economists might be able to count the amount of economic activity, but not whether it’s worth it.

    View this article
  • Readers reveal the reality of financial repression

    It’s time to dig into the mailbag today. Your demands for a virtual conference on escaping financial repression have been heard, loud and clear, by the way.

    And so, for today, let’s look into the damage done by financial repression in the form of low interest rates, what happened when one reader attempted to buy cryptocurrencies to escape financial repression, and more…

    View this article
  • A crisis for the NHS, or from the NHS?

    Find out what Nigel Farage has to say about the backlogs, the future of the NHS and the potential crisis that awaits Britain as it tries to save those the NHS was supposed to, in this video…

    View this article
  • Covid cases surge after Freedom Day

    I’ve always known different nations’ news channels report the same news entirely differently. I follow the news from the UK, Germany, Australia and the United States each day. And they’ve offered completely different facts and “science” throughout the pandemic.

    View this article
  • Not just another housing bubble

    House prices around the world are booming in the midst of a pandemic, not to mention despite Brexit. But why? And will it last?

    As you’re about to discover, I believe this goes beyond the usual housing bubble. But first, the data…

    View this article
  • Misunderestimating risk

    But consider this. Your definition of the word “risk” and the definition used by the financial industry serving you is completely different. And the gap is the source of rather a lot of anguish, if you ask me.

    View this article
  • Black Tot Day

    CHEDDAR, SOMERSET – We must end the week on a sombre note. For tomorrow is a grave day indeed…

    It was in 1740 when the Royal Navy first formalised a daily rum ration for sailors aboard Her Majesty’s ships – what would become fondly known as “the tot”.

    View this article
  • £36 trillion whale

    Capital & Conflict – brought to you by Fortune & Freedom Watch the live stream this Friday We’ll be streaming our latest episode of Southbank Live on Friday at 10am here on YouTube – my guest this week is our…

    View this article
  • Bismarck’s forgotten legacy

    CHEDDAR, SOMERSET – “Whales” in capital markets – those individuals, funds and other players with enormous investment positions – are dangerous beasts.

    They can move markets with their trades, and if you get in their way, they can crush your portfolio.

    View this article
  • “You’ve been framed! pinged!”

    While I’m sure Her Majesty’s fine crew at the “Doughnut” in Cheltenham can trace my movements with ease, there’s something uniquely dystopian about willingly installing government surveillance tech on to one’s own electronics for “the greater good”, so I never installed the Test & Trace app.

    View this article
  • Smouldering statistics

    I hope you’ve been getting some decent weather, wherever you happen to be reading this. Sure is toasty out here – but as Nickolai Hubble will tell you, the temperature is rising even further in inflation statistics…

    View this article
  • Happy “Freedom Day”

    “Freedom In Name Only”, or FRINO, was the topic of our latest Fortune & Freedom podcast with Nickolai Hubble and Nigel Farage – while you’re celebrating our state-sanctioned “freedom”, I encourage you to give it a listen.

    View this article
  • Curse of the South Sea

    THE HOWFF, DUNDEE – There’s an old saying that “a rolling loan gathers no loss”. But the act of “rolling” debt – paying off old loans with freshly borrowed money – is neither cheap nor easy for most of us….

    View this article
  • A muddled historical medley

    GALLERY 48, DUNDEE – “History might be rhyming, but there are a lot of different songs being played at the same time” says Nickolai Hubble of the current investing environment. When looking forward into the 2020s, we wonder what market…

    View this article
  • The suppressed memories of central bankers

    MARYFIELD, DUNDEE – Do you remember what happens after a housing bubble bursts? That’s what my good friend and colleague Nickolai Hubble would like to ask you in today’s letter – for it seems many have forgotten. But before we…

    View this article
  • To err is human…

    MARYFIELD, DUNDEE – A quick note before we begin today. I’ll be hosting an online event tomorrow with a very special guest. He’s an American CEO with quite the investment tale to tell, and if you’re interested in streamlining your…

    View this article
  • Beware of the bubble

    Editor’s note: With the Nasdaq and S&P 500 hitting new highs this week, optimism is abounding in markets. But as you’ll see below, optimism has a danger to it where markets are concerned. With analysts forecasting the fastest economic growth…

    View this article
  • What Wall Street’s worst womaniser knew about

    The “Einstein of money” wasn’t much of a husband or father. His first divorce was in 1937, when divorce was still taboo. He left his wife for a young actress, and became an absentee father to his four stigmatised children….

