A few weeks back on our market broadcasts we discussed how the cybersecurity sector was booming amid the lockdown. I use interest in the $HACK ETF to gauge interest in the sector, and it’s now reached all-time highs, up over…
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“McCarthyism 2.0” is gaining momentum
At the beginning of this year, we published the most disturbing piece of research I’ve ever worked on here at Southbank Investment Research. It was about the crimes against humanity the Chinese Communist Party (CCP) has been perpetrating against its…
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The world’s most bullish tech investor just cashed in his chips…
As we’ve reached the end of yet another wild week, I reached out to macro specialist Nickolai Hubble and our energy analyst Kit Winder to discuss the stories they’re keeping a close eye on. In our final broadcast of the…
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Blackberry exec’s prophesy: “cyber-9/11”
A few years ago, the chief legal officer at BlackBerry boldly pronounced that the world has yet to experience its “cyber 9/11”, which would reveal just how much destruction the digital world can wreak upon our lives in the real…
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Zero Sum Money: why inflation “here” means destruction “there”…
Starting the week off on today’s market broadcast with macro strategist Nickolai Hubble and energy analyst KIt Winder… Cold Turkey no more: why the UK broke its long “no coal” streak late last week, turning back to the dirty fuel…
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Why is the gold bull market holding its breath?
While the gold market has seen plenty of action in the last few weeks, the gold price hasn’t. That needs explaining. And so we brought our gold specialists together to do so. They’ll discuss what moves the gold price, and…
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Barbed wire batons and covered-up casualties
We’ve reached Hump Day on an already chaotic week – in today’s market broadcast, Sam Volkering and I discuss… Showdown in the Himalayas: though geopolitical risk has been off the table for investors for decades, the brutal battle between Indian…
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Who pays for “Debt Without Borders”?
A new week begins, full of central bank announcements from the Bank of England to the Bank of Japan. Right on time too, as volatility appears to be returning to the stockmarket with a vengeance… In today’s episode, Nickolai and…
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The “revenge investors” are coming…
We reach the end of yet another tumultuous week. I invited Nickolai Hubble and Kit Winder on to our market broadcast to discuss the events they think you should be paying attention to, and it was quite the discussion. I…
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When millennials (finally) move markets
Why have bankrupt companies become some of the biggest performers in the stockmarket in recent weeks? Could Robinhood, the trading app popular amongst kids in the States, be swooping in to save the day with a bailout of millennial capital?…