    View this article
  • Through a different prism

    VARNA, BULGARIA For a moment, think of Capital & Conflict (and the other Southbank Investment Research publications) as a kind of prism. If you look through that prism, you will see the world of investment a certain way. The world…

    View this article
  • Beyond the frontier: what are the frontier markets and why do they matter?

    VARNA, BULGARIA Thursday 24 June was an important day for the many pension funds, insurance companies and other institutions that invest in foreign stock markets. It was the day that MSCI announced its annual Market Classification Review. MSCI is a…

    View this article
  • Less like the staircase and more like the Alps

    HEILIGENSTADT, VIENNA Vienna as a whole is pretty flat. However, we do have a hill here in Heiligenstadt. To climb up it, from the Karl Marx-Hof at the bottom to the ZAMG – Austria’s Met Office – at the top,…

    View this article
  • An inconvenient debate

    NEW TOWN, EDINBURGH ­– My good friend and colleague Nickolai Hubble is no stranger to controversy. Truth be told, he likes to stir it quite a bit. This note he penned for Fortune & Freedom (click here to subscribe) is…

    View this article
  • Hey big spender

    NEW TOWN, EDINBURGH – I’d been putting it off for so long… Looked steadily more ridiculous as the months have gone by… And been called a “pirate” (amongst other things) as a result… But it was finally time to get…

    View this article
  • Forbidden energy

    “A lethal dose to anyone within ten yards. Get it while it’s hot!” – Edge of Darkness (1985) NEW TOWN, EDINBURGH – Do I count any nuclear bulls amongst the readership? Anyone stacking uranium rods at home, or stuffing them…

    View this article
  • Solar Summer

    NEW TOWN, EDINBURGH – Edinburgh, like so many cities, looks its best in the sun. When the rays hit it just right, the sandstone skyline shines like gold. And shine it has over the past few days – we’ve had…

    View this article
  • The greenies respond in kind…

    THE MEADOWS, EDINBURGH – My good friend and colleague Nickolai Hubble isn’t one for political correctness. As I like to say, he won’t screw a silencer on his speech. This might preclude him from various other professions and speaking opportunities,…

    View this article
  • The green gangrene

    THE MEADOWS, EDINBURGH – There’s been a bit of drama here at Southbank Investment Research of late. It’s about our Beyond Oil Summit which goes live on Wednesday (get access here if you haven’t signed up yet). The subject of…

    View this article
  • Third time’s the charm

    BROUGHTON, EDINBURGH – Our very first Beyond Oil Summit feels like a different epoch… but it was only last year. Our plans for the event, featuring first-class energy experts on the future of black gold, began at the very beginning…

    View this article
  • A drove of black gold bulls

    BROUGHTON, EDINBURGH – Well, the results are in from Monday’s poll… And I must say, I’m a little surprised: A lot of oil bulls out there – nearly three quarters of respondents. And there I was thinking I had a…

    View this article
  • Searching for the Seven

    BROUGHTON, EDINBURGH – They called them the Seven Sisters. Seven companies which ruled the world. It all began in August 1928, at a castle called Achnacarry. It’s in the Highlands, near Ben Nevis – about half an hour’s drive from…

    View this article
  • Beyond Black Gold

    STOCKBRIDGE, EDINBURGH – A short note from me this morning, I’m just off to interview a certain gold expert based in the microstate of Liechtenstein. This gold discussion will be the final instalment our 2021 Gold Summit – after the…

    View this article
  • Bread for brains

    THE STANDING ORDER, EDINBURGH – It almost feels like things are getting back to normal here. Almost. The streets are thronging with folk. Not so many as pre-WuFlu, but it’s damn busy nonetheless. There are enough tourists on the Royal…

    View this article
  • Hot crop: what is driving the boom in these commodities?

    ABERDEEN, SCOTLAND – The inflation key is in the lock. It will be turned once the world economy fully reopens. And when that happens, Western investors will be caught unawares by the destructive nature of that force which they haven’t…

    View this article

From time to time we may tell you about regulated products issued by Southbank Investment Research Limited. With these products your capital is at risk. You can lose some or all of your investment, so never risk more than you can afford to lose. Seek independent advice if you are unsure of the suitability of any investment. Southbank Investment Research Limited is authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

© 2021 Southbank Investment Research Ltd. Registered in England and Wales No 9539630. VAT No GB629 7287 94.
Registered Office: 2nd Floor, Crowne House, 56-58 Southwark Street, London, SE1 1UN.

Terms and conditions | Privacy Policy | Cookie Policy | FAQ | Contact Us | Top ↑